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, IEMG, and represent 43.90% of Texas Capital Bank Wealth Management Services's stock portfolio.
- Added to shares of these 10 stocks: IEMG (+$19M), IVE (+$12M), GOOGL (+$6.4M), EBAY (+$6.2M), COP (+$5.2M), ZTS, TCBI, NBHC, IEFA, RTX.
- Started 39 new stock positions in SSB, ITA, NBHC, Ishares Staked Ethereum Trust Etf, NVS, HYMB, MCK, SCHW, MFC, APD.
- Reduced shares in these 10 stocks: VOO (-$11M), LRCX (-$10M), IVW (-$7.8M), IJR (-$6.9M), ORCL (-$6.7M), SPY (-$5.8M), AGG, CAT, NVDA, Raytheon Technologies Corp.
- Sold out of its positions in AIG, AWK, ACA, ANET, AstraZeneca, ADP, BSX, CSX, CTSH, GUNR.
- Texas Capital Bank Wealth Management Services was a net buyer of stock by $12M.
- Texas Capital Bank Wealth Management Services has $1.7B in assets under management (AUM), dropping by -2.81%.
- 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 346 positions in its portfolio as reported in the March 2026 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) | 23.5 | $396M | -2% | 663k | 597.55 |
|
| NVIDIA Corporation (NVDA) | 8.2 | $139M | -2% | 797k | 174.40 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 4.6 | $78M | 2.0M | 38.42 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.0 | $68M | +3% | 748k | 90.53 |
|
| Ishares Core Msci Emkt (IEMG) | 3.5 | $59M | +47% | 840k | 69.75 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.7 | $46M | 913k | 49.89 |
|
|
| Apple (AAPL) | 2.5 | $42M | 166k | 253.79 |
|
|
| Texas Capital Bancshares (TCBI) | 2.1 | $36M | +8% | 380k | 94.88 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $25M | -2% | 364k | 67.53 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $24M | -19% | 37k | 650.34 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.4 | $24M | -6% | 243k | 97.23 |
|
| Microsoft Corporation (MSFT) | 1.3 | $23M | 61k | 370.16 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $22M | 344k | 64.08 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $22M | -15% | 222k | 99.27 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.1 | $19M | 64k | 298.85 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $18M | -3% | 60k | 294.16 |
|
| Deere & Company (DE) | 1.0 | $18M | -5% | 31k | 563.30 |
|
| Kla Corp Com New (KLAC) | 1.0 | $16M | -5% | 11k | 1472.41 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.9 | $15M | +7% | 785k | 19.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $15M | -2% | 41k | 356.56 |
|
| Meta Platforms Cl A (META) | 0.9 | $15M | +6% | 25k | 572.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $14M | +79% | 50k | 287.56 |
|
| Amazon (AMZN) | 0.8 | $14M | 66k | 208.27 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $14M | +3% | 81k | 169.66 |
|
| Caterpillar (CAT) | 0.8 | $14M | -19% | 19k | 708.46 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $13M | -43% | 62k | 213.66 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $13M | +1515% | 62k | 211.15 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $12M | 13k | 919.77 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $12M | +15% | 42k | 287.18 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.7 | $12M | 33k | 367.44 |
|
|
| Morgan Stanley Com New (MS) | 0.7 | $12M | -4% | 71k | 164.57 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $12M | -6% | 92k | 126.35 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $11M | 21k | 499.66 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $10M | -5% | 10k | 996.43 |
|
| TJX Companies (TJX) | 0.6 | $10M | -4% | 63k | 159.70 |
|
| Nextera Energy (NEE) | 0.5 | $8.5M | -10% | 92k | 92.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $8.1M | +14% | 28k | 286.87 |
|
| Home Depot (HD) | 0.5 | $8.1M | 25k | 328.89 |
