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NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Q4 2025 13F Holdings

  • Location
    cedar rapids, IA
  • Num holdings

    746

  • Value ($000)

    $1,899,687

  • Date Filed
    01/26/2026
  • Form type
    13F-HR
  • CIK
    0001109767
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES CORE S&P 500 ETF

ETF
464287200
$49.97M
3 %

72,953

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$48.58M
3 %

260,466

A
AAPL

APPLE INC COM

STOCK
037833100
$44.05M
2 %

162,037

M
MSFT

MICROSOFT CORP COM

STOCK
594918104
$40.5M
2 %

83,744

N
NDQ

INVESCO QQQ TRUST SERIES I

ETF
46090E103
$32.13M
2 %

52,302

G
GOOGL

ALPHABET INC CAP STK CL A

STOCK
02079K305
$31.04M
2 %

99,174

V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$30.9M
2 %

63,346

I
IJH

ISHARES CORE S&P MID-CAP ETF

ETF
464287507
$30.7M
2 %

465,113

S
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$30.33M
2 %

44,482

B
BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

STOCK
084670702
$27.13M
1 %

53,983

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