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, IEFA, IEMG, IBIT, and represent 44.02% of Texas Capital Bank Wealth Management Services's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$19M), KLAC (+$18M), FRMI (+$13M), MGK (+$11M), VO (+$10M), IEMG (+$6.6M), ISTR (+$5.1M), ZTS, INTU, DHR.
- Started 35 new stock positions in FIX, LPSN, CUE, ACA, PM, POOL, APP, SNDK, HOOD, HONA.
- Reduced shares in these 10 stocks: VOO (-$15M), NVDA (-$11M), AMD (-$11M), TCBI (-$9.6M), AMZN, LRCX, APH, ARM, CAT, NBHC.
- Sold out of its positions in T, ABEV, ARM, BMNR, BR, CME, CRCL, CMCSA, Cue Biopharma, CTSO.
- Texas Capital Bank Wealth Management Services was a net buyer of stock by $25M.
- Texas Capital Bank Wealth Management Services has $1.9B in assets under management (AUM), dropping by 10.87%.
- 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 349 positions in its portfolio as reported in the June 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) | 23.6 | $440M | -3% | 641k | 686.81 |
|
| NVIDIA Corporation (NVDA) | 7.9 | $148M | -7% | 740k | 200.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.9 | $91M | +25% | 940k | 96.58 |
|
| Ishares Core Msci Emkt (IEMG) | 4.1 | $76M | +9% | 920k | 82.84 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.6 | $67M | 2.0M | 33.29 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.5 | $47M | +2% | 932k | 50.58 |
|
| Apple (AAPL) | 2.5 | $46M | -3% | 160k | 289.36 |
|
| Texas Capital Bancshares (TCBI) | 1.6 | $30M | -24% | 287k | 103.26 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $29M | +3% | 378k | 77.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $26M | -7% | 34k | 746.77 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $25M | +2% | 351k | 71.25 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $25M | -7% | 224k | 110.32 |
|
| Microsoft Corporation (MSFT) | 1.3 | $24M | +2% | 63k | 373.02 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $23M | +5% | 233k | 98.98 |
|
| Lam Research Corp Com New (LRCX) | 1.2 | $22M | -17% | 52k | 433.33 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.2 | $22M | 64k | 343.91 |
|
|
| Kla Corp Com New (KLAC) | 1.1 | $21M | +526% | 69k | 301.71 |
|
| Deere & Company (DE) | 1.1 | $21M | +4% | 32k | 634.33 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $20M | 60k | 327.33 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $19M | +4% | 52k | 357.37 |
|
| Caterpillar (CAT) | 0.9 | $17M | -17% | 16k | 1064.90 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $16M | -3% | 40k | 409.50 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $15M | -5% | 13k | 1199.43 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $15M | +6% | 67k | 227.06 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $15M | 785k | 19.12 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.8 | $14M | +384% | 160k | 87.91 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $14M | +299% | 168k | 80.57 |
|
| Fermi (FRMI) | 0.7 | $13M | NEW | 1.5M | 9.16 |
|
| Morgan Stanley Com New (MS) | 0.7 | $13M | -11% | 63k | 209.04 |
|
| Meta Platforms Cl A (META) | 0.7 | $13M | -11% | 23k | 563.29 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $12M | +14% | 24k | 513.60 |
|
| Amphenol Corp Cl A (APH) | 0.6 | $12M | -26% | 68k | 176.32 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $11M | +16% | 12k | 935.47 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $11M | 80k | 136.72 |
|
|
| Amazon (AMZN) | 0.6 | $11M | -31% | 46k | 238.34 |
|
| Home Depot (HD) | 0.6 | $11M | +21% | 30k | 352.68 |
|
| TJX Companies (TJX) | 0.6 | $10M | +7% | 68k | 151.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $9.6M | -4% | 27k | 353.33 |
|
| Trane Technologies SHS (TT) | 0.5 | $9.4M | +6% | 19k | 491.16 |
|
| UnitedHealth (UNH) | 0.5 | $9.3M | -4% | 22k | 415.63 |
|
