Texas Capital Bank Wealth Management Services Inc Top Holdings and 13F Report (2025) About Texas Capital Bank Wealth Management Services IncInvestment ActivityTexas Capital Bank Wealth Management Services Inc has $989.68 million in total holdings as of March 31, 2025.Texas Capital Bank Wealth Management Services Inc owns shares of 209 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 9.12% of the portfolio was purchased this quarter.About 3.96% of the portfolio was sold this quarter.This quarter, Texas Capital Bank Wealth Management Services Inc has purchased 163 new stocks and bought additional shares in 83 stocks.Texas Capital Bank Wealth Management Services Inc sold shares of 42 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $314,750,153NVIDIA $58,936,733iShares Core MSCI EAFE ETF $54,648,519Apple $26,073,210iShares Russell Mid-Cap ETF $24,660,403 Largest New Holdings this Quarter 923451108 - Veritex $6,621,095 Holding33939L845 - FlexShares Quality Dividend Defensive Index Fund $2,706,979 Holding25434V500 - Dimensional U.S. Small Cap ETF $2,684,807 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $1,751,182 Holding88224A102 - TEXAS CAP TEX EQUITY INDEX E $1,014,641 Holding Largest Purchases this Quarter Texas Capital Bancshares 238,785 shares (about $17.84M)Veritex 265,162 shares (about $6.62M)iShares Core S&P Mid-Cap ETF 95,039 shares (about $5.55M)FlexShares Quality Dividend Defensive Index Fund 38,732 shares (about $2.71M)Dimensional U.S. Small Cap ETF 44,934 shares (about $2.68M) Largest Sales this Quarter Vanguard S&P 500 ETF 26,270 shares (about $13.50M)iShares Russell Mid-Cap ETF 64,925 shares (about $5.52M)JPMorgan Chase & Co. 8,562 shares (about $2.10M)iShares Core MSCI EAFE ETF 27,323 shares (about $2.07M)Morgan Stanley 12,278 shares (about $1.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTexas Capital Bank Wealth Management Services Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$314,750,153$13,500,407 ▼-4.1%612,46231.8%ETFNVDANVIDIA$58,936,733$1,906,838 ▲3.3%543,7976.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$54,648,519$2,066,986 ▼-3.6%722,3865.5%ETFAAPLApple$26,073,210$478,247 ▼-1.8%117,3782.6%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$24,660,403$5,523,163 ▼-18.3%289,8842.5%ETFIJHiShares Core S&P Mid-Cap ETF$20,105,271$5,545,531 ▲38.1%344,5632.0%ETFTCBITexas Capital Bancshares$18,630,255$17,837,240 ▲2,249.3%249,4011.9%FinanceVVVanguard Large-Cap ETF$16,586,660$305,095 ▼-1.8%64,5321.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$16,339,830$524,771 ▲3.3%165,1821.7%FinanceVEAVanguard FTSE Developed Markets ETF$14,010,629$193,408 ▼-1.4%275,6371.4%ETFMSFTMicrosoft$13,215,985$1,435,492 ▲12.2%35,2061.3%Computer and TechnologyETEnergy Transfer$12,103,893$2,618,290 ▲27.6%651,0971.2%EnergyDEDeere & Company$11,817,934$445,889 ▼-3.6%25,1791.2%IndustrialsSPYSPDR S&P 500 ETF Trust$11,308,069$42,514 ▲0.4%20,2151.1%FinanceMGKVanguard Mega Cap Growth ETF$11,237,981$4,942 ▼0.0%36,3831.1%ETFLLYEli Lilly and Company$10,729,396$413,781 ▲4.0%12,9911.1%MedicalJPMJPMorgan Chase & Co.$10,480,589$2,100,239 ▼-16.7%42,7261.1%FinanceMAMastercard$10,392,754$50,426 ▼-0.5%18,9611.1%Business ServicesCOSTCostco Wholesale$9,683,314$1,209,705 ▼-11.1%10,2381.0%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$9,124,572$593,406 ▼-6.1%183,8890.9%ETFUNHUnitedHealth Group$8,956,354$377,110 ▲4.4%17,1000.9%MedicalIWBiShares Russell 1000 ETF$8,875,829$65,336 ▼-0.7%28,9360.9%ETFORCLOracle$8,698,755$738,901 ▼-7.8%62,2180.9%Computer and TechnologyZTSZoetis$8,526,090$1,661,487 ▲24.2%51,7830.9%MedicalHDHome Depot$8,494,235$163,823 ▼-1.9%23,1770.9%Retail/WholesaleTJXTJX Companies$8,486,829$1,314,230 ▼-13.4%69,6780.9%Retail/WholesaleINTUIntuit$8,430,628$46,049 ▲0.5%13,7310.9%Computer and TechnologyMSMorgan Stanley$8,333,705$1,432,469 ▼-14.7%71,4300.8%FinanceMSCIMSCI$8,185,816$242,606 ▲3.1%14,4750.8%FinanceNEENextEra Energy$8,080,236$20,558 ▲0.3%113,9830.8%UtilitiesKLACKLA$7,919,999$966,036 ▼-10.9%11,6500.8%Computer and TechnologyMETAMeta Platforms$7,857,965$142,935 ▼-1.8%13,6340.8%Computer and TechnologyLAM RESEARCH CORP$7,631,484$252,779 ▲3.4%104,9720.8%COM NEWPLDPrologis$7,578,716$946,864 ▲14.3%67,7940.8%FinanceCATCaterpillar$7,479,765$1,142,082 ▼-13.2%22,6800.8%IndustrialsCOPConocoPhillips$7,359,249$372,084 ▲5.3%70,0750.7%EnergyVOVanguard Mid-Cap ETF$7,321,015$461,637 ▼-5.9%28,3080.7%ETFMGVVanguard Mega Cap Value ETF$7,318,499$75,887 ▼-1.0%56,8030.7%ETFDHRDanaher$7,126,462$411,848 ▲6.1%34,7630.7%MedicalVBTXVeritex$6,621,095$6,621,095 ▲New Holding265,1620.7%FinanceNKENIKE$6,614,108$1,464,611 ▲28.4%104,1920.7%Consumer DiscretionaryTTTrane Technologies$6,485,943$46,494 ▲0.7%19,2510.7%ConstructionIVOOVanguard S&P Mid-Cap 400 ETF$5,896,042$303,503 ▼-4.9%59,7370.6%ETFAMZNAmazon.com$5,086,601$1,965,766 ▲63.0%26,7350.5%Retail/WholesaleOBDCBlue Owl Capital$4,147,329$523,391 ▲14.4%282,9010.4%FinanceSBUXStarbucks$3,770,383$104,760 ▼-2.7%38,4380.4%Retail/WholesaleARCCAres Capital$3,699,036$270,130 ▲7.9%166,9240.4%FinanceSTWDStarwood Property Trust$3,444,567$247,619 ▲7.7%174,2320.3%FinanceTSLXSixth Street Specialty Lending$3,128,836$248,664 ▲8.6%139,8050.3%FinanceEFAiShares MSCI EAFE ETF$2,845,7570.0%34,8190.3%FinanceQDEFFlexShares Quality Dividend Defensive Index Fund$2,706,979$2,706,979 ▲New Holding38,7320.3%ETFDFASDimensional U.S. Small Cap ETF$2,684,807$2,684,807 ▲New Holding44,9340.3%ETFVVisa$2,606,363$1,142,496 ▲78.0%7,4370.3%Business ServicesIJJiShares S&P Mid-Cap 400 Value ETF$2,490,145$1,711,900 ▲220.0%20,7980.3%ETFOCSLOaktree Specialty Lending$2,488,996$1,770,087 ▲246.2%162,0440.3%FinanceBACBank of America$2,306,861$212,696 ▲10.2%55,2810.2%FinanceIWMiShares Russell 2000 ETF$2,204,365$12,169 ▲0.6%11,0500.2%FinanceVZVerizon Communications$2,202,401$1,827,956 ▲488.2%48,5540.2%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,192,216$100,751 ▲4.8%65,9510.2%ETFGOOGAlphabet$2,073,692$572,597 ▲38.1%13,2730.2%Computer and TechnologyXOMExxon Mobil$2,005,772$347,041 ▲20.9%16,8650.2%EnergyACNAccenture$1,824,849$492,098 ▲36.9%5,8480.