StockDriftsStockDriftsTop 50 Texas Capital Bank Wealth Management Services Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 23.52% | 663.3K | $396.4M | -2.64%(-17.95K) | $387.90(+76.55%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 8.25% | 796.6K | $138.9M | -2.13%(-17.30K) | $75.36(+158.52%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 4.63% | 2.03M | $78.1M | +0.00%(+0) | $57.19(-39.03%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.02% | 748.4K | $67.8M | +3.41%(+24.64K) | $71.47(+36.14%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.48% | 839.8K | $58.6M | +47.27%(+269.56K) | $65.33(+22.21%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.7% | 913.2K | $45.6M | -1.59%(-14.78K) | $50.19(+0.67%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.5% | 165.9K | $42.1M | -1.72%(-2.90K) | $168.22(+83.47%) | 2026-03-31 | |
| TCBI | TEXAS CAP BANCSHARES INC | 2.14% | 379.5K | $36.0M | +8.71%(+30.42K) | $80.38(+29.33%) | 2026-03-31 | |
| IJH | ISHARES TR | 1.46% | 364.4K | $24.6M | -2.35%(-8.77K) | $50.90(+49.48%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.43% | 37.0K | $24.0M | -19.51%(-8.96K) | $530.46(+40.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.15% | +60.78% |
| Top 20 Holdings Unweighted | +16.43% | +57.82% |
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