Nations Financial Group Inc, /Ia holds a diversified book of 789 stocks worth $2.1B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Nvidia Corp. Their largest long position is Ishares Core S&P 500 ETF at 3% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Nations Financial Group Inc, /Ia
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $20.8B |
| Integrated Wealth Concepts LLC | 79 / 80 | $5.1B |
| UBS Group AG | 78 / 80 | $175.5B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $119.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $119.1B |
| LPL Financial LLC | 78 / 80 | $114.6B |
| STIFEL FINANCIAL CORP | 78 / 80 | $36.0B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $22.5B |
Ranked by how many of Nations Financial Group Inc, /Ia's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S&P 500 ETF ETF | $56.1M | 74.9K | 2.7% | ▲+1.3% Added · +964 sh | |
| 2 | Nvidia Corporation Com Stock | $51.5M | 257.3K | 2.5% | ▼−6.5% Reduced · −18K sh | |
| 3 | Apple Inc Com Stock | $51.4M | 177.7K | 2.5% | ▲+3.6% Added · +6K sh | |
| 4 | Invesco QQQ Trust Series I ETF | $38.0M | 51.7K | 1.8% | ▼−2.2% Reduced · −1K sh | |
| 5 | Alphabet Inc Cap STK CL A Stock | $36.4M | 101.7K | 1.7% | ▼−3.4% Reduced · −4K sh | |
| 6 | Fidelity Blue Chip Growth ETF ETF | $34.4M | 553.6K | 1.6% | ▲+7.2% Added · +37K sh | |
| 7 | State Street SPDR S&P 500 ETF ETF | $34.3M | 46.0K | 1.6% | ▲+1.7% Added · +779 sh | |
| 8 | Vanguard Growth ETF ETF | $31.4M | 364.2K | 1.5% | ▲+504% Added · +304K sh | |
| 9 | Ishares Russell 3000 ETF ETF | $29.3M | 68.7K | 1.4% | ▼−3.5% Reduced · −3K sh | |
| 10 | State Street Technology Select Sector SPDR ETF ETF | $29.1M | 152.8K | 1.4% | ▲+0.1% Added · +80 sh | |
| 11 | Microsoft Corp Com Stock | $29.1M | 78.0K | 1.4% | ▲+0.1% Added · +124 sh | |
| 12 | Berkshire Hathaway Inc Del CL B New Stock | $25.6M | 51.2K | 1.2% | ▼−2.4% Reduced · −1K sh | |
| 13 | Ishares Core S&P Mid-Cap ETF ETF | $25.1M | 325.5K | 1.2% | ▼−29% Reduced · −133K sh | |
| 14 | Amazon Com Inc Com Stock | $23.7M | 99.4K | 1.1% | ▲+1.4% Added · +1K sh | |
| 15 | Broadcom Inc Com Stock | $22.2M | 58.7K | 1.1% | ▼−0.1% Reduced · −36 sh | |
| 16 | Vanguard High Dividend Yield Index ETF ETF | $20.9M | 132.1K | 1.0% | ▲+0.3% Added · +460 sh | |
| 17 | State Street SPDR Dow Jones Industrial Average ETF Trust ETF | $19.6M | 37.4K | 0.9% | ▲+2.0% Added · +725 sh | |
| 18 | Meta Platforms Inc CL A Stock | $18.8M | 33.4K | 0.9% | ▲+0.9% Added · +286 sh | |
| 19 | Vanguard Ftse Emerging Markets ETF ETF | $18.3M | 305.8K | 0.9% | ▲+0.6% Added · +2K sh | |
| 20 | JPMorgan Chase & Co Com Stock | $17.9M | 54.8K | 0.9% | ▲+1.2% Added · +648 sh | |
| 21 | Vanguard Mid-Cap ETF ETF | $16.3M | 202.0K | 0.8% | ▲+309% Added · +153K sh | |
| 22 | Capital Group Dividend Value ETF ETF | $15.5M | 314.0K | 0.7% | ▲+3.1% Added · +9K sh | |
| 23 | Schwab U.S. Large-Cap ETF ETF | $14.4M | 490.6K | 0.7% | ▲+4.1% Added · +20K sh | |
| 24 | Ishares Morningstar Mid-Cap Growth ETF ETF | $14.3M | 145.7K | 0.7% | ▲+5.0% Added · +7K sh | |
| 25 | JPMorgan Core Plus Bond ETF ETF | $14.2M | 303.5K | 0.7% | ▲+11% Added · +29K sh | |
| 26 | Vanguard S&P 500 ETF ETF | $13.7M | 19.9K | 0.7% | ▲+3.9% Added · +753 sh | |
| 27 | Eli Lilly & Co Com Stock | $13.5M | 11.3K | 0.6% | ▲+61% Added · +4K sh | |
| 28 | Kla Corp Com New Stock | $13.3M | 44.2K | 0.6% | ▲+637% Added · +38K sh | |
| 29 | Micron Technology Inc Com Stock | $12.6M | 10.9K | 0.6% | ▼−3.8% Reduced · −430 sh | |
| 30 | SPDR Gold Shares ETF | $12.4M | 33.7K | 0.6% | ▲+1.5% Added · +511 sh | |
