Nations Financial Group Inc, /Ia/
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Nations Financial Group Inc, /Ia/ reported 710 stock positions worth $1.6 billion. Its top holding was Nvidia (NVDA) at 2.7% of the portfolio, followed by Apple (AAPL, 2.4%) and Microsoft (MSFT, 2.4%). Compared with Q2 2025, it opened 63 new positions, sold out of 30, added to 343 and reduced 252. The biggest buy was a new position in Invesco S&P 500 Momentum ETF (SPMO) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001109767-25-000009 ↗ filed Oct 28, 2025
Holdings Value
Holdings 710 stocks · $1.6B
| NVDA Nvidia Corp. | 2.72% | 233,869 | $43.6M | Reduce -0.3% |
| AAPL Apple Inc. | 2.41% | 151,796 | $38.7M | Reduce -1.2% |
| MSFT Microsoft Corp. | 2.37% | 73,490 | $38.1M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.79% | 47,943 | $28.8M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 1.75% | 430,349 | $28.1M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.71% | 54,729 | $27.5M | Reduce -28.4% |
| IWV iShares Russell 3000 ETF | 1.56% | 65,949 | $25.0M | Reduce -2.9% |
| FBCG Fidelity Blue Chip Grow ETF | 1.29% | 385,369 | $20.7M | Add +11.2% |
| XLK SS Technology Select Sector | 1.28% | 72,990 | $20.6M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.26% | 83,220 | $20.2M | Add +9.7% |
| VYM Vanguard High DVD Yield ETF | 1.25% | 142,373 | $20.1M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.13% | 24,692 | $18.1M | Add +2.6% |
| AMZN Amazon.com Inc. | 1.11% | 81,318 | $17.9M | Add +9.0% |
| JPM JPMorgan Chase & Co. | 1.11% | 56,598 | $17.9M | Add +4.1% |
| AVGO Broadcom Inc. | 1.07% | 52,162 | $17.2M | Reduce -1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.87% | 47,504 | $14.0M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 20,515 | $13.7M | Add +4.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.85% | 28,382 | $13.6M | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.84% | 20,220 | $13.5M | Add +6.5% |
| VWO Vanguard Ftse Emerging Marke | 0.83% | 244,493 | $13.2M | Add +0.6% |
| GLD SPDR Gold Shares | 0.78% | 35,083 | $12.5M | Add +2.4% |
| COST Costco Wholesale Corp. | 0.74% | 12,883 | $11.9M | Reduce -12.4% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 425,846 | $11.6M | Reduce -9.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.72% | 120,717 | $11.5M | Reduce -7.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.70% | 265,722 | $11.2M | Add +8.8% |
| V Visa Inc. Class A | 0.66% | 30,831 | $10.5M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.65% | 88,046 | $10.5M | Reduce -0.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.64% | 79,630 | $10.3M | Add +0.7% |
| IMCG iShares Morningstar Mid-Cap | 0.62% | 121,005 | $10.0M | Add +7.2% |
| URA Global X Uranium ETF | 0.62% | 207,885 | $9.9M | Reduce -10.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.61% | 52,777 | $9.8M | Add +3.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.59% | 249,238 | $9.4M | Add +4.4% |
| XOM Exxon Mobil Corp. | 0.56% | 80,097 | $9.0M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 100,108 | $8.7M | Add +4.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.54% | 182,872 | $8.7M | Add +8.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 11 | $8.3M | No change |
| ORCL Oracle Corp. | 0.51% | 29,107 | $8.2M | Reduce -6.1% |
| SLV iShares Silver Trust | 0.50% | 188,751 | $8.0M | Reduce -1.1% |
| SA Seabridge Gold Inc. | 0.49% | 327,367 | $7.9M | Add +10.3% |
