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 $1.94 billion in total holdings as of September 30, 2026.
Texas Capital Bank Wealth Management Services Inc owns shares of 360 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 5.38% of the portfolio was purchased this quarter.
About 3.01% of the portfolio was sold this quarter.
This quarter, Texas Capital Bank Wealth Management Services Inc has purchased 349 new stocks and bought additional shares in 165 stocks.
Texas Capital Bank Wealth Management Services Inc sold shares of 115 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $438,819,769
NVIDIA: $176,134,882
iShares Core MSCI EAFE ETF: $107,345,275
ISHARES BITCOIN TRUST ETF: $95,789,792
iShares Core MSCI Emerging Markets ETF: $69,378,665

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $13,290,328 Holding
92647N527 - VictoryShares Core Intermediate Bond ETF: $9,702,684 Holding
09174C104 - BITWISE BITCOIN ETF TR: $7,257,600 Holding
743606105 - Prosperity Bancshares: $2,387,202 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $2,123,355 Holding

Largest Purchases this Quarter

iShares Core MSCI EAFE ETF: 168,544 shares (about $16.33M)
EXXONMOBIL HOLDINGS CORP: 81,661 shares (about $13.29M)
VictoryShares Core Intermediate Bond ETF: 217,337 shares (about $9.70M)
ISHARES TR: 84,380 shares (about $8.50M)
BITWISE BITCOIN ETF TR: 160,000 shares (about $7.26M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 14,770 shares (about $10.35M)
Zoetis: 92,447 shares (about $6.46M)
iShares Core MSCI Emerging Markets ETF: 65,000 shares (about $5.28M)
FlexShares Quality Dividend Defensive Index Fund: 21,136 shares (about $1.88M)
Vanguard Tax-Exempt Bond ETF: 36,939 shares (about $1.75M)

