Nations Financial Group Inc, /Ia/
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Nations Financial Group Inc, /Ia/ reported 789 stock positions worth $2.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 2.7% of the portfolio, followed by Nvidia (NVDA, 2.5%) and Apple (AAPL, 2.5%). Compared with Q1 2026, it opened 66 new positions, sold out of 52, added to 379 and reduced 286. The biggest buy was Core Scientific (CORZ, shares +81%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $2.1B (Q2 2026)
- SEC Filing
- 0001109767-26-000009 ↗ filed Jul 23, 2026
Holdings Value
Holdings 789 stocks · $2.1B
| IVV iShares Core S&P 500 ETF | 2.68% | 74,901 | $56.1M | Add +1.3% |
| NVDA Nvidia Corp. | 2.46% | 257,336 | $51.5M | Reduce -6.5% |
| AAPL Apple Inc. | 2.46% | 177,677 | $51.4M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.82% | 51,660 | $38.0M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 1.74% | 101,726 | $36.4M | Reduce -3.4% |
| FBCG Fidelity Blue Chip Grow ETF | 1.64% | 553,610 | $34.4M | Add +7.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.64% | 45,987 | $34.3M | Add +1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.50% | 364,203 | $31.4M | Add +0.6% |
| IWV iShares Russell 3000 ETF | 1.40% | 68,656 | $29.3M | Reduce -3.5% |
| XLK SS Technology Select Sector | 1.39% | 152,811 | $29.1M | Add +0.1% |
| MSFT Microsoft Corp. | 1.39% | 77,996 | $29.1M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 51,206 | $25.6M | Reduce -2.4% |
| IJH iShares Core S&P Midcap ETF | 1.20% | 325,484 | $25.1M | Reduce -29.0% |
| AMZN Amazon.com Inc. | 1.13% | 99,436 | $23.7M | Add +1.4% |
| AVGO Broadcom Inc. | 1.06% | 58,684 | $22.2M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 1.00% | 132,109 | $20.9M | Add +0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.93% | 37,426 | $19.6M | Add +2.0% |
| META Meta Platforms Inc. Class A | 0.90% | 33,408 | $18.8M | Add +0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.87% | 305,790 | $18.3M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.86% | 54,774 | $17.9M | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.78% | 202,011 | $16.3M | Add +2.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.74% | 314,047 | $15.5M | Add +3.1% |
| SCHX Schwab US Large-Cap ETF | 0.69% | 490,607 | $14.4M | Add +4.1% |
| IMCG iShares Morningstar Mid-Cap | 0.68% | 145,713 | $14.3M | Add +5.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.68% | 303,529 | $14.2M | Add +10.8% |
| VOO Vanguard S&P 500 ETF | 0.65% | 19,884 | $13.7M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.65% | 11,271 | $13.5M | Add +60.7% |
| KLAC KLA Corp. | 0.64% | 44,202 | $13.3M | Reduce -26.3% |
| MU Micron Technology Inc. | 0.60% | 10,949 | $12.6M | Reduce -3.8% |
| GLD SPDR Gold Shares | 0.59% | 33,718 | $12.4M | Add +1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.57% | 55,208 | $12.0M | Add +1.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.57% | 80,133 | $11.8M | Reduce -0.7% |
| AVLV Avantis US Large Cap Value | 0.56% | 129,630 | $11.8M | Add +5.1% |
| IJR iShares Core S&P Small-Cap E | 0.56% | 79,415 | $11.8M | Reduce -12.3% |
| GLW Corning Inc. | 0.55% | 45,238 | $11.6M | Add +12.9% |
| CORZ Core Scientific Inc. | 0.54% | 441,939 | $11.3M | Add +81.2% |
| GOOG Alphabet Inc. Class C | 0.53% | 31,522 | $11.1M | Reduce -0.6% |
| XOM Exxonmobil Holdings Corp. | 0.52% | 79,922 | $10.9M | Reduce -5.5% |
| TCAF T Rowe PRC Cap Appreciation | 0.52% | 265,218 | $10.9M | Add +2.0% |
| AMD Advanced Micro Devices | 0.52% | 18,742 | $10.9M | Reduce -21.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.51% | 110,385 | $10.7M | Add +2.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.50% | 65,241 | $10.5M | Reduce -4.9% |
