Nations Financial Group Inc, /ia/ /adv
Nations Financial Group Inc, /ia/ /adv reported 789 stocks worth $2.1B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are IVV (2.7%), NVDA (2.5%) and AAPL (2.5%). Compared with Q1 2026, the fund opened new positions in XOM and SA, added to IVV, AAPL and FBCG, trimmed NVDA, QQQ and GOOGL and sold out of XOM, SA and FTSL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $56.1M | 2.7% | 75K | +964 (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $51.5M | 2.5% | 257K | −18K (−7%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $51.4M | 2.5% | 178K | +6,165 (+4%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $38M | 1.8% | 52K | −1,154 (−2%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $36.4M | 1.7% | 102K | −3,547 (−3%) | 8 of 8 | |
| 6 |  FBCG Fidelity Covington Trust | $34.4M | 1.6% | 554K | +37K (+7%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $34.3M | 1.6% | 46K | +779 (+2%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $31.4M | 1.5% | 364K | +304K (+504%) | 8 of 8 | |
| 9 |  IWV Ishares Russell 3000 ETF | $29.3M | 1.4% | 69K | −2,508 (−4%) | 8 of 8 | |
| 10 |  XLK Select Sector Spdr TR | $29.1M | 1.4% | 153K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $14.4M | 85K |
 SA Seabridge Gold Inc | $7.5M | 266K |
 FTSL First TR Exchange-Traded FD | $7.5M | 167K |
 PTL Northern Lts FD TR IV | $5.7M | 23K |
 LNG Cheniere Energy Inc | $5M | 17K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nations Financial Group Inc, /ia/ /adv 13F FAQ
What does Nations Financial Group Inc, /ia/ /adv own?
Nations Financial Group Inc, /ia/ /adv reported 789 stocks worth $2.1B in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are IVV (2.7%), NVDA (2.5%) and AAPL (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Nations Financial Group Inc, /ia/ /adv buy and sell in Q2 2026?
Compared with Q1 2026: 72 new positions, 362 added to, 276 trimmed and 56 sold out. New positions include XOM and SA. It sold all of XOM, SA and FTSL.
When will Nations Financial Group Inc, /ia/ /adv file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Nations Financial Group Inc, /ia/ /adv's portfolio worth?
The Q2 2026 filing reports $2.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.