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 $1.07 billion in total holdings as of June 30, 2025.Texas Capital Bank Wealth Management Services Inc owns shares of 224 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.12% of the portfolio was purchased this quarter.About 6.46% of the portfolio was sold this quarter.This quarter, Texas Capital Bank Wealth Management Services Inc has purchased 209 new stocks and bought additional shares in 83 stocks.Texas Capital Bank Wealth Management Services Inc sold shares of 90 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $330,704,255NVIDIA $86,407,733iShares Core MSCI EAFE ETF $50,295,506Apple $23,722,259iShares Russell Mid-Cap ETF $23,448,008 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $6,724,771 Holding27828Y108 - Eaton Vance Tax-Managed Buy-Write Opportunities Fund $1,525,964 Holding464288414 - iShares National Muni Bond ETF $1,400,032 Holding88634T493 - TIDAL TR II $952,246 Holding381430503 - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $512,345 Holding Largest Purchases this Quarter Amphenol 101,779 shares (about $10.05M)iShares Core MSCI Emerging Markets ETF 112,024 shares (about $6.72M)iShares S&P 500 Value ETF 15,360 shares (about $3.00M)iShares S&P 500 Growth ETF 17,972 shares (about $1.98M)iShares Core S&P Total U.S. Stock Market ETF 13,861 shares (about $1.87M) Largest Sales this Quarter Vanguard S&P 500 ETF 30,267 shares (about $17.19M)iShares Core MSCI EAFE ETF 119,900 shares (about $10.01M)Energy Transfer 278,054 shares (about $5.04M)Veritex 155,864 shares (about $4.07M)iShares Russell Mid-Cap ETF 34,931 shares (about $3.21M) 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$330,704,255$17,192,566 ▼-4.9%582,19530.9%ETFNVDANVIDIA$86,407,733$493,245 ▲0.6%546,9198.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$50,295,506$10,009,247 ▼-16.6%602,4864.7%ETFAAPLApple$23,722,259$360,280 ▼-1.5%115,6222.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$23,448,008$3,212,601 ▼-12.0%254,9532.2%ETFIJHiShares Core S&P Mid-Cap ETF$21,614,128$244,358 ▲1.1%348,5032.0%ETFTCBITexas Capital Bancshares$19,865,165$62,726 ▲0.3%250,1911.9%FinanceVVVanguard Large-Cap ETF$18,830,656$419,676 ▲2.3%66,0031.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$18,030,853$1,644,832 ▲10.0%181,7631.7%FinanceMSFTMicrosoft$17,303,087$208,914 ▼-1.2%34,7861.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$14,642,562$1,071,503 ▼-6.8%256,8421.4%ETFSPYSPDR S&P 500 ETF Trust$13,786,087$1,296,249 ▲10.4%22,3131.3%FinanceORCLOracle$12,905,188$697,424 ▼-5.1%59,0281.2%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$12,302,213$1,020,150 ▼-7.7%33,5971.1%ETFDEDeere & Company$12,081,057$722,046 ▼-5.6%23,7591.1%IndustrialsJPMJPMorgan Chase & Co.$11,852,861$533,719 ▼-4.3%40,8851.1%FinanceAPHAmphenol$10,368,849$10,050,676 ▲3,158.9%105,0011.