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	$438,819,769	$10,351,688 ▼	-2.3%	626,117	22.6%	ETF
NVDA NVIDIA	$176,134,882	$7,164,509 ▲	4.2%	771,236	9.1%	Technology
IEFA iShares Core MSCI EAFE ETF	$107,345,275	$16,328,544 ▲	17.9%	1,108,023	5.5%	ETF
ISHARES BITCOIN TRUST ETF	$95,789,792	$86,774 ▲	0.1%	2,023,443	4.9%	SHS BEN INT
IEMG iShares Core MSCI Emerging Markets ETF	$69,378,665	$5,275,401 ▼	-7.1%	854,838	3.6%	ETF
AAPL Apple	$53,586,960	$364,657 ▲	0.7%	160,912	2.8%	Technology
VTEB Vanguard Tax-Exempt Bond ETF	$42,378,298	$1,749,431 ▼	-4.0%	894,812	2.2%	ETF
MSFT Microsoft	$32,698,153	$382,108 ▲	1.2%	63,752	1.7%	Technology
IJH iShares Core S&P Mid-Cap ETF	$27,845,989	$688,489 ▲	2.5%	387,019	1.4%	ETF
TEXAS CAP BANCSHARES INC	$26,506,000	$170,506 ▼	-0.6%	284,949	1.4%	COM
SPY SPDR S&P 500 ETF Trust	$25,890,362	$122,783 ▼	-0.5%	33,949	1.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$24,431,633	$339,352 ▼	-1.4%	346,008	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$23,551,547	$1,535,709 ▲	7.0%	249,117	1.2%	ETF
IWR iShares Russell Mid-Cap ETF	$23,255,950	$589,786 ▼	-2.5%	217,936	1.2%	ETF
VV Vanguard Large-Cap ETF	$22,431,845	$70,018 ▼	-0.3%	63,754	1.2%	ETF
DE Deere & Company	$22,157,792	$402,930 ▲	1.9%	32,995	1.1%	Industrials
JPM JPMorgan Chase & Co.	$19,833,921	$54,918 ▼	-0.3%	59,952	1.0%	Finance
GOOGL Alphabet	$18,777,786	$762,824 ▲	4.2%	54,574	1.0%	Communication Services
LAM RESEARCH CORP	$16,993,823	$46,977 ▲	0.3%	51,730	0.9%	COM NEW
META Meta Platforms	$16,416,676	$129,082 ▲	0.8%	22,638	0.8%	Communication Services
IVE iShares S&P 500 Value ETF	$16,008,281	$831,620 ▲	5.5%	70,126	0.8%	ETF
IWB iShares Russell 1000 ETF	$15,921,550	$675,795 ▼	-4.1%	38,261	0.8%	ETF
ENERGY TRANSFER L P	$15,581,626	$53,834 ▲	0.3%	788,145	0.8%	COM UT LTD PTN
LLY Eli Lilly and Company	$14,859,221	$163,148 ▲	1.1%	12,842	0.8%	Healthcare
MGK Vanguard Mega Cap Growth ETF	$14,111,707	$662,077 ▼	-4.5%	152,312	0.7%	ETF
VO Vanguard Mid-Cap ETF	$13,347,711	$149,312 ▲	1.1%	170,208	0.7%	ETF
KLAC KLA	$13,347,442	$117,348 ▼	-0.9%	68,473	0.7%	Technology
EXXONMOBIL HOLDINGS CORP	$13,290,328	$13,290,328 ▲	New Holding	81,661	0.7%	COM SHS
MA Mastercard	$13,212,670	$77,757 ▼	-0.6%	23,959	0.7%	Finance
CAT Caterpillar	$12,664,540	$136,213 ▼	-1.1%	15,620	0.7%	Industrials
MS Morgan Stanley	$11,845,466	$3,385 ▲	0.0%	62,981	0.6%	Finance
AMZN Amazon.com	$11,675,668	$327,383 ▲	2.9%	46,862	0.6%	Consumer Discretionary
APH Amphenol	$11,580,628	$5,829,092 ▲	101.3%	137,374	0.6%	Technology
COST Costco Wholesale	$11,140,741	$125,627 ▲	1.1%	12,238	0.6%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$10,881,728	$4,453,007 ▲	69.3%	79,989	0.6%	ETF
COP ConocoPhillips	$10,360,043	$169,078 ▲	1.7%	82,781	0.5%	Energy
UITB VictoryShares Core Intermediate Bond ETF	$9,702,684	$9,702,684 ▲	New Holding	217,337	0.5%	ETF
GOOG Alphabet	$9,690,024	$468,180 ▲	5.1%	28,438	0.5%	Communication Services
DHR Danaher	$9,458,413	$193,856 ▲	2.1%	42,692	0.5%	Healthcare
TJX TJX Companies	$9,221,478	$216,327 ▲	2.4%	69,696	0.5%	Consumer Discretionary
TT Trane Technologies	$8,935,193	$266,216 ▲	3.1%	19,769	0.5%	Industrials
ISHARES TR	$8,725,331	$8,495,378 ▲	3,694.4%	86,664	0.4%	0-3 MTH TREASURY
HD Home Depot	$8,648,496	$133,141 ▲	1.6%	30,400	0.4%	Consumer Discretionary
INTU Intuit	$8,626,415	$225,255 ▲	2.7%	31,288	0.4%	Technology
UNH UnitedHealth Group	$8,385,163	$214,741 ▲	2.6%	22,843	0.4%	Healthcare
MSCI MSCI	$8,047,042	$238,626 ▲	3.1%	14,939	0.4%	Finance
NEE NextEra Energy	$8,045,103	$247,973 ▲	3.2%	106,220	0.4%	Utilities
EBAY eBay	$8,038,378	$351,556 ▲	4.6%	75,798	0.4%	Consumer Discretionary
BITWISE BITCOIN ETF TR	$7,257,600	$7,257,600 ▲	New Holding	160,000	0.4%	SHS BEN INT
INTC Intel	$6,704,505	$258,855 ▼	-3.7%	55,764	0.3%	Technology
HPK HighPeak Energy	$6,333,710		0.0%	776,190	0.3%	Energy
MGV Vanguard Mega Cap Value ETF	$6,250,775	$71,363 ▼	-1.1%	38,803	0.3%	ETF
FERMI INC	$6,128,400		0.0%	1,455,677	0.3%	COM
AVGO Broadcom	$6,109,301	$172,434 ▲	2.9%	17,396	0.3%	Technology
ARCC Ares Capital	$5,917,829	$1,141,893 ▲	23.9%	309,834	0.3%	Finance
IVOO Vanguard S&P Mid-Cap 400 ETF	$5,607,349	$244,740 ▼	-4.2%	46,052	0.3%	ETF
CVX Chevron	$5,361,329	$58,200 ▼	-1.1%	26,254	0.3%	Energy
ITOT iShares Core S&P Total U.S. Stock Market ETF	$5,055,410	$1,534,598 ▼	-23.3%	30,403	0.3%	ETF
EFA iShares MSCI EAFE ETF	$4,714,632	$12,571 ▲	0.3%	45,381	0.2%	ETF
JNJ Johnson & Johnson	$4,675,044	$6,883 ▲	0.1%	17,659	0.2%	Healthcare
ISTR Investar	$4,629,753	$244,585 ▼	-5.0%	160,310	0.2%	Finance
V Visa	$4,316,990	$86,239 ▲	2.0%	12,014	0.2%	Finance
QQQ Invesco QQQ	$4,194,496	$33,290 ▼	-0.8%	5,670	0.2%	ETF
BRK.B Berkshire Hathaway	$4,150,911	$22,408 ▲	0.5%	8,336	0.2%	Finance
OBDC Blue Owl Capital	$3,728,251	$187,834 ▼	-4.8%	355,410	0.2%	Finance
AMD Advanced Micro Devices	$3,565,337	$166,399 ▲	4.9%	5,828	0.2%	Technology
DGRO iShares Core Dividend Growth ETF	$3,506,012	$247,505 ▼	-6.6%	46,505	0.2%	ETF
DFAS Dimensional U.S. Small Cap ETF	$3,478,790		0.0%	44,934	0.2%	ETF
TSLA Tesla	$3,466,139	$169,244 ▲	5.1%	9,769	0.2%	Consumer Discretionary
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund	$3,445,580	$704,522 ▲	25.7%	230,937	0.2%	Finance
TSLX Sixth Street Specialty Lending	$3,444,505	$278,391 ▲	8.8%	191,149	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$3,260,274	$55,994 ▼	-1.7%	13,974	0.2%	ETF
TXN Texas Instruments	$3,248,204	$21,847 ▲	0.7%	11,597	0.2%	Technology
IVW iShares S&P 500 Growth ETF	$3,219,919	$184,085 ▼	-5.4%	22,634	0.2%	ETF
IWM iShares Russell 2000 ETF	$3,175,172	$152,840 ▲	5.1%	11,426	0.2%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$3,106,475	$62,591 ▼	-2.0%	96,235	0.2%	ETF
MRK Merck & Co., Inc.	$2,958,221	$189,630 ▲	6.8%	20,358	0.2%	Healthcare
PANW Palo Alto Networks	$2,913,077	$220,507 ▲	8.2%	7,332	0.1%	Technology
ABBV AbbVie	$2,909,666	$34,791 ▼	-1.2%	11,123	0.1%	Healthcare
SCHD Schwab US Dividend Equity ETF	$2,860,103	$28,301 ▼	-1.0%	87,922	0.1%	ETF
HDV iShares Core High Dividend ETF	$2,817,389	$4,194 ▼	-0.1%	100,765	0.1%	ETF
GEL Genesis Energy	$2,752,000		0.0%	200,000	0.1%	Energy
CSCO Cisco Systems	$2,725,407	$38,854 ▲	1.4%	25,322	0.1%	Technology
BAC Bank of America	$2,687,481	$227,191 ▲	9.2%	49,375	0.1%	Finance
STWD Starwood Property Trust	$2,643,382	$27,621 ▲	1.1%	195,806	0.1%	Finance
IVV iShares Core S&P 500 ETF	$2,624,568	$114,878 ▼	-4.2%	3,427	0.1%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$2,623,341	$164,770 ▲	6.7%	26,477	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$2,597,090	$2,737 ▼	-0.1%	5,693	0.1%	Technology
ADBE Adobe	$2,560,640	$142,524 ▼	-5.3%	10,672	0.1%	Technology
VZ Verizon Communications	$2,476,429	$4,770 ▲	0.2%	53,988	0.1%	Communication Services
TIDAL TRUST III	$2,465,599	$5,405 ▲	0.2%	117,242	0.1%	FUND GR LARG ETF
PB Prosperity Bancshares	$2,387,202	$2,387,202 ▲	New Holding	36,055	0.1%	Finance
VGSH Vanguard Short-Term Treasury ETF	$2,343,958	$350,483 ▲	17.6%	40,722	0.1%	ETF
MUB iShares National Muni Bond ETF	$2,278,693	$302,997 ▲	15.3%	22,539	0.1%	ETF
RTX RTX	$2,214,062	$40,657 ▲	1.9%	11,926	0.1%	Industrials
MU Micron Technology	$2,195,191	$183,199 ▲	9.1%	2,061	0.1%	Technology
C Citigroup	$2,169,437	$405,402 ▼	-15.7%	16,755	0.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,144,894		0.0%	10,311	0.1%	ETF
SPACE EXPLORATION TECHN CORP	$2,123,355	$2,123,355 ▲	New Holding	14,075	0.1%	CLASS A COM STK
PG Procter & Gamble	$2,087,238	$28,911 ▼	-1.4%	14,367	0.1%	Consumer Staples

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