Latest imported 13F data

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

•CIK: 1109767•Filing: Q4 2025

NATIONS FINANCIAL GROUP INC, /IA/ /ADV manages $1.9B across a diversified portfolio of 746 positions. The fund exhibits significant concentration in mega-cap technology and index exposure, notably holding IVV at $50.0M and NVDA at $48.6M. Key allocations also include AAPL ($44.1M), MSFT ($40.5M), and a substantial weighting in NDQ ($32.1M) and GOOGL ($31.0M). This structure suggests a core focus on established market leaders and broad market indices.

Total AUM
$1.9B
QoQ Performance
+18.3%
Positions
746
Top 10 Concentration
24.4%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV2.6%
NVDA2.6%
AAPL2.3%
MSFT2.1%
NDQ1.7%
GOOGL1.6%
VUG1.6%
IJH1.6%

📈 Biggest Buys

IVV
ISHARES CORE S&P 500 ETF
+260.8%
2.6% of portfolio
DON
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+6525.4%
0.9% of portfolio
VUG
VANGUARD GROWTH ETF
+123.2%
1.6% of portfolio
SPY
SPDR S&P 500 ETF TRUST
+116.8%
1.6% of portfolio
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+105.1%
1.1% of portfolio

📉 Biggest Sells

TSLA
TESLA INC COM
-43.7%
0.2% of portfolio
COST
COSTCO WHOLESALE CORPORATION COM
-13.8%
0.5% of portfolio
WELL
WELLTOWER INC COM
-35.9%
0.1% of portfolio
FIXD
FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
-22.5%
0.1% of portfolio
BRK.A
BERKSHIRE HATHAWAY INC DEL CL A
-9.1%
0.4% of portfolio

Sector Breakdown

Other63.8%
Technology16.2%
ETF6.1%
Consumer4.0%
Financial3.7%
Healthcare2.2%
Industrial1.6%
Energy1.2%

🚪 Exited Positionssold since Q3 2025

HGER
HARBOR ALL-WEATHER INFLATION FOCUS ETF
SOLD
$4.4M
CIT
CINTAS CORP COM
SOLD
$3.7M
IONQ
IONQ INC COM
SOLD
$3.0M
AJG
GALLAGHER ARTHUR J & CO COM
SOLD
$2.5M
IWR
ISHARES RUSSELL MIDCAP ETF
SOLD
$2.3M
+510 more exited positions

Changes from Q3 2025

NEW4 new positions
↑149 increased
↓45 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022

📌 Top Holdings

IVV2.6%
ISHARES CORE S&P 500 ETF
$50.0M
NVDA2.6%
NVIDIA CORPORATION COM
$48.6M
AAPL2.3%
APPLE INC COM
$44.1M
MSFT2.1%
MICROSOFT CORP COM
$40.5M
NDQ1.7%
INVESCO QQQ TRUST SERIES I
$32.1M

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