NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Q4 2025 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
746
Total value ($000)
$1,899,687
Net value change ($000)
+294,266 (18.3%)
New positions
70
Sold out positions
35
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 36,435 269.2%
VUG 17,291 127.0%
DIA 17,069 6773.4%
SPY 16,667 122.0%
GOOGL 10,811 53.4%
SPYM 6,612 358.2%
VOO 6,534 170.9%
GS 6,218 889.6%
SCHX 5,965 101.2%
GOOGL 5,612 209.7%
Top Reduces (Value $000, Stocks/ETFs)
HGER -4,209 -95.5%
CTAS -3,371 -91.0%
TSLA -3,170 -43.0%
MSTR -2,997 -47.1%
BMNR -2,850 -49.7%
COST -2,345 -19.7%
AJG -2,294 -91.4%
ORCL -2,186 -26.7%
MELI -1,634 -100.0%
NFLX -1,594 -25.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type