NATIONS FINANCIAL GROUP INC, /IA/ /ADV Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$1.9T
Holdings
746
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (746 positions)
| Stock | Value |
|---|---|
IVVISHARES CORE S&P 500 ETF | $49K |
NVDANVIDIA CORPORATION COM | $48K |
AAPLAPPLE INC COM | $44K |
MSFTMICROSOFT CORP COM | $40K |
NDQINVESCO QQQ TRUST SERIES I | $32K |
GOOGLALPHABET INC CAP STK CL A | $31K |
SPYSPDR S&P 500 ETF TRUST | $30K |
IJHISHARES CORE S&P MID-CAP ETF | $30K |
VUGVANGUARD GROWTH ETF | $30K |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $27K |
IWVISHARES RUSSELL 3000 ETF | $26K |
FBCGFIDELITY BLUE CHIP GROWTH ETF | $24K |
AMZNAMAZON COM INC COM | $22K |
METAMETA PLATFORMS INC CL A | $21K |
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $21K |
JPMJPMORGAN CHASE & CO. COM | $20K |
AVGOBROADCOM INC COM | $20K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $17K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $15K |
GQ9SPDR GOLD SHARES | $14K |
VOVANGUARD MID-CAP ETF | $13K |
CGDGCAPITAL GROUP DIVIDEND VALUE ETF | $12K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $11K |
JCPBJPMORGAN CORE PLUS BOND ETF | $11K |
XOMEXXON MOBIL CORP COM | $11K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $11K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $11K |
VVISA INC COM CL A | $11K |
SLVISHARES SILVER TRUST | $11K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $10K |
VTVVANGUARD VALUE ETF | $10K |
IJRISHARES CORE S&P SMALL CAP ETF | $10K |
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF | $10K |
VOOVANGUARD S&P 500 ETF | $10K |
COSTCOSTCO WHOLESALE CORPORATION COM | $9K |
AQLTISHARES CORE MSCI EAFE ETF | $9K |
SEASEABRIDGE GOLD INC COM | $9K |
TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $9K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $8K |
EPDENTERPRISE PRODS PARTNERS L P COM | $8K |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $8K |
AVLVAVANTIS U.S. LARGE CAP VALUE ETF | $8K |
WMTWALMART INC COM | $8K |
GOOGALPHABET INC CAP STK CL C | $8K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $8K |
URAGLOBAL X URANIUM ETF | $8K |
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF | $8K |
JNJJOHNSON & JOHNSON COM | $7K |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $7K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $7K |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $7K |
BABOEING CO COM | $7K |
KLACKLA CORP COM NEW | $7K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $7K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $7K |
FTSLFIRST TRUST SENIOR LOAN FUND | $7K |
KLMNINVESCO S&P 500 MOMENTUM ETF | $7K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $7K |
FFLCFIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $7K |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $7K |
OBILUS TREASURY 12 MONTH BILL ETF | $6K |
AMDADVANCED MICRO DEVICES INC COM | $6K |
CVXCHEVRON CORP NEW COM | $6K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $6K |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $6K |
ABGCENCORA INC COM | $6K |
FINSANGEL OAK FINL STRATEGIES INCM COM BEN INT | $6K |
IBMINTERNATIONAL BUSINESS MACHS COM | $6K |
GSGOLDMAN SACHS GROUP INC COM | $6K |
BARGRANITESHARES GOLD SHARES | $6K |
VTIVANGUARD TOTAL STOCK MARKET ETF | $6K |
RTXRTX CORPORATION COM | $6K |
FBNDFIDELITY TOTAL BOND ETF | $6K |
DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $6K |
IVWISHARES S&P 500 GROWTH ETF | $5K |
GDXVANECK GOLD MINERS ETF | $5K |
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $5K |
LPLALPL FINL HLDGS INC COM | $5K |
EMREMERSON ELEC CO COM | $5K |
ORCLORACLE CORP COM | $5K |
ADPAUTOMATIC DATA PROCESSING INC COM | $5K |
CALFPACER US SMALL CAP CASH COWS ETF | $5K |
BXMTBLACKSTONE MTG TR INC COM CL A | $5K |
SIVRABRDN PHYSICAL SILVER SHARES ETF | $5K |
CEF/USPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $5K |
CSCOCISCO SYS INC COM | $5K |
AMGNAMGEN INC COM | $5K |
PANWPALO ALTO NETWORKS INC COM | $5K |
CASYCASEYS GEN STORES INC COM | $5K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $5K |
COWZPACER US CASH COWS 100 ETF | $5K |
IAU*ISHARES GOLD TRUST | $4K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $4K |
PGPROCTER & GAMBLE CO COM | $4K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $4K |
CFAVICTORYSHARES US 500 VOLATILITY WTD ETF | $4K |
NFLXNETFLIX INC. COM | $4K |
BXBLACKSTONE INC COM | $4K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4K |
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