Nations Financial Group Inc, Portfolio Holdings

Nations Financial Group Inc,

$1.76 Billion
Q4 2025

Nations Financial Group Inc, has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 746 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.3M, Nvidia Corp with a value of $48.6M, Apple Inc. with a value of $43.3M, Technology Sector Spdr with a value of $43.1M, and Microsoft Corp with a value of $42.5M.

Examining the 13F form we can see an increase of $263M in the current position value, from $1.5B to 1.76B.

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 $1.76 Billion

ETFs: $943 Million

Technology: $245 Million

Financial Services: $148 Million

Communication Services: $74.3 Million

Industrials: $68.7 Million

Healthcare: $61.6 Million

Consumer Cyclical: $60.9 Million

Energy: $56.4 Million

Other: $87.7 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.71 Million 0.1% of portfolio	21,767	Q4 2025 Reduced 3.08%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.83 Million 0.1% of portfolio	18,102	Q4 2025 Reduced 6.05%
AUSF Global X Fds Adaptive U S Fact ETFs	$0	$1.83 Million 0.1% of portfolio	40,345	Q4 2025 Added 166.32%
XLF Financial Sector Spdr ETFs	$0	$1.8 Million 0.1% of portfolio	34,235	Q4 2025 Added 5.84%
UJUL Innovator U.S. Equity Ultra Bu ETFs	$0	$1.74 Million 0.1% of portfolio	45,501	Q4 2025 Added 2.03%
FTCS First Trust Capital Strength E ETFs	$0	$1.84 Million 0.1% of portfolio	20,045	Q4 2025 Added 4.02%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.61 Million 0.09% of portfolio	25,896	Q4 2025 Reduced 1.1%
XLU Utilities Sector Spdr ETFs	$0	$1.59 Million 0.09% of portfolio	17,875	Q4 2025 Added 258.79%
IWO Ishares Russell 2000 Gwt ETF ETFs	$0	$1.61 Million 0.09% of portfolio	5,152	Q4 2025 Reduced 10.97%

IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$1.54 Million 0.09% of portfolio	11,234	Q4 2025 Reduced 2.2%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$1.59 Million 0.09% of portfolio	47,383	Q4 2025 Added 14.09%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$1.58 Million 0.09% of portfolio	38,266	Q4 2025 Reduced 1.19%
IBD Northern Lts Fd Tr Iv Inspire ETFs	$0	$1.58 Million 0.09% of portfolio	65,475	Q4 2025 Added 19.11%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$1.66 Million 0.09% of portfolio	13,644	Q4 2025 Reduced 6.16%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$1.65 Million 0.09% of portfolio	10,003	Q4 2025 Reduced 10.74%
IGE Ishares Tr North Amern Nat Res ETFs	$0	$1.41 Million 0.08% of portfolio	28,500	Q4 2025 Reduced 1.2%
PAUG Innovator U.S. Equity Power Bu ETFs	$0	$1.46 Million 0.08% of portfolio	34,330	Q4 2025 Added 1.38%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$1.33 Million 0.08% of portfolio	44,117	Q4 2025 Reduced 26.23%

PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.46 Million 0.08% of portfolio	31,888	Q4 2025 Reduced 0.12%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.39 Million 0.08% of portfolio	2,950	Q4 2025 Added 5.06%
RISN Northern Lts Fd Tr Iv Inspire Technology	$0	$1.39 Million 0.08% of portfolio	47,651	Q4 2025 Added 52.38%
WWJD Northern Lts Fd Tr Iv Inspire ETFs	$0	$1.48 Million 0.08% of portfolio	41,339	Q4 2025 Added 32.88%
XLC Select Sector Spdr Tr Communic ETFs	$0	$1.47 Million 0.08% of portfolio	13,188	Q4 2025 Reduced 3.29%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$1.5 Million 0.08% of portfolio	16,364	Q4 2025 Added 9.77%
VBR Vanguard Small Cap Value ETF ETFs	$0	$1.49 Million 0.08% of portfolio	7,273	Q4 2025 Added 0.29%
VNQ Vanguard Specialized Funds Van ETFs	$0	$1.34 Million 0.08% of portfolio	14,918	Q4 2025 Added 9.97%
FTHI First Trust Exchange Traded Fd ETFs	$0	$1.29 Million 0.07% of portfolio	54,873	Q4 2025 Added 17.77%
REGL Proshares Tr S&P Midcap 400 Di ETFs	$0	$1.16 Million 0.07% of portfolio	14,053	Q4 2025 Added 5.9%
GLRY Northern Lts Fd Tr Iv Inspire ETFs	$0	$1.24 Million 0.07% of portfolio	34,850	Q4 2025 Added 22.75%
ISCB International Speedway Corp ETFs	$0	$1.26 Million 0.07% of portfolio	20,220	Q4 2025 Reduced 2.71%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$1.31 Million 0.07% of portfolio	32,817	Q4 2025 Reduced 2.57%
IGEB Ishares Tr Edge Invt Grade Enh ETFs	$0	$1.19 Million 0.07% of portfolio	26,010	Q4 2025 Added 52.64%
BJUN Innovator U.S. Equity Buffer E ETFs	$0	$1.27 Million 0.07% of portfolio	32,463	Q4 2025 Added 0.63%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$1.16 Million 0.07% of portfolio	24,657	Q4 2025 Added 106.09%
VHT Vanguard Health Care ETF ETFs	$0	$1.22 Million 0.07% of portfolio	4,326	Q4 2025 Reduced 2.33%
XLP Consumer Staples Sector Spdr ETFs	$0	$1.17 Million 0.07% of portfolio	15,360	Q4 2025 Reduced 0.75%
IHDG Wisdomtree Tr ETFs	$0	$1.19 Million 0.07% of portfolio	25,005	Q4 2025 Reduced 14.38%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$1.25 Million 0.07% of portfolio	52,427	Q4 2025 Added 29.98%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$1.19 Million 0.07% of portfolio	26,317	Q4 2025 Added 92.0%
SCHO Schwab Short Term Us Treasury ETFs	$0	$1.22 Million 0.07% of portfolio	50,230	Q4 2025 Added 87.24%
FXU First Tr Exchange Traded Fd Ut ETFs	$0	$1.2 Million 0.07% of portfolio	25,680	Q4 2025 Added 30.3%
FDL First Tr Morningstar Dividend ETFs	$0	$1.3 Million 0.07% of portfolio	29,872	Q4 2025 Reduced 1.28%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$1.26 Million 0.07% of portfolio	25,266	Q4 2025 Reduced 12.85%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.26 Million 0.07% of portfolio	47,284	Q4 2025 Reduced 20.35%
VB Vanguard Small Cap ETF ETFs	$0	$1.2 Million 0.07% of portfolio	4,788	Q4 2025 Reduced 0.81%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$1.3 Million 0.07% of portfolio	17,481	Q4 2025 Reduced 4.74%
GDXJ Vaneck ETF Tr Jr Gold Miners E ETFs	$0	$1.18 Million 0.07% of portfolio	12,143	Q4 2025 Reduced 15.83%
SEIX Virtus ETF Tr Ii Seix Sr Ln Et ETFs	$0	$1.01 Million 0.06% of portfolio	43,180	Q4 2025 Reduced 11.87%
STLG Ishares Factors Us Growth Styl ETFs	$0	$1.03 Million 0.06% of portfolio	20,377	Q4 2025 Added 115.58%
QDPL Pacer Fds Tr Metaurus Us Large	$0	$1.14 Million 0.06% of portfolio	26,955	Q4 2025 Added 1.16%

Summary

Portfolio
No. of Stocks 746
Current Value $1.76 Billion
Prior Value $1.5 Billion
Filing
Period Q4 2025
Filing Date January 26, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 70 stocks
Additional Purchases 402 stocks
Sold out of 0 stocks
Reduced holdings in 229 stocks

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Nations Financial Group Inc, Portfolio Holdings