Q2 2026 13F · SEC CIK 1109767

Nations Financial Group Inc, /ia/ /adv

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.1B
Reported positions: 789
Top holdings a year, 3 yrs: +20.6%
Average holding period: 6.5 yrs

Nations Financial Group Inc, /ia/ /adv is a wealth manager that reported 789 positions worth $2.1B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 2.7%), Nvidia Corporation Com (NVDA, 2.5%), Apple Inc (AAPL, 2.5%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 20.4% for the S&P 500.

Nations Financial Group Inc, /ia/ /adv holdings largest 50 of 789 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nations Financial Group Inc, /ia/ /adv 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	2.7%	2.5%	74,901	+1.3%	$56.1M
NVDANvidia Corporation Com	2.5%	2.5%	257,336	-6.5%	$51.5M
AAPLApple Inc	2.5%	2.2%	177,677	+3.6%	$51.4M
QQQInvesco Qqq Tr	1.8%	1.6%	51,660	-2.2%	$38.0M
GOOGLAlphabet Inc	1.7%	1.6%	101,726	-3.4%	$36.4M
FBCGFidelity Blue Chip Growth ETF	1.6%	1.3%	553,610	+7.2%	$34.4M
SPYSpdr S&p 500 ETF Tr	1.6%	1.5%	45,987	+1.7%	$34.3M
VUGVanguard Indx Fd	1.5%	1.4%	364,203	+503.6%	$31.4M
IWVIshares Russell 3000 Index	1.4%	1.4%	68,656	-3.5%	$29.3M
XLKState Street Technology Select Sector Sp	1.4%	1.0%	152,811	+0.1%	$29.1M
MSFTMicrosoft Corp	1.4%	1.5%	77,996	+0.2%	$29.1M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	51,206	-2.4%	$25.6M
IJHIshares Tr	1.2%	1.6%	325,484	-29.0%	$25.1M
AMZNAmazon Com Inc Com	1.1%	1.1%	99,436	+1.4%	$23.7M
AVGOBroadcom Inc	1.1%	0.9%	58,684	-0.1%	$22.2M
VYMVym	1.0%	1.0%	132,109	+0.3%	$20.9M
DIAState Street Spdr Dow Jones Industrial A	0.9%	0.9%	37,426	+2.0%	$19.6M
METAMeta Platforms Inc Class A	0.9%	1.0%	33,408	+0.9%	$18.8M
VWOVanguard Intl Equity Index F	0.9%	0.8%	305,790	+0.6%	$18.3M
JPMJpmorgan Chase & Co	0.9%	0.8%	54,774	+1.2%	$17.9M
VOVanguard Index Fds	0.8%	0.7%	202,011	+308.8%	$16.3M
CGDVCapital Group Dividend Value ETF	0.7%	0.7%	314,047	+3.1%	$15.5M
SCHXSchwab Stratgc Tr	0.7%	0.6%	490,607	+4.1%	$14.4M
IMCGIshares Morningstar Mid-Cap Growth ETF	0.7%	0.6%	145,713	+5.0%	$14.3M
JCPBJ P Morgan Exchange Traded F	0.7%	0.7%	303,529	+10.7%	$14.2M
VOOVanguard S&p 500 ETF	0.7%	0.6%	19,884	+3.9%	$13.7M
LLYLilly Eli & Co	0.6%	—	11,271	—	$13.5M
KLACKla Corp	0.6%	0.5%	44,202	+636.6%	$13.3M
MUMicron Technology Inc	0.6%	—	10,949	—	$12.6M
GLDSpdr Gold Shares	0.6%	0.7%	33,718	+1.5%	$12.4M
VTVVanguard Value ETF	0.6%	0.5%	55,208	+1.6%	$12.0M
IJJiShares S&P Midcap 400 Value	0.6%	0.6%	80,133	-0.7%	$11.8M
AVLVAmerican Centy Tr ETF Avantis U S Large	0.6%	0.5%	129,630	+5.1%	$11.8M
IJRIshares Core S&p Small Cap ETF	0.6%	0.6%	79,415	-12.3%	$11.8M
GLWCorning Inc.	0.6%	—	45,238	—	$11.6M
CORZCore Scientific Inc New Com	0.5%	—	441,939	—	$11.3M
GOOGAlphabet Inc	0.5%	0.5%	31,522	-0.6%	$11.1M
XOMExxon Mobil Corp	0.5%	—	79,922	—	$10.9M
TCAFT Rowe Price ETF Inc Capital Appreciatio	0.5%	0.5%	265,218	+2.0%	$10.9M
AMDAdvanced Micro Devices Inc	0.5%	—	18,742	—	$10.9M
IEFAIshares Core Msci Eafe ETF	0.5%	0.5%	110,385	+2.9%	$10.7M
SPMOInvesco Exch Traded Fd Tr II	0.5%	—	65,241	—	$10.5M
COSTCostco Whsl Corp New	0.5%	0.6%	11,234	-1.4%	$10.5M
IEIIshares	0.5%	0.5%	88,452	+15.3%	$10.4M
VEAVanguard Tax-Managed Fds	0.5%	0.5%	140,368	+1.5%	$10.0M
VVisa Inc Com Cl A	0.5%	0.5%	28,232	-3.8%	$9.7M
TSMTaiwan Semiconductor Manufac	0.5%	—	20,228	—	$9.7M
JNJJohnson & Johnson	0.5%	0.4%	37,265	+5.4%	$9.5M
SDVYFirst Tr Exchange-Traded Fd	0.4%	0.5%	214,270	-4.8%	$9.2M
CVXChevron Corp New	0.4%	0.7%	55,320	-19.3%	$9.2M

