NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK

1109767

Location

CEDAR RAPIDS, IA

Portfolio Value

Mid $1,931,125,748

Diversification

Diversified

Filing Date

Global Rank

#1,550 / 8,827 ▼ 62 · as of Jun 2026

Top Industry

Semiconductors 12.5%

Period ended 37 days ago

Filed Nov 5, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 33.2%, 41.0 effective positions, active share 53.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

19.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.7 quarters (12+), a floor since 47.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 53.4%; sector active share 40.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

778 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

10.1%

−2.5 pts

Top 5

23.1%

−1.0 pts

Top 10

33.2%

−0.0 pts

HHI

201

Diversified−44

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.2%	$968,749,295	408
Technology	17.5%	$337,002,255	55
Financial Services	7.6%	$147,241,140	103
Industrials	4.5%	$86,853,119	46
Communication Services	4.4%	$85,217,913	14
Energy	3.9%	$75,377,837	27
Healthcare	3.9%	$74,372,944	41
Consumer Cyclical	2.6%	$49,902,079	17
Consumer Defensive	2.0%	$38,815,083	18
Basic Materials	1.8%	$34,472,634	21
Utilities	0.9%	$18,192,558	13
Real Estate	0.8%	$14,928,891	15

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LUMN	Lumen Technologies, Inc.	+198,100	296,572	$1,660,803
BAR	GraniteShares Gold Trust	+102,063	228,561	$9,350,430
FBND	Fidelity Total Bond ETF	+85,512	285,400	$12,357,820
HGER	Harbor Commodity All-Weather Strategy ETF	+63,883	81,185	$2,862,583
FBCG	Fidelity Covington Trust	+45,071	598,681	$37,842,626
APH	Amphenol Corp	+39,486	64,706	$5,454,715
BKDV	BNY Mellon Dynamic Value ETF	+37,524	282,361	$9,515,565
AVLV	Avantis U.S. Large Cap Value ETF	+37,007	166,637	$15,070,650
MRP	Millrose Properties, Inc.	+35,300	65,300	$1,695,841
CGIE	Capital Group International Equity ETF	+34,421	207,830	$7,628,400
USTB	VictoryShares Short-Term Bond ETF	+32,444	127,232	$6,346,332
MP	MP Materials Corp.	+31,580	38,800	$1,834,852
VRIG	Invesco Variable Rate Investment Grade ETF	+29,646	60,390	$1,511,259
MUFG	Mitsubishi Ufj Financial Group Inc	+29,525	143,687	$3,314,859
—		+22,593	34,638	$0
CGCP	Capital Group Core Plus Income ETF	+22,043	192,794	$4,081,448
FINS	Angel Oak Financial Strategies Income Term Trust	+20,000	504,445	$6,018,028
AUSF	Global X Adaptive U.S. Factor ETF	+19,476	108,203	$5,270,568
SCHO	Schwab Short-Term U.S. Treasury ETF	+18,850	77,324	$1,844,950
NFLX	Netflix Inc	+18,450	28,212	$1,962,990
AVUV	Avantis U.S. Small Cap Value ETF	+16,501	26,098	$3,073,561
CGMS	Capital Group U.S. Multi-Sector Income ETF	+14,826	57,691	$1,513,234
JBND	JPMorgan Active Bond ETF	+14,500	29,760	$1,521,331
BXSL	Blackstone Secured Lending Fund	+14,441	68,532	$1,643,397
CRWD	CrowdStrike Holdings, Inc.	+14,102	18,146	$4,804,153
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BXMT	Blackstone Mortgage Trust, Inc.	−145,099	148,190	$1,696,775
CALF	Pacer US Small Cap Cash Cows 100 ETF	−115,297	11,366	$605,580
OBIL	US Treasury 12 Month Bill ETF	−94,043	80,930	$4,030,718
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	−81,813	174,618	$3,370,127
SIVR	abrdn Silver ETF Trust	−78,220	3,699	$211,989
DIVO	Amplify CWP Enhanced Dividend Income ETF	−77,554	67,031	$3,116,271
—		−75,857	42,208	$0
IWV	iShares Russell 3000 ETF	−67,398	1,258	$543,028
IJJ	iShares S&P Mid-Cap 400 Value ETF	−64,818	15,315	$2,109,028