| EPD Enterprise Products Partners | 0.49% | 251,636 | $7.9M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.48% | 129,257 | $7.7M | Add +1.9% |
| AVLV Avantis US Large Cap Value | 0.48% | 106,688 | $7.7M | Add +7.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.46% | 61,191 | $7.4M | New |
| TSLA Tesla Inc. | 0.46% | 16,565 | $7.4M | Add +20.0% |
| ITOT iShares Core S&P Total U.S. | 0.45% | 49,529 | $7.2M | Add +4.0% |
| SDVY First Trust Smid Cap Rising | 0.44% | 187,518 | $7.1M | Add +5.8% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.44% | 136,814 | $7.1M | Reduce -2.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.44% | 68,871 | $7.1M | Add +14.3% |
| VIG Vanguard Dividend Apprec ETF | 0.43% | 32,083 | $6.9M | Reduce -9.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 24,759 | $6.9M | Add +4.9% |
| OBIL F/M US Treasury 12 Month Bil | 0.43% | 135,734 | $6.8M | Add +69.4% |
| WMT Walmart Inc. | 0.42% | 65,966 | $6.8M | Reduce -0.0% |
| FTSL First Trust Senior Loan ETF | 0.42% | 147,495 | $6.8M | Add +11.6% |
| FINS Angel Oak Financ Strat Inc. | 0.42% | 510,445 | $6.7M | Reduce -1.5% |
| KLAC KLA Corp. | 0.42% | 6,190 | $6.7M | Add +0.8% |
| BOND PIMCO Active Bond Exchange-T | 0.40% | 69,559 | $6.5M | Add +2.8% |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 33,777 | $6.4M | Reduce -0.5% |
| MSTR Strategy Inc. | 0.40% | 19,765 | $6.4M | Add +1.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 18,960 | $6.2M | Reduce -1.6% |
| ADP Automatic Data Processing | 0.38% | 21,009 | $6.2M | Add +1.0% |
| NFLX Netflix Inc. | 0.38% | 5,133 | $6.2M | Add +2.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.38% | 51,090 | $6.1M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 21,039 | $5.9M | Add +0.9% |
| JNJ Johnson & Johnson | 0.37% | 31,909 | $5.9M | Reduce -0.2% |
| SCHX Schwab US Large-Cap ETF | 0.37% | 223,762 | $5.9M | Add +1601.5% |
| HWKN Hawkins Inc. | 0.37% | 32,118 | $5.9M | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 0.37% | 88,905 | $5.9M | Add +4.6% |
| BAR Graniteshares Gold Trust | 0.36% | 153,488 | $5.8M | Reduce -32.5% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 31,499 | $5.7M | Reduce -8.2% |
| BMNR Bitmine Immersion Technologi | 0.36% | 110,536 | $5.7M | New |
| BXMT Blackstone Mortgage Tru Class A | 0.36% | 309,744 | $5.7M | Reduce -3.1% |
| BABA Alibaba Group Holding-SP ADR | 0.34% | 30,954 | $5.5M | Reduce -26.7% |
| GDX Vaneck Gold Miners ETF | 0.33% | 69,636 | $5.3M | Add +13.4% |
| ET Energy Transfer LP | 0.32% | 294,807 | $5.1M | Reduce -1.4% |
| COR Cencora Inc. | 0.31% | 16,027 | $5.0M | Add +14.5% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 41,216 | $5.0M | Add +6.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.31% | 113,417 | $5.0M | Add +1.7% |
| CVX Chevron Corp. | 0.31% | 31,762 | $4.9M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.30% | 109,849 | $4.8M | Add +7.5% |
| CSCO Cisco Systems Inc. | 0.30% | 70,313 | $4.8M | Add +1.4% |
| CASY Casey's General Stores Inc. | 0.30% | 8,491 | $4.8M | Add +2.0% |
| FBND Fidelity Total Bond ETF | 0.30% | 103,642 | $4.8M | Add +308.4% |
| AMGN Amgen Inc. | 0.29% | 16,606 | $4.7M | Reduce -1.1% |
| CEF Sprott Physical Gold and Sil | 0.29% | 126,030 | $4.6M | Reduce -1.6% |
| GSLC Goldman Activebeta US LC ETF | 0.29% | 35,473 | $4.6M | Add +0.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.28% | 79,582 | $4.6M | Add +3.7% |
| PG The Procter & Gamble Co. | 0.28% | 29,404 | $4.5M | Reduce -0.2% |
| PSX Phillips 66 | 0.28% | 32,804 | $4.5M | Reduce -3.9% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.27% | 43,402 | $4.4M | Reduce -10.1% |