What Nations Financial Group Inc, /ia/ /adv bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.7% /yr; S&P 500 +20.1%
3 years: +20.6% /yr; S&P 500 +20.4%
5 years: +11.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.1B	789
Q1 2026	$1.9B	773
Q4 2025	$1.9B	746
Q3 2025	$1.6B	711
Q2 2025	$1.5B	678
Q1 2025	$1.3B	655
Q4 2024	$1.4B	667
Q3 2024	$1.4B	671
Q2 2024	$1.2B	629
Q1 2024	$1.2B	621
Q4 2023	$1.1B	619
Q3 2023	$993.3M	613

Questions about Nations Financial Group Inc, /ia/ /adv's portfolio

What stocks does Nations Financial Group Inc, /ia/ /adv own?

Nations Financial Group Inc, /ia/ /adv's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 789 positions worth $2.1B. The largest are Ishares Core S&p 500 ETF (IVV) at 2.7%, Nvidia Corporation Com (NVDA) at 2.5%, Apple Inc (AAPL) at 2.5%, Invesco Qqq Tr (QQQ) at 1.8% and Alphabet Inc (GOOGL) at 1.7%.

What did Nations Financial Group Inc, /ia/ /adv buy last quarter?

In Q2 2026, Nations Financial Group Inc, /ia/ /adv added Kla Corp (KLAC) (+636.6% shares), Vanguard Indx Fd (VUG) (+503.6% shares) and Vanguard Index Fds (VO) (+308.8% shares), compared with its Q1 2026 filing.

What did Nations Financial Group Inc, /ia/ /adv sell last quarter?

In Q2 2026, Nations Financial Group Inc, /ia/ /adv cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Schwab Strategic Tr (SCHD), cut from its top 50 Ishares Msci USA Min Volfctr ETF (USMV), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Enterprise Prods Partners L (EPD), Ishares Tr (IJH) (-29.0% shares), Chevron Corp New (CVX) (-19.3% shares) and Ishares Core S&p Small Cap ETF (IJR) (-12.3% shares), compared with its Q1 2026 filing.

How has Nations Financial Group Inc, /ia/ /adv's portfolio performed?

A portfolio copying Nations Financial Group Inc, /ia/ /adv's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%. Over 5 years: +11.1% a year against +11.6%.

When is Nations Financial Group Inc, /ia/ /adv's next 13F filing due?

13F filings are due 45 days after each quarter ends. Nations Financial Group Inc, /ia/ /adv's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.