Nations Financial Group Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Nations Financial Group Inc disclosed 740 stock positions valued at approximately $2.09B as of quarter-end June 30, 2026. The largest holdings include ISHARES CORE S&P 500 ETF, NVIDIA CORPORATION COM, and APPLE INC COM.
- Report Period
- June 30, 2026
- No. of Stocks
- 740
- Portfolio Value
- $2.09B
Holdings by Sector
Nations Financial Group Inc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 740 holdings in the latest reporting period.