| Nextera Energy (NEE) | 0.5 | $9.0M | +12% | 103k | 87.77 |
|
| ConocoPhillips (COP) | 0.5 | $8.5M | +35% | 81k | 103.96 |
|
| Msci (MSCI) | 0.4 | $8.1M | +26% | 15k | 560.04 |
|
| eBay (EBAY) | 0.4 | $8.1M | +6% | 73k | 111.75 |
|
| Intel Corporation (INTC) | 0.4 | $8.1M | -14% | 58k | 139.63 |
|
| Danaher Corporation (DHR) | 0.4 | $8.0M | +38% | 42k | 190.48 |
|
| Intuit (INTU) | 0.4 | $8.0M | +69% | 31k | 261.00 |
|
| Zoetis Cl A (ZTS) | 0.4 | $7.2M | +124% | 100k | 71.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $7.0M | -14% | 47k | 148.31 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $6.5M | 40k | 164.27 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $6.4M | -3% | 39k | 163.45 |
|
| Broadcom (AVGO) | 0.3 | $6.4M | -3% | 17k | 377.75 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $6.3M | 48k | 130.40 |
|
|
| Highpeak Energy (HPK) | 0.3 | $5.4M | 776k | 6.99 |
|
|
| Investar Holding (ISTR) | 0.3 | $5.1M | NEW | 169k | 29.96 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.7M | +7% | 45k | 103.88 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $4.6M | 250k | 18.53 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $4.5M | -3% | 18k | 253.97 |
|
| Chevron Corporation (CVX) | 0.2 | $4.4M | -2% | 27k | 165.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.2M | +6% | 5.7k | 736.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.1M | +2% | 8.3k | 500.39 |
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $4.1M | 373k | 10.87 |
|
|
| Visa Com Cl A (V) | 0.2 | $4.0M | -8% | 12k | 343.09 |
|
| Tesla Motors (TSLA) | 0.2 | $3.9M | +6% | 9.3k | 420.60 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $3.8M | 50k | 75.79 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $3.7M | 45k | 82.34 |
|
|
| Stellar Bancorp Ord | 0.2 | $3.5M | +8% | 89k | 39.32 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $3.4M | 12k | 298.07 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.4M | -3% | 14k | 236.62 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.3M | 24k | 137.53 |
|
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.2 | $3.3M | +7% | 98k | 33.46 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.3M | +12% | 11k | 300.45 |
|
| Advanced Micro Devices (AMD) | 0.2 | $3.2M | -77% | 5.6k | 580.91 |
|
| Starwood Property Trust (STWD) | 0.2 | $3.2M | 194k | 16.38 |
|
|
| Sixth Street Specialty Lending (TSLX) | 0.2 | $3.0M | +5% | 176k | 17.17 |
|
| Cisco Systems (CSCO) | 0.2 | $2.9M | 25k | 117.46 |
|
|
| Genesis Energy Unit Ltd Partn (GEL) | 0.2 | $2.8M | 200k | 14.17 |
|
|
| Abbvie (ABBV) | 0.2 | $2.8M | 11k | 251.64 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.8M | 89k | 31.71 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.8M | +302% | 23k | 124.17 |
|
| Citigroup Com New (C) | 0.1 | $2.8M | -6% | 20k | 139.96 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $2.8M | +399% | 101k | 27.41 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $2.7M | +14% | 184k | 14.88 |
|
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.1 | $2.7M | -7% | 31k | 87.02 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.7M | -4% | 5.7k | 477.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.7M | -3% | 3.6k | 748.89 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.6M | -44% | 45k | 56.98 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $2.5M | +123% | 25k | 102.30 |
|
| Tidal Trust Iii Fund Gr Larg Etf (GRNI) | 0.1 | $2.5M | +10% | 117k | 21.10 |
|
| Merck & Co (MRK) | 0.1 | $2.4M | +4% | 19k | 128.50 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.3M | +3% | 6.8k | 341.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | 11k | 205.02 |
|
|
| Digi Pwr X Com Sub Vtg (DGXX) | 0.1 | $2.3M | -16% | 420k | 5.45 |
|
