PROSPERITY BANCSHARES INC

Est. AUM

$124.7M

13F long equity, this entity only

Positions

414

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$10.2M	301098	8.20%	SOLE
2	LAZARD ACTIVE ETF TR	INTL DYNAMIC EQT	$7.5M	237490	6.04%	SOLE
3	BERKSHIRE HATHAWAY INC DEL	CL A	$5.0M	7	4.03%	SOLE
4	VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$5.0M	90637	4.02%	SOLE
5	APPLE INC	COM	$4.5M	17563	3.57%	SOLE
6	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.2M	90220	3.41%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$3.8M	49380	3.05%	SOLE
8	NVIDIA CORPORATION	COM	$3.8M	21824	3.05%	SOLE
9	EXXON MOBIL CORP	COM	$3.7M	22090	3.00%	SOLE
10	VANGUARD MALVERN FDS	CORE BD ETF	$3.6M	47061	2.92%	SOLE
11	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.6M	28931	2.06%	SOLE
12	WALMART INC	COM	$2.6M	20612	2.05%	SOLE
13	MICROSOFT CORP	COM	$2.4M	6393	1.90%	SOLE
14	ISHARES TR	MSCI EAFE ETF	$2.3M	23200	1.81%	SOLE
15	AMAZON COM INC	COM	$2.1M	9891	1.65%	SOLE
16	CATERPILLAR INC	COM	$2.0M	2769	1.57%	SOLE
17	ISHARES TR	CRE U S REIT ETF	$1.9M	32602	1.55%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5782	1.49%	SOLE
19	ALPHABET INC	CAP STK CL C	$1.8M	6134	1.41%	SOLE
20	BROADCOM INC	COM	$1.8M	5670	1.41%	SOLE
21	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.7M	20933	1.33%	SOLE
22	ALPHABET INC	CAP STK CL A	$1.6M	5509	1.27%	SOLE
23	TESLA INC	COM	$1.4M	3683	1.10%	SOLE
24	HARBOR ETF TRUST	LONG TERM GROWER	$1.3M	46760	1.04%	SOLE
25	JPMORGAN CHASE & CO	COM	$1.3M	4358	1.03%	SOLE
26	VANGUARD INDEX FDS	MID CAP ETF	$1.2M	4096	0.94%	SOLE
27	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	7896	0.94%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$1.1M	9010	0.90%	SOLE
29	JOHNSON & JOHNSON	COM	$1.1M	4311	0.84%	SOLE
30	META PLATFORMS INC	CL A	$1.0M	1814	0.83%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	2153	0.83%	SOLE
32	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$788K	1277	0.63%	SOLE
33	SCHWAB STRATEGIC TR	INTL EQTY ETF	$761K	30745	0.61%	SOLE
34	FRANKLIN TEMPLETON ETF TR	SYSTMTC STYL PRE	$750K	27569	0.60%	SOLE
35	ISHARES TR	CORE DIV GRWTH	$739K	10531	0.59%	SOLE
36	VANGUARD INDEX FDS	GROWTH ETF	$696K	1593	0.56%	SOLE
37	CISCO SYS INC	COM	$680K	8768	0.55%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET TEC	$674K	5068	0.54%	SOLE
39	GOLDMAN SACHS GROUP INC	COM	$660K	780	0.53%	SOLE
40	BANK AMERICA CORP	COM	$652K	13378	0.52%	SOLE
41	ETF SER SOLUTIONS	APTUS COLLRD INV	$648K	15450	0.52%	SOLE
42	VISA INC	COM CL A	$640K	2117	0.51%	SOLE
43	CHEVRON CORPORATION	COM	$638K	3085	0.51%	SOLE
44	ISHARES TR	10-20 YR TRS ETF	$603K	5984	0.48%	SOLE
45	RTX CORPORATION	COM	$602K	3122	0.48%	SOLE
46	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$599K	12367	0.48%	SOLE
47	VANGUARD INDEX FDS	SMALL CP ETF	$577K	2204	0.46%	SOLE
48	ELI LILLY & CO	COM	$539K	586	0.43%	SOLE
49	INTERNATIONAL BUSINESS MACHS	COM	$519K	2143	0.42%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$513K	858	0.41%	SOLE

1–50 of 414

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.