NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Q1 2026 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
773
Total value ($000)
$1,941,456
Net value change ($000)
+41,769 (2.2%)
New positions
56
Sold out positions
29
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 7,656 117.1%
LNG 4,959 NEW
HAL 3,685 NEW
MU 3,444 861.0%
BAR 2,869 42.5%
GLW 2,664 95.7%
LLY 2,589 67.0%
XOM 2,467 20.8%
BKDV 2,437 67.0%
AMLP 2,347 202.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -11,674 -28.8%
JPM -4,597 -22.4%
VUG -4,549 -14.7%
SLV -4,533 -38.7%
BABA -4,189 -57.0%
LPLA -3,881 -76.7%
BKNG -3,443 -100.0%
UNM -3,099 -93.2%
ADP -2,978 -54.9%
MSTR -2,860 -84.8%
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