MOODY NATIONAL BANK TRUST DIVISION

Est. AUM

$685.7M

13F long equity, this entity only

Positions

501

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38.2M	596807	5.58%	SOLE
2	VANGUARD INDEX FDS	EXTEND MKT ETF	$34.0M	165000	4.95%	DFND
3	NVIDIA CORPORATION	COM	$24.7M	141370	3.60%	SOLE
4	APPLE INC	COM	$20.3M	80145	2.97%	SOLE
5	MICROSOFT CORP	COM	$16.6M	44827	2.42%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.4M	20627	1.96%	SOLE
7	ISHARES TR	RUS MID CAP ETF	$13.3M	136611	1.94%	DFND
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$12.1M	222976	1.76%	SOLE
9	AMAZON COM INC	COM	$11.5M	55299	1.68%	SOLE
10	BROADCOM INC	COM	$9.4M	30322	1.37%	SOLE
11	ALPHABET INC	CAP STK CL A	$8.4M	29236	1.23%	SOLE
12	META PLATFORMS INC	CL A	$8.1M	14087	1.18%	SOLE
13	VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.3M	145433	1.06%	DFND
14	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$7.2M	71863	1.05%	SOLE
15	ALPHABET INC	CAP STK CL C	$7.1M	24740	1.03%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$6.8M	54586	0.99%	DFND
17	VICTORY CAP HLDGS INC DEL	COM CL A	$5.7M	87467	0.84%	DFND
18	CARPENTER TECHNOLOGY CORP	COM	$5.7M	14445	0.83%	DFND
19	EXXON MOBIL CORP	COM	$5.5M	32122	0.79%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.2M	10871	0.76%	SOLE
21	TESLA INC	COM	$5.1M	13645	0.74%	SOLE
22	JPMORGAN CHASE & CO	COM	$4.9M	16770	0.72%	SOLE
23	FTAI AVIATION LTD	SHS	$4.9M	20092	0.72%	DFND
24	ELI LILLY & CO	COM	$4.8M	5233	0.70%	SOLE
25	PORCH GROUP INC	COM	$4.7M	657152	0.69%	DFND
26	WALMART INC	COM	$4.6M	36681	0.66%	SOLE
27	ISHARES TR	MSCI ACWI ETF	$4.5M	32728	0.66%	DFND
28	PGIM ETF TR	FLOATING RT INC	$4.5M	92017	0.65%	SOLE
29	FIDELITY COVINGTON TRUST	ENHANCED HIGH YI	$3.9M	79977	0.57%	SOLE
30	JOHNSON & JOHNSON	COM	$3.9M	15842	0.56%	SOLE
31	MAREX GROUP PLC	ORD	$3.9M	86630	0.56%	DFND
32	COSTCO WHOLESALE CORPORATION	COM	$3.4M	3370	0.49%	SOLE
33	TOUCHSTONE ETF TRUST	DYNAMIC INTERNAT	$3.2M	78555	0.47%	SOLE
34	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.1M	12091	0.45%	DFND
35	INDIE SEMICONDUCTOR INC	CLASS A COM	$3.0M	946660	0.44%	DFND
36	VISA INC	COM CL A	$3.0M	9943	0.44%	SOLE
37	HOME DEPOT INC	COM	$3.0M	9109	0.44%	SOLE
38	MERCURY SYS INC	COM	$3.0M	41080	0.44%	DFND
39	NEXTPOWER INC	CLASS A COM	$3.0M	24847	0.44%	DFND
40	AXON ENTERPRISE INC	COM	$2.9M	6845	0.42%	DFND
41	KURA SUSHI USA INC	CL A COM	$2.9M	41097	0.42%	DFND
42	ONTO INNOVATION INC	COM	$2.8M	13765	0.41%	DFND
43	COMFORT SYS USA INC	COM	$2.8M	1996	0.40%	DFND
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.7M	8012	0.39%	SOLE
45	SABINE RTY TR	UNIT BEN INT	$2.7M	35185	0.39%	DFND
46	ABBVIE INC	COM	$2.6M	12069	0.38%	SOLE
47	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.6M	77445	0.38%	SOLE
48	ISHARES TR	CRE U S REIT ETF	$2.6M	43310	0.37%	SOLE
49	KORNIT DIGITAL LTD	SHS	$2.5M	173831	0.37%	DFND
50	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.5M	43219	0.37%	DFND

1–50 of 501

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