Nations Financial Group Inc, /Ia/
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Nations Financial Group Inc, /Ia/ reported 773 stock positions worth $1.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 2.5% of the portfolio, followed by Nvidia (NVDA, 2.5%) and Apple (AAPL, 2.2%). Compared with Q4 2025, it opened 54 new positions, sold out of 27, added to 412 and reduced 247. The biggest buy was Chevron (CVX, shares +60%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- CEDAR RAPIDS, IA
- CIK
- 0001109767
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001109767-26-000007 ↗ filed Apr 15, 2026
Holdings Value
Holdings 773 stocks · $1.9B
| IVV iShares Core S&P 500 ETF | 2.49% | 73,937 | $48.3M | Add +1.4% |
| NVDA Nvidia Corp. | 2.47% | 275,320 | $48.0M | Add +5.7% |
| AAPL Apple Inc. | 2.24% | 171,512 | $43.5M | Add +5.8% |
| IJH iShares Core S&P Midcap ETF | 1.59% | 458,188 | $30.9M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.57% | 52,814 | $30.5M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.56% | 105,273 | $30.3M | Add +6.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 45,208 | $29.4M | Add +1.6% |
| MSFT Microsoft Corp. | 1.48% | 77,872 | $28.8M | Reduce -7.0% |
| IWV iShares Russell 3000 ETF | 1.36% | 71,164 | $26.4M | Add +5.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.36% | 60,338 | $26.4M | Reduce -4.8% |
| FBCG Fidelity Blue Chip Grow ETF | 1.33% | 516,531 | $25.9M | Add +17.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 52,467 | $25.1M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 1.05% | 98,041 | $20.4M | Add +2.0% |
| XLK SS Technology Select Sector | 1.05% | 152,731 | $20.3M | Add +2.0% |
| VYM Vanguard High DVD Yield ETF | 1.00% | 131,649 | $19.5M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.98% | 33,122 | $19.0M | Add +0.8% |
| AVGO Broadcom Inc. | 0.94% | 58,720 | $18.2M | Add +0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.88% | 36,701 | $17.0M | Add +1.8% |
| VWO Vanguard Ftse Emerging Marke | 0.85% | 304,088 | $16.4M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.82% | 54,126 | $15.9M | Reduce -15.0% |
| XOM Exxon Mobil Corp. | 0.74% | 84,608 | $14.4M | Reduce -14.3% |
| GLD SPDR Gold Shares | 0.74% | 33,207 | $14.3M | Reduce -11.6% |
| CVX Chevron Corp. | 0.73% | 68,592 | $14.2M | Add +60.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 49,414 | $14.2M | Add +2.6% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.67% | 304,615 | $13.0M | Add +3.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.66% | 274,077 | $12.9M | Add +16.9% |
| SCHD Schwab US DVD Equity ETF | 0.66% | 415,578 | $12.7M | Reduce -0.8% |
| SCHX Schwab US Large-Cap ETF | 0.62% | 471,088 | $12.1M | Add +6.9% |
| VOO Vanguard S&P 500 ETF | 0.59% | 19,131 | $11.4M | Add +15.8% |
| COST Costco Wholesale Corp. | 0.58% | 11,397 | $11.4M | Add +2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.58% | 122,252 | $11.3M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.58% | 90,584 | $11.3M | Add +0.2% |
| IMCG iShares Morningstar Mid-Cap | 0.56% | 138,725 | $10.9M | Add +6.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.55% | 80,683 | $10.7M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.55% | 54,346 | $10.7M | Add +1.6% |
| AVLV Avantis US Large Cap Value | 0.51% | 123,347 | $9.9M | Add +4.5% |
| WMT Walmart Inc. | 0.51% | 78,896 | $9.8M | Add +7.9% |
| EPD Enterprise Products Partners | 0.50% | 258,379 | $9.8M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.50% | 107,274 | $9.7M | Add +2.4% |