| HGER Harbor Commodity All Weather | 0.27% | 170,881 | $4.4M | New |
| AMD Advanced Micro Devices | 0.27% | 26,587 | $4.3M | Add +22.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.27% | 80,249 | $4.3M | Reduce -8.8% |
| EMR Emerson Electric Co. | 0.26% | 31,912 | $4.2M | Add +0.9% |
| RDVY First Trust Rising Dividend | 0.25% | 59,849 | $4.0M | Add +0.4% |
| RTX RTX Corp. | 0.25% | 23,907 | $4.0M | Add +1.7% |
| ABT Abbott Laboratories | 0.25% | 29,769 | $4.0M | Add +0.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.25% | 118,789 | $4.0M | Add +1.1% |
| BLK BlackRock Inc. | 0.24% | 3,302 | $3.8M | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.24% | 15,302 | $3.8M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.24% | 6,243 | $3.8M | Add +6.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $517 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | 27,225 | $517 | Reduce -8.8% |
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -28.4% | 1.71% | −0.84 |
| COST Costco Wholesale Corp. | Reduce -12.4% | 0.74% | −0.26 |
| OKE Oneok Inc. | Reduce -55.5% | 0.13% | −0.23 |
| SPYI Neos S&P 500 High Income ETF | Sold out | 0.00% | −0.22 |
| JEPI JPMorgan Equity Premium Inco | Reduce -47.6% | 0.18% | −0.20 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.19 |
| YEAR AB Ultra Short Income ETF | Sold out | 0.00% | −0.18 |
| BAR Graniteshares Gold Trust | Reduce -32.5% | 0.36% | −0.15 |
| XBI SS SPDR S&P Biotech ETF | Reduce -86.8% | 0.02% | −0.14 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.8% | 0.72% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 1.75% | −0.13 |
| BIDU Baidu Inc. - Spon ADR | Reduce -82.8% | 0.04% | −0.13 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -7.6% | 0.72% | −0.13 |
| SPHY SS SPDR P High Yield ETF | Reduce -65.2% | 0.05% | −0.10 |
| V Visa Inc. Class A | Reduce -0.3% | 0.66% | −0.10 |
| CRM Salesforce Inc. | Reduce -22.8% | 0.15% | −0.10 |
| AFL Aflac Inc. | Reduce -35.2% | 0.14% | −0.08 |
| IWV iShares Russell 3000 ETF | Reduce -2.9% | 1.56% | −0.08 |
| CB Chubb Ltd. | Reduce -32.6% | 0.12% | −0.08 |
| KT KT Corp.-SP ADR | Reduce -17.0% | 0.19% | −0.08 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.2% | 1.25% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -9.7% | 0.43% | −0.07 |
| XPEV Xpeng Inc. - ADR | Sold out | 0.00% | −0.07 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -3.1% | 0.36% | −0.07 |
| PLMR Palomar Holdings Inc. | Sold out | 0.00% | −0.07 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.06 |
| ET Energy Transfer LP | Reduce -1.4% | 0.32% | −0.06 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.06 |
| FIXD First Trust Smith Opportunis | Reduce -12.7% | 0.22% | −0.05 |
| POCT Innovator U.S. Equity Power | Sold out | 0.00% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.8% | 0.27% | −0.05 |
| KO The Coca-Cola Co. | Reduce -32.6% | 0.07% | −0.05 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -10.1% | 0.27% | −0.05 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.7% | 0.87% | −0.05 |
| EPD Enterprise Products Partners | Reduce -0.7% | 0.49% | −0.05 |
| DIS The Walt Disney Co. | Reduce -39.2% | 0.05% | −0.05 |
| UDEC Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.05 |
| GD General Dynamics Corp. | Reduce -30.0% | 0.13% | −0.05 |
| FINS Angel Oak Financ Strat Inc. | Reduce -1.5% | 0.42% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -1.5% | 0.38% | −0.04 |
