§ 13F · FUND PROFILE
NATIONS FINANCIAL GROUP INC, /IA/ /ADV.
AUM · $2.1B (13F)Positions · 789Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 75K | $56M | 2.7% | +1% |
| 2 | NVDA | NVIDIA CORPORATION COM | 257K | $51M | 2.5% | −7% |
| 3 | AAPL | APPLE INC COM | 178K | $51M | 2.5% | +4% |
| 4 | QQQ | INVESCO QQQ TRUST SERIES I | 52K | $38M | 1.8% | −2% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 102K | $36M | 1.7% | −3% |
| 6 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | 554K | $34M | 1.6% | +7% |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | 46K | $34M | 1.6% | +2% |
| 8 | VUG | VANGUARD GROWTH ETF | 364K | $31M | 1.5% | +504% |
| 9 | IWV | ISHARES RUSSELL 3000 ETF | 69K | $29M | 1.4% | −4% |
| 10 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 153K | $29M | 1.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NATIONS SIGNAL
AC read
NATIONS FINANCIAL GROUP INC, /IA/ /ADV is a Other fund managing $2.1 billion in assets. The fund runs a broad portfolio of 789 positions.
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