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CIK: 0001109767
Total reported value
$2.1B
$2.1B
773 檔
9.6%
The Q1 2026 SEC filing reveals that Nations Financial Group Inc, /ia/ /adv held a total portfolio value of $2.1B, covering 773 public equity positions.
In Q1 2026, Nations Financial Group Inc, /ia/ /adv displayed an active expansion posture, initiating 26 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 773 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.49% | +0.19% | +1.35% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | -0.01% | +5.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.24% | +0.22% | +5.85% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.59% | -0.39% | -1.49% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.25% | +0.98% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.18% | +6.15% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | +0.13% | +1.63% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.09% | -7.01% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.36% | +0.04% | +5.80% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.36% | +0.14% | -4.75% | |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.33% | +0.31% | +16.98% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.08% | -2.81% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.08% | +2.02% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.05% | +0.34% | +2.01% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | — | -4.47% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.08% | +0.79% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.12% | +0.62% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.88% | +0.05% | +1.83% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | +0.02% | +3.11% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.04% | -15.00% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.74% | EXIT | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.15% | -11.56% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.29% | +59.96% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | +0.05% | +2.62% | |
| 25 | CGDV | Cap Group Dividend Value | ETF-Other | 0.67% | +0.07% | +3.57% | |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.66% | +0.02% | +16.85% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.57% | -0.79% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | +0.07% | +6.89% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.06% | +15.85% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.08% | +2.59% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.57% | +0.27% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | -0.02% | +0.22% | |
| 33 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.56% | +0.12% | +6.85% | |
| 34 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.55% | +0.02% | -1.63% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.02% | +1.65% | |
| 36 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.51% | +0.05% | +4.55% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.11% | +7.87% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.50% | -0.07% | +1.01% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.50% | +0.01% | +2.42% | |
| 40 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.50% | -0.26% | +31.21% | |
| 41 | URA | Global X Uranium ETF | ETF-Other | 0.50% | -0.22% | -2.05% | |
| 42 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.48% | +0.04% | +2.63% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | +20.12% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.47% | +0.03% | +7.62% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | — | -10.65% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.46% | -0.02% | +9.72% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | +0.02% | +5.52% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.46% | +0.18% | +1.37% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | -0.02% | +7.95% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | — | -0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.4% | +59.96% | Add |
| 2 | MU | Micron Technology Inc | +0.2% | +711.05% | Add |
| 3 | BAR | Graniteshares Gold Trust | +0.1% | +31.21% | Add |
| 4 | GLW | Corning Inc | +0.1% | +26.03% | Add |
| 5 | LLY | Eli Lilly & Co | +0.1% | +95.19% | Add |
| 6 | BKDV | Bny Mellon Dynamic Value | +0.1% | +63.38% | Add |
| 7 | AMLP | Alerian Mlp ETF | +0.1% | +170.09% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -14.35% | Trim |
| 9 | GEV | GE Vernova Inc | +0.1% | +233.07% | Add |
| 10 | VZ | Verizon Communications Inc | +0.1% | +18.52% | Add |
| 11 | FBND | Fidelity Total Bond ETF | +0.1% | +37.29% | Add |
| 12 | PDBC | Invesco Optimum Yield Divers | +0.1% | +176.55% | Add |
| 13 | GD | General Dynamics CORP | +0.1% | +90.63% | Add |
| 14 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | +0.1% | +291.60% | Add |
| 15 | CASY | Casey's General Stores Inc | +0.1% | +3.01% | Add |
| 16 | CGIE | Cap Group Intl Equity | +0.1% | +60.39% | Add |
| 17 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +16.85% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +2.59% | Add |
| 19 | AUSF | Global X Adaptive US Factor | +0.1% | +81.22% | Add |
| 20 | KLAC | Kla CORP | +0.1% | +1.37% | Add |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +157.28% | Add |
| 22 | WMT | Walmart Inc | +0.1% | +7.87% | Add |
| 23 | EPD | Enterprise Products Partners | +0.1% | +1.01% | Add |
| 24 | INCM | Franklin Income Focus ETF | +0.1% | +337.69% | Add |
| 25 | LRCX | Lam Research CORP | +0.1% | +66.50% | Add |
| 26 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +16.98% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | -0.43% | Trim |
| 28 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.79% | Trim |
| 29 | PTL | Inspire 500 ETF | +0.1% | +26.70% | Add |
| 30 | OIH | Vaneck Oil Services ETF | +0.1% | -0.30% | Trim |
| 31 | FTGC | First Trust Global Tactical | +0.1% | +10.12% | Add |
| 32 | PWR | Quanta Services Inc | +0.1% | +0.44% | Add |
| 33 | KMI | Kinder Morgan, Inc. | +0.1% | +9.67% | Add |
| 34 | PFEB | Innovator U.s. Equity Power | +0.1% | +79.70% | Add |
| 35 | SDVY | First Trust Smid Cap Rising | +0.1% | +9.72% | Add |
| 36 | AEP | American Electric Power | +0.1% | +19.11% | Add |
| 37 | BXSL | Blackstone Secured Lending F | +0.1% | +501.98% | Add |
| 38 | COPY | Tweedy Browne Insdr+valu ETF | +0.1% | +19.46% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | +15.85% | Add |
| 40 | AVLV | Avantis US Large Cap Value | 0% | +4.55% | Add |
| 41 | URA | Global X Uranium ETF | 0% | -2.05% | Trim |
| 42 | IAU | Ishares Gold Trust | 0% | +11.12% | Add |
| 43 | CAT | Caterpillar Inc | 0% | +2.19% | Add |
| 44 | PSX | Phillips 66 | 0% | -14.99% | Trim |
| 45 | ET | Energy Transfer LP | 0% | -0.95% | Trim |
| 46 | EWY | Ishares Msci South Korea ETF | 0% | +0.06% | Add |
| 47 | LMAT | Lemaitre Vascular Inc | 0% | +1.65% | Add |
| 48 | BIBL | Inspire 100 ETF | 0% | +18.60% | Add |
| 49 | ISRG | Intuitive Surgical Inc | 0% | +157.93% | Add |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +20.12% | Add |
According to official SEC Form 13F filings, Nations Financial Group Inc, /ia/ /adv reported a total U.S. public equity portfolio value of $2.1B across 773 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 9.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LNG
市值: $5.0M
Top Position Liquidated / Trimmed
BKNG
前期市值: $3.4M
During Q1 2026, Nations Financial Group Inc, /ia/ /adv's top holdings by market value included IVV (2.5%)、NVDA (2.5%)、AAPL (2.2%). The largest single position, IVV, represented 2.5% of total portfolio value.
In Q1 2026, Nations Financial Group Inc, /ia/ /adv made 200 total portfolio adjustments, initiating 26 new buys, adding to 104 positions, trimming 58 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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