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$10,113,712$1,097,635 ▲12.2%206,2760.9%ETFMAMastercard$10,092,135$563,078 ▼-5.3%17,9590.9%Business ServicesINTUIntuit$10,077,530$737,207 ▼-6.8%12,7950.9%Computer and TechnologyMETAMeta Platforms$10,008,673$54,620 ▼-0.5%13,5600.9%Computer and TechnologyLLYEli Lilly and Company$9,910,096$216,708 ▼-2.1%12,7130.9%MedicalIWBiShares Russell 1000 ETF$9,806,102$19,695 ▼-0.2%28,8780.9%ETFKLACKLA$9,634,280$800,767 ▼-7.7%10,7560.9%Computer and TechnologyLAM RESEARCH CORP$9,491,481$726,445 ▼-7.1%97,5090.9%COM NEWMSMorgan Stanley$9,488,831$572,733 ▼-5.7%67,3640.9%FinanceCOSTCostco Wholesale$9,304,020$830,522 ▼-8.2%9,3990.9%Retail/WholesaleVOVanguard Mid-Cap ETF$9,162,754$1,241,326 ▲15.7%32,7440.9%ETFCATCaterpillar$8,226,787$577,645 ▼-6.6%21,1920.8%IndustrialsHDHome Depot$8,103,151$394,507 ▼-4.6%22,1010.8%Retail/WholesaleTJXTJX Companies$8,011,685$592,877 ▼-6.9%64,8770.7%Retail/WholesaleMSCIMSCI$7,845,778$502,328 ▼-6.0%13,6040.7%FinanceTTTrane Technologies$7,819,584$601,002 ▼-7.1%17,8770.7%ConstructionZTSZoetis$7,684,902$390,655 ▼-4.8%49,2780.7%MedicalNEENextEra Energy$7,430,189$482,540 ▼-6.1%107,0320.7%UtilitiesMGVVanguard Mega Cap Value ETF$7,089,786$362,768 ▼-4.9%54,0380.7%ETFNKENIKE$6,974,206$427,590 ▼-5.8%98,1730.7%Consumer DiscretionaryETEnergy Transfer$6,763,270$5,041,119 ▼-42.7%373,0430.6%EnergyIEMGiShares Core MSCI Emerging Markets ETF$6,724,771$6,724,771 ▲New Holding112,0240.6%ETFDHRDanaher$6,538,554$328,508 ▼-4.8%33,1000.6%MedicalCOPConocoPhillips$5,910,668$377,897 ▼-6.0%65,8640.6%EnergyIVOOVanguard S&P Mid-Cap 400 ETF$5,696,320$574,871 ▼-9.2%54,2610.5%ETFAMZNAmazon.com$5,339,952$525,439 ▼-9.0%24,3400.5%Retail/WholesaleUNHUnitedHealth Group$4,953,113$381,537 ▼-7.2%15,8770.5%MedicalOBDCBlue Owl Capital$4,140,747$83,946 ▲2.1%288,7550.4%FinanceARCCAres Capital$3,878,641$212,990 ▲5.8%176,6230.4%FinanceIVEiShares S&P 500 Value ETF$3,766,341$3,001,660 ▲392.5%19,2730.4%ETFSTWDStarwood Property Trust$3,691,555$194,719 ▲5.6%183,9340.3%FinanceTSLXSixth Street Specialty Lending$3,524,285$195,528 ▲5.9%148,0170.3%FinanceSBUXStarbucks$3,436,583$85,491 ▼-2.4%37,5050.3%Retail/WholesaleIVWiShares S&P 500 Growth ETF$3,394,163$1,978,717 ▲139.8%30,8280.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,937,525$1,871,789 ▲175.6%21,7530.3%ETFQDEFFlexShares Quality Dividend Defensive Index Fund$2,868,1360.0%38,7320.3%ETFDFASDimensional U.S. Small Cap ETF$2,862,7450.0%44,9340.3%ETFVBTXVeritex$2,852,678$4,068,051 ▼-58.8%109,2980.3%FinanceVVisa$2,777,911$137,404 ▲5.2%7,8240.3%Business ServicesEFAiShares MSCI EAFE ETF$2,709,053$403,417 ▼-13.0%30,3060.3%FinanceBACBank of America$2,625,597$9,701 ▲0.4%55,4860.2%FinanceGOOGAlphabet$2,561,512$207,014 ▲8.8%14,4400.2%Computer and TechnologyXOMExxon Mobil$2,369,336$551,289 ▲30.3%21,9790.2%EnergyOCSLOaktree Specialty Lending$2,276,098$62,576 ▲2.8%166,6250.2%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,242,370$27,737 ▲1.3%66,7770.2%ETFAVGOBroadcom$2,204,924$318,651 ▲16.9%7,9990.2%Computer and TechnologyVZVerizon Communications$2,098,249$2,683 ▼-0.1%48,4920.2%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$2,035,734$534,484 ▼-20.8%16,4730.2%ETFGOOGLAlphabet$1,910,862$705 ▼0.0%10,8430.