Nations Financial Group Inc, /Ia/ /Adv
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.94B
Q ending 2026-03-31
Prior quarter
$1.90B
Q ending 2025-12-31
Change
+2.2% QoQ · +48.2% YoY
Positions
773
reported holdings
Largest positions
Top 100 of 773 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $48.3M | 74K |
| Nvidia Corporation Com | NVDA | Shares | $48.0M | 275K |
| Apple Inc Com | AAPL | Shares | $43.5M | 172K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $30.9M | 458K |
| Invesco Qqq Trust Series I | QQQ | Shares | $30.5M | 53K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $30.3M | 105K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $29.4M | 45K |
| Microsoft Corp Com | MSFT | Shares | $28.8M | 78K |
| Ishares Russell 3000 Etf | IWV | Shares | $26.4M | 71K |
| Vanguard Growth Etf | VUG | Shares | $26.4M | 60K |
| Fidelity Blue Chip Growth Etf | FBCG | Shares | $25.9M | 517K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $25.1M | 52K |
| Amazon Com Inc Com | AMZN | Shares | $20.4M | 98K |
| State Street Technology Select Sec | XLK | Shares | $20.3M | 153K |
| Vanguard High Dividend Yield Index | VYM | Shares | $19.5M | 132K |
| Meta Platforms Inc Cl A | META | Shares | $19.0M | 33K |
| Broadcom Inc Com | AVGO | Shares | $18.2M | 59K |
| State Street Spdr Dow Jones Indust | DIA | Shares | $17.0M | 37K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $16.4M | 304K |
| Jpmorgan Chase & Co Com | JPM | Shares | $15.9M | 54K |
| Exxon Mobil Corp Com | XOM | Shares | $14.4M | 85K |
| Spdr Gold Shares | GLD | Shares | $14.3M | 33K |
| Chevron Corporation Com | CVX | Shares | $14.2M | 69K |
| Vanguard Mid-Cap Etf | VO | Shares | $14.2M | 49K |
| Capital Group Dividend Value Etf | CGDV | Shares | $13.0M | 305K |
| Jpmorgan Core Plus Bond Etf | JCPB | Shares | $12.9M | 274K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $12.7M | 416K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $12.1M | 471K |
| Vanguard S&P 500 Etf | VOO | Shares | $11.4M | 19K |
| Costco Wholesale Corporation Com | COST | Shares | $11.4M | 11K |
| Ishares Msci Usa Min Vol Factor Et | USMV | Shares | $11.3M | 122K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $11.3M | 91K |
| Ishares Morningstar Mid-Cap Growth | IMCG | Shares | $10.9M | 139K |
| Ishares S&P Mid-Cap 400 Value Etf | IJJ | Shares | $10.7M | 81K |
| Vanguard Value Etf | VTV | Shares | $10.7M | 54K |
| Avantis U.S. Large Cap Value Etf | AVLV | Shares | $9.9M | 123K |
| Walmart Inc Com | WMT | Shares | $9.8M | 79K |
| Enterprise Prods Partners L P Com | EPD | Shares | $9.8M | 258K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $9.7M | 107K |
| Graniteshares Gold Shares | BAR | Shares | $9.6M | 209K |
| Global X Uranium Etf | URA | Shares | $9.6M | 199K |
| T. Rowe Price Capital Appreciation | TCAF | Shares | $9.2M | 260K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $9.1M | 32K |
| Ishares 3-7 Year Treasury Bond Etf | IEI | Shares | $9.1M | 77K |
| Visa Inc Com Cl A | V | Shares | $8.9M | 29K |
| First Trust Smid Cap Rising Divide | SDVY | Shares | $8.9M | 225K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $8.9M | 138K |
