Universe · entity
MOODY NATIONAL BANK TRUST DIVISION
Institutional manager (13F) · CIK 1092903
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $629M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $71M | 1,111,319 |
| 2 | VANGUARD INDEX FDS | $63M | 105,587 |
| 3 | NVIDIA CORPORATION | $36M | 208,043 |
| 4 | VANGUARD INDEX FDS | $34M | 165,000 |
| 5 | VANGUARD INTL EQUITY INDEX F | $30M | 557,875 |
| 6 | STATE STR SPDR S&P 500 ETF T | $30M | 45,428 |
| 7 | ISHARES TR | $29M | 43,985 |
| 8 | APPLE INC | $28M | 110,721 |
| 9 | MICROSOFT CORP | $22M | 59,345 |
| 10 | VANGUARD SCOTTSDALE FDS | $20M | 202,789 |
| 11 | VANGUARD INDEX FDS | $16M | 84,020 |
| 12 | AMAZON COM INC | $16M | 75,189 |
| 13 | ALPHABET INC | $14M | 48,951 |
| 14 | ISHARES TR | $13M | 136,611 |
| 15 | BROADCOM INC | $13M | 41,195 |
| 16 | META PLATFORMS INC | $11M | 18,468 |
| 17 | EXXON MOBIL CORP | $8M | 49,194 |
| 18 | VISA INC | $8M | 26,773 |
| 19 | ALPHABET INC | $8M | 27,212 |
| 20 | ISHARES TR | $8M | 129,848 |
| 21 | VANGUARD MUN BD FDS | $7M | 145,433 |
| 22 | TESLA INC | $7M | 18,805 |
| 23 | JOHNSON & JOHNSON | $7M | 28,509 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $7M | 14,218 |
| 25 | ISHARES TR | $7M | 54,586 |
| 26 | PGIM ETF TR | $7M | 138,484 |
| 27 | JPMORGAN CHASE & CO | $7M | 22,691 |
| 28 | MODINE MFG CO | $6M | 29,617 |
| 29 | ELI LILLY & CO | $6M | 6,798 |
| 30 | ISHARES TR | $6M | 68,906 |
| 31 | WALMART INC | $6M | 47,598 |
| 32 | VICTORY CAP HLDGS INC DEL | $6M | 87,467 |
| 33 | CARPENTER TECHNOLOGY CORP | $6M | 14,445 |
| 34 | FIDELITY COVINGTON TRUST | $6M | 116,532 |
| 35 | FTAI AVIATION LTD | $5M | 20,092 |
| 36 | PORCH GROUP INC | $5M | 657,152 |
| 37 | ISHARES TR | $5M | 32,728 |
| 38 | COSTCO WHOLESALE CORPORATION | $4M | 4,307 |
| 39 | CHEVRON CORPORATION | $4M | 19,916 |
| 40 | DIMENSIONAL ETF TRUST | $4M | 115,319 |
| 41 | MAREX GROUP PLC | $4M | 86,630 |
| 42 | HOME DEPOT INC | $4M | 11,301 |
| 43 | BANK AMERICA CORP | $3M | 70,321 |
| 44 | ABBVIE INC | $3M | 15,661 |
| 45 | MCDONALDS CORP | $3M | 10,806 |
| 46 | MASTERCARD INCORPORATED | $3M | 6,664 |
| 47 | COCA COLA CO | $3M | 42,900 |
| 48 | TOUCHSTONE ETF TRUST | $3M | 78,913 |
| 49 | NETFLIX INC. | $3M | 32,972 |
| 50 | LITTELFUSE INC | $3M | 9,313 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.