First National Bank of Mount Dora, Trust Investment Services ETF holdings
Mount Dora, FL
Reported $81.4M in 32 ETFs in its Form 13F for June 30, 2026.
ETF value
$81.4M
ETFs held
32
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
16.3%
of $499.4M
Top 10 of 32 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $24.3M | 32,482 | New position |
| SCHF | Schwab International Equity ETF | $9.7M | 349,524 | New position |
| JIRE | JPMorgan International Research Enhanced Equity ETF | $9.6M | 116,071 | New position |
| VIG | Vanguard Dividend Appreciation ETF | $5.3M | 22,386 | New position |
| VTI | Vanguard Morningstar Total Stock Market ETF | $5.2M | 13,955 | New position |
| RSP | Invesco S&P 500 Equal Weight ETF | $4.2M | 19,827 | New position |
| SCHD | Schwab U.S. Dividend Equity ETF | $2.6M | 82,452 | New position |
| SCHB | Schwab U.S. Broad Market ETF | $2.4M | 83,063 | New position |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $1.6M | 7,974 | New position |
| MUB | iShares National Muni Bond ETF | $1.5M | 14,211 | New position |
22 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001423045. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does First National Bank of Mount Dora, Trust Investment Services own?
First National Bank of Mount Dora, Trust Investment Services reported 32 ETF positions worth $81.4M in its Form 13F for June 30, 2026. The largest was SPY, at $24.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.