Nations Financial Group INC, /ia/ 13F holdings
Nations Financial Group INC, /ia/ reported 743 positions with a total reported value of $2.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-23. Top holdings by reported value: ISHARES CORE S&P 500 ETF (2.7%), NVDA NVIDIA CORPORATION COM (2.5%), AAPL APPLE INC COM (2.5%), GOOGL ALPHABET INC CAP STK CL A (2.3%), QQQ INVESCO QQQ TRUST SERIES I (1.8%). Against 2026-03-31 it opened 67 new positions and exited 51. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 743 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 74,901 | $56.1M | 2.7% |
| NVDA NVIDIA CORPORATION COM | 257,336 | $51.5M | 2.5% |
| AAPL APPLE INC COM | 177,677 | $51.4M | 2.5% |
| GOOGL ALPHABET INC CAP STK CL A | 133,248 | $47.5M | 2.3% |
| QQQ INVESCO QQQ TRUST SERIES I | 51,660 | $38.0M | 1.8% |
| IVZ INVESCO AEROSPACE & DEFENSE ETF | 656,296 | $37.4M | 1.8% |
| FIDELITY BLUE CHIP GROWTH ETF | 553,610 | $34.4M | 1.6% |
| SPY STATE STREET SPDR S&P 500 ETF | 45,987 | $34.3M | 1.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL CL A | 51,216 | $33.1M | 1.6% |
| VANGUARD GROWTH ETF | 364,203 | $31.4M | 1.5% |
| ISHARES RUSSELL 3000 ETF | 68,656 | $29.3M | 1.4% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 152,811 | $29.1M | 1.4% |
| MSFT MICROSOFT CORP COM | 77,996 | $29.1M | 1.4% |
| ISHARES CORE S&P MID-CAP ETF | 325,484 | $25.1M | 1.2% |
| AMZN AMAZON COM INC COM | 99,436 | $23.7M | 1.1% |
| AVGO BROADCOM INC COM | 58,684 | $22.2M | 1.1% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 132,109 | $20.9M | 1.0% |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 37,426 | $19.6M | 0.9% |
| META META PLATFORMS INC CL A | 33,408 | $18.8M | 0.9% |
| VANGUARD FTSE EMERGING MARKETS ETF | 305,790 | $18.3M | 0.9% |
| JPM JPMORGAN CHASE & CO COM | 54,774 | $17.9M | 0.9% |
| VANGUARD MID-CAP ETF | 202,011 | $16.3M | 0.8% |
| GS ACCESS TREASURY 0-1 YEAR ETF | 90,207 | $15.8M | 0.8% |
| CAPITAL GROUP DIVIDEND VALUE ETF | 314,047 | $15.5M | 0.7% |
| SCHWAB U.S. LARGE-CAP ETF | 490,607 | $14.4M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 67 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ROUNDHILL MEMORY ETF | 60,283 | $4.5M | 0.2% |
| SNDK SANDISK CORP COM | 1,836 | $4.2M | 0.2% |
| AIZ ASSURANT INC COM | 8,632 | $2.3M | 0.1% |
| NOMD NOMAD FOODS LTD USD ORD SHS | 199,000 | $2.2M | 0.1% |
| STRL STERLING INFRASTRUCTURE INC COM | 2,172 | $1.8M | <0.1% |
| NBIS NEBIUS GROUP N.V. SHS CLASS A | 6,400 | $1.8M | <0.1% |
| FIDELITY ENHANCED SMALL CAP CORE ETF | 34,519 | $1.7M | <0.1% |
| TTWO TAKE-TWO INTERACTIVE SOFTWARE COM | 5,223 | $1.3M | <0.1% |
| AVANTIS U.S. SMALL CAP VALUE ETF | 9,597 | $1.2M | <0.1% |
| ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | 55,997 | $1.2M | <0.1% |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JUNE | 28,572 | $1.1M | <0.1% |
| LITE LUMENTUM HLDGS INC COM | 1,126 | $966.2K | <0.1% |
| FT VEST LADDERED MODERATE BUFFER ETF | 34,405 | $960.9K | <0.1% |
| FRPT FRESHPET INC COM | 15,295 | $904.2K | <0.1% |
| MILLROSE PPTYS INC COM CL A | 30,000 | $901.5K | <0.1% |
| SPCX SPACE EXPLORATION TECHN CORP CLASS A COM STK | 4,782 | $817.1K | <0.1% |
| JPMORGAN ACTIVE BOND ETF | 15,260 | $816.4K | <0.1% |
| TEMA SPACE INNOVATORS ETF | 21,355 | $648.8K | <0.1% |
| VANECK EMERGING MARKETS BOND ETF | 12,045 | $618.0K | <0.1% |
| NATIXIS GATEWAY QUALITY INCOME ETF | 8,955 | $529.9K | <0.1% |
| JPMORGAN INTERNATIONAL VALUE ETF | 5,418 | $498.2K | <0.1% |
| NMZ NUVEEN MUN HIGH INCOME OPPORTU COM | 39,327 | $415.7K | <0.1% |