|
|
| ConocoPhillips (COP) | 0.5 | $8.0M | +188% | 60k | 132.00 |
|
| Intuit (INTU) | 0.5 | $7.8M | +30% | 18k | 432.38 |
|
| Trane Technologies SHS (TT) | 0.4 | $7.5M | -3% | 18k | 416.74 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $6.8M | -50% | 55k | 124.31 |
|
| UnitedHealth (UNH) | 0.4 | $6.3M | +45% | 23k | 270.59 |
|
| Msci (MSCI) | 0.4 | $6.2M | -3% | 12k | 539.01 |
|
| eBay (EBAY) | 0.4 | $6.2M | NEW | 68k | 91.02 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.4 | $5.9M | 41k | 144.95 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $5.7M | 40k | 142.43 |
|
|
| Danaher Corporation (DHR) | 0.3 | $5.7M | -2% | 30k | 189.60 |
|
| Chevron Corporation (CVX) | 0.3 | $5.6M | 27k | 206.90 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $5.6M | -2% | 49k | 114.32 |
|
| Broadcom (AVGO) | 0.3 | $5.4M | +12% | 18k | 309.51 |
|
| Highpeak Energy (HPK) | 0.3 | $5.4M | +63% | 776k | 6.90 |
|
| Zoetis Cl A (ZTS) | 0.3 | $5.3M | +345% | 45k | 118.21 |
|
| Advanced Micro Devices (AMD) | 0.3 | $5.0M | 25k | 203.43 |
|
|
| Ares Capital Corporation (ARCC) | 0.3 | $4.5M | +2% | 248k | 18.02 |
|
| Johnson & Johnson (JNJ) | 0.3 | $4.5M | 18k | 244.44 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $4.2M | +10% | 379k | 11.06 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $4.2M | 28k | 151.28 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $4.1M | 42k | 97.13 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $4.0M | 81k | 48.75 |
|
|
| Visa Com Cl A (V) | 0.2 | $3.9M | +15% | 13k | 302.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.9M | +32% | 8.1k | 479.20 |
|
| Genesis Energy Unit Ltd Partn (GEL) | 0.2 | $3.6M | 200k | 17.83 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.5M | +4% | 24k | 146.28 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $3.5M | 50k | 70.18 |
|
|
| Starwood Property Trust (STWD) | 0.2 | $3.3M | -4% | 192k | 17.22 |
|
| Tesla Motors (TSLA) | 0.2 | $3.3M | +14% | 8.7k | 371.75 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $3.2M | 45k | 71.13 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.2M | 15k | 215.06 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.1M | 5.3k | 577.18 |
|
|
| Sixth Street Specialty Lending (TSLX) | 0.2 | $3.1M | +8% | 167k | 18.38 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $3.1M | 91k | 33.53 |
|
|
| Stellar Bancorp Ord (STEL) | 0.2 | $3.0M | +113% | 82k | 36.61 |
|
| Intel Corporation (INTC) | 0.2 | $3.0M | 68k | 44.13 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.8M | 90k | 30.68 |
|
|
| National Bk Hldgs Corp Cl A (NBHC) | 0.2 | $2.8M | NEW | 71k | 39.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.7M | +2% | 11k | 243.08 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $2.7M | 20k | 135.72 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.7M | -74% | 24k | 113.11 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.2 | $2.7M | -3% | 34k | 79.82 |
|
| Verizon Communications (VZ) | 0.2 | $2.7M | -11% | 54k | 50.20 |
|
| Citigroup Com New (C) | 0.1 | $2.4M | 21k | 113.41 |
|
|
| Abbvie (ABBV) | 0.1 | $2.4M | -8% | 11k | 217.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.4M | 3.7k | 653.21 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.4M | +60% | 9.7k | 248.00 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.4M | 5.6k | 426.40 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $2.3M | +23% | 12k | 194.14 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.2M | NEW | 12k | 192.90 |
|
| Merck & Co (MRK) | 0.1 | $2.2M | +2% | 18k | 120.29 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $2.2M | 160k | 13.67 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $2.1M | -18% | 15k | 144.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.1M | 20k | 106.15 |
|
|
| Tidal Trust Iii Fundstrat Granny (GRNI) | 0.1 | $2.0M | +3% | 106k | 19.05 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.0M | +23% | 5.9k | 337.95 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.0M | 10k | 191.92 |
|
|
| Cisco Systems (CSCO) | 0.1 | $1.9M | -8% | 25k | 77.59 |
|
| Chubb (CB) | 0.1 | $1.9M | +41% | 5.8k | 325.93 |
|
| Pepsi (PEP) | 0.1 | $1.8M | -6% | 11k | 155.29 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.7M | -15% | 5.5k | 310.79 |
|
| American Express Company (AXP) | 0.1 | $1.6M | -4% | 5.4k | 302.48 |
|
| Comstock Resources (CRK) | 0.1 | $1.6M | 78k | 21.08 |
|
|
| Honeywell International (HON) | 0.1 | $1.6M | -5% | 7.2k | 226.03 |
|
| Equifax (EFX) | 0.1 | $1.6M | 8.8k | 180.07 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $1.6M | 37k | 43.13 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.5M | 6.4k | 237.61 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $1.5M | 40k | 37.84 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.5M | 10k | 148.10 |
|
|
| Analog Devices (ADI) | 0.1 | $1.5M | 4.6k | 318.14 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.4M | 6.8k | 213.67 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $1.4M | +10% | 12k | 124.28 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.4M | -8% | 32k | 45.12 |
|
| Ford Motor Company (F) | 0.1 | $1.4M | 123k | 11.54 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.4M | -16% | 14k | 102.67 |
|
| Emerson Electric (EMR) | 0.1 | $1.4M | -6% | 11k | 131.02 |
|
| Caci Intl Cl A (CACI) | 0.1 | $1.4M | 2.5k | 543.87 |
|
|
| Imperial Oil Com New (IMO) | 0.1 | $1.3M | 10k | 130.82 |
|
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| Netflix (NFLX) | 0.1 | $1.3M | +4% | 13k | 96.15 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.3M | 10k | 125.13 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | -27% | 3.9k | 320.81 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.2M | +5% | 4.4k | 282.37 |
|
| Texas Capital Funds Trust Texas Cap Tex Eq (TXS) | 0.1 | $1.2M | 32k | 37.47 |
|
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | -84% | 8.1k | 147.12 |
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| PNC Financial Services (PNC) | 0.1 | $1.2M | -11% | 5.7k | 208.09 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | -8% | 8.8k | 130.94 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.2M | -24% | 1.9k | 616.76 |
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| Circle Internet Group Com Cl A (CRCL) | 0.1 | $1.1M | 12k | 95.41 |
|
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| Gilead Sciences (GILD) | 0.1 | $1.1M | +15% | 8.0k | 139.37 |
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| Blackrock (BLK) | 0.1 | $1.1M | +76% | 1.1k | 961.71 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.1M | 22k | 50.34 |
|
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| Dillards Cl A (DDS) | 0.1 | $1.1M | 1.9k | 572.11 |
|
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| Texas Capital Funds Trust Govt Money Mkt (MMKT) | 0.1 | $1.1M | -6% | 11k | 100.23 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.1M | +2% | 6.6k | 160.32 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.0M | -20% | 7.8k | 132.50 |
|
| Digi Pwr X Com Sub Vtg (DGXX) | 0.1 | $1.0M | +24% | 505k | 2.03 |
|
| Echostar Corp Cl A (SATS) | 0.1 | $1.0M | +3% | 8.7k | 117.07 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.0M | 6.5k | 155.11 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $985k | +11% | 9.8k | 100.66 |
|
| Waste Management (WM) | 0.1 | $974k | -8% | 4.2k | 229.79 |
|
| Lowe's Companies (LOW) | 0.1 | $944k | -5% | 4.0k | 236.28 |
