Nations Financial Group Inc, /Ia/
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Nations Financial Group Inc, /Ia/ reported 746 stock positions worth $1.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 2.6% of the portfolio, followed by Nvidia (NVDA, 2.6%) and Apple (AAPL, 2.3%). Compared with Q3 2025, it opened 70 new positions, sold out of 34, added to 399 and reduced 232. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +261%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.9B (Q4 2025)
- SEC Filing
- 0001109767-26-000002 ↗ filed Jan 26, 2026
Holdings Value
Holdings 746 stocks · $1.9B
| IVV iShares Core S&P 500 ETF | 2.63% | 72,953 | $50.0M | Add +260.8% |
| NVDA Nvidia Corp. | 2.56% | 260,466 | $48.6M | Add +11.4% |
| AAPL Apple Inc. | 2.32% | 162,037 | $44.1M | Add +6.8% |
| MSFT Microsoft Corp. | 2.13% | 83,744 | $40.5M | Add +13.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.69% | 52,302 | $32.1M | Add +9.1% |
| GOOGL Alphabet Inc. Class A | 1.63% | 99,174 | $31.0M | Add +19.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.63% | 63,346 | $30.9M | Add +123.2% |
| IJH iShares Core S&P Midcap ETF | 1.62% | 465,113 | $30.7M | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.60% | 44,482 | $30.3M | Add +116.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.43% | 53,983 | $27.1M | Reduce -1.4% |
| IWV iShares Russell 3000 ETF | 1.37% | 67,262 | $26.0M | Add +2.0% |
| FBCG Fidelity Blue Chip Grow ETF | 1.27% | 441,550 | $24.2M | Add +14.6% |
| AMZN Amazon.com Inc. | 1.17% | 96,102 | $22.2M | Add +18.2% |
| META Meta Platforms Inc. Class A | 1.14% | 32,864 | $21.7M | Add +33.1% |
| XLK SS Technology Select Sector | 1.13% | 149,727 | $21.6M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 1.08% | 63,679 | $20.5M | Add +12.5% |
| AVGO Broadcom Inc. | 1.06% | 58,358 | $20.2M | Add +11.9% |
| VYM Vanguard High DVD Yield ETF | 1.04% | 137,816 | $19.8M | Reduce -3.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.91% | 36,042 | $17.3M | Add +6525.4% |
| VWO Vanguard Ftse Emerging Marke | 0.83% | 294,923 | $15.9M | Add +20.6% |
| GLD SPDR Gold Shares | 0.78% | 37,547 | $14.9M | Add +7.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 48,154 | $14.0M | Add +1.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.68% | 294,118 | $12.8M | Add +10.7% |
| XOM Exxon Mobil Corp. | 0.63% | 98,786 | $11.9M | Add +23.3% |
| SCHX Schwab US Large-Cap ETF | 0.62% | 440,706 | $11.9M | Add +97.0% |
| SLV iShares Silver Trust | 0.62% | 181,793 | $11.7M | Reduce -3.7% |
| V Visa Inc. Class A | 0.61% | 32,859 | $11.5M | Add +6.6% |
| SCHD Schwab US DVD Equity ETF | 0.60% | 418,884 | $11.5M | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.60% | 121,926 | $11.5M | Add +1.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.58% | 234,549 | $11.1M | Add +28.3% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 90,389 | $10.9M | Add +2.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.57% | 82,020 | $10.8M | Add +3.0% |
| IMCG iShares Morningstar Mid-Cap | 0.55% | 129,827 | $10.4M | Add +7.3% |
| VOO Vanguard S&P 500 ETF | 0.55% | 16,514 | $10.4M | Add +164.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 53,464 | $10.2M | Add +1.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.51% | 253,235 | $9.7M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.50% | 11,109 | $9.6M | Reduce -13.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.49% | 104,738 | $9.4M | Add +4.6% |
| SA Seabridge Gold Inc. | 0.48% | 310,617 | $9.2M | Reduce -5.1% |
