Nations Financial Group Inc Portfolio Stock Holdings
Nations Financial Group Inc disclosed 789 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include ISHARES CORE S&P 500 ETF, NVIDIA CORPORATION COM, and APPLE INC COM. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 789
- Portfolio Value
- $2.1B
Holdings by Sector
Nations Financial Group Inc Portfolio Holdings in Q2 2026
740 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | Other | 2.68% | 74,901 | +964 | +1.30% | $56,093,153 |
| NVIDIA CORPORATION COM | NVDA | Technology | 2.46% | 257,336 | -17,984 | -6.53% | $51,490,535 |
| APPLE INC COM | AAPL | Technology | 2.46% | 177,677 | +6,165 | +3.59% | $51,412,731 |
| INVESCO QQQ TRUST SERIES I | QQQ | Other | 1.82% | 51,660 | -1,154 | -2.19% | $38,042,932 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 1.74% | 101,726 | -3,547 | -3.37% | $36,353,904 |
| FIDELITY BLUE CHIP GROWTH ETF | FBCG | Other | 1.64% | 553,610 | +37,079 | +7.18% | $34,384,723 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 1.64% | 45,987 | +779 | +1.72% | $34,342,445 |
| VANGUARD GROWTH ETF | VUG | Other | 1.50% | 364,203 | +303,865 | +503.60% | $31,372,491 |
| ISHARES RUSSELL 3000 ETF | IWV | Other | 1.40% | 68,656 | -2,508 | -3.52% | $29,275,283 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 1.39% | 152,811 | +80 | +0.05% | $29,113,683 |
| MICROSOFT CORP COM | MSFT | Technology | 1.39% | 77,996 | +124 | +0.16% | $29,094,109 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 1.22% | 51,206 | -1,261 | -2.40% | $25,623,221 |
| ISHARES CORE S&P MID-CAP ETF | IJH | Other | 1.20% | 325,484 | -132,704 | -28.96% | $25,098,108 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 1.13% | 99,436 | +1,395 | +1.42% | $23,699,583 |
| BROADCOM INC COM | AVGO | Technology | 1.06% | 58,684 | -36 | -0.06% | $22,167,917 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | Other | 1.00% | 132,109 | +460 | +0.35% | $20,877,275 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | Other | 0.93% | 37,426 | +725 | +1.98% | $19,551,321 |
| META PLATFORMS INC CL A | META | Communication Services | 0.90% | 33,408 | +286 | +0.86% | $18,818,613 |
| VANGUARD FTSE EMERGING MARKETS ETF | VWO | Other | 0.87% | 305,790 | +1,702 | +0.56% | $18,252,640 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 0.86% | 54,774 | +648 | +1.20% | $17,929,276 |
| VANGUARD MID-CAP ETF | VO | Other | 0.78% | 202,011 | +152,597 | +308.81% | $16,276,073 |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | Other | 0.74% | 314,047 | +9,432 | +3.10% | $15,476,264 |
| SCHWAB U.S. LARGE-CAP ETF | SCHX | Other | 0.69% | 490,607 | +19,519 | +4.14% | $14,438,582 |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | IMCG | Other | 0.68% | 145,713 | +6,988 | +5.04% | $14,323,656 |
| JPMORGAN CORE PLUS BOND ETF | JCPB | Other | 0.68% | 303,529 | +29,452 | +10.75% | $14,247,664 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.65% | 19,884 | +753 | +3.94% | $13,657,055 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.65% | 11,271 | +4,256 | +60.67% | $13,519,712 |
| KLA CORP COM NEW | KLAC | Technology | 0.64% | 44,202 | +38,201 | +636.58% | $13,336,394 |
| MICRON TECHNOLOGY INC COM | MU | Technology | 0.60% | 10,949 | -430 | -3.78% | $12,638,325 |
| SPDR GOLD SHARES | GLD | Other | 0.59% | 33,718 | +511 | +1.54% | $12,421,037 |
| VANGUARD VALUE ETF | VTV | Other | 0.57% | 55,208 | +862 | +1.59% | $12,031,647 |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | Other | 0.57% | 80,133 | -550 | -0.68% | $11,838,190 |