| PSA Public Storage | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.9% | 0.85% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.28% | −0.04 |
| ACN Accenture PLC Class A | Reduce -2.7% | 0.11% | −0.04 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Sold out | 0.00% | −0.03 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.03 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.03 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| SPMO Invesco S&P 500 Momentum ETF | New | 0.46% | +0.46 |
| BMNR Bitmine Immersion Technologi | New | 0.36% | +0.36 |
| SCHX Schwab US Large-Cap ETF | Add +1601.5% | 0.37% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +9.7% | 1.26% | +0.34 |
| HGER Harbor Commodity All Weather | New | 0.27% | +0.27 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.24% | +0.24 |
| FBND Fidelity Total Bond ETF | Add +308.4% | 0.30% | +0.22 |
| SA Seabridge Gold Inc. | Add +10.3% | 0.49% | +0.20 |
| PTL Inspire 500 ETF | Add +669.1% | 0.22% | +0.19 |
| COPY Tweedy Browne Insdr+valu ETF | New | 0.18% | +0.18 |
| SIVR Abrdn Physical Silver Shares | New | 0.17% | +0.17 |
| IONQ Ionq Inc. | Add +664.2% | 0.19% | +0.17 |
| TSLA Tesla Inc. | Add +20.0% | 0.46% | +0.16 |
| OBIL F/M US Treasury 12 Month Bil | Add +69.4% | 0.43% | +0.15 |
| FBCG Fidelity Blue Chip Grow ETF | Add +11.2% | 1.29% | +0.14 |
| ONDS Ondas Inc. | New | 0.14% | +0.14 |
| UBER Uber Technologies Inc. | New | 0.13% | +0.13 |
| BIBL Inspire 100 ETF | Add +494.1% | 0.16% | +0.13 |
| GDX Vaneck Gold Miners ETF | Add +13.4% | 0.33% | +0.11 |
| AXP American Express Co. | Add +405.8% | 0.14% | +0.11 |
| KTOS Kratos Defense & Security | New | 0.09% | +0.09 |
| BLES Inspire Global Hope ETF | New | 0.08% | +0.08 |
| IBD Inspire Corporate Bond ETF | Add +499.2% | 0.08% | +0.07 |
| GLRY Inspire Growth ETF | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.9% | 0.43% | +0.06 |
| GOLD Gold.com Inc. | New | 0.06% | +0.06 |
| HWKN Hawkins Inc. | Add +2.3% | 0.37% | +0.06 |
| GLD SPDR Gold Shares | Add +2.4% | 0.78% | +0.06 |
| RISN Inspire Capital Appreciation | New | 0.06% | +0.06 |
| AMD Advanced Micro Devices | Add +22.4% | 0.27% | +0.06 |
| WWJD Inspire International ETF | Add +407.7% | 0.07% | +0.05 |
| VNOM Viper Energy Inc. Class A | New | 0.05% | +0.05 |
| SHW The Sherwin-Williams Co. | New | 0.05% | +0.05 |
| BSEP Innovator U.S. Equity Buffer | New | 0.05% | +0.05 |
| FIX Comfort Systems USA Inc. | Add +36.7% | 0.10% | +0.05 |
| BKDV BNY Mellon Dynamic Value | New | 0.05% | +0.05 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.05% | +0.05 |
| ISMD Inspire Small/Mid Cap ETF | New | 0.05% | +0.05 |
| SPOT Spotify Technology SA | New | 0.04% | +0.04 |
| FESM Fidelity Enhanced Small Cap | New | 0.04% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.04% | +0.04 |
| FPE FT-Preferred Secur & Inc. ETF | Add +239.9% | 0.06% | +0.04 |
| SCHO Schwab Short-Term US Treas | New | 0.04% | +0.04 |
| ANET Arista Networks Inc. | Add +20.5% | 0.11% | +0.04 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +0.8% | 0.42% | +0.04 |
| WELL Welltower Inc. | Add +13.5% | 0.23% | +0.04 |
| TEL Te Connectivity PLC | Add +3.5% | 0.21% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Add +34.0% | 0.21% | +0.04 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +122.5% | 0.07% | +0.04 |
Notes & Other Activity Q2 2025 → Q3 2025
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | Sold out | 18,804 | $204Kbefore exit |
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Reduce -8.8% | 27,225 | $517 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |