account_balance

Investment manager · 13F filer · SEC CIK 1053013

Amarillo National Bank

Reported value$620Mas of Sep 30, 2026

Positions87 1 new, 12 sold out

Top 10 weight70.2%IVV alone is 15%

FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Core S&P 500 ETF

14.9%Trimmed −5%

IVEiShares S&P 500 Value ETF

9.7%

IDEViShares Core MSCI Intl Dev Mkts ETF

8.2%Trimmed −5%

AGGiShares Core US Aggregate Bond ETF

7.3%Added +6%

IVWiShares S&P 500 Growth ETF

6.7%

EEMiShares MSCI Emerging Markets ETF

5.9%

SPYSPDR S&P 500 ETF Trust

5.5%

IAGGiShares Core International Aggt Bd ETF

5.1%Added +7%

IWRiShares Russell Mid-Cap ETF

3.5%−5%

IWMiShares Russell 2000 ETF

3.4%

HYGiShares iBoxx $ High Yield Corp Bd ETF

2.9%+8%

AAPLApple Inc.

2.5%

IVViShares Core S&P 500 ETF

14.9%Trimmed −5%

IVEiShares S&P 500 Value ETF

9.7%

IDEViShares Core MSCI Intl Dev Mkts ETF

8.2%

AGGiShares Core US Aggregate Bond ETF

7.3%

IVWiShares S&P 500 Growth ETF

6.7%

EEMiShares MSCI Emerging Markets ETF

5.9%

SPYSPDR S&P 500 ETF Trust

5.5%

IAGGiShares Core International Aggt Bd ETF

5.1%

IWR3.5%

IWM3.4%

HYG2.9%

AAPL

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

IVV iShares Core S&P 500 ETF 14.9% Trimmed −5%

IVE iShares S&P 500 Value ETF 9.7% Held

IDEV iShares Core MSCI Intl Dev Mkts ETF 8.2% Trimmed −5%

AGG iShares Core US Aggregate Bond ETF 7.3% Added +6%

IVW iShares S&P 500 Growth ETF 6.7% Held

EEM iShares MSCI Emerging Markets ETF 5.9% Held

SPY SPDR S&P 500 ETF Trust 5.5% Held

IAGG iShares Core International Aggt Bd ETF 5.1% Added +7%

IWR iShares Russell Mid-Cap ETF 3.5% Trimmed −5%

IWM iShares Russell 2000 ETF 3.4% Held

HYG iShares iBoxx $ High Yield Corp Bd ETF 2.9% Added +8%

AAPL Apple Inc. 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 15, 2026 filing

add_circleNew

MPC $201K

arrow_upwardAdded

HOMB +70%
HYG +8%
IAGG +7%
AGG +6%

arrow_downwardTrimmed

IVV −5%
IDEV −5%
IWR −5%
LLY −3%

remove_circleSold out

RTX $280K
WDC $256K
GLW $255K
MRVL $253K

Amarillo National Bank

Where the money is

Biggest moves since Jun 30, 2026

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