| COST Costco Wholesale Corp. | 0.50% | 11,234 | $10.5M | Reduce -1.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.50% | 88,452 | $10.4M | Add +15.3% |
| VEA Vanguard Ftse Developed ETF | 0.48% | 140,368 | $10.0M | Add +1.5% |
| V Visa Inc. Class A | 0.46% | 28,232 | $9.7M | Reduce -3.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 20,228 | $9.7M | Add +1.5% |
| JNJ Johnson & Johnson | 0.45% | 37,265 | $9.5M | Add +5.4% |
| SDVY First Trust Smid Cap Rising | 0.44% | 214,270 | $9.2M | Reduce -4.8% |
| CVX Chevron Corp. | 0.44% | 55,320 | $9.2M | Reduce -19.4% |
| RSP Invesco S&P 500 Equal Weight | 0.44% | 42,929 | $9.1M | Reduce -6.8% |
| VIG Vanguard Dividend Apprec ETF | 0.44% | 38,541 | $9.1M | Add +3.3% |
| FBND Fidelity Total Bond ETF | 0.43% | 199,888 | $9.1M | Add +6.7% |
| EPD Enterprise Products Partners | 0.43% | 247,164 | $9.1M | Reduce -4.3% |
| OBIL F/M US Treasury 12 Month Bil | 0.42% | 174,973 | $8.7M | Add +17.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.41% | 97,784 | $8.6M | Reduce -9.5% |
| CSCO Cisco Systems Inc. | 0.41% | 72,648 | $8.5M | Add +1.7% |
| LRCX Lam Research Corp. | 0.41% | 19,644 | $8.5M | Add +63.8% |
| ITOT iShares Core S&P Total U.S. | 0.40% | 51,338 | $8.4M | Reduce -0.7% |
| BKDV BNY Mellon Dynamic Value | 0.39% | 244,837 | $8.2M | Add +19.5% |
| WMT Walmart Inc. | 0.39% | 71,916 | $8.1M | Reduce -8.8% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.39% | 136,892 | $8.1M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 21,743 | $8.0M | Add +3.7% |
| GS Goldman Sachs Group Inc. | 0.36% | 7,518 | $7.6M | Add +0.1% |
| CASY Casey's General Stores Inc. | 0.36% | 9,516 | $7.6M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 10 | $7.5M | No change |
| IEMG iShares Core MSCI Emerging | 0.35% | 88,787 | $7.4M | Reduce -5.8% |
| PANW Palo Alto Networks Inc. | 0.34% | 20,852 | $7.1M | Reduce -12.8% |
| SA Seabridge Gold Inc. | 0.34% | 275,284 | $7.1M | Add +3.6% |
| RTX RTX Corp. | 0.34% | 37,258 | $7.1M | Add +3.1% |
| BOND PIMCO Active Bond Exchange-T | 0.33% | 74,135 | $6.8M | Add +3.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.32% | 144,585 | $6.6M | Reduce -3.0% |
| BA The Boeing Co. | 0.31% | 29,676 | $6.4M | Add +1.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.31% | 126,663 | $6.4M | Add +0.9% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.30% | 173,409 | $6.4M | Add +20.9% |
| PWR Quanta Services Inc. | 0.30% | 8,725 | $6.3M | Reduce -1.3% |
| FINS Angel Oak Financ Strat Inc. | 0.30% | 484,445 | $6.2M | No change |
| CAT Caterpillar Inc. | 0.29% | 5,718 | $6.1M | Reduce -2.1% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 44,026 | $6.1M | Add +1.4% |
| AMGN Amgen Inc. | 0.29% | 16,562 | $6.0M | Add +0.8% |
| URA Global X Uranium ETF | 0.28% | 136,392 | $6.0M | Reduce -31.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.28% | 94,936 | $5.9M | Add +2.1% |
| MRVL Marvell Technology Inc. | 0.27% | 19,246 | $5.7M | Add +169.7% |
| ET Energy Transfer LP | 0.27% | 295,660 | $5.7M | Reduce -0.7% |
| SLV iShares Silver Trust | 0.27% | 105,199 | $5.6M | Reduce -0.1% |
| EMR Emerson Electric Co. | 0.26% | 38,612 | $5.5M | Add +1.8% |
| VZ Verizon Communications Inc. | 0.26% | 130,462 | $5.5M | Reduce -8.8% |
| RDVY First Trust Rising Dividend | 0.26% | 67,706 | $5.5M | Add +2.8% |
| ADI Analog Devices Inc. | 0.26% | 13,633 | $5.4M | Add +0.9% |
| ABBV Abbvie Inc. | 0.26% | 21,335 | $5.4M | Reduce -0.7% |
| GNRC Generac Holdings Inc. | 0.25% | 18,144 | $5.3M | Add +224.5% |
