Texas Capital Bank Wealth Management Services
Latest statistics and disclosures from Texas Capital Bank Wealth Management Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, NVDA, IBIT, IEFA, VTEB, and represent 45.65% of Texas Capital Bank Wealth Management Services's stock portfolio.
- Added to shares of these 10 stocks: IBIT (+$100M), VOO (+$56M), NVDA (+$45M), VTEB (+$34M), IEMG (+$22M), AAPL (+$17M), SPY (+$17M), IJR (+$13M), TCBI (+$9.0M), IEFA (+$8.8M).
- Started 101 new stock positions in GNL, Travelers Companies, PCAR, VUSB, SCHY, STEL, QQQM, GEL, VYMI, AstraZeneca.
- Reduced shares in these 10 stocks: NKE, COP, ZTS, GRNY, VBTX, MGV, RTX, Tidal Tr Ii, , APH.
- Sold out of its positions in APD, BMNR, CPRT, CSGP, EFC, TILT, HYFM, J, LivePerson, PAYC. RTX, RSG, TMUS, GRNY, Tidal Tr Ii, TRV, Unilever, VGSH, VBTX.
- Texas Capital Bank Wealth Management Services was a net buyer of stock by $499M.
- Texas Capital Bank Wealth Management Services has $1.7B in assets under management (AUM), dropping by 42.79%.
- Central Index Key (CIK): 0001802655
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Portfolio Holdings for Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services holds 338 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 24.6 | $427M | +15% | 681k | 627.13 |
|
| NVIDIA Corporation (NVDA) | 8.8 | $152M | +41% | 814k | 186.50 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 5.8 | $101M | +9320% | 2.0M | 49.65 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 3.7 | $65M | +15% | 724k | 89.46 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.7 | $47M | +278% | 928k | 50.29 |
|
| Apple (AAPL) | 2.6 | $46M | +60% | 169k | 271.86 |
|
| Ishares Core Msci Emkt (IEMG) | 2.2 | $38M | +134% | 570k | 67.22 |
|
| Texas Capital Bancshares (TCBI) | 1.8 | $32M | +39% | 349k | 90.54 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $31M | +120% | 46k | 681.92 |
|
| Microsoft Corporation (MSFT) | 1.7 | $29M | +31% | 60k | 483.61 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.5 | $26M | +49% | 261k | 99.88 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $25M | +12% | 259k | 96.27 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $25M | +4% | 373k | 66.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $22M | +26% | 346k | 62.47 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.2 | $20M | 64k | 314.80 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $20M | +35% | 62k | 322.22 |
|
| Lam Research Corp Com New (LRCX) | 1.1 | $19M | +3% | 110k | 171.18 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $16M | +45% | 42k | 373.44 |
|
| Meta Platforms Cl A (META) | 0.9 | $16M | +35% | 24k | 660.13 |
|
| Deere & Company (DE) | 0.9 | $15M | +19% | 33k | 465.57 |
|
| Amazon (AMZN) | 0.9 | $15M | +125% | 67k | 230.82 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $15M | +10% | 14k | 1074.68 |
|
| Kla Corp Com New (KLAC) | 0.8 | $14M | +3% | 12k | 1215.08 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.8 | $14M | 33k | 412.77 |
|
|
| Caterpillar (CAT) | 0.8 | $14M | +5% | 24k | 572.87 |
|
| Amphenol Corp Cl A (APH) | 0.8 | $13M | -3% | 99k | 135.14 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $13M | NEW | 111k | 120.18 |
|
| Morgan Stanley Com New (MS) | 0.8 | $13M | +7% | 74k | 177.53 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $12M | +7% | 21k | 570.88 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.7 | $12M | +3% | 731k | 16.49 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.7 | $12M | +45% | 93k | 123.26 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $11M | 36k | 290.22 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $10M | 54k | 194.91 |
|
|
| TJX Companies (TJX) | 0.6 | $10M | 66k | 153.61 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $9.4M | +6% | 11k | 862.34 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $9.4M | +245% | 78k | 120.34 |
