2026 Q1 Portfolio Activity
In 2026 Q1, PROSPERITY BANCSHARES INC maintained a portfolio of 429 distinct positions. The most significant new addition was ISHARES TR, now representing 0.48% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE FDS, increasing the position by 509.8%. The fund also reduced its exposure to ETF SER SOLUTIONS by 58.4%.
Position History
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PROSPERITY BANCSHARES INC
AUM $125M
Total Positions
429
Quarter
2026 Q1
Top Holding
DFAX (8.2%)
Top 10 Concentration
41.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 429
PROSPERITY BANCSHARES INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAX
DIMENSIONAL ETF...
|
ETF | 8.20% | 6.88% |
#1
Prev: #1
|
7.8 |
—
|
68,220 | 29.3% |
P
S
|
301,098 | $10,228,299 |
$32.96
+14.9%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
IEQ
LAZARD ACTIVE E...
|
Bond/Debt | 6.04% | 3.97% |
#2
2
Prev: #4
|
6.9 |
—
|
92,530 | 63.8% |
P
S
|
237,490 | $7,540,308 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 4.03% | 4.77% |
#3
1
Prev: #2
|
3.6 |
—
|
no change | no change |
P
S
|
7 | $5,026,980 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 4.02% | 0.75% |
#4
28
Prev: #32
|
5.1 |
—
|
75,773 | 509.8% |
P
S
|
90,637 | $5,017,211 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 3.57% | 4.17% |
#5
2
Prev: #3
|
2.4 |
—
|
571 | 3.4% |
P
S
|
17,563 | $4,457,314 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 3.40% | 2.82% |
#6
2
Prev: #8
|
3.9 |
—
|
24,198 | 36.7% |
P
S
|
90,220 | $4,247,558 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 3.05% | 3.17% |
#7
Prev: #7
|
3.2 |
—
|
2,866 | 6.2% |
P
S
|
49,380 | $3,807,692 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.05% | 3.58% |
#8
3
Prev: #5
|
1.7 |
—
|
535 | 2.5% |
P
S
|
21,824 | $3,806,106 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 3.00% | 2.13% |
#9
Prev: #9
|
3.2 |
—
|
2,477 | 12.6% |
P
S
|
22,090 | $3,747,789 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VCRB
VANGUARD MALVER...
|
ETF | 2.92% | 1.94% |
#10
4
Prev: #14
|
4.2 |
—
|
19,469 | 70.6% |
P
S
|
47,061 | $3,641,580 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.06% | 2.03% |
#11
1
Prev: #10
|
2.8 |
—
|
3,452 | 13.5% |
P
S
|
28,931 | $2,566,180 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.05% | 2.01% |
#12
1
Prev: #11
|
1.3 |
—
|
604 | 3.0% |
P
S
|
20,612 | $2,561,659 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.90% | 3.49% |
#13
7
Prev: #6
|
1.3 |
—
|
-1,597 | -20.0% |
P
S
|
6,393 | $2,366,497 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EFA
ISHARES TR
|
ETF | 1.81% | 2.01% |
#14
2
Prev: #12
|
1.7 |
—
|
no change | no change |
P
S
|
23,200 | $2,253,416 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.65% | 1.86% |
#15
Prev: #15
|
2.7 |
—
|
971 | 10.9% |
P
S
|
9,891 | $2,059,999 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.57% | 1.40% |
#16
6
Prev: #22
|
1.1 |
—
|
66 | 2.4% |
P
S
|
2,769 | $1,961,726 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
USRT
ISHARES TR
|
ETF | 1.55% | 1.46% |
#17
4
Prev: #21
|
2.6 |
—
|
4,118 | 14.5% |
P
S
|
32,602 | $1,929,712 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.49% | 1.75% |
#18
2
Prev: #16
|
1.6 |
—
|
no change | no change |
P
S
|
5,782 | $1,854,923 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.41% | 1.60% |
#19
1
Prev: #18
|
2.6 |
—
|
467 | 8.2% |
P
S
|
6,134 | $1,759,599 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.41% | 1.64% |
#20
3
Prev: #17
|
2.6 |
—
|
430 | 8.2% |
P
S
|
5,670 | $1,754,922 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.33% | 1.99% |
#21
8
Prev: #13
|
0.5 |
—
|
-6,679 | -24.2% |
P
S
|
20,933 | $1,659,359 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.27% | 1.54% |
#22
3
Prev: #19
|
1.0 |
—
|
50 | 0.9% |
P
S
|
5,509 | $1,584,168 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.10% | 1.17% |
#23
1
Prev: #24
|
2.9 |
—
|
788 | 27.2% |
P
S
|
3,683 | $1,369,155 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
WINN
HARBOR ETF TRUS...
|
ETF | 1.04% | 1.04% |
#24
1
Prev: #25
|
2.9 |
—
|
9,612 | 25.9% |
P
S
|
46,760 | $1,296,561 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.03% | 1.36% |
#25
2
Prev: #23
|
0.9 |
—
|
-308 | -6.6% |
P
S
|
4,358 | $1,281,949 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.94% | 0.84% |
#26
5
Prev: #31
|
2.9 |
—
|
891 | 27.8% |
P
S
|
4,096 | $1,176,289 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.94% | 0.70% |
#27
6
Prev: #33
|
2.9 |
—
|
2,454 | 45.1% |
P
S
|
7,896 | $1,169,398 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IJR
ISHARES TR
|
ETF | 0.90% | 1.00% |
#28
Prev: #28
|
0.9 |
—
|
-218 | -2.4% |
P
S
|
9,010 | $1,120,033 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.84% | 0.99% |
#29
Prev: #29
|
0.8 |
—
|
-974 | -18.4% |
P
S
|
4,311 | $1,053,781 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.83% | 0.91% |
#30
Prev: #30
|
2.3 |
—
|
293 | 19.3% |
P
S
|
1,814 | $1,037,844 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.83% | 1.01% |
#31
5
Prev: #26
|
0.8 |
—
|
-73 | -3.3% |
P
S
|
2,153 | $1,031,718 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.63% | 0.70% |
#32
2
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
1,277 | $787,603 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.61% | 0.59% |
#33
10
Prev: #43
|
2.2 |
—
|
3,532 | 13.0% |
P
S
|
30,745 | $760,939 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FLSP
FRANKLIN TEMPLE...
|
ETF | 0.60% | 1.00% |
#34
7
Prev: #27
|
0.2 |
—
|
-13,645 | -33.1% |
P
S
|
27,569 | $749,877 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.59% | 0.50% |
#35
14
Prev: #49
|
2.7 |
—
|
2,606 | 32.9% |
P
S
|
10,531 | $739,066 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.56% | 0.54% |
#36
8
Prev: #44
|
2.7 |
—
|
371 | 30.4% |
P
S
|
1,593 | $695,806 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.55% | 0.52% |
#37
8
Prev: #45
|
2.2 |
—
|
1,273 | 17.0% |
P
S
|
8,768 | $680,309 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.54% | 0.66% |
#38
1
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
5,068 | $673,537 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.53% | 0.62% |
#39
1
Prev: #40
|
0.7 |
—
|
-8 | -1.0% |
P
S
|
780 | $659,872 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.52% | 0.61% |
#40
2
Prev: #42
|
2.2 |
—
|
1,141 | 9.3% |
P
S
|
13,378 | $652,178 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ACIO
ETF SER SOLUTIO...
|
ETF | 0.52% | 1.47% |
#41
21
Prev: #20
|
0.2 |
—
|
-21,709 | -58.4% |
P
S
|
15,450 | $648,282 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
V
VISA INC
|
Financial Services | 0.51% | 0.68% |
#42
7
Prev: #35
|
0.7 |
—
|
-24 | -1.1% |
P
S
|
2,117 | $639,842 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.51% | 0.33% |
#43
21
Prev: #64
|
2.7 |
—
|
652 | 26.8% |
P
S
|
3,085 | $638,287 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TLH
ISHARES TR
|
ETF | 0.48% | — |
#44
Prev: #—
|
3.7 |
—
|
5,984 | — |
NEW
|
5,984 | $602,708 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.48% | 0.62% |
#45
4
Prev: #41
|
0.7 |
—
|
-607 | -16.3% |
P
S
|
3,122 | $602,234 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 0.48% | 0.52% |
#46
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
12,367 | $599,305 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.46% | 0.51% |
#47
Prev: #47
|
0.7 |
—
|
-5 | -0.2% |
P
S
|
2,204 | $577,272 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.43% | 0.51% |
#48
Prev: #48
|
2.2 |
—
|
65 | 12.5% |
P
S
|
586 | $538,985 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.42% | 0.67% |
#49
13
Prev: #36
|
0.7 |
—
|
-357 | -14.3% |
P
S
|
2,143 | $519,442 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.41% | 0.09% |
#50
71
Prev: #121
|
3.2 |
—
|
696 | 429.6% |
P
S
|
858 | $512,698 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 429 holdings