Institutional Manager · CIK 0001109767
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CEDAR RAPIDS, IA · File #028-17213
Latest AUM
$1.90B
Positions
746
Top-10 Concentration
41.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025746 pos · $1.90B
- 13F HOLDINGS REPORTQ/E Sep 2025711 pos · $1.61B
- 13F HOLDINGS REPORTQ/E Jun 2025678 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Mar 2025655 pos · $1.31B
- 13F HOLDINGS REPORTQ/E Dec 2024667 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Sep 2024671 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Jun 2024629 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Mar 2024621 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Dec 2023613 pos · $993.3M
- 13F HOLDINGS REPORTQ/E Sep 2023614 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Jun 2023616 pos · $953.1M
- 13F HOLDINGS REPORTQ/E Mar 2023596 pos · $891.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | 464287200 | 72,953 | $50.0M | 5.68% |
| 2 | NVIDIA CORPORATION COM | NVDA | 260,466 | $48.6M | 5.53% |
| 3 | APPLE INC COM | AAPL | 162,037 | $44.1M | 5.01% |
| 4 | MICROSOFT CORP COM | MSFT | 83,744 | $40.5M | 4.61% |
| 5 | INVESCO QQQ TRUST SERIES I | IVZ | 52,302 | $32.1M | 3.65% |
| 6 | ALPHABET INC CAP STK CL A | GOOG | 99,174 | $31.0M | 3.53% |
| 7 | VANGUARD GROWTH ETF | 922908736 | 63,346 | $30.9M | 3.52% |
| 8 | ISHARES CORE S&P MID-CAP ETF | 464287507 | 465,113 | $30.7M | 3.49% |
| 9 | SPDR S&P 500 ETF TRUST | SPY | 44,482 | $30.3M | 3.45% |
| 10 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 53,983 | $27.1M | 3.09% |
| 11 | ISHARES RUSSELL 3000 ETF | 464287689 | 67,262 | $26.0M | 2.96% |
| 12 | FIDELITY BLUE CHIP GROWTH ETF | 316092352 | 441,550 | $24.2M | 2.75% |
| 13 | AMAZON COM INC COM | AMZN | 96,102 | $22.2M | 2.52% |
| 14 | META PLATFORMS INC CL A | META | 32,864 | $21.7M | 2.47% |
| 15 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 81369Y803 | 149,727 | $21.6M | 2.45% |
| 16 | JPMORGAN CHASE & CO. COM | VYLD | 63,679 | $20.5M | 2.33% |
| 17 | BROADCOM INC COM | AVGO | 58,358 | $20.2M | 2.30% |
| 18 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 137,816 | $19.8M | 2.25% |
| 19 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 78467X109 | 36,042 | $17.3M | 1.97% |
| 20 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 294,923 | $15.9M | 1.80% |