§ 13F · FUND PROFILE
NATIONS FINANCIAL GROUP INC, /IA/ /ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 711Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | 74K | $48M | 2.5% | +1% |
| 2 | NVDA | NVIDIA CORPORATION COM | 275K | $48M | 2.5% | +6% |
| 3 | AAPL | APPLE INC COM | 172K | $44M | 2.2% | +6% |
| 4 | IJH | ISHARES CORE S&P MID-CAP ETF | 458K | $31M | 1.6% | −1% |
| 5 | QQQ | INVESCO QQQ TRUST SERIES I | 53K | $30M | 1.6% | +1% |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 105K | $30M | 1.6% | +6% |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | 45K | $29M | 1.5% | +2% |
| 8 | MSFT | MICROSOFT CORP COM | 78K | $29M | 1.5% | −7% |
| 9 | IWV | ISHARES RUSSELL 3000 ETF | 71K | $26M | 1.4% | +6% |
| 10 | VUG | VANGUARD GROWTH ETF | 60K | $26M | 1.4% | −5% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 711 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed