13F filer

Nations Financial Group Inc., /IA/

As of Jun 30, 2026 Filed Jul 23, 2026 CIK 1109767 SEC filings ↗

13F Value

$2.09B

Positions

789

Top Position

IVV2.7%

Top 5

11.1%

Latest filing changes

vs Mar 31, 2026

1 KLAC KLA +636.6%+$11.5M

2 LLY Eli Lilly +60.7%+$5.1M

3 CORZ Core Scientific +81.2%+$5.1M

4 GNRC Generac Hldgs +224.5%+$3.7M

5 MRVL Marvell Technology +169.7%+$3.6M

Holdings789

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	2.7%	$56.1M	+1.3%	74.9K	2.5%		ETF
2	NVDA NVIDIA	2.5%	$51.5M	-6.5%	257.3K	2.5%		Common Stock
3	AAPL Apple	2.5%	$51.4M	+3.6%	177.7K	2.2%		Common Stock
4	QQQ Invesco QQQ Trust, Series 1	1.8%	$38.0M	-2.2%	51.7K	1.6%		ETF
5	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 101,726 reported quantity $36,353,904 reported value	1.7%	$36.4M	-3.4%	101.7K	1.6%		Common Stock
6	FBCG Fidelity Blue Chip Growth ETF	1.6%	$34.4M	+7.2%	553.6K	1.3%		ETF
7	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.6%	$34.3M	+1.7%	46.0K	1.5%		ETF
8	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.5%	$31.4M	—	364.2K	1.4%	—	ETF
9	IWV iShares Russell 3000 ETF	1.4%	$29.3M	-3.5%	68.7K	1.4%		ETF
10	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.4%	$29.1M	+0.1%	152.8K	1.0%		ETF
11	MSFT Microsoft	1.4%	$29.1M	+0.2%	78.0K	1.5%		Common Stock
12	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 51,206 reported quantity $25,623,221 reported value	1.2%	$25.6M	-2.4%	51.2K	1.3%		Common Stock
13	IJH iShares Core S&P Mid-Cap ETF	1.2%	$25.1M	-29.0%	325.5K	1.6%		ETF
14	AMZN Amazon	1.1%	$23.7M	+1.4%	99.4K	1.1%		Common Stock
15	AVGO Broadcom	1.1%	$22.2M	-0.1%	58.7K	0.9%		Common Stock
16	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.0%	$20.9M	+0.3%	132.1K	1.0%		ETF
17	DIA State Str SPDR Dow Jones Ind — Ut Ser 1	0.9%	$19.6M	+2.0%	37.4K	0.9%		Equity
18	META Meta Platforms	0.9%	$18.8M	+0.9%	33.4K	1.0%		Common Stock
19	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	0.9%	$18.3M	+0.6%	305.8K	0.8%		ETF
20	JPM JPMorgan Chase	0.9%	$17.9M	+1.2%	54.8K	0.8%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing52

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.