| AVANTIS U.S. LARGE CAP VALUE ETF | AVLV | Other | 0.56% | 129,630 | +6,283 | +5.09% | $11,823,585 |
| ISHARES CORE S&P SMALL CAP ETF | IJR | Other | 0.56% | 79,415 | -11,169 | -12.33% | $11,778,070 |
| CORNING INC COM | GLW | Technology | 0.55% | 45,238 | +5,176 | +12.92% | $11,555,347 |
| CORE SCIENTIFIC INC NEW COM | CORZ | Technology | 0.54% | 441,939 | +198,000 | +81.17% | $11,309,219 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 0.53% | 31,522 | -204 | -0.64% | $11,138,001 |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | TCAF | Other | 0.52% | 265,218 | +5,322 | +2.05% | $10,900,471 |
| ADVANCED MICRO DEVICES INC COM | AMD | Technology | 0.52% | 18,742 | -5,205 | -21.74% | $10,887,415 |
| ISHARES CORE MSCI EAFE ETF | IEFA | Other | 0.51% | 110,385 | +3,111 | +2.90% | $10,660,986 |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | Other | 0.50% | 65,241 | -3,390 | -4.94% | $10,539,162 |
| COSTCO WHOLESALE CORPORATION COM | COST | Consumer Defensive | 0.50% | 11,234 | -163 | -1.43% | $10,509,523 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | Other | 0.50% | 88,452 | +11,746 | +15.31% | $10,388,797 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | VEA | Other | 0.48% | 140,368 | +2,054 | +1.49% | $10,001,240 |
| VISA INC COM CL A | V | Financial Services | 0.46% | 28,232 | -1,128 | -3.84% | $9,686,337 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 0.46% | 20,228 | +300 | +1.51% | $9,660,443 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.45% | 37,265 | +1,905 | +5.39% | $9,464,441 |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | SDVY | Other | 0.44% | 214,270 | -10,727 | -4.77% | $9,243,639 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.44% | 55,320 | -13,272 | -19.35% | $9,169,860 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | Other | 0.44% | 42,929 | -3,112 | -6.76% | $9,134,162 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 0.44% | 38,541 | +1,238 | +3.32% | $9,119,643 |
| FIDELITY TOTAL BOND ETF | FBND | Other | 0.43% | 199,888 | +12,531 | +6.69% | $9,092,907 |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Energy | 0.43% | 247,164 | -11,215 | -4.34% | $9,085,773 |
| US TREASURY 12 MONTH BILL ETF | OBIL | Other | 0.42% | 174,973 | +25,576 | +17.12% | $8,744,313 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | SPLG | Other | 0.41% | 97,784 | -10,313 | -9.54% | $8,593,304 |
| CISCO SYS INC COM | CSCO | Technology | 0.41% | 72,648 | +1,221 | +1.71% | $8,533,317 |
| LAM RESEARCH CORP COM NEW | LRCX | Other | 0.41% | 19,644 | +7,651 | +63.80% | $8,512,561 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ITOT | Other | 0.40% | 51,338 | -363 | -0.70% | $8,433,386 |
| WALMART INC COM | WMT | Consumer Defensive | 0.39% | 71,916 | -6,980 | -8.85% | $8,145,279 |
| FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | FFLC | Other | 0.39% | 136,892 | +1,046 | +0.77% | $8,064,338 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.38% | 21,743 | +780 | +3.72% | $8,045,789 |
| GOLDMAN SACHS GROUP INC COM | GS | Financial Services | 0.36% | 7,518 | +10 | +0.13% | $7,603,691 |
| CASEYS GEN STORES INC COM | CASY | Consumer Cyclical | 0.36% | 9,516 | +13 | +0.14% | $7,563,718 |
| BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | Financial Services | 0.36% | 10 | - | - | $7,488,500 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | Other | 0.35% | 88,787 | -5,425 | -5.76% | $7,355,140 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 0.34% | 20,852 | -3,049 | -12.76% | $7,110,949 |
