Nations Financial Group Inc, /Ia holds a diversified book of 773 stocks worth $1.9B as of Q1 2026 (disclosed Apr 15, 2026, a ~45-day 13F lag). This quarter they opened Cheniere Energy Inc and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Ishares Core S&P 500 ETF at 2% of the equity book.
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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.
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
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 | $48.3M | 73.9K | 2.5% | ▲+1.3% Added · +984 sh | |
| 2 | Nvidia Corporation Com Stock | $48.0M | 275.3K | 2.5% | ▲+5.7% Added · +15K sh | |
| 3 | Apple Inc Com Stock | $43.5M | 171.5K | 2.2% | ▲+5.8% Added · +9K sh | |
| 4 | Ishares Core S&P Mid-Cap ETF ETF | $30.9M | 458.2K | 1.6% | ▼−1.5% Reduced · −7K sh | |
| 5 | Invesco QQQ Trust Series I ETF | $30.5M | 52.8K | 1.6% | ▲+1.0% Added · +512 sh | |
| 6 | Alphabet Inc Cap STK CL A Stock | $30.3M | 105.3K | 1.6% | ▲+6.1% Added · +6K sh | |
| 7 | State Street SPDR S&P 500 ETF ETF | $29.4M | 45.2K | 1.5% | ▲+1.6% Added · +726 sh | |
| 8 | Microsoft Corp Com Stock | $28.8M | 77.9K | 1.5% | ▼−7.0% Reduced · −6K sh | |
| 9 | Ishares Russell 3000 ETF ETF | $26.4M | 71.2K | 1.4% | ▲+5.8% Added · +4K sh | |
| 10 | Vanguard Growth ETF ETF | $26.4M | 60.3K | 1.4% | ▼−4.7% Reduced · −3K sh | |
| 11 | Fidelity Blue Chip Growth ETF ETF | $25.9M | 516.5K | 1.3% | ▲+17% Added · +75K sh | |
| 12 | Berkshire Hathaway Inc Del CL B New Stock | $25.1M | 52.5K | 1.3% | ▼−2.8% Reduced · −2K sh | |
| 13 | Amazon Com Inc Com Stock | $20.4M | 98.0K | 1.1% | ▲+2.0% Added · +2K sh | |
| 14 | State Street Technology Select Sector SPDR ETF ETF | $20.3M | 152.7K | 1.0% | ▲+2.0% Added · +3K sh | |
| 15 | Vanguard High Dividend Yield Index ETF ETF | $19.5M | 131.6K | 1.0% | ▼−4.5% Reduced · −6K sh | |
| 16 | Meta Platforms Inc CL A Stock | $19.0M | 33.1K | 1.0% | ▲+0.8% Added · +258 sh | |
| 17 | Broadcom Inc Com Stock | $18.2M | 58.7K | 0.9% | ▲+0.6% Added · +362 sh | |
| 18 | State Street SPDR Dow Jones Industrial Average ETF Trust ETF | $17.0M | 36.7K | 0.9% | ▲+1.8% Added · +659 sh | |
| 19 | Vanguard Ftse Emerging Markets ETF ETF | $16.4M | 304.1K | 0.8% | ▲+3.1% Added · +9K sh | |
| 20 | JPMorgan Chase & Co Com Stock | $15.9M | 54.1K | 0.8% | ▼−15% Reduced · −10K sh | |
| 21 | Exxon Mobil Corp Com Stock | $14.4M | 84.6K | 0.7% | ▼−14% Reduced · −14K sh | |
| 22 | SPDR Gold Shares ETF | $14.3M | 33.2K | 0.7% | ▼−12% Reduced · −4K sh | |
| 23 | Chevron Corporation Com Stock | $14.2M | 68.6K | 0.7% | ▲+60% Added · +26K sh | |