| BAR Graniteshares Gold Trust | 0.50% | 208,685 | $9.6M | Add +31.2% |
| URA Global X Uranium ETF | 0.50% | 198,521 | $9.6M | Reduce -2.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.48% | 259,896 | $9.2M | Add +2.6% |
| GOOG Alphabet Inc. Class C | 0.47% | 31,726 | $9.1M | Add +20.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.47% | 76,706 | $9.1M | Add +7.6% |
| V Visa Inc. Class A | 0.46% | 29,360 | $8.9M | Reduce -10.7% |
| SDVY First Trust Smid Cap Rising | 0.46% | 224,997 | $8.9M | Add +9.7% |
| VEA Vanguard Ftse Developed ETF | 0.46% | 138,314 | $8.9M | Add +5.5% |
| KLAC KLA Corp. | 0.46% | 6,001 | $8.8M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 0.46% | 46,041 | $8.8M | Add +8.0% |
| JNJ Johnson & Johnson | 0.45% | 35,360 | $8.6M | Reduce -0.4% |
| FBND Fidelity Total Bond ETF | 0.44% | 187,357 | $8.5M | Add +37.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.43% | 108,097 | $8.3M | Add +2.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.42% | 78,044 | $8.1M | Add +2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.41% | 37,303 | $8.0M | Add +4.5% |
| SPMO Invesco S&P 500 Momentum ETF | 0.40% | 68,631 | $7.7M | Add +5.2% |
| SA Seabridge Gold Inc. | 0.39% | 265,814 | $7.5M | Reduce -14.4% |
| FTSL First Trust Senior Loan ETF | 0.39% | 167,055 | $7.5M | Add +4.5% |
| OBIL F/M US Treasury 12 Month Bil | 0.39% | 149,397 | $7.5M | Add +8.3% |
| ITOT iShares Core S&P Total U.S. | 0.38% | 51,701 | $7.4M | Add +2.4% |
| VZ Verizon Communications Inc. | 0.37% | 143,106 | $7.2M | Add +18.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 10 | $7.2M | No change |
| SLV iShares Silver Trust | 0.37% | 105,343 | $7.2M | Reduce -42.0% |
| RTX RTX Corp. | 0.36% | 36,135 | $7.0M | Add +2.8% |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.36% | 135,846 | $7.0M | Add +1.1% |
| CASY Casey's General Stores Inc. | 0.36% | 9,503 | $6.9M | Add +3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 19,928 | $6.7M | Reduce -21.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.35% | 20,963 | $6.7M | Add +3.2% |
| DIVO Amplify CWP Enhan Divid ETF | 0.34% | 149,051 | $6.7M | Add +5.2% |
| BOND PIMCO Active Bond Exchange-T | 0.34% | 71,458 | $6.6M | Add +2.2% |
| IEMG iShares Core MSCI Emerging | 0.34% | 94,212 | $6.6M | Add +4.4% |
| LLY Eli Lilly & Co. | 0.33% | 7,015 | $6.5M | Add +95.2% |
| GS Goldman Sachs Group Inc. | 0.33% | 7,508 | $6.4M | Reduce -4.6% |
| FINS Angel Oak Financ Strat Inc. | 0.32% | 484,445 | $6.2M | No change |
| CEF Sprott Physical Gold and Sil | 0.31% | 128,030 | $6.1M | Reduce -0.8% |
| BKDV BNY Mellon Dynamic Value | 0.31% | 204,852 | $6.1M | Add +63.4% |
| GDX Vaneck Gold Miners ETF | 0.31% | 65,640 | $6.0M | Reduce -5.8% |
| COR Cencora Inc. | 0.31% | 19,061 | $6.0M | Add +2.0% |
| BA The Boeing Co. | 0.30% | 29,283 | $5.8M | Reduce -13.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 92,942 | $5.8M | Add +3.8% |
| AMGN Amgen Inc. | 0.30% | 16,437 | $5.8M | Reduce -1.6% |
| ET Energy Transfer LP | 0.30% | 297,710 | $5.7M | Reduce -0.9% |
| PTL Inspire 500 ETF | 0.29% | 22,738 | $5.7M | Add +26.7% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.29% | 125,494 | $5.6M | Add +6.2% |
| BXMT Blackstone Mortgage Tru Class A | 0.29% | 293,289 | $5.6M | Reduce -3.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 23,155 | $5.6M | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.29% | 71,427 | $5.5M | Reduce -0.8% |
