EdgeMarket › What Nations Financial Group Inc, /Ia/ /Adv reported owning
What Nations Financial Group Inc, /Ia/ /Adv reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
773Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 48.3M | 2.5% | 73.9K | 769.31 | +20.0% |
| NVDA NVIDIA CORP | 48.0M | 2.5% | 275.3K | 214.72 | +22.4% |
| AAPL Apple Inc. | 43.5M | 2.2% | 171.5K | 309.35 | +36.9% |
| IJH iShares Core S&P Mid-Cap ETF | 30.9M | 1.6% | 458.2K | 76.77 | +20.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 30.5M | 1.6% | 52.8K | 713.44 | +26.1% |
| GOOGL Alphabet Inc. | 30.3M | 1.6% | 105.3K | 344.82 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 29.4M | 1.5% | 45.2K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 28.8M | 1.5% | 77.9K | 483.24 | -4.4% |
| IWV iShares Russell 3000 Fund | 26.4M | 1.4% | 71.2K | 436.47 | +20.5% |
| VUG Vanguard Morningstar Growth ETF | 26.4M | 1.4% | 60.3K | 87.50 | +15.9% |
| FBCG Fidelity Blue Chip Growth ETF | 25.9M | 1.3% | 516.5K | 61.53 | +22.5% |
| unmapped CUSIP 084670702 | 25.1M | 1.3% | 52.5K | — | — |
| AMZN AMAZON COM INC | 20.4M | 1.1% | 98.0K | 258.63 | +15.6% |
| XLK State Street Technology Select Sector SPDR ETF | 20.3M | 1.0% | 152.7K | 183.31 | +41.1% |
| VYM Vanguard High Dividend Yield ETF | 19.5M | 1.0% | 131.6K | 164.97 | +19.9% |
| META Meta Platforms, Inc. | 19.0M | 1.0% | 33.1K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 18.2M | 0.9% | 58.7K | 368.45 | +26.5% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 17.0M | 0.9% | 36.7K | 532.22 | +18.4% |
| VWO Vanguard FTSE Emerging Markets ETF | 16.4M | 0.8% | 304.1K | 60.45 | +17.7% |
| JPM JPMORGAN CHASE & CO | 15.9M | 0.8% | 54.1K | 351.58 | +20.3% |
| XOM ExxonMobil Holdings Corp | 14.4M | 0.7% | 84.6K | 165.11 | +52.1% |
| GLD SPDR GOLD TRUST | 14.3M | 0.7% | 33.2K | 423.36 | +37.3% |
| CVX CHEVRON CORP | 14.2M | 0.7% | 68.6K | 205.27 | +34.0% |
| VO Vanguard Morningstar Mid-Cap ETF | 14.2M | 0.7% | 49.4K | 82.97 | +15.9% |
| CGDV Capital Group Dividend Value ETF | 13.0M | 0.7% | 304.6K | 50.21 | +22.5% |
| JCPB JPMorgan Core Plus Bond ETF | 12.9M | 0.7% | 274.1K | 46.16 | -1.8% |
| SCHD Schwab US Dividend Equity ETF | 12.7M | 0.7% | 415.6K | 35.11 | +27.6% |
| SCHX Schwab U.S. Large-Cap ETF | 12.1M | 0.6% | 471.1K | 30.21 | +19.6% |
| VOO Vanguard S&P 500 ETF | 11.4M | 0.6% | 19.1K | 703.71 | +20.0% |
| COST COSTCO WHOLESALE CORP /NEW | 11.4M | 0.6% | 11.4K | 947.74 | -4.7% |
| USMV iShares MSCI USA Min Vol Factor ETF | 11.3M | 0.6% | 122.3K | 101.23 | +7.0% |
| IJR iShares Core S&P Small-Cap ETF | 11.3M | 0.6% | 90.6K | 147.31 | +29.0% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 10.9M | 0.6% | 138.7K | 98.10 | +21.4% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 10.7M | 0.6% | 80.7K | 149.03 | +17.4% |
| VTV Vanguard Morningstar Value ETF | 10.7M | 0.5% | 54.3K | 226.40 | +24.6% |
| AVLV Avantis U.S. Large Cap Value ETF | 9.9M | 0.5% | 123.3K | 94.64 | +34.1% |
| WMT Walmart Inc. | 9.8M | 0.5% | 78.9K | 103.70 | +1.1% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 9.8M | 0.5% | 258.4K | 38.01 | +20.6% |
| IEFA iShares Core MSCI EAFE ETF | 9.7M | 0.5% | 107.3K | 100.85 | +16.8% |
| BAR GraniteShares Gold Trust | 9.6M | 0.5% | 208.7K | 45.44 | +37.6% |
| URA Global X Uranium ETF | 9.6M | 0.5% | 198.5K | 46.07 | +26.4% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 9.2M | 0.5% | 259.9K | 42.46 | +15.8% |
| GOOG Alphabet Inc. | 9.1M | 0.5% | 31.7K | 341.75 | +70.7% |
| IEI iShares 3-7 Year Treasury Bond ETF | 9.1M | 0.5% | 76.7K | 116.41 | -2.1% |
| V VISA INC. | 8.9M | 0.5% | 29.4K | 371.04 | +7.9% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 8.9M | 0.5% | 225.0K | 43.87 | +18.6% |
| VEA Vanguard FTSE Developed Markets ETF | 8.9M | 0.5% | 138.3K | 73.42 | +24.7% |
| KLAC KLA CORP | 8.8M | 0.5% | 6.0K | 183.99 | +109.5% |
| RSP Invesco S&P 500 Equal Weight ETF | 8.8M | 0.5% | 46.0K | 221.67 | +18.8% |
| JNJ JOHNSON & JOHNSON | 8.6M | 0.4% | 35.4K | 270.24 | +51.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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