| Verizon Communications (VZ) | 0.1 | $2.3M | 54k | 42.34 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.2M | 12k | 189.73 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.2M | 10k | 212.77 |
|
|
| Micron Technology (MU) | 0.1 | $2.2M | 1.9k | 1154.28 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $2.1M | 15k | 146.64 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.1M | 20k | 107.62 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $2.0M | NEW | 35k | 58.20 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.9M | 6.4k | 302.96 |
|
|
| Chubb (CB) | 0.1 | $1.9M | -5% | 5.5k | 340.74 |
|
| Analog Devices (ADI) | 0.1 | $1.8M | 4.5k | 397.17 |
|
|
| American Express Company (AXP) | 0.1 | $1.8M | -2% | 5.3k | 338.25 |
|
| Ford Motor Company (F) | 0.1 | $1.7M | 125k | 13.90 |
|
|
| Emerson Electric (EMR) | 0.1 | $1.7M | +13% | 12k | 143.15 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $1.7M | 37k | 45.70 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.6M | 10k | 158.03 |
|
|
| Pepsi (PEP) | 0.1 | $1.6M | +2% | 12k | 135.40 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.5M | 4.4k | 350.07 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $1.5M | 40k | 36.76 |
|
|
| USA Rare Earth Inc A (USAR) | 0.1 | $1.5M | +11% | 68k | 21.58 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.5M | -11% | 6.0k | 242.43 |
|
| PNC Financial Services (PNC) | 0.1 | $1.4M | 5.8k | 246.22 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.4M | -2% | 9.8k | 141.89 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $1.4M | -15% | 27k | 51.69 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | +2% | 12k | 113.26 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.3M | -10% | 4.9k | 270.31 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $1.3M | 1.9k | 703.34 |
|
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| Equifax (EFX) | 0.1 | $1.3M | -6% | 8.3k | 158.72 |
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| Texas Capital Funds Trust Cap Te Eq In Etf (TXS) | 0.1 | $1.3M | 31k | 40.12 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | -13% | 3.4k | 370.04 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.2M | 6.5k | 188.09 |
|
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | 8.2k | 146.55 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | +4% | 3.1k | 373.73 |
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| Caci Intl Cl A (CACI) | 0.1 | $1.2M | 2.5k | 463.26 |
|
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| Comstock Resources (CRK) | 0.1 | $1.2M | 78k | 14.92 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | 8.9k | 126.58 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | +809% | 9.4k | 119.52 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $1.1M | +18% | 44k | 25.44 |
|
| Imperial Oil Com New (IMO) | 0.1 | $1.1M | 10k | 112.02 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.1M | 22k | 50.35 |
|
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.1M | 59k | 17.73 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.0M | 7.9k | 132.83 |
|
|
| Blackrock (BLK) | 0.1 | $1.0M | -7% | 1.1k | 961.56 |
|
| Dillards Cl A (DDS) | 0.1 | $1.0M | 1.9k | 528.42 |
|
|
| Texas Capital Funds Trust Govt Money Mkt (MMKT) | 0.1 | $1.0M | -7% | 10k | 100.22 |
|
| Phillips 66 (PSX) | 0.1 | $1000k | +15% | 5.9k | 169.05 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $983k | 494.00 | 1989.68 |
|
|
| Gilead Sciences (GILD) | 0.1 | $963k | -5% | 7.6k | 126.34 |
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| Ge Vernova (GEV) | 0.1 | $959k | +7% | 816.00 | 1174.86 |
|
| Union Pacific Corporation (UNP) | 0.1 | $957k | +19% | 3.5k | 272.00 |
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| Netflix (NFLX) | 0.1 | $949k | 13k | 71.40 |
|
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| Abbott Laboratories (ABT) | 0.0 | $916k | -26% | 10k | 90.74 |
