Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.76 Billion
Q4 2025

Nations Financial Group Inc, has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 746 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.3M, Nvidia Corp with a value of $48.6M, Apple Inc. with a value of $43.3M, Technology Sector Spdr with a value of $43.1M, and Microsoft Corp with a value of $42.5M.

Examining the 13F form we can see an increase of $263M in the current position value, from $1.5B to 1.76B.

Nations Financial Group Inc, is based out at Cedar Rapids, IA

Below you can find more details about Nations Financial Group Inc, portfolio as well as his latest detailed transactions.

Portfolio value $1.76 Billion

ETFs: $943 Million

Technology: $245 Million

Financial Services: $148 Million

Communication Services: $74.3 Million

Industrials: $68.7 Million

Healthcare: $61.6 Million

Consumer Cyclical: $60.9 Million

Energy: $56.4 Million

Other: $87.7 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$49.3 Million 2.79% of portfolio	72,953	Q4 2025 Added 260.8%
XLK Technology Sector Spdr ETFs	$0	$43.1 Million 2.45% of portfolio	149,727	Q4 2025 Added 105.13%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$31.6 Million 1.79% of portfolio	52,302	Q4 2025 Added 9.09%
VUG Vanguard Growth ETF ETFs	$0	$30.6 Million 1.74% of portfolio	63,346	Q4 2025 Added 123.19%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$29.9 Million 1.69% of portfolio	465,113	Q4 2025 Added 8.08%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$29.6 Million 1.68% of portfolio	44,482	Q4 2025 Added 116.83%
IWV Ishares Russell 3000 ETF ETFs	$0	$25.6 Million 1.45% of portfolio	67,262	Q4 2025 Added 1.99%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$23.6 Million 1.34% of portfolio	441,550	Q4 2025 Added 14.58%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$19.4 Million 1.1% of portfolio	137,816	Q4 2025 Reduced 3.2%

DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$17 Million 0.96% of portfolio	36,042	Q4 2025 Added 6,525.37%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$16.2 Million 0.92% of portfolio	294,923	Q4 2025 Added 20.63%
GLD Spdr Gold Trust ETFs	$130B	$14.1 Million 0.8% of portfolio	37,547	Q4 2025 Added 7.02%
VO Vanguard Mid Cap ETF ETFs	$0	$13.8 Million 0.78% of portfolio	48,154	Q4 2025 Added 1.37%
CGDV Capital Group Divid Value ETF ETFs	$0	$12.6 Million 0.72% of portfolio	294,118	Q4 2025 Added 10.69%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$11.7 Million 0.66% of portfolio	440,706	Q4 2025 Added 96.95%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$11.4 Million 0.65% of portfolio	418,884	Q4 2025 Reduced 1.63%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$11.5 Million 0.65% of portfolio	121,926	Q4 2025 Added 1.0%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$11.1 Million 0.63% of portfolio	234,549	Q4 2025 Added 28.26%

IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$10.6 Million 0.6% of portfolio	90,389	Q4 2025 Added 2.66%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$10.4 Million 0.59% of portfolio	129,827	Q4 2025 Added 7.29%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$10.5 Million 0.59% of portfolio	82,020	Q4 2025 Added 3.0%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$10.2 Million 0.58% of portfolio	16,514	Q4 2025 Added 164.52%
VTV Vanguard Value ETF ETFs	$0	$10 Million 0.57% of portfolio	53,464	Q4 2025 Added 1.3%
IEFA Ishares Tr ETFs	$0	$9.3 Million 0.53% of portfolio	104,738	Q4 2025 Added 4.63%
URA Global X Uranium ETF ETFs	$0	$9.07 Million 0.51% of portfolio	202,684	Q4 2025 Reduced 2.5%
AVLV American Centy ETF Tr Avantis	$0	$8.57 Million 0.49% of portfolio	117,981	Q4 2025 Added 10.59%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$8.51 Million 0.48% of portfolio	71,277	Q4 2025 Added 39.51%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$8.33 Million 0.47% of portfolio	105,436	Q4 2025 Added 347.45%
SLV I Shares Silver Trust ETFs	$24.1B	$8.36 Million 0.47% of portfolio	181,793	Q4 2025 Reduced 3.69%
VEA Vanguard Ftse Developed Market ETFs	$0	$8.04 Million 0.46% of portfolio	131,079	Q4 2025 Added 1.41%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$7.99 Million 0.45% of portfolio	42,652	Q4 2025 Added 26.28%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$7.87 Million 0.45% of portfolio	76,483	Q4 2025 Added 11.05%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$7.69 Million 0.44% of portfolio	205,065	Q4 2025 Added 9.36%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$7.69 Million 0.44% of portfolio	65,254	Q4 2025 Added 6.64%
FTSL First Trust Senior Ln Fund ETFs	$0	$7.35 Million 0.42% of portfolio	159,889	Q4 2025 Added 8.4%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$7.39 Million 0.42% of portfolio	50,500	Q4 2025 Added 1.96%
VTI Vanguard Total Stock Market Et ETFs	$0	$6.7 Million 0.38% of portfolio	20,308	Q4 2025 Added 7.11%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.5 Million 0.37% of portfolio	35,683	Q4 2025 Added 11.22%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$6.53 Million 0.37% of portfolio	69,944	Q4 2025 Added 0.55%
BAR Granite Shares Gold Trust ETFs	$2.22B	$6.4 Million 0.36% of portfolio	159,045	Q4 2025 Added 3.62%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$6.39 Million 0.36% of portfolio	141,722	Q4 2025 Added 67.13%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$6.31 Million 0.36% of portfolio	136,472	Q4 2025 Added 31.68%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$5.31 Million 0.3% of portfolio	69,683	Q4 2025 Added 0.07%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$5.34 Million 0.3% of portfolio	44,079	Q4 2025 Added 6.95%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$5.25 Million 0.3% of portfolio	89,534	Q4 2025 Added 12.51%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$5.13 Million 0.29% of portfolio	118,152	Q4 2025 Added 4.17%
IEMG Ishares Inc ETFs	$0	$4.84 Million 0.27% of portfolio	90,280	Q4 2025 Added 1.55%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$4.74 Million 0.27% of portfolio	36,422	Q4 2025 Added 2.68%
XLE Energy Sector Spdr ETFs	$0	$4.52 Million 0.26% of portfolio	49,173	Q4 2025 Added 103.45%
CFA Victory Portfolios Ii Shs Us 5 ETFs	$0	$4.61 Million 0.26% of portfolio	51,431	Q4 2025 New

Summary

Portfolio
No. of Stocks 746
Current Value $1.76 Billion
Prior Value $1.5 Billion
Filing
Period Q4 2025
Filing Date January 26, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 70 stocks
Additional Purchases 402 stocks
Sold out of 0 stocks
Reduced holdings in 229 stocks

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Nations Financial Group Inc, Portfolio Holdings