|
| Intuit (INTU) | 0.5 | $9.1M | +3% | 14k | 662.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $8.7M | +45% | 28k | 313.00 |
|
| Home Depot (HD) | 0.5 | $8.6M | +15% | 25k | 344.10 |
|
| Nextera Energy (NEE) | 0.5 | $8.3M | +3% | 103k | 80.28 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $7.8M | +35% | 25k | 313.80 |
|
| Trane Technologies SHS (TT) | 0.4 | $7.2M | 19k | 389.20 |
|
|
| Danaher Corporation (DHR) | 0.4 | $7.1M | 31k | 228.92 |
|
|
| Msci (MSCI) | 0.4 | $6.8M | -3% | 12k | 573.74 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $6.0M | +8% | 40k | 148.69 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $5.8M | -17% | 41k | 141.16 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $5.6M | -7% | 50k | 111.80 |
|
| Broadcom (AVGO) | 0.3 | $5.4M | +15% | 16k | 346.10 |
|
| UnitedHealth (UNH) | 0.3 | $5.3M | 16k | 330.11 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $5.2M | +1052% | 24k | 214.16 |
|
| Ares Capital Corporation (ARCC) | 0.3 | $4.9M | +31% | 241k | 20.23 |
|
| Bank of America Corporation (BAC) | 0.3 | $4.5M | +37% | 82k | 55.00 |
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $4.3M | +10% | 343k | 12.43 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $4.1M | +636% | 23k | 177.75 |
|
| Chevron Corporation (CVX) | 0.2 | $4.1M | +174% | 27k | 152.41 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.0M | +42% | 42k | 96.03 |
|
| Visa Com Cl A (V) | 0.2 | $3.9M | +31% | 11k | 350.71 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.9M | +1517% | 11k | 349.99 |
|
| Johnson & Johnson (JNJ) | 0.2 | $3.8M | +134% | 18k | 206.95 |
|
| Starwood Property Trust (STWD) | 0.2 | $3.6M | 200k | 18.01 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $3.5M | +761% | 51k | 69.42 |
|
| Tesla Motors (TSLA) | 0.2 | $3.4M | +11% | 7.6k | 449.72 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.3M | +133% | 5.4k | 614.31 |
|
| Sixth Street Specialty Lending (TSLX) | 0.2 | $3.3M | 153k | 21.72 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.2M | +876% | 15k | 219.78 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $3.1M | 45k | 69.67 |
|
|
| Genesis Energy Unit Ltd Partn (GEL) | 0.2 | $3.1M | NEW | 200k | 15.60 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $3.1M | +35% | 91k | 33.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.1M | +138% | 6.1k | 502.65 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $3.0M | NEW | 28k | 109.31 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.2 | $2.9M | -6% | 35k | 80.96 |
|
| Abbvie (ABBV) | 0.2 | $2.8M | +15% | 12k | 228.49 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.7M | +497% | 5.7k | 473.30 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.6M | +53% | 18k | 143.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.5M | 3.7k | 684.94 |
|
|
| Citigroup Com New (C) | 0.1 | $2.5M | +22% | 21k | 116.69 |
|
| Intel Corporation (INTC) | 0.1 | $2.5M | NEW | 68k | 36.90 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.5M | NEW | 90k | 27.43 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.5M | NEW | 20k | 121.61 |
|
| Verizon Communications (VZ) | 0.1 | $2.5M | +23% | 60k | 40.73 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $2.3M | +18% | 160k | 14.36 |
|
| Highpeak Energy (HPK) | 0.1 | $2.3M | NEW | 476k | 4.74 |
|
| American Express Company (AXP) | 0.1 | $2.1M | +426% | 5.7k | 369.95 |
|
| Cisco Systems (CSCO) | 0.1 | $2.1M | +79% | 27k | 77.03 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.1M | 20k | 107.11 |
|
|
| Tidal Trust Iii Fundstrat Granny (GRNI) | 0.1 | $2.1M | NEW | 103k | 20.28 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $2.1M | -17% | 162k | 12.74 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.1M | +30% | 16k | 125.29 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.0M | 11k | 191.56 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $2.0M | +35% | 6.5k | 305.63 |