|
| Schwab Strategic Tr High Yiel Bd Etf (SCYB) | 0.0 | $903k | +13% | 35k | 26.18 |
|
| Open Lending Corp (LPRO) | 0.0 | $893k | +12% | 287k | 3.11 |
|
| Amgen (AMGN) | 0.0 | $893k | -2% | 2.5k | 362.12 |
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| Walt Disney Company (DIS) | 0.0 | $891k | 9.3k | 96.25 |
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| Waste Management (WM) | 0.0 | $885k | -6% | 4.0k | 222.88 |
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| Wells Fargo & Company (WFC) | 0.0 | $885k | +11% | 11k | 82.64 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $872k | +9% | 21k | 41.43 |
|
| Coca-Cola Company (KO) | 0.0 | $866k | +4% | 11k | 81.27 |
|
| Echostar Corp Cl A | 0.0 | $864k | -2% | 8.5k | 101.50 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $861k | 29k | 29.43 |
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| Qualcomm (QCOM) | 0.0 | $855k | 4.6k | 184.79 |
|
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| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $854k | 14k | 60.79 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $832k | -27% | 5.6k | 147.73 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $830k | -2% | 1.7k | 501.36 |
|
| Honeywell International (HON) | 0.0 | $830k | NEW | 3.7k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.0 | $819k | NEW | 3.7k | 221.08 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $817k | -4% | 835.00 | 978.12 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $815k | 3.7k | 217.93 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $814k | +2% | 1.9k | 426.12 |
|
| AFLAC Incorporated (AFL) | 0.0 | $801k | 6.8k | 117.25 |
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| Corning Incorporated (GLW) | 0.0 | $798k | +9% | 3.1k | 255.43 |
|
| Starbucks Corporation (SBUX) | 0.0 | $794k | -2% | 7.8k | 102.19 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $787k | 10k | 77.91 |
|
|
| Tcg Bdc (CGBD) | 0.0 | $766k | 73k | 10.53 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $761k | 15k | 49.82 |
|
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.0 | $753k | 4.6k | 165.38 |
|
|
| Independence Realty Trust In (IRT) | 0.0 | $741k | 44k | 16.69 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $738k | 6.5k | 114.18 |
|
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| Cue Biopharma (CUE) | 0.0 | $722k | NEW | 23k | 31.56 |
|
| Stryker Corporation (SYK) | 0.0 | $721k | +6% | 2.3k | 314.84 |
|
| Boeing Company (BA) | 0.0 | $717k | +25% | 3.3k | 216.47 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $715k | -29% | 2.1k | 334.83 |
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| Altria (MO) | 0.0 | $707k | -6% | 9.8k | 71.95 |
|
| Martin Marietta Materials (MLM) | 0.0 | $705k | -13% | 1.2k | 576.70 |
|
| Dell Technologies CL C (DELL) | 0.0 | $701k | +10% | 1.6k | 431.46 |
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| Kroger (KR) | 0.0 | $686k | -2% | 12k | 55.53 |
|
| Microchip Technology (MCHP) | 0.0 | $685k | 7.5k | 91.20 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $670k | -38% | 19k | 36.13 |
|
| Applied Materials (AMAT) | 0.0 | $662k | +52% | 915.00 | 723.00 |
|
| Dominion Resources (D) | 0.0 | $662k | -15% | 9.7k | 68.29 |
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| Shell Spon Ads (SHEL) | 0.0 | $646k | -5% | 8.3k | 77.54 |
|
| Sandisk Corp (SNDK) | 0.0 | $644k | NEW | 283.00 | 2273.73 |
|
| Progressive Corporation (PGR) | 0.0 | $640k | -17% | 2.9k | 218.45 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $635k | 1.7k | 368.38 |
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| Republic Services (RSG) | 0.0 | $633k | 3.0k | 213.08 |
|
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| Southstate Bk Corp (SSB) | 0.0 | $627k | 6.3k | 99.90 |
