Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.5 Billion
Q3 2025

Nations Financial Group Inc, has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.5 Billion distributed in 711 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $43.6M, Apple Inc. with a value of $38.7M, Microsoft Corp with a value of $38.1M, Invesco Qqq Trust, Series 1 with a value of $28.8M, and Ishares Core S&P Mid Cap ETF with a value of $28.1M.

Examining the 13F form we can see an increase of $127M in the current position value, from $1.37B to 1.5B.

Nations Financial Group Inc, is based out at Cedar Rapids, IA

Below you can find more details about Nations Financial Group Inc, portfolio as well as his latest detailed transactions.

Portfolio value $1.5 Billion

ETFs: $745 Million

Technology: $222 Million

Financial Services: $134 Million

Industrials: $62.6 Million

Communication Services: $61.1 Million

Consumer Cyclical: $59.7 Million

Healthcare: $54.9 Million

Energy: $50.5 Million

Other: $91.7 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$28.8 Million 1.92% of portfolio	47,943	Q3 2025 Reduced 0.08%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$28.1 Million 1.87% of portfolio	430,349	Q3 2025 Reduced 2.47%
IWV Ishares Russell 3000 ETF ETFs	$0	$25 Million 1.67% of portfolio	65,949	Q3 2025 Reduced 2.86%
FBCG Fidelity Covington Tr Blue Chi ETFs	$0	$20.7 Million 1.38% of portfolio	385,369	Q3 2025 Added 11.19%
XLK Technology Sector Spdr ETFs	$0	$20.6 Million 1.37% of portfolio	72,990	Q3 2025 Added 0.33%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$20.1 Million 1.34% of portfolio	142,373	Q3 2025 Reduced 1.17%
VO Vanguard Mid Cap ETF ETFs	$0	$14 Million 0.93% of portfolio	47,504	Q3 2025 Reduced 0.71%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$13.7 Million 0.91% of portfolio	20,515	Q3 2025 Added 4.48%
VUG Vanguard Growth ETF ETFs	$0	$13.6 Million 0.91% of portfolio	28,382	Q3 2025 Reduced 3.87%

IVV Ishares Core S&P 500 ETF ETFs	$0	$13.5 Million 0.9% of portfolio	20,220	Q3 2025 Added 6.48%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$13.2 Million 0.88% of portfolio	244,493	Q3 2025 Added 0.59%
GLD Spdr Gold Trust ETFs	$130B	$12.5 Million 0.83% of portfolio	35,083	Q3 2025 Added 2.38%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$11.6 Million 0.78% of portfolio	425,846	Q3 2025 Reduced 9.76%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$11.5 Million 0.77% of portfolio	120,717	Q3 2025 Reduced 7.59%
CGDV Capital Group Divid Value ETF ETFs	$0	$11.2 Million 0.74% of portfolio	265,722	Q3 2025 Added 8.84%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$10.5 Million 0.7% of portfolio	88,046	Q3 2025 Reduced 0.42%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$10.3 Million 0.69% of portfolio	79,630	Q3 2025 Added 0.73%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$10 Million 0.67% of portfolio	121,005	Q3 2025 Added 7.18%

URA Global X Uranium ETF ETFs	$0	$9.91 Million 0.66% of portfolio	207,885	Q3 2025 Reduced 10.87%
VTV Vanguard Value ETF ETFs	$0	$9.84 Million 0.66% of portfolio	52,777	Q3 2025 Added 3.26%
IEFA Ishares Tr ETFs	$0	$8.74 Million 0.58% of portfolio	100,108	Q3 2025 Added 4.57%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$8.7 Million 0.58% of portfolio	182,872	Q3 2025 Added 8.46%
SLV I Shares Silver Trust ETFs	$24.1B	$8 Million 0.53% of portfolio	188,751	Q3 2025 Reduced 1.15%
VEA Vanguard Ftse Developed Market ETFs	$0	$7.75 Million 0.52% of portfolio	129,257	Q3 2025 Added 1.89%
AVLV American Centy ETF Tr Avantis	$0	$7.71 Million 0.51% of portfolio	106,688	Q3 2025 Added 7.85%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$7.41 Million 0.49% of portfolio	61,191	Q3 2025 New
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$7.21 Million 0.48% of portfolio	49,529	Q3 2025 Added 3.98%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$7.13 Million 0.48% of portfolio	187,518	Q3 2025 Added 5.81%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$7.12 Million 0.47% of portfolio	68,871	Q3 2025 Added 14.26%
FTSL First Trust Senior Ln Fund ETFs	$0	$6.76 Million 0.45% of portfolio	147,495	Q3 2025 Added 11.62%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$6.41 Million 0.43% of portfolio	33,777	Q3 2025 Reduced 0.48%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$6.49 Million 0.43% of portfolio	69,559	Q3 2025 Added 2.81%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$6.11 Million 0.41% of portfolio	51,090	Q3 2025 Reduced 1.48%
VTI Vanguard Total Stock Market Et ETFs	$0	$6.22 Million 0.41% of portfolio	18,960	Q3 2025 Reduced 1.6%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$5.89 Million 0.39% of portfolio	223,762	Q3 2025 Added 1,601.48%
VIG Vanguard Dividend Appreciation ETFs	$0	$5.84 Million 0.39% of portfolio	32,083	Q3 2025 Reduced 9.73%
BAR Granite Shares Gold Trust ETFs	$2.22B	$5.84 Million 0.39% of portfolio	153,488	Q3 2025 Reduced 32.54%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$5.32 Million 0.35% of portfolio	69,636	Q3 2025 Added 13.42%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$4.98 Million 0.33% of portfolio	41,216	Q3 2025 Added 6.31%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$4.97 Million 0.33% of portfolio	113,417	Q3 2025 Added 1.73%
IEMG Ishares Inc ETFs	$0	$4.77 Million 0.32% of portfolio	88,905	Q3 2025 Added 4.61%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$4.79 Million 0.32% of portfolio	103,642	Q3 2025 Added 308.43%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$4.62 Million 0.31% of portfolio	35,473	Q3 2025 Added 0.81%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$4.57 Million 0.3% of portfolio	79,582	Q3 2025 Added 3.67%
QQQE Direxion Nasdaq 100 Equal Weig ETFs	$0	$4.41 Million 0.29% of portfolio	43,402	Q3 2025 Reduced 10.11%
HGER Harbor ETF Tr All Weather Infl	$0	$4.41 Million 0.29% of portfolio	170,881	Q3 2025 New
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$4.26 Million 0.28% of portfolio	80,249	Q3 2025 Reduced 8.8%
RDVY First Trust Rising Dividend Ac ETFs	$0	$4.03 Million 0.27% of portfolio	59,849	Q3 2025 Added 0.4%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$3.96 Million 0.26% of portfolio	118,789	Q3 2025 Added 1.14%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$3.78 Million 0.25% of portfolio	84,799	Q3 2025 New

Summary

Portfolio
No. of Stocks 711
Current Value $1.5 Billion
Prior Value $1.37 Billion
Filing
Period Q3 2025
Filing Date October 28, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 64 stocks
Additional Purchases 343 stocks
Sold out of 0 stocks
Reduced holdings in 252 stocks

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Nations Financial Group Inc, Portfolio Holdings