|
| ConocoPhillips (COP) | 0.1 | $2.0M | -66% | 21k | 93.61 |
|
| Equifax (EFX) | 0.1 | $1.9M | +554% | 8.7k | 216.98 |
|
| Merck & Co (MRK) | 0.1 | $1.9M | +314% | 18k | 105.26 |
|
| Comstock Resources (CRK) | 0.1 | $1.8M | NEW | 78k | 23.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.8M | +142% | 5.3k | 335.27 |
|
| Raytheon Technologies Corp | 0.1 | $1.8M | NEW | 9.7k | 183.40 |
|
| Pepsi (PEP) | 0.1 | $1.7M | +38% | 12k | 143.52 |
|
| Ford Motor Company (F) | 0.1 | $1.6M | 125k | 13.12 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.6M | +76% | 9.4k | 173.49 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.6M | NEW | 6.4k | 252.92 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.6M | NEW | 34k | 46.80 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $1.6M | 37k | 42.94 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | +100% | 2.00 | 754800.00 |
|
| Emerson Electric (EMR) | 0.1 | $1.5M | +126% | 11k | 132.72 |
|
| Honeywell International (HON) | 0.1 | $1.5M | +75% | 7.7k | 195.09 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | +184% | 2.5k | 603.28 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.5M | +122% | 6.0k | 246.16 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | +140% | 10k | 143.52 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.5M | +200% | 4.8k | 303.89 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.4M | +182% | 6.8k | 210.34 |
|
| Nike CL B (NKE) | 0.1 | $1.4M | -76% | 22k | 63.71 |
|
| PNC Financial Services (PNC) | 0.1 | $1.3M | +102% | 6.4k | 208.73 |
|
| Caci Intl Cl A (CACI) | 0.1 | $1.3M | NEW | 2.5k | 532.81 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.3M | +9% | 10k | 132.37 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.3M | 9.8k | 131.59 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $1.3M | +407% | 40k | 32.06 |
|
| Chubb (CB) | 0.1 | $1.3M | NEW | 4.1k | 312.12 |
|
| Zoetis Cl A (ZTS) | 0.1 | $1.3M | -75% | 10k | 125.82 |
|
| Analog Devices (ADI) | 0.1 | $1.2M | +71% | 4.5k | 271.20 |
|
| Netflix (NFLX) | 0.1 | $1.2M | +952% | 13k | 93.76 |
|
| Stellar Bancorp Ord (STEL) | 0.1 | $1.2M | NEW | 39k | 30.94 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.2M | +2% | 6.4k | 184.20 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.2M | +22% | 11k | 111.41 |
|
| Texas Capital Funds Trust Govt Money Mkt (MMKT) | 0.1 | $1.2M | +74% | 12k | 100.22 |
|
| Dillards Cl A (DDS) | 0.1 | $1.2M | 1.9k | 606.34 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | +139% | 9.7k | 117.21 |
|
| Amgen (AMGN) | 0.1 | $1.1M | +7% | 3.5k | 327.31 |
|
| Texas Capital Funds Trust Texas Cap Tex Eq (TXS) | 0.1 | $1.1M | 32k | 35.55 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.1M | 6.5k | 167.94 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.1M | NEW | 22k | 50.32 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | NEW | 7.9k | 136.07 |
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | +7% | 9.1k | 113.77 |
|
| Digi Pwr X Com Sub Vtg (DGXX) | 0.1 | $1.0M | NEW | 405k | 2.55 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.0M | NEW | 59k | 17.35 |
|
| Lowe's Companies (LOW) | 0.1 | $1.0M | +42% | 4.2k | 241.16 |
|
| Waste Management (WM) | 0.1 | $1.0M | +99% | 4.6k | 219.71 |
|
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.1 | $991k | NEW | 38k | 26.42 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $971k | 6.0k | 160.98 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $955k | +37% | 3.6k | 268.30 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $953k | NEW | 12k | 79.30 |
|
| Ecolab (ECL) | 0.1 | $951k | +7% | 3.6k | 262.52 |
|
| Atlas Energy Solutions Com New (AESI) | 0.1 | $942k | NEW | 100k | 9.42 |
|
| Echostar Corp Cl A (SATS) | 0.1 | $913k | 8.4k | 108.70 |
|
|
| Qualcomm (QCOM) | 0.1 | $907k | +4% | 5.3k | 171.04 |