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| Norfolk Southern (NSC) | 0.0 | $616k | -19% | 2.0k | 314.59 |
|
| Travelers Companies (TRV) | 0.0 | $614k | +2% | 1.9k | 330.12 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $610k | 14k | 43.50 |
|
|
| Rockwell Automation (ROK) | 0.0 | $609k | 1.2k | 495.08 |
|
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| Spotify Technology S A SHS (SPOT) | 0.0 | $606k | 1.3k | 459.17 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $598k | -23% | 3.6k | 166.67 |
|
| Ecolab (ECL) | 0.0 | $598k | -2% | 2.1k | 278.61 |
|
| Air Products & Chemicals (APD) | 0.0 | $597k | -17% | 2.0k | 293.18 |
|
| Capital One Financial (COF) | 0.0 | $574k | +16% | 2.9k | 200.62 |
|
| American Electric Power Company (AEP) | 0.0 | $568k | 4.1k | 136.81 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $567k | +39% | 1.1k | 522.59 |
|
| International Business Machines (IBM) | 0.0 | $566k | +5% | 2.0k | 281.21 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $565k | 11k | 52.33 |
|
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| Pfizer (PFE) | 0.0 | $558k | -2% | 23k | 24.08 |
|
| Lowe's Companies (LOW) | 0.0 | $557k | -36% | 2.5k | 220.49 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $546k | +4% | 4.6k | 117.67 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $542k | 3.8k | 144.61 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $536k | -14% | 2.7k | 201.61 |
|
| Us Bancorp Com New (USB) | 0.0 | $526k | -9% | 8.7k | 60.40 |
|
| Essex Property Trust (ESS) | 0.0 | $526k | 1.8k | 291.59 |
|
|
| Williams Companies (WMB) | 0.0 | $518k | -25% | 7.0k | 74.34 |
|
| Garmin SHS (GRMN) | 0.0 | $509k | 2.1k | 237.54 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $507k | 2.2k | 229.57 |
|
|
| Ocuphire Pharma (IRD) | 0.0 | $504k | +38% | 123k | 4.11 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $503k | +6% | 988.00 | 509.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $501k | +5% | 656.00 | 763.14 |
|
| salesforce (CRM) | 0.0 | $500k | -11% | 3.2k | 156.66 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $497k | +14% | 1.2k | 415.29 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $497k | +4% | 3.0k | 163.31 |
|
| Cipher Mining (CIFR) | 0.0 | $491k | -28% | 20k | 24.50 |
|
| Entegris (ENTG) | 0.0 | $489k | -21% | 2.7k | 179.86 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $488k | -31% | 41k | 11.94 |
|
| L3harris Technologies (LHX) | 0.0 | $485k | -8% | 1.7k | 290.59 |
|
| Cadence Design Systems (CDNS) | 0.0 | $470k | -13% | 1.3k | 375.32 |
|
| Fidelity Covington Trust Int Hg Div Etf (FIDI) | 0.0 | $467k | +80% | 17k | 27.37 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $465k | -28% | 10k | 45.73 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $465k | +69% | 13k | 37.02 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $459k | 36k | 12.80 |
|
|
| Southern Company (SO) | 0.0 | $451k | 4.7k | 95.71 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $450k | +2% | 1.3k | 344.32 |
|
| Corteva (CTVA) | 0.0 | $450k | 5.3k | 84.69 |
|
|
| Icon Pub SHS (ICLR) | 0.0 | $450k | -9% | 2.6k | 173.71 |
|
| Suncor Energy (SU) | 0.0 | $447k | 8.3k | 53.68 |
|
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.0 | $444k | 14k | 31.73 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $426k | -4% | 7.1k | 60.12 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.0 | $424k | NEW | 18k | 23.44 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $419k | 4.9k | 85.49 |
|
|
| South Plains Financial (SPFI) | 0.0 | $415k | NEW | 9.6k | 43.09 |
|
| American Tower Reit (AMT) | 0.0 | $413k | +18% | 2.5k | 163.57 |
|
| O'reilly Automotive (ORLY) | 0.0 | $413k | -31% | 4.5k | 92.09 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $406k | -18% | 1.9k | 216.60 |
|
