Institutional Manager · CIK 0001802655
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC
DALLAS, TX · File #028-19962
Latest AUM
$1.73B
Positions
527
Top-10 Concentration
63.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025527 pos · $1.73B
- 13F HOLDINGS REPORTQ/E Sep 2025256 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Jun 2025358 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Mar 2025209 pos · $989.7M
- 13F HOLDINGS REPORTQ/E Dec 2024163 pos · $977.9M
- 13F HOLDINGS REPORTQ/E Sep 2024208 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Jun 2024225 pos · $962.0M
- 13F HOLDINGS REPORTQ/E Mar 2024205 pos · $910.4M
- 13F HOLDINGS REPORTQ/E Dec 2023217 pos · $791.9M
- 13F HOLDINGS REPORTQ/E Sep 2023231 pos · $932.3M
- 13F HOLDINGS REPORTQ/E Jun 2023189 pos · $863.3M
- 13F HOLDINGS REPORTQ/E Mar 2023170 pos · $820.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 588,846 | $369.3M | 27.22% |
| 2 | ISHARES BITCOIN TRUST ETF | IBIT | 2,001,111 | $99.4M | 7.32% |
| 3 | NVIDIA CORPORATION | NVDA | 511,720 | $95.4M | 7.03% |
| 4 | ISHARES TR | 46432F842 | 655,642 | $58.7M | 4.32% |
| 5 | VANGUARD INDEX FDS | 922908363 | 92,449 | $58.0M | 4.27% |
| 6 | NVIDIA CORPORATION | NVDA | 302,181 | $56.4M | 4.15% |
| 7 | VANGUARD MUN BD FDS | 922907746 | 666,532 | $33.5M | 2.47% |
| 8 | ISHARES INC | 46434G103 | 487,748 | $32.8M | 2.42% |
| 9 | APPLE INC | AAPL | 104,409 | $28.4M | 2.09% |
| 10 | SPDR S&P 500 ETF TR | SPY | 40,139 | $27.4M | 2.02% |
| 11 | ISHARES TR | 464287507 | 366,247 | $24.2M | 1.78% |
| 12 | TEXAS CAP BANCSHARES INC | 88224Q107 | 249,607 | $22.6M | 1.67% |
| 13 | MICROSOFT CORP | MSFT | 46,212 | $22.3M | 1.65% |
| 14 | ISHARES TR | 464287226 | 221,645 | $22.1M | 1.63% |
| 15 | ISHARES TR | 464287499 | 222,789 | $21.4M | 1.58% |
| 16 | VANGUARD INDEX FDS | 922908637 | 64,394 | $20.3M | 1.49% |
| 17 | VANGUARD TAX-MANAGED FDS | 921943858 | 294,116 | $18.4M | 1.35% |
| 18 | LAM RESEARCH CORP | LRCX | 104,191 | $17.8M | 1.31% |
| 19 | APPLE INC | AAPL | 64,379 | $17.5M | 1.29% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 46,128 | $14.9M | 1.10% |