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| PennantPark Investment (PNNT) | 0.1 | $906k | 152k | 5.96 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $881k | NEW | 8.8k | 100.38 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $870k | +54% | 1.5k | 579.45 |
|
| salesforce (CRM) | 0.1 | $869k | +130% | 3.3k | 264.91 |
|
| Imperial Oil Com New (IMO) | 0.0 | $863k | NEW | 10k | 86.31 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $854k | NEW | 30k | 28.48 |
|
| Gilead Sciences (GILD) | 0.0 | $852k | +24% | 6.9k | 122.76 |
|
| Keysight Technologies (KEYS) | 0.0 | $843k | NEW | 4.2k | 203.19 |
|
| Ge Aerospace Com New (GE) | 0.0 | $839k | +51% | 2.7k | 308.03 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $830k | NEW | 15k | 56.81 |
|
| Marsh & McLennan Companies | 0.0 | $826k | -8% | 4.5k | 185.52 |
|
| Stryker Corporation (SYK) | 0.0 | $825k | 2.3k | 351.48 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $820k | +7% | 3.9k | 212.07 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $787k | NEW | 29k | 26.91 |
|
| Coca-Cola Company (KO) | 0.0 | $786k | +16% | 11k | 69.91 |
|
| L3harris Technologies (LHX) | 0.0 | $786k | +59% | 2.7k | 293.57 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $785k | +4% | 893.00 | 878.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $780k | +107% | 1.0k | 753.78 |
|
| Independence Realty Trust In (IRT) | 0.0 | $776k | NEW | 44k | 17.48 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $771k | 16k | 49.21 |
|
|
| Kroger (KR) | 0.0 | $768k | +125% | 12k | 62.48 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $764k | +2% | 9.7k | 78.81 |
|
| Wells Fargo & Company (WFC) | 0.0 | $759k | +78% | 8.1k | 93.20 |
|
| Union Pacific Corporation (UNP) | 0.0 | $740k | +23% | 3.2k | 231.32 |
|
| AFLAC Incorporated (AFL) | 0.0 | $739k | 6.7k | 110.27 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $737k | 1.3k | 580.67 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $717k | -33% | 3.8k | 190.99 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $709k | 32k | 22.42 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $700k | +84% | 4.5k | 154.14 |
|
| USA Rare Earth Inc A (USAR) | 0.0 | $696k | NEW | 59k | 11.90 |
|
| Blackrock (BLK) | 0.0 | $696k | +116% | 650.00 | 1070.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $683k | +9% | 1.7k | 396.31 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $667k | NEW | 18k | 37.77 |
|
| Tidal Trust Ii Yieldmax Ultra O (ULTY) | 0.0 | $656k | NEW | 18k | 37.33 |
|
| Pfizer (PFE) | 0.0 | $651k | +106% | 26k | 24.90 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $635k | NEW | 13k | 49.84 |
|
| Boeing Company (BA) | 0.0 | $602k | +70% | 2.8k | 217.12 |
|
| Servicenow (NOW) | 0.0 | $602k | +433% | 3.9k | 153.19 |
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| Southstate Bk Corp | 0.0 | $590k | NEW | 6.3k | 94.11 |
|
| Actuate Therapeutics (ACTU) | 0.0 | $579k | NEW | 95k | 6.12 |
|
| CSX Corporation (CSX) | 0.0 | $579k | +2% | 16k | 36.25 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $575k | +119% | 2.2k | 258.79 |
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| Phillips 66 (PSX) | 0.0 | $571k | NEW | 4.4k | 129.04 |
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| Paychex (PAYX) | 0.0 | $567k | +13% | 5.1k | 112.18 |
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| Williams Companies (WMB) | 0.0 | $558k | +40% | 9.3k | 60.11 |
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| Automatic Data Processing (ADP) | 0.0 | $551k | +11% | 2.1k | 257.23 |
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| General Dynamics Corporation (GD) | 0.0 | $547k | +31% | 1.6k | 336.66 |
|
| American Electric Power Company (AEP) | 0.0 | $547k | NEW | 4.7k | 115.31 |
|