| NewMarket Corporation (NEU) | 0.0 | $403k | -22% | 509.00 | 791.24 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $402k | NEW | 1.4k | 289.43 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $396k | +32% | 4.0k | 98.20 |
|
| Bk Nova Cad (BNS) | 0.0 | $393k | 4.5k | 86.84 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $392k | -86% | 3.4k | 116.67 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.0 | $390k | 6.9k | 56.20 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $389k | -16% | 7.6k | 51.51 |
|
| Devon Energy Corporation (DVN) | 0.0 | $388k | +16% | 9.4k | 41.32 |
|
| AvalonBay Communities (AVB) | 0.0 | $387k | 2.1k | 188.69 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $380k | -5% | 2.6k | 146.41 |
|
| Snap-on Incorporated (SNA) | 0.0 | $374k | 930.00 | 402.40 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $373k | 559.00 | 666.90 |
|
|
| Dover Corporation (DOV) | 0.0 | $373k | -12% | 1.7k | 224.28 |
|
| Hp (HPQ) | 0.0 | $370k | 17k | 21.94 |
|
|
| Old Republic International Corporation (ORI) | 0.0 | $362k | 8.8k | 40.92 |
|
|
| Equinix (EQIX) | 0.0 | $361k | +2% | 346.00 | 1042.39 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $357k | 6.6k | 54.03 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $356k | +2% | 2.3k | 156.72 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $355k | +20% | 6.7k | 53.09 |
|
| Goldman Sachs (GS) | 0.0 | $352k | NEW | 348.00 | 1011.37 |
|
| Suro Capital Corp Com New | 0.0 | $351k | 28k | 12.54 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $346k | 2.8k | 124.44 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $345k | -5% | 3.1k | 109.77 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $342k | 1.1k | 303.12 |
|
|
| Cigna Corp (CI) | 0.0 | $341k | +2% | 1.2k | 275.68 |
|
| FedEx Corporation (FDX) | 0.0 | $340k | -20% | 1.1k | 313.13 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $338k | 3.8k | 89.14 |
|
|
| Prologis (PLD) | 0.0 | $338k | -10% | 2.5k | 135.47 |
|
| Philip Morris International (PM) | 0.0 | $334k | NEW | 1.8k | 180.91 |
|
| Evergy (EVRG) | 0.0 | $333k | 3.9k | 86.43 |
|
|
| Allstate Corporation (ALL) | 0.0 | $331k | +2% | 1.4k | 237.94 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $331k | 2.2k | 152.18 |
|
|
| Proshares Tr Ultra Fncls New (UYG) | 0.0 | $328k | 3.8k | 85.57 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $327k | -22% | 9.7k | 33.84 |
|
| Cummins (CMI) | 0.0 | $326k | NEW | 457.00 | 713.21 |
|
| General Dynamics Corporation (GD) | 0.0 | $326k | -23% | 920.00 | 354.24 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $323k | -3% | 6.7k | 47.94 |
|
| Pool Corporation (POOL) | 0.0 | $322k | NEW | 1.5k | 214.90 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $320k | -6% | 3.5k | 91.68 |
|
| Astrazeneca Ord (AZN) | 0.0 | $319k | 1.7k | 187.11 |
|
|
| Uber Technologies (UBER) | 0.0 | $316k | -32% | 4.4k | 72.16 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $315k | +502% | 3.7k | 86.13 |
|
| Ameriprise Financial (AMP) | 0.0 | $314k | 685.00 | 458.76 |
|
|
| Rein Therapeutics Com New (RNTX) | 0.0 | $313k | +9% | 301k | 1.04 |
|
| Illinois Tool Works (ITW) | 0.0 | $308k | -16% | 1.1k | 270.47 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $307k | NEW | 3.5k | 86.95 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $305k | -17% | 3.3k | 92.27 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $304k | -19% | 228.00 | 1332.04 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $304k | +3% | 919.00 | 330.46 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $300k | +8% | 589.00 | 509.31 |
|
| Comfort Systems USA (FIX) | 0.0 | $290k | NEW | 146.00 | 1988.50 |
|
| Yum! Brands (YUM) | 0.0 | $290k | 1.8k | 159.86 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $286k | NEW | 1.7k | 169.88 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $284k | -11% | 1.8k | 154.52 |
