Top 50 Texas Capital Bank Wealth Management Services Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.56% | 640.9K | $440.2M | -3.38%(-22.45K) | $387.90(+83.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.92% | 739.9K | $148.0M | -7.12%(-56.74K) | $75.36(+199.97%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.86% | 939.5K | $90.7M | +25.54%(+191.10K) | $75.68(+33.89%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.08% | 919.8K | $76.2M | +9.53%(+80.05K) | $66.30(+24.64%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.6% | 2.02M | $67.3M | -0.54%(-11.04K) | $57.19(-37.70%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.52% | 931.8K | $47.1M | +2.03%(+18.51K) | $50.19(-0.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.48% | 159.8K | $46.2M | -3.66%(-6.08K) | $168.22(+81.54%) | 2026-06-30 | |
| TCBI | TEXAS CAP BANCSHARES INC | 1.59% | 286.8K | $29.6M | -24.43%(-92.72K) | $80.38(+25.68%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.56% | 377.4K | $29.1M | +3.58%(+13.04K) | $51.61(+52.21%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.36% | 34.1K | $25.5M | -7.74%(-2.86K) | $530.46(+46.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.20% | +69.36% | +11.73% | +74.12% |
| Top 20 Holdings Unweighted | +19.17% | +69.25% | +11.86% | +75.11% |
Texas Capital Bank Wealth Management Services Inc reports $1.87B in US-listed equity holdings across 349 positions in its most recent 13F filing. Its largest disclosed positions are VOO (23.6%), NVDA (7.9%) and IEFA (4.9%). The top 20 holdings account for 65.33% of reported assets. Its disclosed equity book has returned +69.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Texas Capital Bank Wealth Management Services Incโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802655). View Texas Capital Bank Wealth Management Services Incโs 13F filings on SEC