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,859,927$22,717 ▲1.2%10,2340.2%ETFPALANTIR TECHNOLOGIES INC$1,791,381$69,523 ▲4.0%13,1410.2%CL AIVViShares Core S&P 500 ETF$1,731,069$31,045 ▼-1.8%2,7880.2%ETFABTAbbott Laboratories$1,650,889$273,652 ▲19.9%12,1380.2%MedicalPGProcter & Gamble$1,633,508$7,488 ▲0.5%10,2530.2%Consumer StaplesACNAccenture$1,602,050$145,858 ▼-8.3%5,3600.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,548,635$110,756 ▲7.7%3,1880.1%FinanceABBVAbbVie$1,540,089$97,450 ▲6.8%8,2970.1%MedicalETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$1,525,964$1,525,964 ▲New Holding110,0190.1%Financial ServicesMUBiShares National Muni Bond ETF$1,400,032$1,400,032 ▲New Holding13,4000.1%ETFFFord Motor$1,356,228$493,545 ▲57.2%124,9980.1%Auto/Tires/TrucksJNJJohnson & Johnson$1,339,923$6,416 ▲0.5%8,7720.1%MedicalCCitigroup$1,242,497$104,783 ▲9.2%14,5970.1%Financial ServicesCVXChevron$1,237,162$46,250 ▲3.9%8,6400.1%EnergyQQQInvesco QQQ$1,231,260$617,837 ▲100.7%2,2320.1%FinanceNFLXNetflix$1,219,948$57,583 ▲5.0%9110.1%Consumer DiscretionaryGSIEGoldman Sachs ActiveBeta International Equity ETF$1,204,514$217,971 ▲22.1%30,3710.1%ETFVTIVanguard Total Stock Market ETF$1,204,475$208,496 ▼-14.8%3,9630.1%ETFTXNTexas Instruments$1,188,002$292,952 ▼-19.8%5,7220.1%Computer and TechnologyMCDMcDonald's$1,134,788$85,898 ▲8.2%3,8840.1%Retail/WholesaleTILTFlexShares Morningstar US Market Factor Tilt Index Fund$1,094,283$51,522 ▼-4.5%4,8850.1%ETFTEXAS CAPITAL FUNDS TRUST$1,094,131$29,651 ▼-2.6%31,5130.1%TEXAS CAP TEX EQISHARES BITCOIN TRUST ETF$1,075,2760.0%17,5670.1%SHS BEN INTADBEAdobe$1,073,205$30,564 ▲2.9%2,7740.1%Computer and TechnologySHOPShopify$1,065,834$807 ▼-0.1%9,2400.1%Computer and TechnologyPNNTPennantPark Investment$1,039,9060.0%152,0330.1%FinanceMMCMarsh & McLennan Companies$1,021,267$53,785 ▲5.6%4,6710.1%FinanceDISWalt Disney$1,014,402$10,913 ▼-1.1%8,1800.1%Consumer DiscretionaryVTVVanguard Value ETF$992,925$22,799 ▼-2.2%5,6180.1%ETFIUSGiShares Core S&P U.S. Growth ETF$978,6530.0%6,5070.1%ManufacturingTMOThermo Fisher Scientific$956,075$36,897 ▲4.0%2,3580.1%MedicalTIDAL TR II$952,246$952,246 ▲New Holding42,9520.1%YIELDMAX MSTR OPPANWPalo Alto Networks$938,889$1,842 ▲0.2%4,5880.1%Computer and TechnologyRTXRTX$931,461$120,028 ▲14.8%6,3790.1%AerospaceShowing 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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