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,751,182$1,751,182 ▲New Holding10,1090.2%ETFPGProcter & Gamble$1,739,382$370,509 ▲27.1%10,2060.2%Consumer StaplesGOOGLAlphabet$1,677,358$19,020 ▼-1.1%10,8470.2%Computer and TechnologyABBVAbbVie$1,628,333$262,100 ▲19.2%7,7720.2%MedicalIVViShares Core S&P 500 ETF$1,594,672$64,057 ▲4.2%2,8380.2%ETFBRK.BBerkshire Hathaway$1,576,437$664,660 ▲72.9%2,9600.2%FinanceJNJJohnson & Johnson$1,447,812$405,984 ▲39.0%8,7300.1%MedicalCVXChevron$1,391,362$431,277 ▲44.9%8,3170.1%EnergyABTAbbott Laboratories$1,343,160$1,068,586 ▲389.2%10,1260.1%MedicalTXNTexas Instruments$1,281,794$98,655 ▲8.3%7,1330.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,277,7310.0%4,6490.1%ETFIVWiShares S&P 500 Growth ETF$1,193,422$89,024 ▼-6.9%12,8560.1%ETFAVGOBroadcom$1,145,769$388,453 ▲51.3%6,8430.1%Computer and TechnologyTMOThermo Fisher Scientific$1,128,064$727,494 ▲181.6%2,2670.1%MedicalMCDMcDonald's$1,121,369$245,827 ▲28.1%3,5900.1%Retail/WholesaleMMCMarsh & McLennan Companies$1,079,859$288,206 ▲36.4%4,4250.1%FinancePNNTPennantPark Investment$1,068,7920.0%152,0330.1%FinancePALANTIR TECHNOLOGIES INC$1,066,056$141,117 ▼-11.7%12,6310.1%CL ATILTFlexShares Morningstar US Market Factor Tilt Index Fund$1,052,3400.0%5,1150.1%ETFADBEAdobe$1,033,613$703,777 ▲213.4%2,6950.1%Computer and TechnologyTEXAS CAP TEX EQUITY INDEX E$1,014,641$1,014,641 ▲New Holding32,3670.1%TEXAS CAP TEX EQVTVVanguard Value ETF$992,784$173 ▲0.0%5,7470.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$962,9030.0%7,8920.1%ETFCCitigroup$948,843$6,034 ▲0.6%13,3660.1%FinancePEPPepsiCo$927,266$24,141 ▲2.7%6,1840.1%Consumer StaplesQCOMQUALCOMM$889,798$250,212 ▲39.1%5,7930.1%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$886,7940.0%24,8750.1%ETFSHOPShopify$882,904$882,904 ▲New Holding9,2470.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$850,233$5,803 ▼-0.7%6,5930.1%ETFIRTIndependence Realty Trust$832,0890.0%39,1940.1%FinanceIUSGiShares Core S&P U.S. Growth ETF$826,9100.0%6,5070.1%ManufacturingHONHoneywell International$825,547$378,579 ▲84.7%3,8990.1%Multi-Sector ConglomeratesISHARES BITCOIN TRUST ETF$822,3110.0%17,5670.1%SHS BEN INTDISWalt Disney$816,086$219,715 ▲36.8%8,2680.1%Consumer DiscretionaryIJKiShares S&P Mid-Cap 400 Growth ETF$814,4780.0%9,7800.1%ETFNFLXNetflix$809,436$481,185 ▲146.6%8680.1%Consumer DiscretionaryAMGNAmgen$804,554$195,685 ▲32.1%2,5820.1%MedicalBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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