| GLW Corning Inc. | 0.28% | 40,062 | $5.4M | Add +26.0% |
| IAU iShares Gold Trust | 0.27% | 60,232 | $5.3M | Add +11.1% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 35,240 | $5.2M | Add +7.5% |
| PSX Phillips 66 | 0.26% | 27,738 | $5.1M | Reduce -15.0% |
| SIVR Abrdn Physical Silver Shares | 0.26% | 69,938 | $5.0M | Reduce -17.8% |
| EMR Emerson Electric Co. | 0.26% | 37,948 | $5.0M | Add +0.0% |
| LNG Cheniere Energy Inc. | 0.26% | 17,476 | $5.0M | New |
| HWKN Hawkins Inc. | 0.25% | 32,006 | $4.9M | Add +2.0% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 43,401 | $4.9M | Reduce -1.5% |
| AMD Advanced Micro Devices | 0.25% | 23,947 | $4.9M | Reduce -24.5% |
| PWR Quanta Services Inc. | 0.25% | 8,842 | $4.9M | Add +0.4% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.25% | 143,461 | $4.9M | Add +60.4% |
| PNOV Innovator U.S. Equity Power | 0.25% | 118,122 | $4.8M | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.24% | 21,479 | $4.7M | Add +0.5% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -7.0% | 1.48% | −0.65 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.8% | 1.36% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -15.0% | 0.82% | −0.26 |
| SLV iShares Silver Trust | Reduce -42.0% | 0.37% | −0.25 |
| BABA Alibaba Group Holding-SP ADR | Reduce -49.8% | 0.16% | −0.22 |
| LPLA LPL Financial Holdings Inc. | Reduce -72.4% | 0.06% | −0.21 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.18 |
| UNM Unum Group | Reduce -92.8% | 0.01% | −0.16 |
| ADP Automatic Data Processing | Reduce -42.9% | 0.13% | −0.16 |
| MSTR Strategy Inc. | Reduce -81.5% | 0.03% | −0.15 |
| V Visa Inc. Class A | Reduce -10.7% | 0.46% | −0.15 |
| NFLX Netflix Inc. | Reduce -56.7% | 0.10% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 1.29% | −0.13 |
| NEM Newmont Corp. | Reduce -66.7% | 0.06% | −0.12 |
| AMD Advanced Micro Devices | Reduce -24.5% | 0.25% | −0.11 |
| ARES Ares Management Corp. Class A | Reduce -80.3% | 0.02% | −0.10 |
| SA Seabridge Gold Inc. | Reduce -14.4% | 0.39% | −0.10 |
| CCJ Cameco Corp. | Reduce -82.0% | 0.02% | −0.09 |
| BA The Boeing Co. | Reduce -13.1% | 0.30% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -17.9% | 0.20% | −0.08 |
| ONDS Ondas Inc. | Reduce -45.6% | 0.08% | −0.08 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.08 |
| BMNR Bitmine Immersion Technologi | Reduce -32.0% | 0.07% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -1.2% | 0.29% | −0.08 |
| IONQ Ionq Inc. | Reduce -76.1% | 0.01% | −0.07 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.07 |
| TSLA Tesla Inc. | Reduce -13.5% | 0.15% | −0.07 |
| RDNT Radnet Inc. | Sold out | 0.00% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.1% | 0.35% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -26.1% | 0.14% | −0.06 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.06 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.06 |
| CLS Celestica Inc. | Reduce -21.2% | 0.14% | −0.05 |
| ITW Illinois Tool Works | Reduce -38.0% | 0.09% | −0.05 |
| ABT Abbott Laboratories | Reduce -6.6% | 0.15% | −0.05 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.05 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -19.7% | 0.15% | −0.05 |
| GLD SPDR Gold Shares | Reduce -11.6% | 0.74% | −0.05 |
| SIVR Abrdn Physical Silver Shares | Reduce -17.8% | 0.26% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -4.6% | 0.33% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.5% | 1.00% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -42.4% | 0.04% | −0.04 |