| AVLV Avantis US Large Cap Value | 0.47% | 117,981 | $8.9M | Add +10.6% |
| URA Global X Uranium ETF | 0.46% | 202,684 | $8.7M | Reduce -2.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.45% | 71,277 | $8.5M | Add +39.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.45% | 105,436 | $8.5M | Add +347.4% |
| GOOG Alphabet Inc. Class C | 0.44% | 26,411 | $8.3M | Add +140.4% |
| EPD Enterprise Products Partners | 0.43% | 255,783 | $8.2M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 131,079 | $8.2M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 0.43% | 42,652 | $8.2M | Add +26.3% |
| WMT Walmart Inc. | 0.43% | 73,143 | $8.1M | Add +10.9% |
| SDVY First Trust Smid Cap Rising | 0.41% | 205,065 | $7.9M | Add +9.4% |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 35,683 | $7.8M | Add +11.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.41% | 76,483 | $7.8M | Add +11.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.41% | 65,254 | $7.8M | Add +6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 25,270 | $7.7M | Add +2.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 10 | $7.5M | Reduce -9.1% |
| ITOT iShares Core S&P Total U.S. | 0.40% | 50,500 | $7.5M | Add +2.0% |
| JNJ Johnson & Johnson | 0.39% | 35,513 | $7.3M | Add +11.3% |
| BABA Alibaba Group Holding-SP ADR | 0.39% | 50,123 | $7.3M | Add +61.9% |
| FTSL First Trust Senior Loan ETF | 0.39% | 159,889 | $7.3M | Add +8.4% |
| BA The Boeing Co. | 0.39% | 33,705 | $7.3M | Add +270.8% |
| KLAC KLA Corp. | 0.38% | 5,920 | $7.2M | Reduce -4.4% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.38% | 134,341 | $7.2M | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 23,436 | $6.9M | Add +11.4% |
| OBIL F/M US Treasury 12 Month Bil | 0.36% | 137,888 | $6.9M | Add +1.6% |
| GS Goldman Sachs Group Inc. | 0.36% | 7,869 | $6.9M | Add +796.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 20,308 | $6.8M | Add +7.1% |
| AMD Advanced Micro Devices | 0.36% | 31,731 | $6.8M | Add +19.4% |
| BAR Graniteshares Gold Trust | 0.36% | 159,045 | $6.8M | Add +3.6% |
| CVX Chevron Corp. | 0.34% | 42,882 | $6.5M | Add +35.0% |
| BOND PIMCO Active Bond Exchange-T | 0.34% | 69,944 | $6.5M | Add +0.6% |
| RTX RTX Corp. | 0.34% | 35,165 | $6.4M | Add +47.1% |
| FINS Angel Oak Financ Strat Inc. | 0.34% | 484,445 | $6.4M | Reduce -5.1% |
| COR Cencora Inc. | 0.33% | 18,692 | $6.3M | Add +16.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.33% | 141,722 | $6.3M | Add +67.1% |
| FBND Fidelity Total Bond ETF | 0.33% | 136,472 | $6.3M | Add +31.7% |
| IEMG iShares Core MSCI Emerging | 0.32% | 90,280 | $6.1M | Add +1.6% |
| ORCL Oracle Corp. | 0.32% | 30,781 | $6.0M | Add +5.8% |
| GDX Vaneck Gold Miners ETF | 0.31% | 69,683 | $6.0M | Add +0.1% |
| CEF Sprott Physical Gold and Sil | 0.31% | 129,030 | $5.9M | Add +2.4% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 32,789 | $5.8M | Add +4.1% |
| BXMT Blackstone Mortgage Tru Class A | 0.31% | 302,929 | $5.8M | Reduce -2.2% |
| SIVR Abrdn Physical Silver Shares | 0.30% | 85,119 | $5.8M | Add +35.0% |
| CSCO Cisco Systems Inc. | 0.29% | 71,976 | $5.5M | Add +2.4% |
| AMGN Amgen Inc. | 0.29% | 16,706 | $5.5M | Add +0.6% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 44,079 | $5.4M | Add +7.0% |
| ADP Automatic Data Processing | 0.29% | 21,079 | $5.4M | Add +0.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.28% | 89,534 | $5.4M | Add +12.5% |
| PANW Palo Alto Networks Inc. | 0.28% | 29,112 | $5.4M | Add +71.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.28% | 118,152 | $5.2M | Add +4.2% |
