account_balance
Investment manager · 13F filer · SEC CIK 1109767
Nations Financial Group Inc,
Reported value$2.01Bas of Sep 30, 2026
Positions781 45 new, 53 sold out
Top 10 weight20.2%AAPL alone is 3%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.0%Added +3%
IVViShares Core S&P 500 ETF
2.8%
NVDANVIDIA Corp
2.5%Trimmed −14%
MSFTMicrosoft Corp
2.1%Added +5%
FBCGFidelity Blue Chip Growth ETF
1.9%Added +8%
GOOGLAlphabet Inc.
1.7%Trimmed −4%
SPYSPDR S&P 500 ETF Trust
1.7%Trimmed −4%
VUGVanguard Morningstar Growth ETF
1.6%Trimmed −2%
XLKState Street Technology Select Sector SPDR ETF
1.5%
QQQInvesco QQQ Trust Series I
1.4%Trimmed −27%
BRK-BBerkshire Hathaway Inc
1.2%−6%
IJHiShares Core S&P Mid-Cap ETF
1.2%
AAPLApple Inc.
3.0%Added +3%
IVViShares Core S&P 500 ETF
2.8%
NVDANVIDIA Corp
2.5%−14%
MSFTMicrosoft Corp
2.1%+5%
FBCGFidelity Blue Chip Growth ETF
1.9%+8%
GOOGLAlphabet Inc.
1.7%
SPYSPDR S&P 500 ETF Trust
1.7%
VUGVanguard Morningstar Growth ETF
1.6%
XLKState Street Technology Select Sector SPDR ETF
1.5%
QQQ1.4%
BRK-BIJH1.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.0% Added +3%
IVV iShares Core S&P 500 ETF 2.8% Held
NVDA NVIDIA Corp 2.5% Trimmed −14%MSFT Microsoft Corp 2.1% Added +5%FBCG Fidelity Blue Chip Growth ETF 1.9% Added +8%
GOOGL Alphabet Inc. 1.7% Trimmed −4%SPY SPDR S&P 500 ETF Trust 1.7% Trimmed −4%VUG Vanguard Morningstar Growth ETF 1.6% Trimmed −2%
XLK State Street Technology Select Sector SPDR ETF 1.5% Held
QQQ Invesco QQQ Trust Series I 1.4% Trimmed −27%
BRK-B Berkshire Hathaway Inc 1.2% Trimmed −6%IJH iShares Core S&P Mid-Cap ETF 1.2% Held
What changed
Biggest moves since Jun 30, 2026
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