What is NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio value?

As of Q2 2026, NATIONS FINANCIAL GROUP INC, /IA/ /ADV manages $845.9B across 789 reported positions in their SEC 13F filing.

What are NATIONS FINANCIAL GROUP INC, /IA/ /ADV's top holdings?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV's largest 13F positions include FBCG, VUG, IJH, representing approximately 10.7% of the reported portfolio.

How many stocks does NATIONS FINANCIAL GROUP INC, /IA/ /ADV hold?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds 789 reported positions as of their Q2 2026 13F filing.

When did NATIONS FINANCIAL GROUP INC, /IA/ /ADV last file a 13F?

The most recent 13F filing from NATIONS FINANCIAL GROUP INC, /IA/ /ADV reports positions as of Q2 2026. 13F filings are required within 45 days of each calendar quarter end.

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK: 1109767SEC EDGAR →

Portfolio Value

$845.9B

Holdings

789

As of

Q2 2026

New Positions

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	FBCG FIDELITY BLUE CHIP GROWTH ETF	553,610	$34.4B	4.07%
2	VUG VANGUARD GROWTH ETF	364,203	$31.4B	3.71%
3	IJH ISHARES CORE S&P MID-CAP ETF	325,484	$25.1B	2.97%
4	VWO VANGUARD FTSE EMERGING MARKETS ETF	305,790	$18.3B	2.16%
5	VO VANGUARD MID-CAP ETF	202,011	$16.3B	1.92%
6	CGDG CAPITAL GROUP DIVIDEND VALUE ETF	314,047	$15.5B	1.83%
7	SCHX SCHWAB U.S. LARGE-CAP ETF	490,607	$14.4B	1.71%
8	IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF	145,713	$14.3B	1.69%
9	JCPB JPMORGAN CORE PLUS BOND ETF	303,529	$14.2B	1.68%
10	AVLV AVANTIS U.S. LARGE CAP VALUE ETF	129,630	$11.8B	1.40%

Quarterly Changes

Top Buys

VUG↑ Increased

$31.3B

VO↑ Increased

$16.3B

FBCG↑ Increased

$8.5B

CORZ↑ Increased

$7.7B

SEABRIDGE GOLD INC COMNEW

$7.1B

Top Sells

USMV↓ Decreased

$11.1B

SCHD↓ Decreased

$10.9B

SEACLOSED

$7.5B

FTSLCLOSED

$7.5B

IJH↓ Decreased

$5.8B

New Positions (72)

SEABRIDGE GOLD INC COM

$7.1B · 275K shares

ROUNDHILL MEMORY ETF

$4.5B · 60K shares

$2.2B · 199K shares

$1.2B · 56K shares

$1.1B · 29K shares

$960.9M · 34K shares

$904.2M · 15K shares

$901.5M · 30K shares

$816.4M · 15K shares

$663.9M · 26K shares

TEMA SPACE INNOVATORS ETF

$648.8M · 21K shares

$618.0M · 12K shares

$529.9M · 9K shares

$498.2M · 5K shares

$415.7M · 39K shares

$404.4M · 7K shares

$366.0M · 6K shares

$309.7M · 6K shares

$293.4M · 7K shares

$292.5M · 3K shares

$286.2M · 8K shares

$284.5M · 3K shares

$267.8M · 12K shares

$266.0M · 22K shares

$244.3M · 8K shares

$241.4M · 3K shares

$240.1M · 5K shares

$235.7M · 3K shares

$232.0M · 6K shares

$227.6M · 3K shares

$221.9M · 6K shares

$219.7M · 3K shares

$214.5M · 5K shares

$213.1M · 3K shares

$212.2M · 3K shares

$209.1M · 5K shares

$209.0M · 5K shares

$208.6M · 4K shares

$207.1M · 11K shares

$206.8M · 3K shares

$205.8M · 7K shares

$201.9M · 5K shares

$201.6M · 7K shares

IQQQ

$200.7M · 4K shares

JOBY

$129.8M · 15K shares

SGMT

$92.8M · 12K shares

EXXONMOBIL HOLDINGS CORP COM SHS

$10.9M · 80K shares

$4.2M · 2K shares

$2.3M · 9K shares

$1.8M · 2K shares

$1.8M · 6K shares

DUPONT DE NEMOURS INC COMMON STOCK

$1.4M · 10K shares

TTWO

$1.3M · 5K shares

AVUV

$1.2M · 10K shares

LITE

$966K · 1K shares

SPACE EXPLORATION TECHN CORP CLASS A COM STK

$817K · 5K shares

FEDEX FGHT HLDG CO INC COMMON STOCK

$409K · 3K shares

WDC

$392K · 614 shares

HONEYWELL INTL INC COM

$354K · 2K shares

HONEYWELL AEROSPACE INC COM

$348K · 2K shares

$280K · 704 shares

$274K · 3K shares

$252K · 584 shares

$246K · 2K shares

$231K · 927 shares

$230K · 819 shares

$228K · 894 shares

$222K · 934 shares

$212K · 1K shares

$209K · 1K shares

TLN

$203K · 527 shares

XMMO

$201K · 1K shares

Closed Positions (56)

$7.5B · 266K shares

$7.5B · 167K shares

$3.8B · 81K shares

$2.7B · 60K shares

$1.9B · 51K shares

$1.8B · 76K shares

$1.8B · 46K shares

$1.6B · 57K shares

$1.6B · 44K shares

$1.5B · 37K shares

$1.5B · 32K shares

$1.4B · 72K shares

$1.4B · 30K shares

$1.3B · 44K shares

$1.2B · 29K shares

$975.2M · 15K shares

$818.8M · 39K shares

$686.5M · 72K shares

$491.5M · 17K shares

$411.1M · 10K shares

$395.9M · 11K shares

$395.3M · 32K shares

$377.8M · 11K shares

$375.6M · 14K shares

$367.9M · 9K shares

$352.1M · 7K shares

$256.9M · 7K shares

$226.5M · 3K shares

$211.9M · 3K shares

$202.8M · 4K shares

$151.6M · 13K shares

$136.7M · 13K shares

$114.9M · 12K shares

$113.6M · 10K shares

$106.3M · 13K shares

$100.5M · 13K shares

$44.4M · 11K shares

$14.4M · 85K shares

$5.7M · 23K shares

$5.0M · 17K shares

$4.1M · 21K shares

$2.6M · 9K shares

$2.2M · 10K shares

$1.4M · 7K shares

$1.3M · 3K shares

$991K · 8K shares

$871K · 4K shares

$796K · 4K shares

$788K · 7K shares

$667K · 3K shares

$511K · 4K shares

$230K · 2K shares

$227K · 2K shares

$221K · 512 shares

$216K · 1K shares

$208K · 1K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	447	$650.4B	76.9%
Technology	88	$53.3B	6.3%
Unknown	58	$49.6B	5.9%
Energy	25	$36.9B	4.4%
Healthcare	35	$11.4B	1.3%
Real Estate	13	$9.9B	1.2%
Utilities	15	$7.6B	0.9%
Consumer Defensive	15	$7.2B	0.8%
Communication Services	11	$6.5B	0.8%
Basic Materials	21	$6.3B	0.7%
Consumer Cyclical	19	$4.9B	0.6%
Industrials	42	$1.8B	0.2%