| CASY Casey's General Stores Inc. | 0.27% | 9,225 | $5.1M | Add +8.6% |
| LPLA LPL Financial Holdings Inc. | 0.27% | 14,161 | $5.1M | New |
| PNOV Innovator U.S. Equity Power | 0.27% | 120,884 | $5.1M | Add +60.6% |
| EMR Emerson Electric Co. | 0.27% | 37,933 | $5.0M | Add +18.9% |
| ET Energy Transfer LP | 0.26% | 300,554 | $5.0M | Add +1.9% |
| VZ Verizon Communications Inc. | 0.26% | 120,748 | $4.9M | Add +9.9% |
| ABBV Abbvie Inc. | 0.26% | 21,376 | $4.9M | Add +30.2% |
| GSLC Goldman Activebeta US LC ETF | 0.25% | 36,422 | $4.8M | Add +2.7% |
| BX Blackstone Inc. | 0.25% | 31,271 | $4.8M | Add +62.7% |
| CFA Victoryshares US 500 Volatil | 0.25% | 51,431 | $4.7M | New |
| NFLX Netflix Inc. | 0.24% | 48,637 | $4.6M | Reduce -5.3% |
| RDVY First Trust Rising Dividend | 0.24% | 65,603 | $4.6M | Add +9.6% |
Portfolio Sells Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 1.43% | −0.29 |
| HGER Harbor Commodity All Weather | Reduce -95.3% | 0.01% | −0.26 |
| COST Costco Wholesale Corp. | Reduce -13.8% | 0.50% | −0.24 |
| TSLA Tesla Inc. | Reduce -43.7% | 0.22% | −0.24 |
| CTAS Cintas Corp. | Reduce -90.2% | 0.02% | −0.21 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.2% | 1.04% | −0.21 |
| BMNR Bitmine Immersion Technologi | Reduce -3.7% | 0.15% | −0.21 |
| URA Global X Uranium ETF | Reduce -2.5% | 0.46% | −0.16 |
| AJG Arthur J Gallagher & Co. | Reduce -89.7% | 0.01% | −0.14 |
| NFLX Netflix Inc. | Reduce -5.3% | 0.24% | −0.14 |
| HWKN Hawkins Inc. | Reduce -2.3% | 0.23% | −0.13 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -9.1% | 0.40% | −0.12 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 0.60% | −0.12 |
| IONQ Ionq Inc. | Reduce -26.6% | 0.09% | −0.10 |
| WELL Welltower Inc. | Reduce -35.9% | 0.13% | −0.10 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.10 |
| FINS Angel Oak Financ Strat Inc. | Reduce -5.1% | 0.34% | −0.08 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.08 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.08 |
| FIXD First Trust Smith Opportunis | Reduce -22.5% | 0.14% | −0.08 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -14.6% | 0.20% | −0.07 |
| PAYX Paychex Inc. | Reduce -40.1% | 0.06% | −0.07 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Reduce -1.8% | 0.38% | −0.07 |
| HD Home Depot Inc. | Reduce -3.2% | 0.14% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -22.2% | 0.07% | −0.06 |
| BLK BlackRock Inc. | Reduce -1.5% | 0.18% | −0.06 |
| PSX Phillips 66 | Reduce -0.5% | 0.22% | −0.06 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.05 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -20.4% | 0.12% | −0.05 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -2.2% | 0.31% | −0.05 |
| PDEC Innovator U.S. Equity Power | Reduce -36.9% | 0.06% | −0.05 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.05 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.04 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.04 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -26.2% | 0.07% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -55.2% | 0.02% | −0.04 |
| KLAC KLA Corp. | Reduce -4.4% | 0.38% | −0.04 |
| EFAD Proshares Eafe DVD Growers | Reduce -1.4% | 0.17% | −0.04 |
| XYZ Block Inc. | Reduce -43.1% | 0.03% | −0.04 |
| UNM Unum Group | Reduce -1.1% | 0.18% | −0.04 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.3% | 0.18% | −0.03 |
| KT KT Corp.-SP ADR | Reduce -0.0% | 0.16% | −0.03 |
| ZTS Zoetis Inc. | Reduce -12.8% | 0.06% | −0.03 |
| CI The Cigna Group | Reduce -38.1% | 0.03% | −0.03 |