| PNOV Innovator U.S. Equity Power | 0.25% | 117,120 | $5.2M | Reduce -0.8% |
| GSLC Goldman Activebeta US LC ETF | 0.24% | 36,021 | $5.1M | Reduce -1.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.24% | 55,833 | $5.0M | Add +2.9% |
| BAR Graniteshares Gold Trust | 0.24% | 126,498 | $5.0M | Reduce -39.4% |
| BXMT Blackstone Mortgage Tru Class A | 0.24% | 293,289 | $5.0M | No change |
| GEV GE Vernova Inc. | 0.24% | 4,196 | $4.9M | Add +24.0% |
| CEF Sprott Physical Gold and Sil | 0.23% | 121,510 | $4.9M | Reduce -5.1% |
| COPY Tweedy Browne Insdr+valu ETF | 0.23% | 331,322 | $4.9M | Add +3.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.23% | 134,104 | $4.9M | Reduce -0.0% |
Portfolio Sells Q1 2026 → Q2 2026
| USMV iShares MSCI USA Min Vol Fac | Reduce -97.9% | 0.01% | −0.57 |
| SCHD Schwab US DVD Equity ETF | Reduce -86.1% | 0.09% | −0.57 |
| IJH iShares Core S&P Midcap ETF | Reduce -29.0% | 1.20% | −0.39 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.39 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -88.7% | 0.04% | −0.37 |
| PTL Inspire 500 ETF | Sold out | 0.00% | −0.29 |
| CVX Chevron Corp. | Reduce -19.4% | 0.44% | −0.29 |
| BAR Graniteshares Gold Trust | Reduce -39.4% | 0.24% | −0.26 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.26 |
| IAU iShares Gold Trust | Reduce -87.1% | 0.03% | −0.25 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -93.7% | 0.01% | −0.22 |
| COR Cencora Inc. | Reduce -65.3% | 0.09% | −0.22 |
| XOM Exxonmobil Holdings Corp. | Reduce -5.5% | 0.52% | −0.22 |
| ENSG The Ensign Group Inc. | Sold out | 0.00% | −0.21 |
| URA Global X Uranium ETF | Reduce -31.3% | 0.28% | −0.21 |
| GDX Vaneck Gold Miners ETF | Reduce -55.5% | 0.11% | −0.20 |
| BIBL Inspire 100 ETF | Sold out | 0.00% | −0.20 |
| FTGC First Trust Global Tactical | Reduce -65.7% | 0.07% | −0.16 |
| BLES Inspire Global Hope ETF | Sold out | 0.00% | −0.14 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.13 |
| OIH Vaneck Oil Services ETF | Reduce -53.8% | 0.08% | −0.13 |
| ORCL Oracle Corp. | Reduce -46.2% | 0.12% | −0.12 |
| WMT Walmart Inc. | Reduce -8.8% | 0.39% | −0.12 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -8.8% | 0.26% | −0.11 |
| HAL Halliburton Co. | Reduce -42.1% | 0.09% | −0.10 |
| SLV iShares Silver Trust | Reduce -0.1% | 0.27% | −0.10 |
| WWJD Inspire International ETF | Sold out | 0.00% | −0.10 |
| IBM Intl Business Machines Corp. | Reduce -37.1% | 0.20% | −0.09 |
| IBD Inspire Corporate Bond ETF | Sold out | 0.00% | −0.09 |
| OWL Blue Owl Capital Inc. | Reduce -81.9% | 0.02% | −0.09 |
| UJUL Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.09 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -63.3% | 0.05% | −0.09 |
| RISN Inspire Capital Appreciation | Sold out | 0.00% | −0.08 |
| GLRY Inspire Growth ETF | Sold out | 0.00% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.50% | −0.08 |
| CEF Sprott Physical Gold and Sil | Reduce -5.1% | 0.23% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.0% | 0.19% | −0.08 |
| TPHD Timothy Plan High DVD STCK | Sold out | 0.00% | −0.08 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −0.08 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.07 |
| IWO iShares Russell 2000 Growth | Reduce -86.3% | 0.01% | −0.07 |
| COF Capital One Financial Corp. | Reduce -43.9% | 0.10% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Reduce -53.6% | 0.03% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.4% | 1.22% | −0.07 |
| EPD Enterprise Products Partners | Reduce -4.3% | 0.43% | −0.07 |
| CRM Salesforce Inc. | Reduce -54.9% | 0.04% | −0.07 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.07 |
