StockDriftsStockDriftsTop 50 Nations Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 2.68% | 74.9K | $56.1M | +1.30%(+964) | $630.68(+23.51%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.46% | 257.3K | $51.5M | -6.53%(-17.98K) | $42.58(+430.97%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 2.46% | 177.7K | $51.4M | +3.59%(+6.17K) | $111.97(+172.72%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 1.82% | 51.7K | $38.0M | -2.19%(-1.15K) | $239.73(+205.56%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 1.74% | 101.7K | $36.4M | -3.37%(-3.55K) | $163.74(+110.53%) | 2026-06-30 | |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 1.64% | 553.6K | $34.4M | +7.18%(+37.08K) | $46.73(+35.09%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.64% | 46.0K | $34.3M | +1.72%(+779) | $540.88(+43.35%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 1.5% | 364.2K | $31.4M | +0.60%(+2.17K) | $62.92(+41.73%) | 2026-06-30 | |
| IWV | ISHARES RUSSELL 3000 ETF | 1.4% | 68.7K | $29.3M | -3.52%(-2.51K) | $256.25(+71.00%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1.39% | 152.8K | $29.1M | +0.05%(+80) | $67.13(+184.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.86% | +72.22% | +11.96% | +75.92% |
| Top 20 Holdings Unweighted | +20.44% | +74.73% | +11.66% | +73.59% |
Nations Financial Group INC reports $2.09B in US-listed equity holdings across 789 positions in its most recent 13F filing. Its largest disclosed positions are IVV (2.7%), NVDA (2.5%) and AAPL (2.5%). The top 20 holdings account for 29.29% of reported assets. Its disclosed equity book has returned +72.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nations Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1109767). View Nations Financial Group INC’s 13F filings on SEC