| ENSG The Ensign Group Inc. | Reduce -0.1% | 0.19% | −0.03 |
| MGMT Ballast Small/Mid Cap ETF | Reduce -24.1% | 0.06% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Reduce -3.4% | 0.14% | −0.03 |
| VTHR Vanguard Russell 3000 | Reduce -1.0% | 0.18% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -6.2% | 0.11% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +260.8% | 2.63% | +1.79 |
| DIA SS SPDR Dow Jones Indus Avg | Add +6525.4% | 0.91% | +0.90 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +123.2% | 1.63% | +0.78 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +116.8% | 1.60% | +0.75 |
| GOOGL Alphabet Inc. Class A | Add +19.2% | 1.63% | +0.37 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +347.4% | 0.45% | +0.33 |
| GS Goldman Sachs Group Inc. | Add +796.2% | 0.36% | +0.32 |
| VOO Vanguard S&P 500 ETF | Add +164.5% | 0.55% | +0.31 |
| GOOG Alphabet Inc. Class C | Add +140.4% | 0.44% | +0.27 |
| LPLA LPL Financial Holdings Inc. | New | 0.27% | +0.27 |
| BA The Boeing Co. | Add +270.8% | 0.39% | +0.26 |
| SCHX Schwab US Large-Cap ETF | Add +97.0% | 0.62% | +0.26 |
| CFA Victoryshares US 500 Volatil | New | 0.25% | +0.25 |
| NOBL Proshares S&P 500 Dividend A | Add +1572.4% | 0.19% | +0.18 |
| CORZ Core Scientific Inc. | New | 0.16% | +0.16 |
| BKDV BNY Mellon Dynamic Value | Add +356.2% | 0.19% | +0.14 |
| COF Capital One Financial Corp. | Add +251.8% | 0.20% | +0.14 |
| SIVR Abrdn Physical Silver Shares | Add +35.0% | 0.30% | +0.13 |
| GLW Corning Inc. | Add +604.5% | 0.15% | +0.12 |
| ARES Ares Management Corp. Class A | New | 0.12% | +0.12 |
| DIVO Amplify CWP Enhan Divid ETF | Add +67.1% | 0.33% | +0.10 |
| IWM iShares Russell 2000 ETF | Add +354.7% | 0.13% | +0.09 |
| HYTI FT VST High YLD & Tar in ETF | New | 0.09% | +0.09 |
| RTX RTX Corp. | Add +47.1% | 0.34% | +0.09 |
| AMD Advanced Micro Devices | Add +19.4% | 0.36% | +0.09 |
| IAU iShares Gold Trust | Add +58.4% | 0.23% | +0.08 |
| PNOV Innovator U.S. Equity Power | Add +60.6% | 0.27% | +0.07 |
| LSGR Natixis Loomis Focused Grwth | New | 0.07% | +0.07 |
| IEI iShares 3-7 Year Treasury Bo | Add +39.5% | 0.45% | +0.07 |
| MOH Molina Healthcare Inc. | New | 0.07% | +0.07 |
| PANW Palo Alto Networks Inc. | Add +71.4% | 0.28% | +0.07 |
| LRCX Lam Research Corp. | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +23.3% | 0.63% | +0.06 |
| RDNT Radnet Inc. | New | 0.06% | +0.06 |
| TPHD Timothy Plan High DVD STCK | New | 0.06% | +0.06 |
| LDOS Leidos Holdings Inc. | New | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +18.2% | 1.17% | +0.06 |
| AUSF Global X Adaptive US Factor | Add +166.3% | 0.10% | +0.05 |
| VNOM Viper Energy Inc. Class A | Add +137.1% | 0.11% | +0.05 |
| BX Blackstone Inc. | Add +62.7% | 0.25% | +0.05 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 0.04% | +0.04 |
| MS Morgan Stanley | Add +86.6% | 0.10% | +0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Add +28.3% | 0.58% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +107.0% | 0.10% | +0.04 |
| BABA Alibaba Group Holding-SP ADR | Add +61.9% | 0.39% | +0.04 |
| HUBB Hubbell Inc. | New | 0.04% | +0.04 |
| GBIL Goldman Sachs Access Treasur | New | 0.04% | +0.04 |
| DG Dollar General Corp. | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +35.0% | 0.34% | +0.04 |
| CGIE Cap Group Intl Equity | Add +46.5% | 0.16% | +0.04 |
Notes & Other Activity Q3 2025 → Q4 2025
| CLEARBRIDGE ENERGY MI-RT | RIGHT 10/10/2025 | Sold out | 27,225 | $517before exit |
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 |