§ 13F · FUND PROFILE
MOODY NATIONAL BANK TRUST DIVISION.
AUM · $1.2B (13F)Positions · 780Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$56M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 99K | $68M | 5.7% | −5% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 601K | $43M | 3.5% | −2% |
| 3 | VXF | VANGUARD INDEX FDS | 166K | $41M | 3.4% | +1% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 489K | $35M | 2.9% | — |
| 5 | IVV | ISHARES TR | 44K | $33M | 2.7% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 139K | $28M | 2.3% | −4% |
| 7 | AAPL | APPLE INC | 80K | $23M | 1.9% | −3% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 326K | $19M | 1.6% | −2% |
| 9 | VTV | VANGUARD INDEX FDS | 85K | $19M | 1.5% | +1% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 25K | $19M | 1.5% | ±0% |
§ 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 $1.2 billion in assets. The fund runs a broad portfolio of 780 positions.
Read the full dossier →