| RTX CORPORATION COM | RTX | Industrials | 0.34% | 37,258 | +1,123 | +3.11% | $7,069,016 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | Other | 0.33% | 74,135 | +2,677 | +3.75% | $6,836,029 |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | DIVO | Other | 0.32% | 144,585 | -4,466 | -3.00% | $6,607,579 |
| BOEING CO COM | BA | Industrials | 0.31% | 29,676 | +393 | +1.34% | $6,424,024 |
| PACER US SMALL CAP CASH COWS ETF | CALF | Other | 0.31% | 126,663 | +1,169 | +0.93% | $6,410,463 |
| CAPITAL GROUP INTERNATIONAL EQUITY ETF | CGIE | Other | 0.30% | 173,409 | +29,948 | +20.88% | $6,378,015 |
| QUANTA SVCS INC COM | PWR | Industrials | 0.30% | 8,725 | -117 | -1.32% | $6,282,464 |
| ANGEL OAK FINL STRATEGIES INCM COM BEN INT | FINS | Financial Services | 0.30% | 484,445 | - | - | $6,200,896 |
| CATERPILLAR INC COM | CAT | Industrials | 0.29% | 5,718 | -123 | -2.11% | $6,089,826 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 0.29% | 44,026 | +625 | +1.44% | $6,055,031 |
| AMGEN INC COM | AMGN | Healthcare | 0.29% | 16,562 | +125 | +0.76% | $5,997,734 |
| GLOBAL X URANIUM ETF | URA | Other | 0.28% | 136,392 | -62,129 | -31.30% | $5,960,334 |
| PACER US CASH COWS 100 ETF | COWZ | Other | 0.28% | 94,936 | +1,994 | +2.15% | $5,905,044 |
| MARVELL TECHNOLOGY INC COM | MRVL | Technology | 0.27% | 19,246 | +12,109 | +169.67% | $5,733,242 |
| ENERGY TRANSFER L P COM UT LTD PTN | ET | Energy | 0.27% | 295,660 | -2,050 | -0.69% | $5,653,026 |
| ISHARES SILVER TRUST | SLV | Other | 0.27% | 105,199 | -144 | -0.14% | $5,624,991 |
| EMERSON ELEC CO COM | EMR | Industrials | 0.26% | 38,612 | +664 | +1.75% | $5,527,380 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 0.26% | 130,462 | -12,644 | -8.84% | $5,523,797 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | Other | 0.26% | 67,706 | +1,839 | +2.79% | $5,488,311 |
| ANALOG DEVICES INC COM | ADI | Technology | 0.26% | 13,633 | +120 | +0.89% | $5,414,906 |
| ABBVIE INC COM | ABBV | Healthcare | 0.26% | 21,335 | -144 | -0.67% | $5,368,969 |
| GENERAC HLDGS INC COM | GNRC | Industrials | 0.25% | 18,144 | +12,553 | +224.52% | $5,312,745 |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | PNOV | Other | 0.25% | 117,120 | -1,002 | -0.85% | $5,194,272 |
| TR ACTIVEBETA US LARGE CAP EQUITY ETF | GSLC | Other | 0.24% | 36,021 | -452 | -1.24% | $5,111,024 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | CIBR | Other | 0.24% | 55,833 | +1,565 | +2.88% | $5,016,600 |
| GRANITESHARES GOLD SHARES | BAR | Other | 0.24% | 126,498 | -82,187 | -39.38% | $5,000,466 |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | BXMT | Real Estate | 0.24% | 293,289 | - | - | $4,971,260 |
| GE VERNOVA INC COM | GEV | Utilities | 0.24% | 4,196 | +812 | +24.00% | $4,930,261 |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | CEF | Other | 0.23% | 121,510 | -6,520 | -5.09% | $4,888,347 |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | Other | 0.23% | 134,104 | -18 | -0.01% | $4,862,644 |
| VICTORYSHARES SHORT-TERM BOND ETF | USTB | Other | 0.23% | 94,788 | +9,951 | +11.73% | $4,798,183 |
| CAMBRIA EMERGING SHAREHOLDER YIELD ETF | EYLD | Other | 0.23% | 104,849 | +2,760 | +2.70% | $4,761,230 |
| PHILLIPS 66 COM | PSX | Energy | 0.23% | 28,087 | +349 | +1.26% | $4,748,270 |
| VICTORYSHARES US 500 VOLATILITY WTD ETF | CFA | Other | 0.23% | 47,741 | -1,470 | -2.99% | $4,716,787 |