COWZ	Pacer US Cash Cows 100 ETF	−61,753	33,183	$2,215,297
IEI	iShares 3-7 Year Treasury Bond ETF	−48,695	39,757	$4,510,034
JAAA	Janus Henderson AAA CLO ETF	−47,987	44,928	$2,267,516
F	Ford Motor Co	−35,380	71,467	$861,892
SPMO	Invesco Ltd.	−34,943	30,298	$0
NVDA	Nvidia Corp	−34,772	222,564	$50,829,166
SCHX	Schwab U.S. Large-Cap ETF	−34,391	456,216	$13,686,480
TCAF	T. Rowe Price Capital Appreciation Equity ETF	−33,693	231,525	$9,786,561
VNOM	Viper Energy, Inc.	−24,692	42,940	$1,712,876
VIG	Vanguard Specialized Funds	−22,541	16,000	$3,732,960
ABT	Abbott Laboratories	−17,142	11,542	$1,140,695
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	−16,494	197,776	$8,025,750
FPEI	First Trust Institutional Preferred Securities and Income ETF	−14,750	96,604	$1,781,377
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	−14,671	28,424	$1,368,331
QQQ	Invesco Qqq Trust, Series 1	−13,902	37,758	$27,932,235
VNQ	VANGUARD REAL ESTATE INDEX FUND	−12,764	3,534	$316,752
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CGNX	Cognex Corp	38,755	$2,350,490
BMNR	Bitmine Immersion Technologies, Inc.	69,475	$1,836,224
CLX	Clorox Co	15,348	$1,243,341
PJUL		24,639	$1,224,065
WSE	Wise Group plc	99,236	$1,130,298
RMD	Resmed Inc	5,108	$1,129,378
UTI	Universal Technical Institute Inc	60,000	$1,120,200
ALAB	Astera Labs, Inc.	3,069	$1,092,471
MELI	Mercadolibre Inc	629	$1,087,245
PLMR	Palomar Holdings, Inc.	8,475	$1,044,882
RYN	Rayonier Inc	50,000	$918,000
DLR	Digital Realty Trust, Inc.	5,212	$914,862
BSX	Boston Scientific Corp	19,106	$833,976
BAUG		14,980	$828,137
UAUG		12,254	$526,527
ESGV	VANGUARD ESG U.S. STOCK ETF	3,062	$414,992
FEM	First Trust Emerging Markets AlphaDEX Fund	11,581	$373,024
FSS	Federal Signal Corp	3,340	$370,038
FLUD	Franklin Ultra Short Bond ETF	13,682	$342,050
CLSE	Convergence Long/Short Equity ETF	10,000	$340,100
IMCV	iShares Morningstar Mid-Cap Value ETF	3,701	$339,565
CHPY	YieldMax(R) Semiconductor Portfolio Option Income ETF	4,876	$338,930
CGGE	Capital Group Global Equity ETF	9,400	$327,214
IWMI	NEOS Russell 2000(R) High Income ETF	6,465	$316,591
COPX	Global X Copper Miners ETF	3,226	$273,242
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
COPY	Tweedy, Browne Insider + Value ETF	331,322	$4,880,373
SCHE	Schwab Emerging Markets Equity ETF	134,104	$4,862,611
HWKN	Hawkins Inc	32,269	$4,585,424
VTHR	VANGUARD RUSSELL 3000 INDEX FUND	11,094	$3,676,884
MGC	VANGUARD MORNINGSTAR MEGA CAP INDEX FUND	8,565	$2,343,640
REMX	VanEck Rare Earth and Strategic Metals ETF	26,195	$2,318,257
HAL	Halliburton Co	54,761	$1,859,135
EVR	Evercore Inc.	5,173	$1,766,269
ESLT	Elbit Systems Ltd	2,031	$1,540,960
ONDS	Ondas Inc.	177,460	$1,462,270
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	55,997	$1,178,736
RMBS	Rambus Inc	7,872	$1,044,929
BSEP		16,349	$862,082
SCHC	Schwab International Small-Cap Equity ETF	17,164	$825,931
AVEM	Avantis Emerging Markets Equity ETF	8,033	$775,104
FCNCA	First Citizens Bancshares Inc	347	$722,034
RPV	Invesco S&P 500 Pure Value ETF	6,134	$698,171
KR	Kroger Co	12,410	$689,127
AVDV	Avantis International Small Cap Value ETF	6,570	$677,038
FLXS	Flexsteel Industries Inc	7,616	$567,239
USEP		12,843	$530,801
AVDE	Avantis International Equity ETF	4,497	$401,132
FEMS	First Trust Exchange-Traded Fund II	7,847	$358,294
ICSH	iShares Ultra Short Duration Bond Active ETF	7,016	$354,869
BROS	Dutch Bros Inc.	4,681	$336,142
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