|
| Phillips 66 (PSX) | 0.1 | $931k | +15% | 5.1k | 182.18 |
|
| USA Rare Earth Inc A (USAR) | 0.1 | $927k | +4% | 61k | 15.13 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $924k | 59k | 15.65 |
|
|
| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $923k | NEW | 37k | 24.80 |
|
| Kroger (KR) | 0.1 | $922k | +3% | 13k | 72.36 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $904k | 7.9k | 113.98 |
|
|
| Walt Disney Company (DIS) | 0.1 | $890k | 9.2k | 96.38 |
|
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| Amgen (AMGN) | 0.1 | $890k | -26% | 2.5k | 351.85 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $873k | +295% | 11k | 78.65 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $872k | 30k | 29.08 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $847k | +9% | 3.0k | 283.77 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $831k | +12% | 1.7k | 491.53 |
|
| Martin Marietta Materials (MLM) | 0.0 | $827k | +167% | 1.4k | 588.68 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $822k | +157% | 19k | 42.56 |
|
| Shell Spon Ads (SHEL) | 0.0 | $819k | +49% | 8.8k | 93.00 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $810k | +4% | 4.7k | 173.45 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $798k | -3% | 14k | 56.58 |
|
| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.0 | $793k | -18% | 31k | 26.00 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $792k | +4% | 10k | 78.41 |
|
| Tcg Bdc (CGBD) | 0.0 | $788k | +156% | 72k | 10.94 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $786k | 878.00 | 895.24 |
|
|
| Coca-Cola Company (KO) | 0.0 | $775k | -9% | 10k | 76.05 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $769k | +7% | 6.5k | 118.62 |
|
| Wells Fargo & Company (WFC) | 0.0 | $767k | +18% | 9.6k | 79.61 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $757k | +30% | 3.0k | 250.59 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $750k | 29k | 25.64 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $742k | 1.7k | 430.30 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $740k | 6.7k | 109.71 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $736k | 3.8k | 196.20 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $722k | 1.0k | 697.72 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $717k | -7% | 3.0k | 242.62 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $716k | 16k | 45.97 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $713k | +32% | 8.0k | 89.59 |
|
| Air Products & Chemicals (APD) | 0.0 | $712k | NEW | 2.5k | 290.49 |
|
| Stryker Corporation (SYK) | 0.0 | $709k | -8% | 2.2k | 328.59 |
|
| Dominion Resources (D) | 0.0 | $705k | +157% | 11k | 61.82 |
|
| Progressive Corporation (PGR) | 0.0 | $704k | +223% | 3.6k | 198.24 |
|
| Norfolk Southern (NSC) | 0.0 | $700k | NEW | 2.4k | 287.00 |
|
| Altria (MO) | 0.0 | $691k | +122% | 11k | 65.99 |
|
| Williams Companies (WMB) | 0.0 | $680k | 9.3k | 72.78 |
|
|
| Pfizer (PFE) | 0.0 | $670k | -8% | 24k | 28.08 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $669k | -63% | 59k | 11.30 |
|
| salesforce (CRM) | 0.0 | $669k | +9% | 3.6k | 186.67 |
|
| Eaton Corp SHS (ETN) | 0.0 | $667k | +10% | 1.9k | 357.67 |
|
| Ge Vernova (GEV) | 0.0 | $661k | 757.00 | 872.90 |
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| Independence Realty Trust In (IRT) | 0.0 | $661k | 44k | 14.89 |
|
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| Atlas Energy Solutions Com New (AESI) | 0.0 | $656k | -50% | 50k | 13.12 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $653k | +115% | 494.00 | 1320.83 |
|
| Republic Services (RSG) | 0.0 | $652k | NEW | 3.0k | 219.02 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $648k | NEW | 3.1k | 209.02 |
|
| Micron Technology (MU) | 0.0 | $643k | NEW | 1.9k | 337.84 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $639k | +3% | 1.3k | 484.83 |
|
| L3harris Technologies (LHX) | 0.0 | $628k | -31% | 1.8k | 345.15 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $613k | 14k | 43.66 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $602k | +176% | 6.5k | 92.31 |
|
| Qualcomm (QCOM) | 0.0 | $596k | -12% | 4.6k | 128.78 |
|
| Ecolab (ECL) | 0.0 | $585k | -39% | 2.2k | 266.02 |
|
| Southstate Bk Corp (SSB) | 0.0 | $581k | NEW | 6.3k | 92.52 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $560k | +107% | 926.00 | 604.39 |
|
| Suncor Energy (SU) | 0.0 | $550k | +18% | 8.3k | 66.11 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $544k | -22% | 2.7k | 198.29 |
|
| American Electric Power Company (AEP) | 0.0 | $536k | -13% | 4.1k | 131.08 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $536k | +58% | 11k | 49.59 |
|
| Tutor Perini Corporation (TPC) | 0.0 | $535k | 6.9k | 77.19 |
|
|
| Travelers Companies (TRV) | 0.0 | $530k | NEW | 1.8k | 291.68 |
|
| Boeing Company (BA) | 0.0 | $526k | -4% | 2.6k | 199.03 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $515k | 5.1k | 100.62 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $508k | -2% | 4.4k | 114.99 |
|
| Ishares Staked Ethereum Tr E Shares Of Fracti | 0.0 | $499k | NEW | 19k | 26.97 |
|
| Us Bancorp Com New (USB) | 0.0 | $499k | -3% | 9.6k | 52.01 |
|
| Garmin SHS (GRMN) | 0.0 | $495k | +6% | 2.1k | 232.01 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $491k | -18% | 14k | 34.28 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.0 | $489k | 4.6k | 107.30 |
|
|
| FedEx Corporation (FDX) | 0.0 | $484k | NEW | 1.4k | 356.18 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $477k | 2.2k | 216.58 |
|
|
| Microchip Technology (MCHP) | 0.0 | $476k | 7.4k | 64.61 |
|
|
| Uber Technologies (UBER) | 0.0 | $464k | +56% | 6.5k | 71.95 |
|
| International Business Machines (IBM) | 0.0 | $460k | +8% | 1.9k | 242.39 |
|
| Southern Company (SO) | 0.0 | $456k | -11% | 4.7k | 96.52 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $455k | +16% | 1.0k | 433.97 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $452k | NEW | 2.3k | 195.40 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $451k | NEW | 9.0k | 50.14 |
|
| Capital One Financial (COF) | 0.0 | $449k | +17% | 2.5k | 182.43 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $443k | 14k | 31.66 |
|
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $442k | 36k | 12.33 |
|
|
| Corteva (CTVA) | 0.0 | $440k | 5.3k | 83.71 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $437k | +3% | 3.7k | 118.63 |
|
| Rockwell Automation (ROK) | 0.0 | $437k | 1.2k | 358.88 |
|
|
| Essex Property Trust (ESS) | 0.0 | $433k | 1.8k | 242.00 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $425k | +94% | 7.5k | 56.97 |
|
| NewMarket Corporation (NEU) | 0.0 | $419k | NEW | 653.00 | 640.95 |
|
| General Dynamics Corporation (GD) | 0.0 | $412k | -26% | 1.2k | 343.22 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $407k | -17% | 1.3k | 320.55 |
|
| Devon Energy Corporation (DVN) | 0.0 | $406k | 8.1k | 50.32 |
|
|
| Entegris (ENTG) | 0.0 | $404k | NEW | 3.4k | 117.24 |
|
| Cadence Design Systems (CDNS) | 0.0 | $404k | 1.5k | 277.87 |
|
|
| Ocuphire Pharma (IRD) | 0.0 | $403k | +13% | 89k | 4.55 |
|
| Dover Corporation (DOV) | 0.0 | $396k | 1.9k | 208.45 |
|
|
| Corning Incorporated (GLW) | 0.0 | $387k | +2% | 2.8k | 135.97 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $378k | +13% | 4.9k | 77.11 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $375k | NEW | 4.0k | 93.98 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $371k | 543.00 | 682.24 |