| Eaton Corp SHS (ETN) | 0.0 | $536k | +21% | 1.7k | 318.51 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $533k | 10k | 53.36 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $531k | NEW | 14k | 37.87 |
|
| Travelers Companies | 0.0 | $527k | NEW | 1.8k | 290.06 |
|
| International Business Machines (IBM) | 0.0 | $518k | +60% | 1.7k | 296.21 |
|
| Capital One Financial (COF) | 0.0 | $509k | +11% | 2.1k | 242.36 |
|
| Starbucks Corporation (SBUX) | 0.0 | $505k | 6.0k | 84.21 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $499k | NEW | 4.6k | 109.66 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $499k | 1.5k | 324.03 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $496k | +47% | 5.1k | 96.88 |
|
| Ge Vernova (GEV) | 0.0 | $490k | +54% | 750.00 | 653.57 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $488k | NEW | 6.8k | 71.76 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $488k | +76% | 13k | 37.40 |
|
| Rockwell Automation (ROK) | 0.0 | $476k | 1.2k | 389.07 |
|
|
| Microchip Technology (MCHP) | 0.0 | $470k | +78% | 7.4k | 63.72 |
|
| Essex Property Trust (ESS) | 0.0 | $467k | NEW | 1.8k | 261.68 |
|
| Southern Company (SO) | 0.0 | $467k | +91% | 5.4k | 87.20 |
|
| Tutor Perini Corporation (TPC) | 0.0 | $465k | 6.9k | 67.02 |
|
|
| Cipher Mining (CIFR) | 0.0 | $461k | NEW | 31k | 14.76 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $454k | +33% | 36k | 12.66 |
|
| Cadence Design Systems (CDNS) | 0.0 | $447k | +9% | 1.4k | 312.58 |
|
| Shell Spon Ads (SHEL) | 0.0 | $434k | NEW | 5.9k | 73.48 |
|
| Genuine Parts Company (GPC) | 0.0 | $431k | 3.5k | 122.96 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $413k | NEW | 3.6k | 116.09 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $411k | NEW | 14k | 29.82 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $411k | -4% | 3.0k | 136.94 |
|
| Cigna Corp (CI) | 0.0 | $411k | +96% | 1.5k | 275.23 |
|
| Garmin SHS (GRMN) | 0.0 | $407k | 2.0k | 202.85 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $405k | NEW | 12k | 32.62 |
|
| Old Republic International Corporation (ORI) | 0.0 | $404k | NEW | 8.8k | 45.64 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $398k | -11% | 7.4k | 53.83 |
|
| Kkr & Co (KKR) | 0.0 | $394k | NEW | 3.1k | 127.48 |
|
| Hp (HPQ) | 0.0 | $393k | NEW | 18k | 22.28 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $381k | 8.3k | 45.85 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $376k | 2.3k | 162.01 |
|
|
| Dover Corporation (DOV) | 0.0 | $366k | +11% | 1.9k | 195.24 |
|
| AvalonBay Communities (AVB) | 0.0 | $365k | NEW | 2.0k | 181.31 |
|
| Prologis (PLD) | 0.0 | $362k | +52% | 2.8k | 127.66 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $361k | -7% | 1.6k | 223.17 |
|
| Corteva (CTVA) | 0.0 | $352k | +10% | 5.2k | 67.03 |
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $351k | NEW | 3.8k | 91.78 |
|
| Tcg Bdc (CGBD) | 0.0 | $351k | NEW | 28k | 12.49 |
|
| Ameriprise Financial (AMP) | 0.0 | $346k | 706.00 | 490.34 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $345k | +38% | 901.00 | 383.32 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $342k | 670.00 | 510.73 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $342k | +7% | 2.2k | 151.95 |
|
| Public Storage (PSA) | 0.0 | $339k | 1.3k | 259.50 |
|
|
| Uber Technologies (UBER) | 0.0 | $338k | -38% | 4.1k | 81.71 |
|
| Intercontinental Exchange (ICE) | 0.0 | $336k | +2% | 2.1k | 161.96 |
|
| American Tower Reit (AMT) | 0.0 | $336k | NEW | 1.9k | 175.57 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $336k | +8% | 7.2k | 46.92 |
|
| Raymond James Financial (RJF) | 0.0 | $331k | NEW | 2.1k | 160.59 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $328k | NEW | 956.00 | 342.97 |
|
| Martin Marietta Materials (MLM) | 0.0 | $328k | -8% | 526.00 | 622.66 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $327k | -6% | 671.00 | 487.86 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $326k | NEW | 4.3k | 75.44 |
