EdgeMarket › What Moody National Bank Trust Division reported owning
What Moody National Bank Trust Division 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
1.1BPositions
501Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VEA Vanguard FTSE Developed Markets ETF | 71.2M | 6.8% | 1.1M | 73.42 | +24.7% |
| VOO Vanguard S&P 500 ETF | 63.1M | 6.0% | 105.6K | 703.71 | +20.0% |
| NVDA NVIDIA CORP | 36.3M | 3.5% | 208.0K | 214.72 | +22.4% |
| VXF Vanguard Extended Market ETF | 34.0M | 3.2% | 165.0K | 245.53 | +23.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 30.2M | 2.9% | 557.9K | 60.45 | +17.7% |
| SPY SPDR S&P 500 ETF TRUST | 29.5M | 2.8% | 45.4K | 765.72 | +20.0% |
| IVV iShares Core S&P 500 ETF | 28.7M | 2.7% | 44.0K | 769.31 | +20.0% |
| AAPL Apple Inc. | 28.1M | 2.7% | 110.7K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 22.0M | 2.1% | 59.3K | 483.24 | -4.4% |
| VTWO Vanguard Russell 2000 ETF | 20.3M | 1.9% | 202.8K | 121.25 | +33.0% |
| VTV Vanguard Morningstar Value ETF | 16.5M | 1.6% | 84.0K | 226.40 | +24.6% |
| AMZN AMAZON COM INC | 15.7M | 1.5% | 75.2K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 14.1M | 1.3% | 49.0K | 344.82 | +73.0% |
| IWR iShares Russell Mid-Cap ETF | 13.3M | 1.3% | 136.6K | 113.44 | +20.4% |
| AVGO Broadcom Inc. | 12.8M | 1.2% | 41.2K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 10.6M | 1.0% | 18.5K | 549.90 | -26.5% |
| XOM ExxonMobil Holdings Corp | 8.3M | 0.8% | 49.2K | 165.11 | +52.1% |
| V VISA INC. | 8.1M | 0.8% | 26.8K | 371.04 | +7.9% |
| GOOG Alphabet Inc. | 7.8M | 0.7% | 27.2K | 341.75 | +70.7% |
| USRT iShares Core U.S. REIT ETF | 7.7M | 0.7% | 129.8K | 67.12 | +17.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 7.3M | 0.7% | 145.4K | 49.54 | +1.4% |
| TSLA Tesla, Inc. | 7.0M | 0.7% | 18.8K | 362.86 | +12.0% |
| JNJ JOHNSON & JOHNSON | 7.0M | 0.7% | 28.5K | 270.24 | +51.1% |
| unmapped CUSIP 084670702 | 6.8M | 0.6% | 14.2K | — | — |
| IJR iShares Core S&P Small-Cap ETF | 6.8M | 0.6% | 54.6K | 147.31 | +29.0% |
| PFRL PGIM Floating Rate Income ETF | 6.7M | 0.6% | 138.5K | 49.78 | -0.9% |
| JPM JPMORGAN CHASE & CO | 6.7M | 0.6% | 22.7K | 351.58 | +20.3% |
| MOD MODINE MANUFACTURING CO | 6.4M | 0.6% | 29.6K | 197.68 | +46.5% |
| LLY ELI LILLY & Co | 6.3M | 0.6% | 6.8K | 1,255.40 | +78.0% |
| IEFA iShares Core MSCI EAFE ETF | 6.2M | 0.6% | 68.9K | 100.85 | +16.8% |
| WMT Walmart Inc. | 5.9M | 0.6% | 47.6K | 103.70 | +1.1% |
| VCTR Victory Capital Holdings, Inc. | 5.7M | 0.5% | 87.5K | 115.63 | +65.0% |
| CRS CARPENTER TECHNOLOGY CORP | 5.7M | 0.5% | 14.4K | 492.38 | +105.1% |
| FDHY Fidelity Enhanced High Yield ETF | 5.7M | 0.5% | 116.5K | 49.15 | +0.4% |
| FTAI FTAI Aviation Ltd. | 4.9M | 0.5% | 20.1K | 209.70 | +49.4% |
| PRCH Porch Group, Inc. | 4.7M | 0.4% | 657.2K | 17.09 | +11.6% |
| ACWI iShares MSCI ACWI ETF | 4.5M | 0.4% | 32.7K | 160.81 | +21.3% |
| COST COSTCO WHOLESALE CORP /NEW | 4.3M | 0.4% | 4.3K | 947.74 | -4.7% |
| CVX CHEVRON CORP | 4.1M | 0.4% | 19.9K | 205.27 | +34.0% |
| DFAE Dimensional Emerging Core Equity Market ETF | 3.9M | 0.4% | 115.3K | 39.49 | +32.0% |
| MRX Marex Group Ltd | 3.9M | 0.4% | 86.6K | 72.99 | +104.3% |
| HD HOME DEPOT, INC. | 3.7M | 0.4% | 11.3K | 335.61 | -16.5% |
| BAC BANK OF AMERICA CORP /DE/ | 3.4M | 0.3% | 70.3K | 61.69 | +27.6% |
| ABBV AbbVie Inc. | 3.4M | 0.3% | 15.7K | 264.96 | +26.7% |
| MCD MCDONALDS CORP | 3.4M | 0.3% | 10.8K | 270.95 | -13.5% |
| MA Mastercard Inc | 3.3M | 0.3% | 6.7K | 580.63 | -2.0% |
| KO COCA COLA CO | 3.3M | 0.3% | 42.9K | 91.10 | +28.9% |
| TDI Touchstone Dynamic International ETF | 3.3M | 0.3% | 78.9K | 47.39 | +32.8% |
| NFLX NETFLIX INC | 3.2M | 0.3% | 33.0K | 79.59 | -34.4% |
| LFUS LITTELFUSE INC /DE | 3.2M | 0.3% | 9.3K | 412.26 | +65.4% |
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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