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 reported positions worth $1.2B as of Q2 2026 (disclosed Jul 7, 2026, a ~7-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 reported non-option book. Cloning the disclosed picks since 2024 would be +44% (+20.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Moody National Bank Trust Division files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+43.7%
+20.7%/yr · since Oct '24
Their reported book
+30.5%
held from quarter-end
S&P 500
+38.1%
same window
$9K$10K$12K$13K$15KOct '24Feb '25Jul '25Dec '25Apr '26Sep '26
Moody National Bank Trust Division (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 13.2 points over this window.

Growth of $10,000 cloning Moody National Bank Trust Division's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

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.

Where the money is, by sector

64% mapped to company sectors

ETFs / funds
36%
Information Technology
23%
Financials
9%
Industrials
8%
Consumer Discretionary
7%
Health Care
5%
Materials
4%
Energy
3%

+5 sectors below the cut, 6% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Moody National Bank Trust Division

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
BlueSpruce Investments, LP10 / 80$641.9M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Swiss Re Ltd39 / 80$1.1B
Hoffman, Alan N Investment Management8 / 80$160.9M
Prospect Hill Management, LLC9 / 80$243.9M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Moody National Bank Trust Division: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position'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
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Filing history

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

$1.2B · Q2 2026Q3 2024 · $934.1MQ2 2026 · $1.2B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 20267d780$1.2B13F-HR
Q1 2026Mar 31, 2026Apr 9, 20269d794$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 12, 202612d794$1.0B13F-HR
Q3 2025Sep 30, 2025Oct 6, 20256d792$1.2B13F-HR
Q2 2025Jun 30, 2025Jul 10, 202510d792$1.1B13F-HR
Q1 2025Mar 31, 2025Apr 4, 20254d788$959.2M13F-HR
Q4 2024Dec 31, 2024Jan 13, 202513d806$956.2M13F-HR
Q3 2024Sep 30, 2024Oct 3, 20243d739$934.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.