|
| Xylem (XYL) | 0.0 | $325k | 2.4k | 136.18 |
|
|
| Trinity Cap (TRIN) | 0.0 | $323k | 22k | 14.65 |
|
|
| Snap-on Incorporated (SNA) | 0.0 | $321k | 930.00 | 344.60 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $314k | NEW | 3.4k | 91.93 |
|
| Suncor Energy (SU) | 0.0 | $311k | NEW | 7.0k | 44.37 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $308k | NEW | 7.2k | 42.69 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $307k | -5% | 539.00 | 570.21 |
|
| Illinois Tool Works (ITW) | 0.0 | $306k | +8% | 1.2k | 246.30 |
|
| Pulte (PHM) | 0.0 | $305k | -6% | 2.6k | 117.26 |
|
| Rein Therapeutics Com New (RNTX) | 0.0 | $304k | +901% | 262k | 1.16 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $304k | NEW | 2.2k | 139.16 |
|
| Devon Energy Corporation (DVN) | 0.0 | $297k | -22% | 8.1k | 36.63 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $296k | NEW | 7.5k | 39.45 |
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $288k | +100% | 6.4k | 45.35 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $288k | 2.8k | 102.80 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $284k | 3.8k | 74.88 |
|
|
| Allstate Corporation (ALL) | 0.0 | $282k | -9% | 1.4k | 208.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $280k | +4% | 1.1k | 257.95 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $279k | 781.00 | 357.17 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $276k | NEW | 5.1k | 53.95 |
|
| Evergy (EVRG) | 0.0 | $274k | 3.8k | 72.49 |
|
|
| Open Lending Corp (LPRO) | 0.0 | $272k | +216% | 176k | 1.55 |
|
| Yum! Brands (YUM) | 0.0 | $272k | +8% | 1.8k | 151.28 |
|
| Altria (MO) | 0.0 | $271k | 4.7k | 57.66 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $269k | NEW | 3.1k | 85.55 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $265k | NEW | 3.2k | 81.65 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $262k | NEW | 3.3k | 79.02 |
|
| Dupont De Nemours (DD) | 0.0 | $260k | +12% | 6.5k | 40.20 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $260k | NEW | 2.9k | 90.00 |
|
| Dominion Resources (D) | 0.0 | $259k | NEW | 4.4k | 58.59 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $259k | -19% | 2.7k | 95.35 |
|
| S&p Global (SPGI) | 0.0 | $255k | +14% | 487.00 | 522.59 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $251k | 189.00 | 1329.85 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $251k | NEW | 3.8k | 65.41 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $250k | NEW | 4.9k | 50.88 |
|
| Progressive Corporation (PGR) | 0.0 | $250k | NEW | 1.1k | 227.72 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $249k | NEW | 2.0k | 126.63 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $247k | NEW | 9.4k | 26.33 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $247k | 9.6k | 25.60 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $245k | NEW | 229.00 | 1069.87 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $245k | NEW | 317.00 | 771.87 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $245k | +22% | 2.8k | 88.49 |
|
| Ubs Group SHS (UBS) | 0.0 | $245k | 5.3k | 46.31 |
|
|
| Corning Incorporated (GLW) | 0.0 | $244k | +5% | 2.8k | 87.56 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $241k | NEW | 515.00 | 468.76 |
|
| Williams-Sonoma (WSM) | 0.0 | $237k | 1.3k | 178.59 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $235k | -13% | 2.8k | 83.00 |
|
| Paccar (PCAR) | 0.0 | $232k | NEW | 2.1k | 109.51 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $231k | 1.4k | 167.63 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $229k | NEW | 404.00 | 566.36 |
|
| At&t (T) | 0.0 | $228k | 9.2k | 24.84 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $227k | NEW | 2.8k | 81.17 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $227k | 3.1k | 73.56 |
|
|
