NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CEDAR RAPIDS, IA · CIK 1109767 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCedar Rapids, IA

$2.1bn reported value +7.8% vs Q1 2026

789positions

18.7%in top 10

72 new 374 added 285 reduced 56 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	74,901	$56.1m2.68%	2.68%	Added +964	+964 1.3%
2	NVIDIA CORPORATION COM NVDA	NVDA	257,336	$51.5m2.46%	2.46%	Reduced -18.0k	-17,984 -6.5%
3	APPLE INC COM AAPL	AAPL	177,677	$51.4m2.46%	2.46%	Added +6.2k	+6,165 3.6%
4	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	51,660	$38.0m1.82%	1.82%	Reduced -1.2k	-1,154 -2.2%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	101,726	$36.4m1.74%	1.74%	Reduced -3.5k	-3,547 -3.4%
6	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	553,610	$34.4m1.64%	1.64%	Added +37.1k	+37,079 7.2%
7	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	45,987	$34.3m1.64%	1.64%	Added +779	+779 1.7%
8	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	364,203	$31.4m1.50%	1.50%	Added +2.2k	+2,175 0.6%
9	ISHARES TR RUSSELL 3000 ETF IWV	IWV	68,656	$29.3m1.40%	1.40%	Reduced -2.5k	-2,508 -3.5%
10	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	152,811	$29.1m1.39%	1.39%	Added +80	+80 0.1%
11	MICROSOFT CORP COM MSFT	MSFT	77,996	$29.1m1.39%	1.39%	Added +124	+124 0.2%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	51,206	$25.6m1.22%	1.22%	Reduced -1.3k	-1,261 -2.4%
13	ISHARES TR CORE S&P MCP ETF IJH	IJH	325,484	$25.1m1.20%	1.20%	Reduced -132.7k	-132,704 -29.0%
14	AMAZON COM INC COM AMZN	AMZN	99,436	$23.7m1.13%	1.13%	Added +1.4k	+1,395 1.4%
15	BROADCOM INC COM AVGO	AVGO	58,684	$22.2m1.06%	1.06%	Reduced -36	-36 -0.1%
16	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	132,109	$20.9m1.00%	1.00%	Added +460	+460 0.3%
17	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	37,426	$19.6m0.93%	0.93%	Added +725	+725 2.0%
18	META PLATFORMS INC CL A META	META	33,408	$18.8m0.90%	0.90%	Added +286	+286 0.9%
19	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	305,790	$18.3m0.87%	0.87%	Added +1.7k	+1,702 0.6%
20	JPMORGAN CHASE & CO COM JPM	JPM	54,774	$17.9m0.86%	0.86%	Added +648	+648 1.2%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	202,011	$16.3m0.78%	0.78%	Added +4.4k	+4,355 2.2%
22	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	314,047	$15.5m0.74%	0.74%	Added +9.4k	+9,432 3.1%
23	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	490,607	$14.4m0.69%	0.69%	Added +19.5k	+19,519 4.1%
24	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	145,713	$14.3m0.68%	0.68%	Added +7.0k	+6,988 5.0%
25	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	303,529	$14.2m0.68%	0.68%	Added +29.5k	+29,452 10.8%
26	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	19,884	$13.7m0.65%	0.65%	Added +753	+753 3.9%
27	ELI LILLY & CO COM LLY	LLY	11,271	$13.5m0.65%	0.65%	Added +4.3k	+4,256 60.7%
28	KLA CORP COM NEW KLAC	KLAC	44,202	$13.3m0.64%	0.64%	Reduced -15.8k	-15,808 -26.3%
29	MICRON TECHNOLOGY INC COM MU	MU	10,949	$12.6m0.60%	0.60%	Reduced -430	-430 -3.8%
30	SPDR GOLD TR GOLD SHS GLD	GLD	33,718	$12.4m0.59%	0.59%	Added +511	+511 1.5%
31	VANGUARD INDEX FDS VALUE ETF VTV	VTV	55,208	$12.0m0.57%	0.57%	Added +862	+862 1.6%
32	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	80,133	$11.8m0.57%	0.57%	Reduced -550	-550 -0.7%
33	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	129,630	$11.8m0.56%	0.56%	Added +6.3k	+6,283 5.1%
34	ISHARES TR CORE S&P SCP ETF IJR	IJR	79,415	$11.8m0.56%	0.56%	Reduced -11.2k	-11,169 -12.3%
35	CORNING INC COM GLW	GLW	45,238	$11.6m0.55%	0.55%	Added +5.2k	+5,176 12.9%
36	CORE SCIENTIFIC INC NEW COM CORZ	CORZ	441,939	$11.3m0.54%	0.54%	Added +198.0k	+198,000 81.2%
37	ALPHABET INC CAP STK CL C GOOG	GOOG	31,522	$11.1m0.53%	0.53%	Reduced -204	-204 -0.6%
38	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	79,922	$10.9m0.52%	0.52%	New
39	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	265,218	$10.9m0.52%	0.52%	Added +5.3k	+5,322 2.0%
40	ADVANCED MICRO DEVICES INC COM AMD	AMD	18,742	$10.9m0.52%	0.52%	Reduced -5.2k	-5,205 -21.7%
41	ISHARES TR CORE MSCI EAFE IEFA	IEFA	110,385	$10.7m0.51%	0.51%	Added +3.1k	+3,111 2.9%
42	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	65,241	$10.5m0.50%	0.50%	Reduced -3.4k	-3,390 -4.9%
43	COSTCO WHSL CORP NEW COM COST	COST	11,234	$10.5m0.50%	0.50%	Reduced -163	-163 -1.4%
44	ISHARES TR 3 7 YR TREAS BD IEI	IEI	88,452	$10.4m0.50%	0.50%	Added +11.7k	+11,746 15.3%
45	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	140,368	$10.0m0.48%	0.48%	Added +2.1k	+2,054 1.5%
46	VISA INC COM CL A V	V	28,232	$9.7m0.46%	0.46%	Reduced -1.1k	-1,128 -3.8%
47	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	20,228	$9.7m0.46%	0.46%	Added +300	+300 1.5%
48	JOHNSON & JOHNSON COM JNJ	JNJ	37,265	$9.5m0.45%	0.45%	Added +1.9k	+1,905 5.4%
49	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	214,270	$9.2m0.44%	0.44%	Reduced -10.7k	-10,727 -4.8%
50	CHEVRON CORP NEW COM CVX	CVX	55,320	$9.2m0.44%	0.44%	Reduced -13.3k	-13,272 -19.4%
51	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	42,929	$9.1m0.44%	0.44%	Reduced -3.1k	-3,112 -6.8%
52	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	38,541	$9.1m0.44%	0.44%	Added +1.2k	+1,238 3.3%
53	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	199,888	$9.1m0.43%	0.43%	Added +12.5k	+12,531 6.7%
54	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	247,164	$9.1m0.43%	0.43%	Reduced -11.2k	-11,215 -4.3%
