Filed: 5/12/2026ACC: 0001193125-26-219600
📋 What this filing means
PROSPERITY BANCSHARES INC filed this quarterly 13F‑HR report disclosing 414 equity positions with a total reported market value of $124.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
414
Positions
$124.75M
Total AUM (reported)
1.54M
Total Shares
Allocation by class
COM$48.01M38.5%
WORLD EX US CORE$10.23M8.2%
INTL DYNAMIC EQT$7.54M6.0%
CL A$7.36M5.9%
LONG TERM TREAS$5.02M4.0%
CORE PLUS BD ETF$4.25M3.4%
VG TL INTL STK F$3.81M3.1%
Portfolio Concentration
Top 3$22.80M18.3%
4–10$28.73M23.0%
11–25$28.26M22.7%
Rest$44.97M36.0%
Top 3 weight
18.3%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 1.54M
Sole
Full voting authority
1.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole414
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings414
Rows:
DIMENSIONAL ETF TRUST
SOLEShares301.10K
TypeSH
Market value$10.23M
8.20%
Sole
301.10K
Shared
0.00
None
0.00
LAZARD ACTIVE ETF TR
SOLEShares237.49K
TypeSH
Market value$7.54M
6.04%
Sole
237.49K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.03M
4.03%
Sole
7.00
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares90.64K
TypeSH
Market value$5.02M
4.02%
Sole
90.64K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.56K
TypeSH
Market value$4.46M
3.57%
Sole
17.56K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares90.22K
TypeSH
Market value$4.25M
3.40%
Sole
90.22K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares49.38K
TypeSH
Market value$3.81M
3.05%
Sole
49.38K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares21.82K
TypeSH
Market value$3.81M
3.05%
Sole
21.82K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares22.09K
TypeSH
Market value$3.75M
3.00%
Sole
22.09K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares47.06K
TypeSH
Market value$3.64M
2.92%
Sole
47.06K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares28.93K
TypeSH
Market value$2.57M
2.06%
Sole
28.93K
Shared
0.00
None
0.00
WALMART INC
SOLEShares20.61K
TypeSH
Market value$2.56M
2.05%
Sole
20.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.39K
TypeSH
Market value$2.37M
1.90%
Sole
6.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.20K
TypeSH
Market value$2.25M
1.81%
Sole
23.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.89K
TypeSH
Market value$2.06M
1.65%
Sole
9.89K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares2.77K
TypeSH
Market value$1.96M
1.57%
Sole
2.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares32.60K
TypeSH
Market value$1.93M
1.55%
Sole
32.60K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.78K
TypeSH
Market value$1.85M
1.49%
Sole
5.78K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.13K
TypeSH
Market value$1.76M
1.41%
Sole
6.13K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.67K
TypeSH
Market value$1.75M
1.41%
Sole
5.67K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares20.93K
TypeSH
Market value$1.66M
1.33%
Sole
20.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.51K
TypeSH
Market value$1.58M
1.27%
Sole
5.51K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.68K
TypeSH
Market value$1.37M
1.10%
Sole
3.68K
Shared
0.00
None
0.00
HARBOR ETF TRUST
SOLEShares46.76K
TypeSH
Market value$1.30M
1.04%
Sole
46.76K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares4.36K
TypeSH
Market value$1.28M
1.03%
Sole
4.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 301.10K | SH | $10.23M 8.20% | 301.10K | 0.00 | 0.00 |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 237.49K | SH | $7.54M 6.04% | 237.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.03M 4.03% | 7.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 90.64K | SH | $5.02M 4.02% | 90.64K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.56K | SH | $4.46M 3.57% | 17.56K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 90.22K | SH | $4.25M 3.40% | 90.22K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 49.38K | SH | $3.81M 3.05% | 49.38K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 21.82K | SH | $3.81M 3.05% | 21.82K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 22.09K | SH | $3.75M 3.00% | 22.09K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 47.06K | SH | $3.64M 2.92% | 47.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 28.93K | SH | $2.57M 2.06% | 28.93K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 20.61K | SH | $2.56M 2.05% | 20.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.39K | SH | $2.37M 1.90% | 6.39K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 23.20K | SH | $2.25M 1.81% | 23.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.89K | SH | $2.06M 1.65% | 9.89K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.77K | SH | $1.96M 1.57% | 2.77K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 32.60K | SH | $1.93M 1.55% | 32.60K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.78K | SH | $1.85M 1.49% | 5.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.13K | SH | $1.76M 1.41% | 6.13K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.67K | SH | $1.75M 1.41% | 5.67K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 20.93K | SH | $1.66M 1.33% | 20.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.51K | SH | $1.58M 1.27% | 5.51K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.68K | SH | $1.37M 1.10% | 3.68K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | LONG TERM GROWER | 46.76K | SH | $1.30M 1.04% | 46.76K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 4.36K | SH | $1.28M 1.03% | 4.36K | 0.00 | 0.00 |
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