NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q2 2026 Filing
Filed July 23, 2026
Portfolio Value
$845.9B
Holdings
789
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (789 positions)
| Stock | Value |
|---|---|
VTVVANGUARD VALUE ETF | $12.0M |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $11.8M |
IJRISHARES CORE S&P SMALL CAP ETF | $11.8M |
GLWCORNING INC COM | $11.6M |
GOOGALPHABET INC CAP STK CL C | $11.1M |
—EXXONMOBIL HOLDINGS CORP COM SHS | $10.9M |
AMDADVANCED MICRO DEVICES INC COM | $10.9M |
KLMNINVESCO S&P 500 MOMENTUM ETF | $10.5M |
COSTCOSTCO WHOLESALE CORPORATION COM | $10.5M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $10.4M |
VVISA INC COM CL A | $9.7M |
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9.7M |
JNJJOHNSON & JOHNSON COM | $9.5M |
CVXCHEVRON CORPORATION COM | $9.2M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $9.1M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $9.1M |
CSCOCISCO SYS INC COM | $8.5M |
LRCXLAM RESEARCH CORP COM NEW | $8.5M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $8.4M |
WMTWALMART INC COM | $8.1M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $8.0M |
GSGOLDMAN SACHS GROUP INC COM | $7.6M |
CASYCASEYS GEN STORES INC COM | $7.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $7.5M |
PANWPALO ALTO NETWORKS INC COM | $7.1M |
RTXRTX CORPORATION COM | $7.1M |
BABOEING CO COM | $6.4M |
PWRQUANTA SVCS INC COM | $6.3M |
CATCATERPILLAR INC COM | $6.1M |
IVWISHARES S&P 500 GROWTH ETF | $6.1M |
AMGNAMGEN INC COM | $6.0M |
MRVLMARVELL TECHNOLOGY INC COM | $5.7M |
EMREMERSON ELEC CO COM | $5.5M |
ADIANALOG DEVICES INC COM | $5.4M |
ABBVABBVIE INC COM | $5.4M |
GNRCGENERAC HLDGS INC COM | $5.3M |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.1M |
GEVGE VERNOVA INC COM | $4.9M |
PSXPHILLIPS 66 COM | $4.7M |
PGPROCTER & GAMBLE CO COM | $4.6M |
HWKNHAWKINS INC COM | $4.6M |
GDGENERAL DYNAMICS CORP COM | $4.5M |
APHAMPHENOL CORP CL A | $4.4M |
EWYISHARES MSCI SOUTH KOREA ETF | $4.2M |
BXBLACKSTONE INC COM | $4.2M |
DEDEERE & CO COM | $4.2M |
ETNEATON CORP PLC SHS | $4.2M |
SNDKSANDISK CORP COM | $4.2M |
AEPAMERICAN ELEC PWR CO INC COM | $4.1M |
IBMINTERNATIONAL BUSINESS MACHS COM | $4.1M |
AMATAPPLIED MATLS INC COM | $4.0M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $3.9M |
LINLINDE PLC SHS | $3.9M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $3.7M |
CLSCELESTICA INC COM | $3.7M |
VTHRVANGUARD RUSSELL 3000 ETF | $3.7M |
RGLDROYAL GOLD INC COM | $3.7M |
IVEISHARES S&P 500 VALUE ETF | $3.5M |
PNWPINNACLE WEST CAP CORP COM | $3.5M |
HWMHOWMET AEROSPACE INC COM | $3.4M |
TELTE CONNECTIVITY PLC ORD SHS | $3.3M |
TSLATESLA INC COM | $3.3M |
QQQEDIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $3.3M |
INTCINTEL CORP COM | $3.3M |
ASMLASML HLDG NV N Y REGISTRY SHS | $3.3M |
GEGE AEROSPACE COM NEW | $3.2M |
WELLWELLTOWER INC COM | $3.2M |
BLKBLACKROCK INC COM | $3.2M |
CRWDCROWDSTRIKE HLDGS INC CL A | $3.1M |
ANETARISTA NETWORKS INC COM SHS | $3.1M |
MRKMERCK & CO INC COM | $3.1M |
IWMISHARES RUSSELL 2000 ETF | $3.1M |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $3.0M |
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3.0M |
AXPAMERICAN EXPRESS CO COM | $3.0M |
NUENUCOR CORP COM | $2.9M |
A4SAMERIPRISE FINL INC COM | $2.8M |
PEPPEPSICO INC COM | $2.8M |
IWRISHARES RUSSELL MIDCAP ETF | $2.8M |
SBUXSTARBUCKS CORP COM | $2.7M |
HDHOME DEPOT INC COM | $2.7M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.7M |
BEBLOOM ENERGY CORP COM CL A | $2.7M |
MCDMCDONALDS CORP COM | $2.6M |
VVVANGUARD LARGE-CAP ETF | $2.5M |
LOWLOWES COS INC COM | $2.5M |
FIXCOMFORT SYS USA INC COM | $2.5M |
LHXL3HARRIS TECHNOLOGIES INC COM | $2.5M |
CAHCARDINAL HEALTH INC COM | $2.5M |
ORCLORACLE CORP COM | $2.4M |
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $2.4M |
TTTRANE TECHNOLOGIES PLC SHS | $2.4M |
DWDMORGAN STANLEY COM NEW | $2.4M |
CEGCONSTELLATION ENERGY CORP COM | $2.4M |
DDOGDATADOG INC CL A COM | $2.3M |
MGCVANGUARD MEGA CAP ETF | $2.3M |
AIZASSURANT INC COM | $2.3M |
UTHUNITED THERAPEUTICS CORP DEL COM | $2.3M |
VRTXVERTEX PHARMACEUTICALS INC COM | $2.2M |
QTUMDEFIANCE QUANTUM ETF | $2.2M |