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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Technology
12.1%$230.5M
Financials
7.0%$132.8M
Materials
3.1%$58.2M
Healthcare
3.0%$56.8M
Industrials
2.2%$41.2M
Energy
2.0%$37.4M
Utilities
0.5%$9.6M
Real Estate
0.2%$4.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES CORE S&P 500 ETF46428720072,953$50.0M5.68%
2NVIDIA CORPORATION COMNVDA260,466$48.6M5.53%
3APPLE INC COMAAPL162,037$44.1M5.01%
4MICROSOFT CORP COMMSFT83,744$40.5M4.61%
5INVESCO QQQ TRUST SERIES IIVZ52,302$32.1M3.65%
6ALPHABET INC CAP STK CL AGOOG99,174$31.0M3.53%
7VANGUARD GROWTH ETF92290873663,346$30.9M3.52%
8ISHARES CORE S&P MID-CAP ETF464287507465,113$30.7M3.49%
9SPDR S&P 500 ETF TRUSTSPY44,482$30.3M3.45%
10BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A53,983$27.1M3.09%
11ISHARES RUSSELL 3000 ETF46428768967,262$26.0M2.96%
12FIDELITY BLUE CHIP GROWTH ETF316092352441,550$24.2M2.75%
13AMAZON COM INC COMAMZN96,102$22.2M2.52%
14META PLATFORMS INC CL AMETA32,864$21.7M2.47%
15STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803149,727$21.6M2.45%
16JPMORGAN CHASE & CO. COMVYLD63,679$20.5M2.33%
17BROADCOM INC COMAVGO58,358$20.2M2.30%
18VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406137,816$19.8M2.25%
19SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10936,042$17.3M1.97%
20VANGUARD FTSE EMERGING MARKETS ETF922042858294,923$15.9M1.80%