13FBOX
NATIONS FINANCIAL GROUP INC, /IA/ /ADV · 13F Holdings
Options Calculator Rankings

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

No.1692 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.09B
QoQ Change Q1 2026
+$151.8M+7.8%
Holdings
789
New Buys
69
Adds
378
Reduces
284
Exits
53
Unchanged
58
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
2.68%2.49%$56.1M74,901$48.3M73,937+964+1.30%Add
NVIDIA CORPORATIONNVDA
2.46%2.47%$51.5M257,336$48.0M275,320-17,984-6.53%Reduce
APPLE INCAAPL
2.46%2.24%$51.4M177,677$43.5M171,512+6,165+3.59%Add
IINVESCO QQQ TRVOO
1.82%1.57%$38.0M51,660$30.5M52,814-1,154-2.19%Reduce
ALPHABET INCGOOGL
1.74%1.56%$36.4M101,726$30.3M105,273-3,547-3.37%Reduce
FFIDELITY COVINGTON TRUSTFBCG
1.64%1.33%$34.4M553,610$25.9M516,531+37,079+7.18%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.64%1.51%$34.3M45,987$29.4M45,208+779+1.72%Add
VVANGUARD INDEX FDSVUG
1.5%1.36%$31.4M364,203$26.4M60,338+303,865+503.60%Add
IISHARES TRIWV
1.4%1.36%$29.3M68,656$26.4M71,164-2,508-3.52%Reduce
SSELECT SECTOR SPDR TRXLK
1.39%1.05%$29.1M152,811$20.3M152,731+80+0.05%Add
MICROSOFT CORPMSFT
1.39%1.48%$29.1M77,996$28.8M77,872+124+0.16%Add
BERKSHIRE HATHAWAY INC DELBRK.B
1.22%1.3%$25.6M51,206$25.1M52,467-1,261-2.40%Reduce
IISHARES COREIJH
1.2%1.59%$25.1M325,484$30.9M458,188-132,704-28.96%Reduce
AMAZON COM INCAMZN
1.13%1.05%$23.7M99,436$20.4M98,041+1,395+1.42%Add
BROADCOM INCAVGO
1.06%0.94%$22.2M58,684$18.2M58,720-36-0.06%Reduce
VVANGUARD WHITEHALL FDSVYM
1%1%$20.9M132,109$19.5M131,649+460+0.35%Add
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.93%0.88%$19.6M37,426$17.0M36,701+725+1.98%Add
META PLATFORMS INCMETA
0.9%0.98%$18.8M33,408$19.0M33,122+286+0.86%Add
VVANGUARD FSTEVWO
0.87%0.85%$18.3M305,790$16.4M304,088+1,702+0.56%Add
JPMORGAN CHASE & COJPM
0.86%0.82%$17.9M54,774$15.9M54,126+648+1.20%Add
VVANGUARD MIDVO
0.78%0.73%$16.3M202,011$14.2M49,414+152,597+308.81%Add
CCAPITAL GROUP DIVIDEND VALUECCBG
0.74%0.67%$15.5M314,047$13.0M304,615+9,432+3.10%Add
SSCHWAB USSCHX
0.69%0.62%$14.4M490,607$12.1M471,088+19,519+4.14%Add
IISHARES TRIMCG
0.68%0.56%$14.3M145,713$10.9M138,725+6,988+5.04%Add
JJPMORGAN CORE PLUS BOND ETFJCPB
0.68%0.66%$14.2M303,529$12.9M274,077+29,452+10.75%Add
VVANGUARD INDEX FDSVOO
0.65%0.59%$13.7M19,884$11.4M19,131+753+3.94%Add
ELI LILLY & COLLY
0.65%0.33%$13.5M11,271$6.5M7,015+4,256+60.67%Add
KLA CORPKLAC
0.64%0.46%$13.3M44,202$8.8M6,001+38,201+636.58%Add
MICRON TECHNOLOGY INCMU
0.6%0.2%$12.6M10,949$3.8M11,379-430-3.78%Reduce
SSPDR GOLD TRGLD
0.59%0.74%$12.4M33,718$14.3M33,207+511+1.54%Add
VVANGUARD INDEX FDSVTV
0.57%0.55%$12.0M55,208$10.7M54,346+862+1.59%Add
IISHARES TRIJJ
0.57%0.55%$11.8M80,133$10.7M80,683-550-0.68%Reduce
AAMERICAN CENTY ETF TRAVLV
0.56%0.51%$11.8M129,630$9.9M123,347+6,283+5.09%Add
IISHARES COREIJR
0.56%0.58%$11.8M79,415$11.3M90,584-11,169-12.33%Reduce
CORNING INCGLW
0.55%0.28%$11.6M45,238$5.4M40,062+5,176+12.92%Add
CCORE SCIENTIFIC INC NEWCORZ
0.54%0.19%$11.3M441,939$3.6M243,939+198,000+81.17%Add
AAlphabet Inc Class CGOOG
0.53%0.47%$11.1M31,522$9.1M31,726-204-0.64%Reduce
EXXON MOBIL CORPXOM
0.52%0.74%$10.9M79,922$14.4M84,608-4,686-5.54%Reduce
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.52%0.48%$10.9M265,218$9.2M259,896+5,322+2.05%Add
ADVANCED MICRO DEVICES INCAMD
0.52%0.25%$10.9M18,742$4.9M23,947-5,205-21.74%Reduce
IISHARES TRIEFA
0.51%0.5%$10.7M110,385$9.7M107,274+3,111+2.90%Add
IINVESCO EXCH TRADED FD TR IISPMO
0.5%0.4%$10.5M65,241$7.7M68,631-3,390-4.94%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.5%0.58%$10.5M11,234$11.4M11,397-163-1.43%Reduce
IISHARES TRIEI
0.5%0.47%$10.4M88,452$9.1M76,706+11,746+15.31%Add
VVANGUARD FTSEVEA
0.48%0.46%$10.0M140,368$8.9M138,314+2,054+1.49%Add
VISA INCV
0.46%0.46%$9.7M28,232$8.9M29,360-1,128-3.84%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
0.46%0.35%$9.7M20,228$6.7M19,928+300+1.51%Add
JOHNSON & JOHNSONJNJ
0.45%0.45%$9.5M37,265$8.6M35,360+1,905+5.39%Add
FFIRST TR EXCHANGE TRADED FDSDVY
0.44%0.46%$9.2M214,270$8.9M224,997-10,727-4.77%Reduce
CHEVRON CORPORATIONCVX
0.44%0.73%$9.2M55,320$14.2M68,592-13,272-19.35%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow