Texas Capital Bank Wealth Management Services Inc Top Holdings and 13F Report (2026)

About Texas Capital Bank Wealth Management Services Inc

Investment Activity

Texas Capital Bank Wealth Management Services Inc has $1.68 billion in total holdings as of March 31, 2026.
Texas Capital Bank Wealth Management Services Inc owns shares of 346 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 6.25% of the portfolio was purchased this quarter.
About 5.52% of the portfolio was sold this quarter.
This quarter, Texas Capital Bank Wealth Management Services Inc has purchased 338 new stocks and bought additional shares in 131 stocks.
Texas Capital Bank Wealth Management Services Inc sold shares of 122 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $396,379,111
NVIDIA: $138,927,657
ISHARES BITCOIN TRUST ETF: $78,094,337
iShares Core MSCI EAFE ETF: $67,750,438
iShares Core MSCI Emerging Markets ETF: $58,575,009

Largest New Holdings this Quarter

278642103 - eBay: $6,173,613 Holding
633707104 - National Bank: $2,759,801 Holding
75513E101 - RTX: $2,226,066 Holding
78464A284 - SPDR Nuveen ICE High Yield Municipal Bond ETF: $922,560 Holding
009158106 - Air Products and Chemicals: $712,282 Holding

Largest Purchases this Quarter

iShares Core MSCI Emerging Markets ETF: 269,556 shares (about $18.80M)
iShares S&P 500 Value ETF: 58,558 shares (about $12.36M)
Alphabet: 22,289 shares (about $6.41M)
eBay: 67,827 shares (about $6.17M)
ConocoPhillips: 39,355 shares (about $5.19M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 17,955 shares (about $10.73M)
LAM RESEARCH CORP: 47,595 shares (about $10.17M)
iShares S&P 500 Growth ETF: 69,158 shares (about $7.82M)
iShares Core S&P Small-Cap ETF: 55,377 shares (about $6.88M)
Oracle: 45,418 shares (about $6.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$396,379,111	$10,729,018 â–¼	-2.6%	663,340	23.5%	ETF
NVDA NVIDIA	$138,927,657	$3,016,595 â–¼	-2.1%	796,604	8.2%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$78,094,337		0.0%	2,032,648	4.6%	SHS BEN INT
IEFA iShares Core MSCI EAFE ETF	$67,750,438	$2,231,020 â–²	3.4%	748,376	4.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$58,575,009	$18,801,533 â–²	47.3%	839,785	3.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$45,561,545	$737,125 â–¼	-1.6%	913,240	2.7%	ETF
AAPL Apple	$42,101,836	$734,978 â–¼	-1.7%	165,892	2.5%	Computer and Technology
TCBI Texas Capital Bancshares	$36,007,529	$2,885,965 â–²	8.7%	379,506	2.1%	Finance
IJH iShares Core S&P Mid-Cap ETF	$24,608,944	$592,171 â–¼	-2.3%	364,415	1.5%	ETF
SPY SPDR S&P 500 ETF Trust	$24,045,021	$5,827,046 â–¼	-19.5%	36,973	1.4%	Finance
IWR iShares Russell Mid-Cap ETF	$23,590,137	$1,552,082 â–¼	-6.2%	242,622	1.4%	ETF
MSFT Microsoft	$22,697,258	$384,605 â–²	1.7%	61,316	1.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$22,035,125	$116,497 â–¼	-0.5%	343,869	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$21,985,724	$3,904,091 â–¼	-15.1%	221,474	1.3%	Finance
VV Vanguard Large-Cap ETF	$19,200,515	$43,632 â–¼	-0.2%	64,248	1.1%	ETF
JPM JPMorgan Chase & Co.	$17,643,422	$563,022 â–¼	-3.1%	59,979	1.0%	Finance
DE Deere & Company	$17,522,573	$1,088,859 â–¼	-5.9%	31,107	1.0%	Industrials
KLAC KLA	$16,245,099	$1,015,963 â–¼	-5.9%	11,033	1.0%	Computer and Technology
ET Energy Transfer	$15,158,644	$1,056,347 â–²	7.5%	785,422	0.9%	Energy
IWB iShares Russell 1000 ETF	$14,667,452	$403,269 â–¼	-2.7%	41,136	0.9%	ETF
META Meta Platforms	$14,512,324	$895,399 â–²	6.6%	25,365	0.9%	Computer and Technology
GOOGL Alphabet	$14,435,224	$6,409,425 â–²	79.9%	50,199	0.9%	Computer and Technology
AMZN Amazon.com	$13,807,259	$51,443 â–¼	-0.4%	66,295	0.8%	Retail/Wholesale
XOM ExxonMobil	$13,755,524	$523,231 â–²	4.0%	81,077	0.8%	Energy
CAT Caterpillar	$13,500,414	$3,317,010 â–¼	-19.7%	19,056	0.8%	Industrials
LAM RESEARCH CORP	$13,296,703	$10,169,148 â–¼	-43.3%	62,233	0.8%	COM NEW
IVE iShares S&P 500 Value ETF	$13,180,628	$12,364,533 â–²	1,515.1%	62,423	0.8%	ETF
LLY Eli Lilly and Company	$12,326,757	$120,490 â–¼	-1.0%	13,402	0.7%	Medical
VO Vanguard Mid-Cap ETF	$12,112,678	$1,653,295 â–²	15.8%	42,178	0.7%	ETF
MGK Vanguard Mega Cap Growth ETF	$12,103,841	$59,525 â–¼	-0.5%	32,941	0.7%	ETF
MS Morgan Stanley	$11,675,748	$518,396 â–¼	-4.3%	70,947	0.7%	Finance
APH Amphenol	$11,662,231	$873,458 â–¼	-7.0%	92,301	0.7%	Computer and Technology
MA Mastercard	$10,539,329	$55,962 â–¼	-0.5%	21,093	0.6%	Business Services
COST Costco Wholesale	$10,306,075	$582,912 â–¼	-5.4%	10,343	0.6%	Retail/Wholesale
TJX TJX Companies	$10,120,030	$465,845 â–¼	-4.4%	63,369	0.6%	Retail/Wholesale
NEE NextEra Energy	$8,534,001	$1,053,259 â–¼	-11.0%	91,882	0.5%	Utilities
GOOG Alphabet	$8,127,435	$1,042,464 â–²	14.7%	28,332	0.5%	Computer and Technology
HD Home Depot	$8,082,800	$140,436 â–¼	-1.7%	24,576	0.5%	Retail/Wholesale
COP ConocoPhillips	$7,956,828	$5,194,860 â–²	188.1%	60,279	0.5%	Energy
INTU Intuit	$7,774,625	$1,808,646 â–²	30.3%	17,981	0.5%	Computer and Technology
TT Trane Technologies	$7,497,153	$259,629 â–¼	-3.3%	17,990	0.4%	Construction
IJR iShares Core S&P Small-Cap ETF	$6,846,129	$6,883,919 â–¼	-50.1%	55,073	0.4%	ETF
UNH UnitedHealth Group	$6,301,147	$1,959,046 â–²	45.1%	23,287	0.4%	Medical
MSCI MSCI	$6,175,437	$228,001 â–¼	-3.6%	11,457	0.4%	Finance
EBAY eBay	$6,173,613	$6,173,613 â–²	New Holding	67,827	0.4%	Retail/Wholesale
MGV Vanguard Mega Cap Value ETF	$5,917,874	$44,935 â–¼	-0.8%	40,827	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$5,710,589		0.0%	40,094	0.3%	ETF
DHR Danaher	$5,704,116	$172,536 â–¼	-2.9%	30,085	0.3%	Medical
CVX Chevron	$5,608,853	$42,621 â–²	0.8%	27,109	0.3%	Energy
IVOO Vanguard S&P Mid-Cap 400 ETF	$5,561,211	$161,991 â–¼	-2.8%	48,646	0.3%	ETF
AVGO Broadcom	$5,426,020	$611,282 â–²	12.7%	17,531	0.3%	Computer and Technology
HPK HighPeak Energy	$5,355,711	$2,070,000 â–²	63.0%	776,190	0.3%	Energy
ZTS Zoetis	$5,258,453	$4,079,427 â–²	346.0%	44,484	0.3%	Medical
AMD Advanced Micro Devices	$5,030,010	$66,115 â–²	1.3%	24,726	0.3%	Computer and Technology
ARCC Ares Capital	$4,468,906	$124,464 â–²	2.9%	247,997	0.3%	Finance
JNJ Johnson & Johnson	$4,461,275	$34,955 â–¼	-0.8%	18,251	0.3%	Medical
OBDC Blue Owl Capital	$4,196,452	$404,343 â–²	10.7%	379,426	0.2%	Finance
ARM HOLDINGS PLC	$4,160,200		0.0%	27,500	0.2%	SPONSORED ADS
EFA iShares MSCI EAFE ETF	$4,071,204	$6,605 â–¼	-0.2%	41,915	0.2%	Finance
BAC Bank of America	$3,960,011	$46,312 â–¼	-1.2%	81,231	0.2%	Finance
V Visa	$3,900,408	$529,827 â–²	15.7%	12,905	0.2%	Business Services
BRK.B Berkshire Hathaway	$3,860,436	$951,691 â–²	32.7%	8,056	0.2%	Finance
GEL Genesis Energy	$3,566,000		0.0%	200,000	0.2%	Energy
PALANTIR TECHNOLOGIES INC	$3,523,885	$146,573 â–²	4.3%	24,090	0.2%	CL A
DGRO iShares Core Dividend Growth ETF	$3,513,422	$37,546 â–¼	-1.1%	50,063	0.2%	ETF
STWD Starwood Property Trust	$3,299,696	$146,146 â–¼	-4.2%	191,620	0.2%	Finance
TSLA Tesla	$3,250,210	$410,040 â–²	14.4%	8,743	0.2%	Auto/Tires/Trucks
DFAS Dimensional U.S. Small Cap ETF	$3,196,155		0.0%	44,934	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$3,154,715	$13,979 â–¼	-0.4%	14,669	0.2%	ETF
QQQ Invesco QQQ	$3,084,450	$40,403 â–¼	-1.3%	5,344	0.2%	Finance
TSLX Sixth Street Specialty Lending	$3,064,938	$252,541 â–²	9.0%	166,754	0.2%	Finance
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$3,053,850	$2,046 â–²	0.1%	91,051	0.2%	ETF
STELLAR BANCORP INC	$3,009,671	$1,597,257 â–²	113.1%	82,209	0.2%	COM
INTC Intel	$2,994,573	$13,857 â–²	0.5%	67,858	0.2%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,760,955		0.0%	89,992	0.2%	ETF
NBHC National Bank	$2,759,801	$2,759,801 â–²	New Holding	70,475	0.2%	Finance
ADBE Adobe	$2,744,616	$58,825 â–²	2.2%	11,291	0.2%	Computer and Technology
HDV iShares Core High Dividend ETF	$2,743,037		0.0%	20,211	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$2,731,042	$7,822,464 â–¼	-74.1%	24,145	0.2%	ETF
QDEF FlexShares Quality Dividend Defensive Index Fund	$2,718,749	$110,551 â–¼	-3.9%	34,061	0.2%	ETF
VZ Verizon Communications	$2,687,657	$335,587 â–¼	-11.1%	53,539	0.2%	Computer and Technology
C Citigroup	$2,423,911	$113 â–¼	0.0%	21,373	0.1%	Financial Services
ABBV AbbVie	$2,420,881	$231,627 â–¼	-8.7%	11,131	0.1%	Medical
IVV iShares Core S&P 500 ETF	$2,412,958	$2,613 â–²	0.1%	3,694	0.1%	ETF
IWM iShares Russell 2000 ETF	$2,396,424	$903,464 â–²	60.5%	9,663	0.1%	Finance
IWF iShares Russell 1000 Growth ETF	$2,394,662	$15,350 â–¼	-0.6%	5,616	0.1%	ETF
TXN Texas Instruments	$2,251,053	$426,720 â–²	23.4%	11,595	0.1%	Computer and Technology
RTX RTX	$2,226,066	$2,226,066 â–²	New Holding	11,540	0.1%	Aerospace
MRK Merck & Co., Inc.	$2,188,557	$52,807 â–²	2.5%	18,194	0.1%	Medical
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund	$2,186,147		0.0%	159,923	0.1%	Financial Services
PG Procter & Gamble	$2,143,345	$497,018 â–¼	-18.8%	14,839	0.1%	Consumer Staples
MUB iShares National Muni Bond ETF	$2,074,383		0.0%	19,542	0.1%	ETF
TIDAL TRUST III	$2,025,434	$71,495 â–²	3.7%	106,322	0.1%	FUNDSTRAT GRANNY
TSM Taiwan Semiconductor Manufacturing	$2,007,761	$381,208 â–²	23.4%	5,941	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,978,887	$34,354 â–¼	-1.7%	10,311	0.1%	ETF
CSCO Cisco Systems	$1,928,344	$181,716 â–¼	-8.6%	24,853	0.1%	Computer and Technology
CB Chubb	$1,877,357	$548,866 â–²	41.3%	5,760	0.1%	Finance
PEP PepsiCo	$1,762,231	$123,921 â–¼	-6.6%	11,348	0.1%	Consumer Staples
MCD McDonald's	$1,696,914	$312,344 â–¼	-15.5%	5,460	0.1%	Retail/Wholesale
AXP American Express	$1,640,046	$83,484 â–¼	-4.8%	5,422	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Texas Capital Bank Wealth Management Services Inc Top Holdings and 13F Report (2026)

About Texas Capital Bank Wealth Management Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Texas Capital Bank Wealth Management Services Inc Top Holdings and 13F Report (2026)

About Texas Capital Bank Wealth Management Services Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTexas Capital Bank Wealth Management Services Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools