account_balance
Investment manager · 13F filer · SEC CIK 1388829
AMG National Trust Bank
Reported value$4.89Bas of Sep 30, 2026
Positions451 36 new, 24 sold out
Top 10 weight42.3%SPY alone is 9%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState STR SPDR S&P 500 ETF T
8.9%
IWRiShares Tr
8.6%
VOOVanguard Index FDS
5.2%Added +4%
IWMiShares Tr
4.7%
IXUSiShares Tr
3.7%Added +6%
CVGDElevation Series Trust
2.5%
BNDVanguard Bd Index FDS
2.4%Added +7%
AAPLApple Inc
2.3%
VTIVanguard Index FDS
2.2%
IWBiShares Tr
2.0%
IVViShares Tr
2.0%
IEFAiShares Tr
2.0%Added +6%
SPYState STR SPDR S&P 500 ETF T
8.9%
IWRiShares Tr
8.6%
VOO5.2%
IWM4.7%
IXUSiShares Tr
3.7%Added +6%
CVGD2.5%
BND2.4%
AAPL2.3%VTI2.2%
IWB2.0%
IVV2.0%
IEFA2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY State STR SPDR S&P 500 ETF T 8.9% Held
IWR iShares Tr 8.6% Held
VOO Vanguard Index FDS 5.2% Added +4%
IWM iShares Tr 4.7% Held
IXUS iShares Tr 3.7% Added +6%
CVGD Elevation Series Trust 2.5% Held
BND Vanguard Bd Index FDS 2.4% Added +7%
AAPL Apple Inc 2.3% HeldVTI Vanguard Index FDS 2.2% Held
IWB iShares Tr 2.0% Held
IVV iShares Tr 2.0% Held
IEFA iShares Tr 2.0% Added +6%
What changed