|
|
| Prologis (PLD) | 0.0 | $370k | 2.8k | 132.18 |
|
|
| American Tower Reit (AMT) | 0.0 | $367k | +11% | 2.1k | 172.58 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.0 | $366k | NEW | 6.9k | 52.80 |
|
| Cipher Mining (CIFR) | 0.0 | $362k | -9% | 28k | 12.87 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $362k | 12k | 29.13 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $360k | NEW | 777.00 | 463.19 |
|
| Rein Therapeutics Com New (RNTX) | 0.0 | $356k | +4% | 274k | 1.30 |
|
| Illinois Tool Works (ITW) | 0.0 | $354k | +9% | 1.4k | 260.29 |
|
| Old Republic International Corporation (ORI) | 0.0 | $353k | 8.8k | 39.90 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $353k | -8% | 2.8k | 128.12 |
|
| Snap-on Incorporated (SNA) | 0.0 | $338k | 930.00 | 363.22 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $337k | -16% | 557.00 | 605.01 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $337k | NEW | 2.2k | 152.75 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $336k | -10% | 2.9k | 115.38 |
|
| Kkr & Co (KKR) | 0.0 | $333k | +16% | 3.6k | 92.50 |
|
| Equinix (EQIX) | 0.0 | $330k | NEW | 337.00 | 980.24 |
|
| Astrazeneca Ord (AZN) | 0.0 | $330k | NEW | 1.7k | 193.69 |
|
| AvalonBay Communities (AVB) | 0.0 | $330k | 2.0k | 163.35 |
|
|
| Hp (HPQ) | 0.0 | $330k | -2% | 17k | 19.21 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $328k | +49% | 283.00 | 1158.96 |
|
| Cigna Corp (CI) | 0.0 | $321k | -19% | 1.2k | 266.75 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $320k | +63% | 3.3k | 96.47 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $319k | -49% | 6.4k | 49.78 |
|
| Open Lending Corp (LPRO) | 0.0 | $319k | +45% | 255k | 1.25 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $317k | 2.2k | 145.94 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $316k | +11% | 3.7k | 85.23 |
|
| Icon SHS (ICLR) | 0.0 | $315k | NEW | 2.9k | 110.66 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $314k | -7% | 6.6k | 47.53 |
|
| Bk Nova Cad (BNS) | 0.0 | $314k | NEW | 4.5k | 69.31 |
|
| Totalenergies Se Act (TTE) | 0.0 | $313k | NEW | 3.4k | 93.22 |
|
| Evergy (EVRG) | 0.0 | $310k | 3.8k | 81.92 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $307k | -2% | 691.00 | 444.40 |
|
| Raymond James Financial (RJF) | 0.0 | $305k | +2% | 2.1k | 144.79 |
|
| Pulte (PHM) | 0.0 | $303k | 2.6k | 117.61 |
|
|
| Suro Capital Corp Com New (SSSS) | 0.0 | $300k | NEW | 28k | 10.71 |
|
| Nike CL B (NKE) | 0.0 | $299k | -73% | 5.7k | 52.82 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $297k | +13% | 1.8k | 162.48 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $295k | +3% | 1.1k | 261.92 |
|
| Church & Dwight (CHD) | 0.0 | $288k | NEW | 3.1k | 93.32 |
|
| Halliburton Company (HAL) | 0.0 | $287k | 7.4k | 38.99 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $287k | 3.8k | 75.49 |
|
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $286k | +5% | 3.0k | 94.24 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $284k | +5% | 2.1k | 137.08 |
|
| Yum! Brands (YUM) | 0.0 | $282k | 1.8k | 155.48 |
|
|
| Allstate Corporation (ALL) | 0.0 | $282k | 1.4k | 207.34 |
|
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $281k | 3.8k | 73.41 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $281k | 2.2k | 124.80 |
|
|
| Servicenow (NOW) | 0.0 | $278k | -32% | 2.7k | 104.55 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $274k | NEW | 5.5k | 49.37 |
|
| At&t (T) | 0.0 | $273k | +2% | 9.4k | 28.99 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $273k | -43% | 7.4k | 36.84 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $270k | +14% | 889.00 | 304.08 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $269k | -13% | 4.4k | 60.66 |
