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MOODY NATIONAL BANK TRUST DIVISION

Q2 2026 13F filing

Updated 65 days ago

780 disclosed positions worth $1.2B

Portfolio value
$1.2B
Total holdings
780
New positions
50
Closed positions
55
Increased
194
Decreased
191
Turnover
13.5%
Filed
2026-07-07

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+21851.9%
Value
$68.3M
Shares
99.4K
% Port
5.65%
V

VANGUARD TAX-MANAGED FDS

+0.7%
Value
$42.8M
Shares
600.7K
% Port
3.54%
?
3.N/A

VANGUARD INDEX FDS

+0.8%
Value
$41M
Shares
166.4K
% Port
3.39%
V

VANGUARD TAX-MANAGED FDS

-18.0%
Value
$34.9M
Shares
489.4K
% Port
2.89%
E

ISHARES TR

+32381.5%
Value
$32.8M
Shares
43.9K
% Port
2.72%
N

NVIDIA CORPORATION

-1.5%
Value
$27.8M
Shares
139.2K
% Port
2.31%
A

APPLE INC

-0.7%
Value
$23M
Shares
79.6K
% Port
1.91%
V

VANGUARD INTL EQUITY INDEX F

+46.2%
Value
$19.5M
Shares
326.0K
% Port
1.61%
V

VANGUARD INDEX FDS

+447194.7%
Value
$18.5M
Shares
85.0K
% Port
1.53%
S
10.SPY

STATE STR SPDR S&P 500 ETF T

+20.2%
Value
$18.5M
Shares
24.8K
% Port
1.53%
M
11.MSFT

MICROSOFT CORP

+2.0%
Value
$17.1M
Shares
45.7K
% Port
1.41%
?
12.N/A

VANGUARD SCOTTSDALE FDS

+88.5%
Value
$16.5M
Shares
135.5K
% Port
1.36%
S
13.SPY

STATE STR SPDR S&P 500 ETF T

+0.7%
Value
$15.5M
Shares
20.8K
% Port
1.28%
?
14.N/A

VANGUARD SCOTTSDALE FDS

+73.5%
Value
$15.1M
Shares
124.7K
% Port
1.25%
V
15.VGES

VANGUARD INTL EQUITY INDEX F

-0.0%
Value
$13.3M
Shares
222.9K
% Port
1.10%
A
16.AMZN

AMAZON COM INC

+0.3%
Value
$13.2M
Shares
55.4K
% Port
1.09%
N
17.NVDA

NVIDIA CORPORATION

-57.8%
Value
$11.9M
Shares
59.6K
% Port
0.99%
E
18.ETHA

ISHARES TR

-22.8%
Value
$11.6M
Shares
105.5K
% Port
0.96%
A
19.AVGO

BROADCOM INC

-2.0%
Value
$11.2M
Shares
29.7K
% Port
0.93%
?
20.N/A

VANGUARD INTL EQUITY INDEX F

Value
$11.2M
Shares
71.1K
% Port
0.92%
G

ALPHABET INC

-2.6%
Value
$10.2M
Shares
28.5K
% Port
0.84%
?
22.N/A

PORCH GROUP INC

+0.3%
Value
$9.9M
Shares
658.9K
% Port
0.82%
G

ALPHABET INC

-2.3%
Value
$8.5M
Shares
24.2K
% Port
0.71%
A
24.AAPL

APPLE INC

-65.0%
Value
$8.1M
Shares
28.0K
% Port
0.67%
E
25.ETHA

ISHARES TR

Unchanged
Value
$8.1M
Shares
54.6K
% Port
0.67%
M
26.META

META PLATFORMS INC

+0.8%
Value
$8M
Shares
14.2K
% Port
0.66%
?
27.N/A

VANGUARD MUN BD FDS

+4.2%
Value
$7.7M
Shares
151.5K
% Port
0.63%
S
28.SIMO

SILICON MOTION TECHNOLOGY CO

Value
$7M
Shares
21.1K
% Port
0.58%
?
29.N/A

VICTORY CAP HLDGS INC DEL

-4.5%
Value
$7M
Shares
83.6K
% Port
0.58%
?
30.N/A

FORGENT POWER SOLUTIONS INC

Value
$6.7M
Shares
120.4K
% Port
0.56%
M
31.MU

MICRON TECHNOLOGY INC

-6.6%
Value
$6.6M
Shares
5.7K
% Port
0.55%
E
32.ETHA

ISHARES TR

+4009.3%
Value
$6.5M
Shares
67.3K
% Port
0.54%
F

FTAI AVIATION LTD

+15.0%
Value
$6.2M
Shares
23.1K
% Port
0.52%
L
34.LLY

ELI LILLY & CO

-1.4%
Value
$6.2M
Shares
5.2K
% Port
0.51%
G

ALPHABET INC

-42.6%
Value
$6M
Shares
16.8K
% Port
0.50%
T
36.TSLA

TESLA INC

+0.9%
Value
$5.8M
Shares
13.8K
% Port
0.48%
M
37.MRCY

MERCURY SYS INC

+12.5%
Value
$5.7M
Shares
46.2K
% Port
0.47%
M
38.MRX

MAREX GROUP PLC

+5.5%
Value
$5.6M
Shares
91.4K
% Port
0.46%
J

JPMORGAN CHASE & CO

+0.3%
Value
$5.5M
Shares
16.8K
% Port
0.46%
?
40.N/A

ISHARES TR

+90.6%
Value
$5.5M
Shares
82.5K
% Port
0.45%
B

BERKSHIRE HATHAWAY INC DEL

+0.8%
Value
$5.5M
Shares
11.0K
% Port
0.45%
T
42.TKR

TIMKEN CO

+95.0%
Value
$5.3M
Shares
36.5K
% Port
0.44%
?
43.N/A

VISA INC

+52.7%
Value
$5.2M
Shares
15.2K
% Port
0.43%
A
44.AMD

ADVANCED MICRO DEVICES INC

-2.3%
Value
$5.2M
Shares
8.9K
% Port
0.43%
M
45.MSFT

MICROSOFT CORP

-70.3%
Value
$5M
Shares
13.3K
% Port
0.41%
A
46.AMZN

AMAZON COM INC

-64.1%
Value
$4.7M
Shares
19.8K
% Port
0.39%
?
47.N/A

PGIM ETF TR

+2.8%
Value
$4.7M
Shares
94.6K
% Port
0.39%
C
48.CRS

CARPENTER TECHNOLOGY CORP

-47.8%
Value
$4.7M
Shares
7.5K
% Port
0.39%
?
49.N/A

INDIE SEMICONDUCTOR INC

+5.3%
Value
$4.5M
Shares
997.0K
% Port
0.37%
?
50.N/A

EXXON MOBIL CORP

-0.5%
Value
$4.4M
Shares
32.0K
% Port
0.36%