account_balance
Investment manager · 13F filer · SEC CIK 2035144
North Dallas Bank & Trust Co
Reported value$170Mas of Sep 30, 2026
Positions116 6 new, 3 sold out
Top 10 weight37.4%AAPL alone is 6%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.6%Trimmed −3%
EFAiShares MSCI EAFE ETF
4.8%
MSFTMicrosoft Corp
4.5%
GOOGLAlphabet Inc.
4.4%
NVDANVIDIA Corp
3.6%
MUBiShares Tr National Mun ETF
3.5%Trimmed −3%
AMZNAmazon.com Inc
3.4%
IJHiShares Tr Core S&P MCP ETF
3.0%Added +5%
SUBiShares Tr SHRT Nat Mun ETF
2.3%Added +3%
JNJJohnson & Johnson
2.3%
JPMJPMorgan Chase & Co
2.3%Trimmed −2%
METAMeta Platforms, Inc.
1.9%
AAPLApple Inc.
5.6%−3%
EFAiShares MSCI EAFE ETF
4.8%
MSFTMicrosoft Corp
4.5%
GOOGLAlphabet Inc.
4.4%
NVDANVIDIA Corp
3.6%
MUBiShares Tr National Mun ETF
3.5%−3%
AMZNAmazon.com Inc
3.4%
IJHiShares Tr Core S&P MCP ETF
3.0%
SUB2.3%
JNJ2.3%JPM2.3%META1.9%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
AAPL Apple Inc. 5.6% Trimmed −3%
EFA iShares MSCI EAFE ETF 4.8% Held
MSFT Microsoft Corp 4.5% HeldGOOGL Alphabet Inc. 4.4% HeldNVDA NVIDIA Corp 3.6% HeldMUB iShares Tr National Mun ETF 3.5% Trimmed −3%
AMZN Amazon.com Inc 3.4% HeldIJH iShares Tr Core S&P MCP ETF 3.0% Added +5%
SUB iShares Tr SHRT Nat Mun ETF 2.3% Added +3%
JNJ Johnson & Johnson 2.3% HeldJPM JPMorgan Chase & Co 2.3% Trimmed −2%META Meta Platforms, Inc. 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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