Moody National Bank Trust Division
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$1.1B
Holdings
503
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
6.8%
02
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
6.0%
03
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.5%
04
$VXF
VANGUARD INDEX FDS
Held since at least Q1 2024
3.2%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
2.9%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.8%
07
$IVV
ISHARES TR
Held since at least Q1 2024
2.7%
08
$AAPL
APPLE INC
Held since at least Q1 2024
2.7%
09
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.1%
10
$VTWO
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:15 UTC.