account_balance

Investment manager · 13F filer · SEC CIK 1092903

Moody National Bank Trust Division

Reported value$1.21Bas of Sep 30, 2026
Positions502 37 new, 31 sold out
Top 10 weight35.9%VEA alone is 7%
FiledOct 66 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VEA Vanguard Tax-Managed FDS 6.9% Added +8%
VOO Vanguard Index FDS 5.8% Held
NVDA NVIDIA Corp 3.7% Trimmed −2%
VXF Vanguard Index FDS 3.2% Held
AAPL Apple Inc. 3.0% Held
VWO Vanguard Intl Equity Index F 2.9% Added +8%
SPY SPDR S&P 500 ETF Trust 2.9% Held
IVV iShares Tr 2.8% Held
VTWO Vanguard Scottsdale FDS 2.4% Held
MSFT Microsoft Corp 2.4% Trimmed −5%AMZN Amazon.com Inc 1.6% Added +5%
VTV Vanguard Index FDS 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Jul 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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