Arkolith/Funds/Moody National Bank Trust Division

Moody National Bank Trust Division

CIK 1092903Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Moody National Bank Trust Division holds a diversified book of 496 stocks worth $1.2B as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Tot World STK ETF and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 6% of the equity book.

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Use Arkolith to show MOODY NATIONAL BANK TRUST DIVISION's latest
holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
194
existing
Trimmed
191
reduced
Sold out
55
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
34%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
25%
Financials
9%
Consumer Discretionary
7%
Industrials
6%
Health Care
5%
Materials
4%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

496 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$77.7M1.09M
6.4%
−1.9%
Reduced · −21K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$68.6M99.9K
5.7%
−5.4%
Reduced · −6K sh
3Vanguard Index FDS
EXTEND MKT ETF
$41.0M166.4K
3.4%
+0.8%
Added · +1K sh
4Nvidia Corporation
COM
$39.8M198.8K
3.3%
−4.4%
Reduced · −9K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$34.0M45.6K
2.8%
+0.3%
Added · +151 sh
6Ishares TR
CORE S&P500 ETF
$32.9M44.0K
2.7%
Held
7Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$32.8M548.9K
2.7%
−1.6%
Reduced · −9K sh
8Vanguard Scottsdale FDS
VNG RUS2000IDX
$31.6M260.2K
2.6%
+28%
Added · +57K sh
9Apple Inc
COM
$31.1M107.6K
2.6%
−2.8%
Reduced · −3K sh
10Microsoft Corp
COM
$22.0M59.0K
1.8%
−0.5%
Reduced · −314 sh
11Vanguard Index FDS
VALUE ETF
$18.5M85.0K
1.5%
+1.2%
Added · +985 sh
12Amazon Com Inc
COM
$17.9M75.3K
1.5%
+0.1%
Added · +100 sh
13Alphabet Inc
CAP STK CL A
$16.2M45.2K
1.3%
−7.6%
Reduced · −4K sh
14Broadcom Inc
COM
$14.5M38.4K
1.2%
−6.8%
Reduced · −3K sh
15Ishares TR
RUS MID CAP ETF
$11.6M105.5K
1.0%
−23%
Reduced · −31K sh
16Vanguard Intl Equity Index F
TT WRLD ST ETF
$11.2M71.1K
0.9%
New
New position
17Meta Platforms Inc
CL A
$10.2M18.2K
0.8%
−1.6%
Reduced · −298 sh
18Porch Group Inc
COM
$9.9M658.9K
0.8%
+0.3%
Added · +2K sh
19Alphabet Inc
CAP STK CL C
$9.4M26.6K
0.8%
−2.2%
Reduced · −606 sh
20Micron Technology Inc
COM
$9.2M8.0K
0.8%
−5.9%
Reduced · −503 sh
21Visa Inc
COM CL A
$8.6M25.2K
0.7%
−5.9%
Reduced · −2K sh
22Ishares TR
CRE U S REIT ETF
$8.3M124.9K
0.7%
−3.8%
Reduced · −5K sh
23Ishares TR
CORE S&P SCP ETF
$8.1M54.6K
0.7%
Held
24Eli Lilly & Co
COM
$7.9M6.6K
0.7%
−3.0%
Reduced · −202 sh
25Forgent Power Solutions Inc
COM SHS CL A
$7.8M139.8K
0.6%
New
New position
26Tesla Inc
COM
$7.7M18.3K
0.6%
−2.5%
Reduced · −479 sh
27Vanguard Mun BD FDS
TAX EXEMPT BD
$7.7M151.5K
0.6%
+4.2%
Added · +6K sh
28JPMorgan Chase & Co
COM
$7.2M22.1K
0.6%
−2.6%
Reduced · −595 sh
29Advanced Micro Devices Inc
COM
$7.1M12.3K
0.6%
−1.9%
Reduced · −238 sh
30Johnson & Johnson
COM
$7.1M27.9K
0.6%
−2.0%
Reduced · −564 sh
31Silicon Motion Technology Co
SPONSORED ADR
$7.0M21.1K
0.6%
New
New position
32Victory Cap Hldgs Inc Del
COM CL A
$7.0M83.6K
0.6%
−4.5%
Reduced · −4K sh
33Berkshire Hathaway Inc Del
CL B NEW
$7.0M14.0K
0.6%
−1.8%
Reduced · −263 sh
34Pgim ETF TR
FLOATING RT INC
$7.0M141.1K
0.6%
+1.9%
Added · +3K sh
35Ishares TR
CORE MSCI EAFE
$6.7M68.9K
0.6%
Held
36Exxon Mobil Corp
COM
$6.4M47.2K
0.5%
−4.1%
Reduced · −2K sh
37Ftai Aviation Ltd
SHS
$6.2M23.1K
0.5%
+15%
Added · +3K sh
38Modine MFG Co
COM
$5.9M22.1K
0.5%
−25%
Reduced · −8K sh
39Fidelity Covington Trust
ENHANCED HIGH YI
$5.8M118.6K
0.5%
+1.8%
Added · +2K sh
40Mercury Sys Inc
COM
$5.7M46.2K
0.5%
+12%
Added · +5K sh
41Marex Group PLC
ORD
$5.6M91.4K
0.5%
+5.5%
Added · +5K sh
42Timken Co
COM
$5.3M36.5K
0.4%
+95%
Added · +18K sh
43Walmart Inc
COM
$5.2M46.3K
0.4%
−2.8%
Reduced · −1K sh
44Dimensional ETF Trust
EMGR CRE EQT MNG
$4.7M117.3K
0.4%
+1.8%
Added · +2K sh
45Applied Matls Inc
COM
$4.7M6.5K
0.4%
−2.8%
Reduced · −188 sh
46Carpenter Technology Corp
COM
$4.7M7.5K
0.4%
−48%
Reduced · −7K sh
47Indie Semiconductor Inc
CLASS A COM
$4.5M997.0K
0.4%
+5.3%
Added · +50K sh
48Cisco Sys Inc
COM
$4.3M36.6K
0.4%
−3.0%
Reduced · −1K sh
49TTM Technologies Inc
COM
$4.3M22.9K
0.4%
−10%
Reduced · −3K sh
50Axon Enterprise Inc
COM
$4.3M7.6K
0.4%
+11%
Added · +739 sh
Showing 50 of 496 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 2026780$1.2B13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026794$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026794$1.0B13F-HR
Q3 2025Sep 30, 2025Oct 6, 2025792$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025792$1.1B13F-HR
Q1 2025Mar 31, 2025Apr 4, 2025788$959.2M13F-HR
Q4 2024Dec 31, 2024Jan 13, 2025806$956.2M13F-HR
Q3 2024Sep 30, 2024Oct 3, 2024739$934.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.