| 31 | Vanguard Value ETF ETF | $12.0M | 55.2K | 0.6% | ▲+1.6% Added · +862 sh | |
| 32 | Ishares S&P Mid-Cap 400 Value ETF ETF | $11.8M | 80.1K | 0.6% | ▼−0.7% Reduced · −550 sh | |
| 33 | Avantis U.S. Large Cap Value ETF ETF | $11.8M | 129.6K | 0.6% | ▲+5.1% Added · +6K sh | |
| 34 | Ishares Core S&P Small Cap ETF ETF | $11.8M | 79.4K | 0.6% | ▼−12% Reduced · −11K sh | |
| 35 | Corning Inc Com Stock | $11.6M | 45.2K | 0.6% | ▲+13% Added · +5K sh | |
| 36 | Core Scientific Inc New Com Stock | $11.3M | 441.9K | 0.5% | ▲+81% Added · +198K sh | |
| 37 | Alphabet Inc Cap STK CL C Stock | $11.1M | 31.5K | 0.5% | ▼−0.6% Reduced · −204 sh | |
| 38 | ExxonMobil Holdings Corp Com SHS Stock | $10.9M | 79.9K | 0.5% | ▲New New position | |
| 39 | T. Rowe Price Capital Appreciation Equity ETF ETF | $10.9M | 265.2K | 0.5% | ▲+2.0% Added · +5K sh | |
| 40 | Advanced Micro Devices Inc Com Stock | $10.9M | 18.7K | 0.5% | ▼−22% Reduced · −5K sh | |
| 41 | Ishares Core Msci Eafe ETF ETF | $10.7M | 110.4K | 0.5% | ▲+2.9% Added · +3K sh | |
| 42 | Invesco S&P 500 Momentum ETF ETF | $10.5M | 65.2K | 0.5% | ▼−4.9% Reduced · −3K sh | |
| 43 | Costco Wholesale Corporation Com Stock | $10.5M | 11.2K | 0.5% | ▼−1.4% Reduced · −163 sh | |
| 44 | Ishares 3-7 Year Treasury Bond ETF ETF | $10.4M | 88.5K | 0.5% | ▲+15% Added · +12K sh | |
| 45 | Vanguard Ftse Developed Markets ETF ETF | $10.0M | 140.4K | 0.5% | ▲+1.5% Added · +2K sh | |
| 46 | Visa Inc Com CL A Stock | $9.7M | 28.2K | 0.5% | ▼−3.8% Reduced · −1K sh | |
| 47 | Taiwan Semiconductor Manufact Sponsored Ads ADR | $9.7M | 20.2K | 0.5% | ▲+1.5% Added · +300 sh | |
| 48 | Johnson & Johnson Com Stock | $9.5M | 37.3K | 0.5% | ▲+5.4% Added · +2K sh | |
| 49 | First Trust Smid Cap Rising Dividend Achievers ETF ETF | $9.2M | 214.3K | 0.4% | ▼−4.8% Reduced · −11K sh | |
| 50 | Chevron Corporation Com Stock | $9.2M | 55.3K | 0.4% | ▼−19% Reduced · −13K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1109767/holdings"
Use Arkolith to show NATIONS FINANCIAL GROUP INC, /IA/ /ADV's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 789 | $2.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 773 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 746 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 711 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 678 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 655 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 667 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 671 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 629 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 621 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 619 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 613 | $993.3M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 614 | $1.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 616 | $953.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 596 | $891.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 530 | $690.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 521 | $745.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 516 | $832.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 469 | $759.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 434 | $658.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 399 | $597.0M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 345 | $439.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 316 | $379.8M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 285 | $322.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.