55	RBB FD INC US TREASRY 12 MT OBIL	OBIL	174,973	$8.7m0.42%	0.42%	Added +25.6k	+25,576 17.1%
56	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	97,784	$8.6m0.41%	0.41%	Reduced -10.3k	-10,313 -9.5%
57	CISCO SYS INC COM CSCO	CSCO	72,648	$8.5m0.41%	0.41%	Added +1.2k	+1,221 1.7%
58	LAM RESEARCH CORP COM NEW LRCX	LRCX	19,644	$8.5m0.41%	0.41%	Added +7.7k	+7,651 63.8%
59	ISHARES TR CORE S&P TTL STK ITOT	ITOT	51,338	$8.4m0.40%	0.40%	Reduced -363	-363 -0.7%
60	BNY MELLON ETF TRUST II DYNAMIC VALUE BKDV	BKDV	244,837	$8.2m0.39%	0.39%	Added +40.0k	+39,985 19.5%
61	WALMART INC COM WMT	WMT	71,916	$8.1m0.39%	0.39%	Reduced -7.0k	-6,980 -8.8%
62	FIDELITY COVINGTON TRUST FUNDAMENTAL LARG FFLC	FFLC	136,892	$8.1m0.39%	0.39%	Added +1.0k	+1,046 0.8%
63	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	21,743	$8.0m0.38%	0.38%	Added +780	+780 3.7%
64	GOLDMAN SACHS GROUP INC COM GS	GS	7,518	$7.6m0.36%	0.36%	Added +10	+10 0.1%
65	CASEYS GEN STORES INC COM CASY	CASY	9,516	$7.6m0.36%	0.36%	Added +13	+13 0.1%
66	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	10	$7.5m0.36%	0.36%	Unchanged
67	ISHARES INC CORE MSCI EMKT IEMG	IEMG	88,787	$7.4m0.35%	0.35%	Reduced -5.4k	-5,425 -5.8%
68	PALO ALTO NETWORKS INC COM PANW	PANW	20,852	$7.1m0.34%	0.34%	Reduced -3.0k	-3,049 -12.8%
69	SEABRIDGE GOLD INC COM SA	SA	275,284	$7.1m0.34%	0.34%	New
70	RTX CORPORATION COM RTX	RTX	37,258	$7.1m0.34%	0.34%	Added +1.1k	+1,123 3.1%
71	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	74,135	$6.8m0.33%	0.33%	Added +2.7k	+2,677 3.8%
72	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	144,585	$6.6m0.32%	0.32%	Reduced -4.5k	-4,466 -3.0%
73	BOEING CO COM BA	BA	29,676	$6.4m0.31%	0.31%	Added +393	+393 1.3%
74	PACER FDS TR PACER US SMALL CALF	CALF	126,663	$6.4m0.31%	0.31%	Added +1.2k	+1,169 0.9%
75	CAPITAL GROUP INTERNATIONAL SHS CGIE	CGIE	173,409	$6.4m0.30%	0.30%	Added +29.9k	+29,948 20.9%
76	QUANTA SVCS INC COM PWR	PWR	8,725	$6.3m0.30%	0.30%	Reduced -117	-117 -1.3%
77	ANGEL OAK FINL STRATEGIES IN COM BEN INT FINS	FINS	484,445	$6.2m0.30%	0.30%	Unchanged
78	CATERPILLAR INC COM CAT	CAT	5,718	$6.1m0.29%	0.29%	Reduced -123	-123 -2.1%
79	ISHARES TR S&P 500 GRWT ETF IVW	IVW	44,026	$6.1m0.29%	0.29%	Added +625	+625 1.4%
80	AMGEN INC COM AMGN	AMGN	16,562	$6.0m0.29%	0.29%	Added +125	+125 0.8%
81	GLOBAL X FDS GLOBAL X URANIUM URA	URA	136,392	$6.0m0.28%	0.28%	Reduced -62.1k	-62,129 -31.3%
82	PACER FDS TR US CASH COWS 100 COWZ	COWZ	94,936	$5.9m0.28%	0.28%	Added +2.0k	+1,994 2.1%
83	MARVELL TECHNOLOGY INC COM MRVL	MRVL	19,246	$5.7m0.27%	0.27%	Added +12.1k	+12,109 169.7%
84	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	295,660	$5.7m0.27%	0.27%	Reduced -2.0k	-2,050 -0.7%
85	ISHARES SILVER TR ISHARES SLV	SLV	105,199	$5.6m0.27%	0.27%	Reduced -144	-144 -0.1%