| XYL Xylem Inc. | Reduce -69.2% | 0.01% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.5% | 0.25% | −0.03 |
| ACN Accenture PLC Class A | Reduce -4.1% | 0.07% | −0.03 |
| ARKW ARK Next Generation Technolo | Reduce -59.0% | 0.02% | −0.03 |
| PAPR Innovator U.S. Equity Power | Sold out | 0.00% | −0.03 |
| FCX Freeport-McMoran Inc. | Reduce -26.1% | 0.14% | −0.03 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.03 |
| FICS FT International Dev Cap STR | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| CVX Chevron Corp. | Add +60.0% | 0.73% | +0.39 |
| LNG Cheniere Energy Inc. | New | 0.26% | +0.26 |
| HAL Halliburton Co. | New | 0.19% | +0.19 |
| MU Micron Technology Inc. | Add +711.0% | 0.20% | +0.18 |
| BAR Graniteshares Gold Trust | Add +31.2% | 0.50% | +0.14 |
| GLW Corning Inc. | Add +26.0% | 0.28% | +0.13 |
| LLY Eli Lilly & Co. | Add +95.2% | 0.33% | +0.13 |
| BKDV BNY Mellon Dynamic Value | Add +63.4% | 0.31% | +0.12 |
| AMLP Alerian MLP ETF | Add +170.1% | 0.18% | +0.12 |
| GEV GE Vernova Inc. | Add +233.1% | 0.15% | +0.12 |
| REMX Vaneck Rar Earth ND STG-Usdi | New | 0.11% | +0.11 |
| VZ Verizon Communications Inc. | Add +18.5% | 0.37% | +0.11 |
| PDBC Invesco Optimum Yield Divers | Add +176.6% | 0.15% | +0.11 |
| FBND Fidelity Total Bond ETF | Add +37.3% | 0.44% | +0.11 |
| OWL Blue Owl Capital Inc. | New | 0.11% | +0.11 |
| CAH Cardinal Health Inc. | New | 0.10% | +0.10 |
| MGNR Amer Beac GLG NTRL Rsrcs ETF | Add +291.6% | 0.13% | +0.10 |
| GD General Dynamics Corp. | Add +90.6% | 0.21% | +0.10 |
| TT Trane Technologies PLC | New | 0.10% | +0.10 |
| ESLT Elbit Systems Ltd. | New | 0.09% | +0.09 |
| CASY Casey's General Stores Inc. | Add +3.0% | 0.36% | +0.09 |
| CGIE Cap Group Intl Equity | Add +60.4% | 0.25% | +0.09 |
| AUSF Global X Adaptive US Factor | Add +81.2% | 0.18% | +0.08 |
| COST Costco Wholesale Corp. | Add +2.6% | 0.58% | +0.08 |
| JCPB JPMorgan Core Plus Bond ETF | Add +16.9% | 0.66% | +0.08 |
| KLAC KLA Corp. | Add +1.4% | 0.46% | +0.08 |
| WMT Walmart Inc. | Add +7.9% | 0.51% | +0.08 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +157.3% | 0.12% | +0.07 |
| EPD Enterprise Products Partners | Add +1.0% | 0.50% | +0.07 |
| DD Dupont DE Nemours Inc. | New | 0.07% | +0.07 |
| INCM Franklin Income Focus ETF | Add +337.7% | 0.09% | +0.07 |
| LRCX Lam Research Corp. | Add +66.5% | 0.13% | +0.07 |
| PTL Inspire 500 ETF | Add +26.7% | 0.29% | +0.06 |
| FBCG Fidelity Blue Chip Grow ETF | Add +17.0% | 1.33% | +0.06 |
| DDOG Datadog Inc. Class A | New | 0.06% | +0.06 |
| VICI Vici Properties Inc. | New | 0.06% | +0.06 |
| FTGC First Trust Global Tactical | Add +10.1% | 0.23% | +0.06 |
| PWR Quanta Services Inc. | Add +0.4% | 0.25% | +0.05 |
| KMI Kinder Morgan Inc. | Add +9.7% | 0.22% | +0.05 |
| PFEB Innovator U.S. Equity Power | Add +79.7% | 0.12% | +0.05 |
| BXSL Blackstone Secured Lending F | Add +502.0% | 0.06% | +0.05 |
| AEP American Electric Power | Add +19.1% | 0.20% | +0.05 |
| VEGI iShares MSCI Agriculture Pro | New | 0.04% | +0.04 |
| COPY Tweedy Browne Insdr+valu ETF | Add +19.5% | 0.23% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +15.8% | 0.59% | +0.04 |
| SDVY First Trust Smid Cap Rising | Add +9.7% | 0.46% | +0.04 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.04% | +0.04 |
| IAU iShares Gold Trust | Add +11.1% | 0.27% | +0.04 |
| AVLV Avantis US Large Cap Value | Add +4.5% | 0.51% | +0.04 |
| DLR Digital Realty Trust 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 |