778 tracked positions · $1,931,125,748 total · filing declares 781 positions · $2,011,993,795 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 778 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	183,594	+5,917	$61,140,473	+18.9%	3.17%
IVV	iShares Core S&P 500 ETF	Reduced	74,850	-51	$57,323,872	+2.2%	2.97%
NVDA	Nvidia Corp Technology	Reduced	222,564	-34,772	$50,829,166	−1.3%	2.63%
MSFT	Microsoft Corp Technology	Added	81,699	+3,703	$41,903,417	+44.0%	2.17%
FBCG	Fidelity Covington Trust	Added	598,681	+45,071	$37,842,626	+10.1%	1.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	98,082	-3,644	$33,748,054	−7.2%	1.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	43,962	-2,025	$33,526,740	−2.4%	1.74%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	355,653	-8,550	$32,047,891	+2.2%	1.66%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	150,088	-2,723	$29,379,726	+0.9%	1.52%
QQQ	Invesco Qqq Trust, Series 1	Reduced	37,758	-13,902	$27,932,235	−26.6%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	48,170	-3,036	$23,986,251	−6.4%	1.24%
IJH	iShares Core S&P Mid-Cap ETF	Added	326,356	+872	$23,481,314	−6.4%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	92,007	-7,429	$22,923,544	−3.3%	1.19%
META	Meta Platforms, Inc. Communication Services	Reduced	31,524	-1,884	$22,860,574	+21.5%	1.18%
AVGO	Broadcom Inc. Technology	Added	58,854	+170	$20,668,936	−6.8%	1.07%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	127,255	-4,854	$19,749,976	−5.4%	1.02%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	36,781	-645	$18,704,977	−4.3%	0.97%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	305,370	-420	$18,111,494	−0.8%	0.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	52,202	-2,572	$17,269,987	−3.7%	0.89%
VO	VANGUARD MID-CAP INDEX FUND	Added	204,560	+2,549	$16,041,595	−1.4%	0.83%
CGDV	Capital Group Dividend Value ETF	Reduced	312,657	-1,390	$15,273,294	−1.3%	0.79%
AVLV	Avantis U.S. Large Cap Value ETF	Added	166,637	+37,007	$15,070,650	+27.5%	0.78%
IMCG	iShares Morningstar Mid-Cap Growth ETF	Added	156,561	+10,848	$14,699,512	+2.6%	0.76%
VOO	VANGUARD 500 INDEX FUND	Added	20,405	+521	$14,301,048	+4.7%	0.74%
JCPB	JPMorgan Core Plus Bond ETF	Added	312,958	+9,429	$14,014,259	−1.6%	0.73%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	456,216	-34,391	$13,686,480	−5.2%	0.71%
GLD	Spdr Gold Trust	Added	34,918	+1,200	$13,298,171	+7.1%	0.69%
LLY	ELI LILLY & Co Healthcare	Added	11,433	+162	$13,228,895	−2.1%	0.69%
XOM	ExxonMobil Holdings Corp Energy	Added	80,866	+944	$13,160,941	+20.4%	0.68%
MU	Micron Technology Inc Technology	Added	11,695	+746	$12,456,461	−1.4%	0.65%
FBND	Fidelity Total Bond ETF	Added	285,400	+85,512	$12,357,820	+35.9%	0.64%
VTV	VANGUARD VALUE INDEX FUND	Added	56,226	+1,018	$12,149,314	+1.0%	0.63%
JNJ	Johnson & Johnson Healthcare	Added	44,888	+7,623	$11,883,649	+25.6%	0.62%
CVX	Chevron Corp Energy	Added	57,841	+2,521	$11,811,710	+28.8%	0.61%
IEFA	iShares Core MSCI EAFE ETF	Added	112,149	+1,764	$10,864,995	+1.9%	0.56%
COST	Costco Wholesale Corp Consumer Defensive	Added	11,553	+319	$10,517,158	+0.1%	0.54%
GOOG	Alphabet Inc. Communication Services	Reduced	30,662	-860	$10,447,769	−6.2%	0.54%
VEA	Vanguard FTSE Developed Markets ETF	Added	146,079	+5,711	$10,314,638	+3.1%	0.53%
IJR	iShares Core S&P Small-Cap ETF	Reduced	75,529	-3,886	$10,274,965	−12.8%	0.53%
V	Visa Inc. Financial Services	Reduced	27,892	-340	$10,022,432	+3.5%	0.52%
AMD	Advanced Micro Devices Inc Technology	Reduced	16,005	-2,737	$9,791,218	−10.1%	0.51%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Reduced	231,525	-33,693	$9,786,561	−10.2%	0.51%
BKDV	BNY Mellon Dynamic Value ETF	Added	282,361	+37,524	$9,515,565	+16.0%	0.49%
BAR	GraniteShares Gold Trust	Added	228,561	+102,063	$9,350,430	+87.0%	0.48%
PANW	Palo Alto Networks Inc Technology	Added	22,949	+2,097	$9,117,867	+28.2%	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	19,863	-365	$9,061,301	−6.2%	0.47%
EPD	Enterprise Products Partners L.P. Energy	Added	249,684	+2,520	$8,891,247	−2.1%	0.46%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	97,785	+1	$8,777,181	+2.1%	0.45%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	52,738	+1,400	$8,769,274	+4.0%	0.45%
KLAC	Kla Corp Technology	Added	44,423	+221	$8,659,375	−35.1%	0.45%

Showing the top 50 of 778 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.