86	EMERSON ELEC CO COM EMR	EMR	38,612	$5.5m0.26%	0.26%	Added +664	+664 1.8%
87	VERIZON COMMUNICATIONS INC COM VZ	VZ	130,462	$5.5m0.26%	0.26%	Reduced -12.6k	-12,644 -8.8%
88	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	67,706	$5.5m0.26%	0.26%	Added +1.8k	+1,839 2.8%
89	ANALOG DEVICES INC COM ADI	ADI	13,633	$5.4m0.26%	0.26%	Added +120	+120 0.9%
90	ABBVIE INC COM ABBV	ABBV	21,335	$5.4m0.26%	0.26%	Reduced -144	-144 -0.7%
91	GENERAC HLDGS INC COM GNRC	GNRC	18,144	$5.3m0.25%	0.25%	Added +12.6k	+12,553 224.5%
92	INNOVATOR ETFS TRUST US EQTY PWR BUF PNOV	PNOV	117,120	$5.2m0.25%	0.25%	Reduced -1.0k	-1,002 -0.8%
93	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	36,021	$5.1m0.24%	0.24%	Reduced -452	-452 -1.2%
94	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	55,833	$5.0m0.24%	0.24%	Added +1.6k	+1,565 2.9%
95	GRANITESHARES GOLD TR SHS BEN INT BAR	BAR	126,498	$5.0m0.24%	0.24%	Reduced -82.2k	-82,187 -39.4%
96	BLACKSTONE MTG TR INC COM CL A BXMT	BXMT	293,289	$5.0m0.24%	0.24%	Unchanged
97	GE VERNOVA INC COM GEV	GEV	4,196	$4.9m0.24%	0.24%	Added +812	+812 24.0%
98	SPROTT ASSET MANAGEMENT LP TR UNIT CEF	CEF	121,510	$4.9m0.23%	0.23%	Reduced -6.5k	-6,520 -5.1%
99	RBB FUND TRUST TWEEDY BROWNE COPY	COPY	331,322	$4.9m0.23%	0.23%	Added +10.9k	+10,929 3.4%
100	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	134,104	$4.9m0.23%	0.23%	Reduced -18	-18 -0.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	84,608	$14.4m84.6k shares
SEABRIDGE GOLD INC		265,814	$7.5m265.8k shares
FIRST TR EXCHANGE-TRADED FD FTSL	FTSL	167,055	$7.5m167.1k shares
NORTHERN LTS FD TR IV PTL	PTL	22,738	$5.7m22.7k shares
CHENIERE ENERGY INC LNG	LNG	17,476	$5.0m17.5k shares
ENSIGN GROUP INC ENSG	ENSG	20,531	$4.1m20.5k shares
NORTHERN LTS FD TR IV BIBL	BIBL	81,087	$3.8m81.1k shares
NORTHERN LTS FD TR IV BLES	BLES	60,122	$2.7m60.1k shares
CME GROUP INC CME	CME	8,659	$2.6m8.7k shares
RESMED INC RMD	RMD	9,646	$2.2m9.6k shares
NORTHERN LTS FD TR IV WWJD	WWJD	50,991	$1.9m51.0k shares
NORTHERN LTS FD TR IV IBD	IBD	75,819	$1.8m75.8k shares
INNOVATOR ETFS TRUST UJUL	UJUL	45,734	$1.8m45.7k shares
NORTHERN LTS FD TR IV RISN	RISN	57,312	$1.6m57.3k shares
NORTHERN LTS FD TR IV GLRY	GLRY	44,066	$1.6m44.1k shares
TIMOTHY PLAN TPHD	TPHD	36,894	$1.5m36.9k shares
INNOVATOR ETFS TRUST PJUL	PJUL	31,810	$1.5m31.8k shares
BITMINE IMMERSION TECNOLOGIE BMNR	BMNR	72,375	$1.4m72.4k shares
ACCENTURE PLC IRELAND ACN	ACN	6,958	$1.4m7.0k shares
DUPONT DE NEMOURS INC DWDP	DWDP	9,926	$1.4m9.9k shares
INTUITIVE SURGICAL INC ISRG	ISRG	2,845	$1.3m2.8k shares
INVESCO DB COMMDY INDX TRCK DBC	DBC	44,366	$1.3m44.4k shares
NORTHERN LTS FD TR IV ISMD	ISMD	29,025	$1.2m29.0k shares
ZOETIS INC ZTS	ZTS	8,384	$991.1k8.4k shares
BERKLEY W R CORP WRB	WRB	14,713	$975.2k14.7k shares