NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Q3 2026 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
781
Total value ($000)
$2,011,994
Net value change ($000)
-81,229 (-3.9%)
New positions
46
Sold out positions
54
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 12,810 44.0%
AAPL 9,728 18.9%
BAR 4,350 87.0%
META 4,042 21.5%
FBCG 3,458 10.1%
VLO 3,308 170.3%
FBND 3,265 35.9%
AVLV 3,247 27.5%
CVX 2,642 28.8%
OKE 2,613 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWV -28,732 -98.1%
QQQ -10,110 -26.6%
IJJ -9,729 -82.2%
SPMO -5,946 -56.4%
IEI -5,879 -56.6%
CALF -5,804 -90.5%
VIG -5,387 -59.1%
COPY -4,880 -100.0%
SCHE -4,863 -100.0%
OBIL -4,713 -53.9%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type