| Kla Corp Com New | KLAC | Shares | $8.8M | 6K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $8.8M | 46K |
| Johnson & Johnson Com | JNJ | Shares | $8.6M | 35K |
| Fidelity Total Bond Etf | FBND | Shares | $8.5M | 187K |
| State Street Spdr Portfolio S&P 50 | SPYM | Shares | $8.3M | 108K |
| Ishares 0-5 Year Tips Bond Etf | STIP | Shares | $8.1M | 78K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $8.0M | 37K |
| Invesco S&P 500 Momentum Etf | SPMO | Shares | $7.7M | 69K |
| Seabridge Gold Inc Com | SEA1EUR | Shares | $7.5M | 266K |
| First Trust Senior Loan Fund | FTSL | Shares | $7.5M | 167K |
| Us Treasury 12 Month Bill Etf | OBIL | Shares | $7.5M | 149K |
| Ishares Core S&P Total U.S. Stock | ITOT | Shares | $7.4M | 52K |
| Verizon Communications Inc Com | VZ | Shares | $7.2M | 143K |
| Berkshire Hathaway Inc Del Cl A | BRK/A | Shares | $7.2M | 10 |
| Ishares Silver Trust | SLV | Shares | $7.2M | 105K |
| Rtx Corporation Com | RTX | Shares | $7.0M | 36K |
| Fidelity Fundamental Large Cap Cor | FFLC | Shares | $7.0M | 136K |
| Caseys Gen Stores Inc Com | CASY | Shares | $6.9M | 10K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $6.7M | 20K |
| Vanguard Total Stock Market Etf | VTI | Shares | $6.7M | 21K |
| Amplify Cwp Enhanced Dividend Inco | DIVO | Shares | $6.7M | 149K |
| Pimco Active Bond Exchange-Traded | BOND | Shares | $6.6M | 71K |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $6.6M | 94K |
| Eli Lilly & Co Com | LLY | Shares | $6.5M | 7K |
| Goldman Sachs Group Inc Com | GS | Shares | $6.4M | 8K |
| Angel Oak Finl Strategies Incm Com | FINS | Shares | $6.2M | 484K |
| Sprott Asset Management Lp Physica | CEF | Shares | $6.1M | 128K |
| Bny Mellon Dynamic Value Etf | BKDV | Shares | $6.1M | 205K |
| Vaneck Gold Miners Etf | GDX | Shares | $6.0M | 66K |
| Cencora Inc Com | COR | Shares | $6.0M | 19K |
| Boeing Co Com | BA | Shares | $5.8M | 29K |
| Pacer Us Cash Cows 100 Etf | COWZ | Shares | $5.8M | 93K |
| Amgen Inc Com | AMGN | Shares | $5.8M | 16K |
| Energy Transfer L P Com Ut Ltd Ptn | ET | Shares | $5.7M | 298K |
| Inspire 500 Etf | PTL | Shares | $5.7M | 23K |
| Pacer Us Small Cap Cash Cows Etf | CALF | Shares | $5.6M | 125K |
| Blackstone Mortgage Trust Inc Com | BXMT | Shares | $5.6M | 293K |
| International Business Machs Com | IBM | Shares | $5.6M | 23K |
| Cisco Sys Inc Com | CSCO | Shares | $5.5M | 71K |
| Corning Inc Com | GLW | Shares | $5.4M | 40K |
| Ishares Gold Trust | IAU | Shares | $5.3M | 60K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $5.2M | 35K |
| Phillips 66 Com | PSX | Shares | $5.1M | 28K |
| Abrdn Physical Silver Shares Etf | SIVR | Shares | $5.0M | 70K |
| Emerson Elec Co Com | EMR | Shares | $5.0M | 38K |
| Cheniere Energy Inc Com New | LNG | Shares | $5.0M | 17K |
| Hawkins Inc Com | HWKN | Shares | $4.9M | 32K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $4.9M | 43K |
| Advanced Micro Devices Inc Com | AMD | Shares | $4.9M | 24K |
| Quanta Svcs Inc Com | PWR | Shares | $4.9M | 9K |
| Capital Group International Equity | CGIE | Shares | $4.9M | 143K |
| Innovator U.S. Equity Power Buffer | PNOV | Shares | $4.8M | 118K |
| Abbvie Inc Com | ABBV | Shares | $4.7M | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.