| FEDEX FGHT HLDG CO INC COMMON STOCK | 2,706 | $408.7K | <0.1% |
| MP MATERIALS CORP COM CL A | 7,220 | $404.4K | <0.1% |
| WDC WESTERN DIGITAL CORP COM | 614 | $392.2K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 51 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FIRST TRUST SENIOR LOAN FUND | 167,055 | $7.5M | 0.4% |
| INSPIRE 500 ETF | 22,738 | $5.7M | 0.3% |
| LNG CHENIERE ENERGY INC COM NEW | 17,476 | $5.0M | 0.3% |
| ENSG ENSIGN GROUP INC COM | 20,531 | $4.1M | 0.2% |
| INSPIRE 100 ETF | 81,087 | $3.8M | 0.2% |
| INSPIRE GLOBAL HOPE ETF | 60,122 | $2.7M | 0.1% |
| CME CME GROUP INC COM | 8,659 | $2.6M | 0.1% |
| RMD RESMED INC COM | 9,646 | $2.2M | 0.1% |
| INSPIRE INTERNATIONAL ETF | 50,991 | $1.9M | <0.1% |
| INSPIRE CORPORATE BOND ETF | 75,819 | $1.8M | <0.1% |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY | 45,734 | $1.8M | <0.1% |
| INSPIRE CAPITAL APPRECIATION ETF | 57,312 | $1.6M | <0.1% |
| INSPIRE GROWTH ETF | 44,066 | $1.6M | <0.1% |
| TIMOTHY PLAN HIGH DIVIDEND STOCK ETF | 36,894 | $1.5M | <0.1% |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 31,810 | $1.5M | <0.1% |
| BMNR BITMINE IMMERSION TECHS INC COM NEW | 72,375 | $1.4M | <0.1% |
| ACN ACCENTURE PLC IRELAND SHS CLASS A | 6,958 | $1.4M | <0.1% |
| ISRG INTUITIVE SURGICAL INC COM NEW | 2,845 | $1.3M | <0.1% |
| INVESCO DB COMMODITY INDEX TRACKING FUND | 44,366 | $1.3M | <0.1% |
| FIDELITY ENHANCED SMALL CAP ETF | 33,251 | $1.3M | <0.1% |
| INSPIRE SMALL/MID CAP ETF | 29,025 | $1.2M | <0.1% |
| ZTS ZOETIS INC CL A | 8,384 | $991.1K | <0.1% |
| WRB BERKLEY W R CORP COM | 14,713 | $975.2K | <0.1% |
| ABG ASBURY AUTOMOTIVE GROUP INC COM | 4,459 | $871.3K | <0.1% |
| PETROLEO BRASILEIRO S A SPONSORED ADR | 39,459 | $818.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD GROWTH ETF | 60,338 | 364,203 | +503.6% | $31.4M |
| VANGUARD MID-CAP ETF | 49,414 | 202,011 | +308.8% | $16.3M |
| KLAC KLA CORP COM NEW | 6,001 | 44,202 | +636.6% | $13.3M |
| LLY ELI LILLY & CO COM | 7,015 | 11,271 | +60.7% | $13.5M |
| CORZ CORE SCIENTIFIC INC NEW COM | 243,939 | 441,939 | +81.2% | $11.3M |
| IVZ INVESCO AEROSPACE & DEFENSE ETF | 586,356 | 656,296 | +11.9% | $37.4M |
| GNRC GENERAC HLDGS INC COM | 5,591 | 18,144 | +224.5% | $5.3M |
| MRVL MARVELL TECHNOLOGY INC COM | 7,137 | 19,246 | +169.7% | $5.7M |
| APH AMPHENOL CORP CL A | 5,334 | 25,220 | +372.8% | $4.4M |
| LRCX LAM RESEARCH CORP COM NEW | 11,993 | 19,644 | +63.8% | $8.5M |
| ASML ASML HLDG NV N Y REGISTRY SHS | 220 | 1,646 | +648.2% | $3.3M |
| ETN EATON CORP PLC SHS | 3,572 | 9,797 | +174.3% | $4.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES MSCI USA MIN VOL FACTOR ETF | 122,252 | 2,561 | -97.9% | $247.1K |
| SCHWAB US DIVIDEND EQUITY ETF | 415,578 | 57,647 | -86.1% | $1.8M |
| ISHARES CORE S&P MID-CAP ETF | 458,188 | 325,484 | -29.0% | $25.1M |
| ISHARES 0-5 YEAR TIPS BOND ETF | 78,044 | 8,820 | -88.7% | $901.1K |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 87,161 | 5,464 | -93.7% | $286.4K |
| IAU ISHARES GOLD TRUST | 60,232 | 7,786 | -87.1% | $587.9K |
| NVDA NVIDIA CORPORATION COM | 275,320 | 257,336 | -6.5% | $51.5M |
| COR CENCORA INC COM | 19,061 | 6,609 | -65.3% | $1.9M |
| WT WISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | 76,768 | 32,428 | -57.8% | $2.4M |
| BAR GRANITESHARES GOLD SHARES | 208,685 | 126,498 | -39.4% | $5.0M |
| AMD ADVANCED MICRO DEVICES INC COM | 23,947 | 18,742 | -21.7% | $10.9M |
| VANECK GOLD MINERS ETF | 65,640 | 29,205 | -55.5% | $2.2M |
CIK 1109767 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