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $268k | NEW | 14k | 19.78 |
|
| EOG Resources (EOG) | 0.0 | $268k | NEW | 1.9k | 144.57 |
|
| Xylem (XYL) | 0.0 | $266k | -6% | 2.2k | 119.50 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $265k | -9% | 607.00 | 436.79 |
|
| Dupont De Nemours (DD) | 0.0 | $263k | -11% | 5.7k | 45.80 |
|
| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $261k | NEW | 9.5k | 27.61 |
|
| Actuate Therapeutics (ACTU) | 0.0 | $259k | 95k | 2.74 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $258k | +42% | 7.0k | 36.75 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $256k | 1.4k | 184.72 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $248k | +2% | 2.9k | 86.84 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $248k | 2.8k | 88.47 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $247k | 1.4k | 182.33 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $245k | 2.8k | 88.70 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $242k | +20% | 621.00 | 390.41 |
|
| Dell Technologies CL C (DELL) | 0.0 | $241k | NEW | 1.5k | 164.13 |
|
| Cme (CME) | 0.0 | $239k | 808.00 | 295.35 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $238k | -2% | 308.00 | 772.64 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $237k | 786.00 | 300.83 |
|
|
| Paychex (PAYX) | 0.0 | $235k | -49% | 2.6k | 92.12 |
|
| Hershey Company (HSY) | 0.0 | $233k | 1.1k | 207.89 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $232k | 3.1k | 75.10 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $224k | -26% | 705.00 | 318.07 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $224k | +393% | 77k | 2.92 |
|
| Manulife Finl Corp (MFC) | 0.0 | $223k | NEW | 6.5k | 34.44 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $223k | 9.4k | 23.69 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $222k | NEW | 1.0k | 218.75 |
|
| Paccar (PCAR) | 0.0 | $222k | -9% | 1.9k | 115.50 |
|
| Atlantic Union B (AUB) | 0.0 | $221k | 6.2k | 35.74 |
|
|
| S&p Global (SPGI) | 0.0 | $219k | +5% | 515.00 | 425.34 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $218k | 3.4k | 63.95 |
|
|
| McKesson Corporation (MCK) | 0.0 | $216k | NEW | 250.00 | 865.36 |
|
| Public Storage (PSA) | 0.0 | $211k | -40% | 779.00 | 270.88 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $210k | -50% | 3.6k | 57.64 |
|
| Ubs Group SHS (UBS) | 0.0 | $206k | 5.3k | 39.07 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $206k | NEW | 980.00 | 210.03 |
|
| Applied Materials (AMAT) | 0.0 | $205k | NEW | 601.00 | 341.79 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $204k | 12k | 16.97 |
|
|
| Global Net Lease Com New (GNL) | 0.0 | $203k | 22k | 9.36 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $203k | +2% | 7.1k | 28.71 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $202k | 1.6k | 126.27 |
|
|
| Talos Energy (TALO) | 0.0 | $158k | 10k | 15.76 |
|
|
| Cognition Therapeutics (CGTX) | 0.0 | $94k | 123k | 0.76 |
|
|
| Cue Biopharma (CUE) | 0.0 | $91k | -9% | 397k | 0.23 |
|
| Cypherpunk Technologies Com New (CYPH) | 0.0 | $83k | 104k | 0.79 |
|
|
| Fossil (FOSL) | 0.0 | $76k | 18k | 4.31 |
|
|
| Zeo Energy Corp Cl A (ZEO) | 0.0 | $41k | 71k | 0.57 |
|
|
| In8bio Com New (INAB) | 0.0 | $35k | 24k | 1.48 |
|
|
| Southland Hldgs (SLND) | 0.0 | $25k | 19k | 1.30 |
|
|
| Sow Good (SOWG) | 0.0 | $17k | 43k | 0.40 |
|
|
| Cytosorbents Corp Com New (CTSO) | 0.0 | $6.2k | 11k | 0.57 |
|
|
| Nuburu Common Stock | 0.0 | $2.3k | NEW | 13k | 0.18 |
|
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 2026 Q1 filed May 11, 2026
- 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