Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOODY NATIONAL BANK TRUST DIVISION (CIK 1092903) reported $1.21B across 496 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($77.7M, 6.43%), VOO ($68.6M, 5.68%), VXF ($41.0M, 3.39%), NVDA ($39.8M, 3.29%), SPY ($34.0M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $77.7M | 6.43% | 1.1M | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $68.6M | 5.68% | 99,885 | Trimmed |
| 3 | VXF | VANGUARD INDEX FDS | $41.0M | 3.39% | 166,374 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $39.8M | 3.29% | 198,787 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $34.0M | 2.82% | 45,579 | Added |
| 6 | IVV | ISHARES TR | $32.9M | 2.73% | 43,985 | Hold |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $32.8M | 2.71% | 548,916 | Trimmed |
| 8 | VTWO | VANGUARD SCOTTSDALE FDS | $31.6M | 2.62% | 260,175 | Added |
| 9 | AAPL | APPLE INC | $31.1M | 2.58% | 107,631 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $22.0M | 1.82% | 59,031 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $18.5M | 1.53% | 85,005 | Added |
| 12 | AMZN | AMAZON COM INC | $17.9M | 1.49% | 75,289 | Added |
| 13 | GOOGL | ALPHABET INC | $16.2M | 1.34% | 45,247 | Trimmed |
| 14 | AVGO | BROADCOM INC | $14.5M | 1.20% | 38,385 | Trimmed |
| 15 | IWR | ISHARES TR | $11.6M | 0.96% | 105,466 | Trimmed |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | $11.2M | 0.92% | 71,065 | New |
| 17 | META | META PLATFORMS INC | $10.2M | 0.85% | 18,170 | Trimmed |
| 18 | PRCH | PORCH GROUP INC | $9.9M | 0.82% | 658,852 | Added |
| 19 | GOOG | ALPHABET INC | $9.4M | 0.78% | 26,606 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $9.2M | 0.76% | 7,982 | Trimmed |
| 21 | V | VISA INC | $8.6M | 0.72% | 25,199 | Trimmed |
| 22 | USRT | ISHARES TR | $8.3M | 0.69% | 124,877 | Trimmed |
| 23 | IJR | ISHARES TR | $8.1M | 0.67% | 54,586 | Hold |
| 24 | LLY | ELI LILLY & CO | $7.9M | 0.65% | 6,596 | Trimmed |
| 25 | FPS | FORGENT POWER SOLUTIONS INC | $7.8M | 0.65% | 139,809 | New |
Source: SEC Form 13F filings · as of 2026-06-30