SEC Form 13F · Q1 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Institutional Holdings Report

13F-HRIA
$1.9B
Portfolio Value
773
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
1109767
Accession No.
0001109767-26-000007
Location
CEDAR RAPIDS, IA
Form Type
13F-HR
Portfolio Value
$1.9B
Holdings Reported
773
Reporting Period
Q1 2026
Filed
April 15, 2026

About this Filing

NATIONS FINANCIAL GROUP INC, /IA/ /ADV is an institutional investment manager based in CEDAR RAPIDS, IA reporting approximately $1.9B in 13(f) securities across 773 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.