|
| Pulte (PHM) | 0.0 | $281k | -20% | 2.0k | 137.21 |
|
| Servicenow (NOW) | 0.0 | $269k | 2.7k | 99.28 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $267k | NEW | 2.7k | 100.28 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $267k | NEW | 518.00 | 515.23 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $267k | 2.8k | 96.43 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $265k | -15% | 1.1k | 233.10 |
|
| Raymond James Financial (RJF) | 0.0 | $264k | -17% | 1.7k | 152.03 |
|
| Atlantic Union B (AUB) | 0.0 | $262k | 6.2k | 42.31 |
|
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $262k | NEW | 1.9k | 135.64 |
|
| Manulife Finl Corp (MFC) | 0.0 | $262k | 6.5k | 40.51 |
|
|
| Ubs Group SHS (UBS) | 0.0 | $262k | 5.3k | 49.56 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $261k | 3.4k | 77.77 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $261k | NEW | 6.1k | 42.68 |
|
| Paychex (PAYX) | 0.0 | $259k | +3% | 2.6k | 98.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $258k | 3.1k | 83.75 |
|
|
| Public Storage (PSA) | 0.0 | $258k | +3% | 810.00 | 318.31 |
|
| Emcor (EME) | 0.0 | $257k | NEW | 310.00 | 828.78 |
|
| Halliburton Company (HAL) | 0.0 | $253k | 7.5k | 33.95 |
|
|
| Molina Healthcare (MOH) | 0.0 | $250k | NEW | 1.1k | 228.70 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $246k | 1.0k | 242.42 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $241k | -5% | 4.2k | 57.62 |
|
| Western Digital (WDC) | 0.0 | $240k | NEW | 375.00 | 638.73 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $239k | 12k | 19.89 |
|
|
| EOG Resources (EOG) | 0.0 | $238k | 1.8k | 129.73 |
|
|
| Church & Dwight (CHD) | 0.0 | $238k | -20% | 2.5k | 96.88 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $237k | 1.4k | 172.27 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $237k | NEW | 1.4k | 170.08 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $236k | +3% | 1.6k | 143.10 |
|
| Kkr & Co (KKR) | 0.0 | $234k | -29% | 2.5k | 91.78 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $230k | -76% | 2.3k | 100.67 |
|
| Nike CL B (NKE) | 0.0 | $227k | -2% | 5.5k | 41.05 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $225k | NEW | 1.9k | 121.42 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $223k | 9.4k | 23.71 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $222k | NEW | 598.00 | 370.59 |
|
| 3M Company (MMM) | 0.0 | $219k | NEW | 1.4k | 161.91 |
|
| Automatic Data Processing (ADP) | 0.0 | $215k | NEW | 958.00 | 223.95 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $213k | NEW | 429.00 | 496.73 |
|
| CSX Corporation (CSX) | 0.0 | $213k | NEW | 4.5k | 47.53 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $209k | -18% | 572.00 | 365.87 |
|
| Xylem (XYL) | 0.0 | $208k | -21% | 1.8k | 118.21 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $205k | +6% | 329.00 | 623.54 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $205k | -6% | 3.2k | 64.12 |
|
| Innovator Etfs Trust GRWT100 PWR BF (NAPR) | 0.0 | $204k | NEW | 3.4k | 59.20 |
|
| Arcosa (ACA) | 0.0 | $203k | NEW | 1.4k | 145.29 |
|
| Vontier Corporation (VNT) | 0.0 | $201k | NEW | 6.9k | 29.00 |
|
| Global Net Lease Com New (GNL) | 0.0 | $194k | 22k | 8.94 |
|
|
| Cognition Therapeutics (CGTX) | 0.0 | $165k | +16% | 143k | 1.15 |
|
| Actuate Therapeutics (ACTU) | 0.0 | $157k | +8% | 103k | 1.53 |
|
| Fossil (FOSL) | 0.0 | $73k | 18k | 4.14 |
|
|
| In8bio Com New (INAB) | 0.0 | $34k | +2% | 24k | 1.41 |
|
| Liveperson (LPSN) | 0.0 | $33k | NEW | 17k | 1.90 |
|
| Cypherpunk Technologies Com New (CYPH) | 0.0 | $23k | -63% | 38k | 0.61 |
|
| Southland Hldgs (SLND) | 0.0 | $13k | 19k | 0.66 |
|
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 Q2 filed Aug. 7, 2026
- 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