| American Water Works (AWK) | 0.0 | $224k | -15% | 1.7k | 130.50 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $223k | -17% | 776.00 | 287.25 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $221k | NEW | 3.3k | 67.43 |
|
| Cme (CME) | 0.0 | $220k | NEW | 806.00 | 273.08 |
|
| Atlantic Union B (AUB) | 0.0 | $219k | NEW | 6.2k | 35.30 |
|
| Trimble Navigation (TRMB) | 0.0 | $218k | -9% | 2.8k | 78.35 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $217k | NEW | 1.6k | 135.73 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $216k | -8% | 447.00 | 483.67 |
|
| O'reilly Automotive (ORLY) | 0.0 | $215k | NEW | 2.4k | 91.21 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $213k | +15% | 1.6k | 131.03 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $210k | 3.5k | 60.51 |
|
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.0 | $209k | NEW | 4.0k | 51.75 |
|
| Halliburton Company (HAL) | 0.0 | $207k | NEW | 7.3k | 28.26 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $207k | 4.5k | 46.54 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $206k | NEW | 6.9k | 29.89 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $205k | NEW | 2.0k | 100.89 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $204k | NEW | 2.8k | 72.68 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $203k | NEW | 946.00 | 214.06 |
|
| Verisk Analytics (VRSK) | 0.0 | $202k | NEW | 904.00 | 223.69 |
|
| Hershey Company (HSY) | 0.0 | $202k | -3% | 1.1k | 181.98 |
|
| Arcosa (ACA) | 0.0 | $202k | NEW | 1.9k | 106.32 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $191k | 12k | 15.86 |
|
|
| Global Net Lease Com New (GNL) | 0.0 | $187k | NEW | 22k | 8.60 |
|
| Cognition Therapeutics (CGTX) | 0.0 | $166k | NEW | 123k | 1.35 |
|
| Ocuphire Pharma (IRD) | 0.0 | $157k | NEW | 78k | 2.01 |
|
| Cue Biopharma (CUE) | 0.0 | $135k | +1231% | 441k | 0.31 |
|
| Cypherpunk Technologies Com New (CYPH) | 0.0 | $121k | NEW | 104k | 1.16 |
|
| Talos Energy (TALO) | 0.0 | $110k | 10k | 11.02 |
|
|
| Zeo Energy Corp Cl A (ZEO) | 0.0 | $77k | NEW | 71k | 1.09 |
|
| Fossil (FOSL) | 0.0 | $66k | 18k | 3.76 |
|
|
| Southland Hldgs (SLND) | 0.0 | $65k | 19k | 3.32 |
|
|
| In8bio Com New (INAB) | 0.0 | $56k | NEW | 24k | 2.34 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $38k | NEW | 16k | 2.47 |
|
| Heartbeam (BEAT) | 0.0 | $24k | 10k | 2.40 |
|
|
| Sow Good (SOWG) | 0.0 | $15k | 43k | 0.34 |
|
|
| Nuburu Com New (BURU) | 0.0 | $10k | NEW | 65k | 0.16 |
|
| Cytosorbents Corp Com New (CTSO) | 0.0 | $7.0k | NEW | 11k | 0.64 |
|
Past Filings by Texas Capital Bank Wealth Management Services
SEC 13F filings are viewable for Texas Capital Bank Wealth Management Services going back to 2019
- Texas Capital Bank Wealth Management Services 2025 Q4 filed Feb. 9, 2026
- Texas Capital Bank Wealth Management Services 2025 Q3 filed Nov. 13, 2025
- Texas Capital Bank Wealth Management Services 2025 Q2 filed Aug. 13, 2025
- Texas Capital Bank Wealth Management Services 2025 Q1 filed May 14, 2025
- Texas Capital Bank Wealth Management Services 2024 Q4 filed Feb. 13, 2025
- Texas Capital Bank Wealth Management Services 2024 Q3 filed Nov. 14, 2024
- Texas Capital Bank Wealth Management Services 2024 Q2 filed Aug. 15, 2024
- Texas Capital Bank Wealth Management Services 2024 Q1 filed May 13, 2024
- Texas Capital Bank Wealth Management Services 2023 Q4 filed Feb. 8, 2024
- Texas Capital Bank Wealth Management Services 2023 Q3 filed Nov. 14, 2023
- Texas Capital Bank Wealth Management Services 2023 Q2 filed Aug. 9, 2023
- Texas Capital Bank Wealth Management Services 2023 Q1 filed May 11, 2023
- Texas Capital Bank Wealth Management Services 2022 Q4 filed Feb. 9, 2023
- Texas Capital Bank Wealth Management Services 2022 Q3 filed Nov. 3, 2022
- Texas Capital Bank Wealth Management Services 2022 Q2 filed Aug. 4, 2022
- Texas Capital Bank Wealth Management Services 2022 Q1 filed May 2, 2022