NATIONS FINANCIAL GROUP INC, /IA/ /ADV: 13F holdings

CIK 11097672026Q2

Positions789
Reported value$2.1bn
Filed2026-07-23

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES CORE S&P 500 ETF74,901$56.1m2.7%
NVDA NVIDIA CORPORATION COM257,336$51.5m2.5%
AAPL APPLE INC COM177,677$51.4m2.5%
QQQ INVESCO QQQ TRUST SERIES I51,660$38.0m1.8%
GOOGL ALPHABET INC CAP STK CL A101,726$36.4m1.7%
FBCG FIDELITY BLUE CHIP GROWTH ETF553,610$34.4m1.6%
SPY STATE STREET SPDR S&P 500 ETF45,987$34.3m1.6%
VUG VANGUARD GROWTH ETF364,203$31.4m1.5%
IWV ISHARES RUSSELL 3000 ETF68,656$29.3m1.4%
XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF152,811$29.1m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1109767")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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