| 24 | Vanguard Mid-Cap ETF ETF | $14.2M | 49.4K | 0.7% | ▲+2.6% Added · +1K sh | |
| 25 | Capital Group Dividend Value ETF ETF | $13.0M | 304.6K | 0.7% | ▲+3.6% Added · +10K sh | |
| 26 | JPMorgan Core Plus Bond ETF ETF | $12.9M | 274.1K | 0.7% | ▲+17% Added · +40K sh | |
| 27 | Schwab US Dividend Equity ETF ETF | $12.7M | 415.6K | 0.7% | ▼−0.8% Reduced · −3K sh | |
| 28 | Schwab U.S. Large-Cap ETF ETF | $12.1M | 471.1K | 0.6% | ▲+6.9% Added · +30K sh | |
| 29 | Vanguard S&P 500 ETF ETF | $11.4M | 19.1K | 0.6% | ▲+16% Added · +3K sh | |
| 30 | Costco Wholesale Corporation Com Stock | $11.4M | 11.4K | 0.6% | ▲+2.6% Added · +288 sh | |
| 31 | Ishares Msci USA Min Vol Factor ETF ETF | $11.3M | 122.3K | 0.6% | ▲+0.3% Added · +326 sh | |
| 32 | Ishares Core S&P Small Cap ETF ETF | $11.3M | 90.6K | 0.6% | ▲+0.2% Added · +195 sh | |
| 33 | Ishares Morningstar Mid-Cap Growth ETF ETF | $10.9M | 138.7K | 0.6% | ▲+6.8% Added · +9K sh | |
| 34 | Ishares S&P Mid-Cap 400 Value ETF ETF | $10.7M | 80.7K | 0.6% | ▼−1.6% Reduced · −1K sh | |
| 35 | Vanguard Value ETF ETF | $10.7M | 54.3K | 0.5% | ▲+1.6% Added · +882 sh | |
| 36 | Avantis U.S. Large Cap Value ETF ETF | $9.9M | 123.3K | 0.5% | ▲+4.5% Added · +5K sh | |
| 37 | Walmart Inc Com Stock | $9.8M | 78.9K | 0.5% | ▲+7.9% Added · +6K sh | |
| 38 | Enterprise Prods Partners L P Com Stock | $9.8M | 258.4K | 0.5% | ▲+1.0% Added · +3K sh | |
| 39 | Ishares Core Msci Eafe ETF ETF | $9.7M | 107.3K | 0.5% | ▲+2.4% Added · +3K sh | |
| 40 | Graniteshares Gold Shares ETF | $9.6M | 208.7K | 0.5% | ▲+31% Added · +50K sh | |
| 41 | Global X Uranium ETF ETF | $9.6M | 198.5K | 0.5% | ▼−2.0% Reduced · −4K sh | |
| 42 | T. Rowe Price Capital Appreciation Equity ETF ETF | $9.2M | 259.9K | 0.5% | ▲+2.6% Added · +7K sh | |
| 43 | Alphabet Inc Cap STK CL C Stock | $9.1M | 31.7K | 0.5% | ▲+20% Added · +5K sh | |
| 44 | Ishares 3-7 Year Treasury Bond ETF ETF | $9.1M | 76.7K | 0.5% | ▲+7.6% Added · +5K sh | |
| 45 | Visa Inc Com CL A Stock | $8.9M | 29.4K | 0.5% | ▼−11% Reduced · −3K sh | |
| 46 | First Trust Smid Cap Rising Dividend Achievers ETF ETF | $8.9M | 225.0K | 0.5% | ▲+9.7% Added · +20K sh | |
| 47 | Vanguard Ftse Developed Markets ETF ETF | $8.9M | 138.3K | 0.5% | ▲+5.5% Added · +7K sh | |
| 48 | Kla Corp Com New Stock | $8.8M | 6.0K | 0.5% | ▲+1.4% Added · +81 sh | |
| 49 | Invesco S&P 500 Equal Weight ETF ETF | $8.8M | 46.0K | 0.5% | ▲+7.9% Added · +3K sh | |
| 50 | Johnson & Johnson Com Stock | $8.6M | 35.4K | 0.4% | ▼−0.4% Reduced · −153 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 264 | $281.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.