Universe · entity
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Institutional manager (13F) · CIK 1109767
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $864M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE S&P 500 ETF | $48M | 73,937 |
| 2 | NVIDIA CORPORATION COM | $48M | 275,320 |
| 3 | APPLE INC COM | $44M | 171,512 |
| 4 | ISHARES CORE S&P MID-CAP ETF | $31M | 458,188 |
| 5 | INVESCO QQQ TRUST SERIES I | $30M | 52,814 |
| 6 | ALPHABET INC CAP STK CL A | $30M | 105,273 |
| 7 | STATE STREET SPDR S&P 500 ETF | $29M | 45,208 |
| 8 | MICROSOFT CORP COM | $29M | 77,872 |
| 9 | ISHARES RUSSELL 3000 ETF | $26M | 71,164 |
| 10 | VANGUARD GROWTH ETF | $26M | 60,338 |
| 11 | FIDELITY BLUE CHIP GROWTH ETF | $26M | 516,531 |
| 12 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $25M | 52,467 |
| 13 | AMAZON COM INC COM | $20M | 98,041 |
| 14 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $20M | 152,731 |
| 15 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19M | 131,649 |
| 16 | META PLATFORMS INC CL A | $19M | 33,122 |
| 17 | BROADCOM INC COM | $18M | 58,720 |
| 18 | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $17M | 36,701 |
| 19 | VANGUARD FTSE EMERGING MARKETS ETF | $16M | 304,088 |
| 20 | JPMORGAN CHASE & CO COM | $16M | 54,126 |
| 21 | EXXON MOBIL CORP COM | $14M | 84,608 |
| 22 | SPDR GOLD SHARES | $14M | 33,207 |
| 23 | CHEVRON CORPORATION COM | $14M | 68,592 |
| 24 | VANGUARD MID-CAP ETF | $14M | 49,414 |
| 25 | CAPITAL GROUP DIVIDEND VALUE ETF | $13M | 304,615 |
| 26 | JPMORGAN CORE PLUS BOND ETF | $13M | 274,077 |
| 27 | SCHWAB US DIVIDEND EQUITY ETF | $13M | 415,578 |
| 28 | SCHWAB U.S. LARGE-CAP ETF | $12M | 471,088 |
| 29 | VANGUARD S&P 500 ETF | $11M | 19,131 |
| 30 | COSTCO WHOLESALE CORPORATION COM | $11M | 11,397 |
| 31 | ISHARES MSCI USA MIN VOL FACTOR ETF | $11M | 122,252 |
| 32 | ISHARES CORE S&P SMALL CAP ETF | $11M | 90,584 |
| 33 | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $11M | 138,725 |
| 34 | ISHARES S&P MID-CAP 400 VALUE ETF | $11M | 80,683 |
| 35 | VANGUARD VALUE ETF | $11M | 54,346 |
| 36 | AVANTIS U.S. LARGE CAP VALUE ETF | $10M | 123,347 |
| 37 | WALMART INC COM | $10M | 78,896 |
| 38 | ENTERPRISE PRODS PARTNERS L P COM | $10M | 258,379 |
| 39 | ISHARES CORE MSCI EAFE ETF | $10M | 107,274 |
| 40 | GRANITESHARES GOLD SHARES | $10M | 208,685 |
| 41 | GLOBAL X URANIUM ETF | $10M | 198,521 |
| 42 | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $9M | 259,896 |
| 43 | ALPHABET INC CAP STK CL C | $9M | 31,726 |
| 44 | ISHARES 3-7 YEAR TREASURY BOND ETF | $9M | 76,706 |
| 45 | VISA INC COM CL A | $9M | 29,360 |
| 46 | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $9M | 224,997 |
| 47 | VANGUARD FTSE DEVELOPED MARKETS ETF | $9M | 138,314 |
| 48 | KLA CORP COM NEW | $9M | 6,001 |
| 49 | INVESCO S&P 500 EQUAL WEIGHT ETF | $9M | 46,041 |
| 50 | JOHNSON & JOHNSON COM | $9M | 35,360 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.