Filed: 8/14/2026ACC: 0001193125-26-351355
📋 What this filing means
PROSPERITY BANCSHARES INC filed this quarterly 13F‑HR report disclosing 450 equity positions with a total reported market value of $153.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
450
Positions
$153.08M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
COM$57.56M37.6%
WORLD EX US CORE$13.37M8.7%
INTL DYNAMIC EQT$10.81M7.1%
CL A$6.84M4.5%
CORE PLUS BD ETF$5.70M3.7%
LONG TERM TREAS$5.56M3.6%
VG TL INTL STK F$4.26M2.8%
Portfolio Concentration
Top 3$29.88M19.5%
4–10$32.44M21.2%
11–25$35.67M23.3%
Rest$55.09M36.0%
Top 3 weight
19.5%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
1.84M
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)
Sole450
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings450
Rows:
DIMENSIONAL ETF TRUST
SOLEShares362.80K
TypeSH
Market value$13.37M
8.73%
Sole
362.80K
Shared
0.00
None
0.00
LAZARD ACTIVE ETF TR
SOLEShares308.27K
TypeSH
Market value$10.81M
7.06%
Sole
308.27K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares121.43K
TypeSH
Market value$5.70M
3.72%
Sole
121.43K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares100.70K
TypeSH
Market value$5.56M
3.63%
Sole
100.70K
Shared
0.00
None
0.00
APPLE INC
SOLEShares18.83K
TypeSH
Market value$5.45M
3.56%
Sole
18.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares26.26K
TypeSH
Market value$5.25M
3.43%
Sole
26.26K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.00
TypeSH
Market value$4.49M
2.94%
Sole
6.00
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares49.83K
TypeSH
Market value$4.26M
2.78%
Sole
49.83K
Shared
0.00
None
0.00
VANGUARD MALVERN FDS
SOLEShares53.56K
TypeSH
Market value$4.14M
2.70%
Sole
53.56K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares34.16K
TypeSH
Market value$3.29M
2.15%
Sole
34.16K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares22.54K
TypeSH
Market value$3.08M
2.01%
Sole
22.54K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares2.76K
TypeSH
Market value$2.94M
1.92%
Sole
2.76K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.91K
TypeSH
Market value$2.72M
1.78%
Sole
40.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.09K
TypeSH
Market value$2.64M
1.73%
Sole
7.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10.85K
TypeSH
Market value$2.59M
1.69%
Sole
10.85K
Shared
0.00
None
0.00
WALMART INC
SOLEShares22.11K
TypeSH
Market value$2.50M
1.64%
Sole
22.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.23K
TypeSH
Market value$2.41M
1.58%
Sole
23.23K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.58K
TypeSH
Market value$2.32M
1.52%
Sole
6.58K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.85K
TypeSH
Market value$2.21M
1.44%
Sole
5.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.17K
TypeSH
Market value$2.21M
1.44%
Sole
6.17K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares27.24K
TypeSH
Market value$2.15M
1.41%
Sole
27.24K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares5.76K
TypeSH
Market value$2.13M
1.39%
Sole
5.76K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares13.31K
TypeSH
Market value$2.10M
1.37%
Sole
13.31K
Shared
0.00
None
0.00
HARBOR ETF TRUST
SOLEShares56.63K
TypeSH
Market value$1.84M
1.20%
Sole
56.63K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares1.58K
TypeSH
Market value$1.82M
1.19%
Sole
1.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 362.80K | SH | $13.37M 8.73% | 362.80K | 0.00 | 0.00 |
LAZARD ACTIVE ETF TRSOLE | INTL DYNAMIC EQT | 308.27K | SH | $10.81M 7.06% | 308.27K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 121.43K | SH | $5.70M 3.72% | 121.43K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 100.70K | SH | $5.56M 3.63% | 100.70K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 18.83K | SH | $5.45M 3.56% | 18.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 26.26K | SH | $5.25M 3.43% | 26.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 6.00 | SH | $4.49M 2.94% | 6.00 | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 49.83K | SH | $4.26M 2.78% | 49.83K | 0.00 | 0.00 |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 53.56K | SH | $4.14M 2.70% | 53.56K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 34.16K | SH | $3.29M 2.15% | 34.16K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 22.54K | SH | $3.08M 2.01% | 22.54K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.76K | SH | $2.94M 1.92% | 2.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CRE U S REIT ETF | 40.91K | SH | $2.72M 1.78% | 40.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.09K | SH | $2.64M 1.73% | 7.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.85K | SH | $2.59M 1.69% | 10.85K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.11K | SH | $2.50M 1.64% | 22.11K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 23.23K | SH | $2.41M 1.58% | 23.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.58K | SH | $2.32M 1.52% | 6.58K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.85K | SH | $2.21M 1.44% | 5.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.17K | SH | $2.21M 1.44% | 6.17K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 27.24K | SH | $2.15M 1.41% | 27.24K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.76K | SH | $2.13M 1.39% | 5.76K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 13.31K | SH | $2.10M 1.37% | 13.31K | 0.00 | 0.00 |
HARBOR ETF TRUSTSOLE | LONG TERM GROWER | 56.63K | SH | $1.84M 1.20% | 56.63K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 1.58K | SH | $1.82M 1.19% | 1.58K | 0.00 | 0.00 |
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