§ 13F · FUND PROFILE
MOODY NATIONAL BANK TRUST DIVISION.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1093.3T (13F)Positions · 792Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$20.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 102K | $64.1T | 6.2% | — |
| 2 | VXF | VANGUARD INDEX FDS | 161K | $33.6T | 3.2% | +4% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 497K | $31.1T | 3.0% | +236% |
| 4 | IVV | ISHARES TR | 44K | $30.0T | 2.9% | — |
| 5 | NVDA | NVIDIA CORPORATION | 141K | $26.3T | 2.5% | −38% |
| 6 | AAPL | APPLE INC | 80K | $21.7T | 2.1% | +183% |
| 7 | MSFT | MICROSOFT CORP | 43K | $21.0T | 2.0% | +193% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 320K | $17.2T | 1.7% | +16% |
| 9 | VTV | VANGUARD INDEX FDS | 81K | $15.5T | 1.5% | +6% |
| 10 | SPY | SPDR S&P 500 ETF TR | 20K | $13.9T | 1.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOODY SIGNAL
AC read
MOODY NATIONAL BANK TRUST DIVISION is a Dealer / Bank fund managing $1093337.6 trillion in assets. The fund runs a broad portfolio of 792 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed