Texas Capital Bank Wealth Management Services Inc 13F Holdings

CIK 0001802655 · Dallas, TX

As of Sep 30, 2025, Texas Capital Bank Wealth Management Services Inc reported 256 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—592,266$362.7M30.17%
NVIDIA CORPNVDATechnology574,910 07.3M8.92%
ISHARES CORE MSCI EAFE ETFIEFA—625,873$54.6M4.55%
APPLE INCAAPLTechnology105,109$26.8M2.23%
MICROSOFT CORPMSFTTechnology45,788$23.7M1.97%
ISHARES CORE S&P MID-CAP ETFIJH—358,060$23.4M1.94%
ISHARES RUSSELL MID-CAP ETFIWR—229,611$22.2M1.84%
TEXAS CAPITAL BANCSHARES INCTCBIFinancial Services249,607$21.1M1.76%
VANGUARD LARGE-CAP INDEX FUNDVV—65,395$20.1M1.67%
ISHARES CORE US AGGREGATE BOND ETFAGG—174,144 7.5M1.45%
VANGUARD TAX-MANAGED FUNDSVEA—273,644 6.4M1.36%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—242,790 6.0M1.33%
ORACLE CORPORCLTechnology53,416 5.0M1.25%
JPMORGAN CHASE & COJPMFinancial Services45,542 4.4M1.20%
LAM RESEARCH CORPLRCXTechnology106,214 4.2M1.18%
SPDR S&P 500 ETF TRUSTSPY—20,813 3.9M1.15%
VANGUARD WORLD FUNDMGK—33,129 3.3M1.11%
META PLATFORMS INCMETACommunication Services17,591 2.9M1.07%
AMPHENOL CORP-CL AAPHTechnology103,258 2.8M1.06%
DEERE & CODEIndustrials27,759 2.7M1.06%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—244,890 2.3M1.02%
KLA CORPKLACTechnology11,299 2.2M1.01%
ENERGY TRANSFER LPETEnergy703,303 2.1M1.00%
MASTERCARD INCMAFinancial Services19,671 1.2M0.93%
MORGAN STANLEYMSFinancial Services69,017 1.0M0.91%