| DBC Invesco DB Commodity Index T | Sold out | 0.00% | −0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| CORZ Core Scientific Inc. | Add +81.2% | 0.54% | +0.35 |
| XLK SS Technology Select Sector | Add +0.1% | 1.39% | +0.35 |
| LLY Eli Lilly & Co. | Add +60.7% | 0.65% | +0.31 |
| FBCG Fidelity Blue Chip Grow ETF | Add +7.2% | 1.64% | +0.31 |
| LRCX Lam Research Corp. | Add +63.8% | 0.41% | +0.27 |
| GLW Corning Inc. | Add +12.9% | 0.55% | +0.27 |
| MRVL Marvell Technology Inc. | Add +169.7% | 0.27% | +0.24 |
| AAPL Apple Inc. | Add +3.6% | 2.46% | +0.21 |
| DRAM Roundhill Memory ETF | New | 0.21% | +0.21 |
| SNDK Sandisk Corp. | New | 0.20% | +0.20 |
| GNRC Generac Holdings Inc. | Add +224.5% | 0.25% | +0.20 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 2.68% | +0.19 |
| APH Amphenol Corp. Class A | Add +372.8% | 0.21% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | Add +648.2% | 0.16% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.6% | 1.50% | +0.14 |
| ETN Eaton Corp. PLC | Add +174.3% | 0.20% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 1.64% | +0.13 |
| CSCO Cisco Systems Inc. | Add +1.7% | 0.41% | +0.12 |
| IMCG iShares Morningstar Mid-Cap | Add +5.0% | 0.68% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 0.46% | +0.11 |
| AIZ Assurant Inc. | New | 0.11% | +0.11 |
| BE Bloom Energy Corp. Class A | Add +239.9% | 0.13% | +0.11 |
| INTC Intel Corp. | Add +0.9% | 0.16% | +0.10 |
| NOMD Nomad Foods Ltd. | New | 0.10% | +0.10 |
| STRL Sterling Infrastructure Inc. | New | 0.09% | +0.09 |
| NBIS Nebius Group NV | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | Add +24.0% | 0.24% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.4% | 1.13% | +0.08 |
| BKDV BNY Mellon Dynamic Value | Add +19.5% | 0.39% | +0.08 |
| PMAY Innovator U.S. Equity Power | Add +385.5% | 0.10% | +0.08 |
| MA Mastercard Inc. Class A | Add +408.6% | 0.09% | +0.07 |
| CGDV Cap Group Dividend Value | Add +3.1% | 0.74% | +0.07 |
| PJUN Innovator U.S. Equity Power | Add +92.3% | 0.15% | +0.07 |
| SCHX Schwab US Large-Cap ETF | Add +4.1% | 0.69% | +0.07 |
| NUE Nucor Corp. | Add +61.9% | 0.14% | +0.07 |
| CIBR First Trust Nasdaq Cybersecu | Add +2.9% | 0.24% | +0.06 |
| GRID First TRST Nasd Class Edg Sgiif | Add +106.2% | 0.12% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +3.9% | 0.65% | +0.06 |
| TTWO Take-Two Interactive Softwre | New | 0.06% | +0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Add +2.0% | 0.93% | +0.06 |
| AVUV Avantis US Small Cap Value | New | 0.06% | +0.06 |
| XOVR Ershares Private-Public Cros | New | 0.06% | +0.06 |
| CGIE Cap Group Intl Equity | Add +20.9% | 0.30% | +0.05 |
| AVLV Avantis US Large Cap Value | Add +5.1% | 0.56% | +0.05 |
| UJUN Innovator U.S. Equity Ultra | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.2% | 0.78% | +0.05 |
| LITE Lumentum Holdings Inc. | New | 0.05% | +0.05 |
| BUFZ FT Vest Laddered Moderate Bu | New | 0.05% | +0.05 |
| TCAF T Rowe PRC Cap Appreciation | Add +2.0% | 0.52% | +0.04 |
| FRPT Freshpet Inc. | New | 0.04% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 789 | $2.1B | IVV, NVDA, AAPL, QQQ, GOOGL |
| Q1 2026 | 773 | $1.9B | IVV, NVDA, AAPL, IJH, QQQ |
| Q4 2025 | 746 | $1.9B | IVV, NVDA, AAPL, MSFT, QQQ |
| Q3 2025 | 710 | $1.6B | NVDA, AAPL, MSFT, QQQ, IJH |
| Q2 2025 | 677 | $1.5B | BRK.B, NVDA, MSFT, AAPL, IJH |
| Q1 2025 | 654 | $1.3B | AAPL, BRK.B, MSFT, IJH, NVDA |
| Q4 2024 | 667 | $1.4B | AAPL, BRK.B, MSFT, NVDA, IJH |
| Q3 2024 | 670 | $1.4B | AAPL, BRK.B, MSFT, NVDA, IJH |
| Q2 2024 | 629 | $1.2B | AAPL, BRK.B, MSFT, NVDA, IJH |
| Q1 2024 | 621 | $1.2B | BRK.B, MSFT, AAPL, IJH, NVDA |