Texas Capital Bank Wealth Management Services Inc
CIK: 0001802655SEC EDGAR →
Portfolio Value
$1.7T
Holdings
338
As of
Q4 2025
New Positions
255
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 681,295 | $427.3B | 24.65% |
| 2 | NVIDIA CORPORATION | 813,901 | $151.8B | 8.76% |
| 3 | ISHARES BITCOIN TRUST ETF | 2,032,648 | $100.9B | 5.82% |
| 4 | ISHARES TR | 723,732 | $64.7B | 3.73% |
| 5 | VANGUARD MUN BD FDS | 928,015 | $46.7B | 2.69% |
| 6 | APPLE INC | 168,788 | $45.9B | 2.65% |
| 7 | ISHARES INC | 570,229 | $38.3B | 2.21% |
| 8 | TEXAS CAP BANCSHARES INC | 349,089 | $31.6B | 1.82% |
| 9 | SPDR S&P 500 ETF TR | 45,933 | $31.3B | 1.81% |
| 10 | MICROSOFT CORP | 60,277 | $29.2B | 1.68% |
Quarterly Changes
Top Buys
New Positions (101)
$13.3B · 110K shares
$3.1B · 200K shares
$3.0B · 28K shares
$2.5B · 68K shares
$2.5B · 90K shares
$2.5B · 20K shares
$2.3B · 476K shares
$2.1B · 103K shares
$1.8B · 78K shares
$1.8B · 10K shares
$1.6B · 6K shares
$1.6B · 34K shares
$1.3B · 3K shares
$1.3B · 4K shares
$1.2B · 39K shares
$1.1B · 22K shares
$1.1B · 8K shares
$1.0B · 405K shares
$1.0B · 59K shares
$990.0M · 38K shares
$952.0M · 12K shares
$942.0M · 100K shares
$881.0M · 9K shares
$863.0M · 10K shares
$854.0M · 30K shares
$842.0M · 4K shares
$829.0M · 15K shares
$786.0M · 29K shares
$775.0M · 44K shares
$696.0M · 59K shares
$666.0M · 18K shares
$656.0M · 18K shares
$634.0M · 13K shares
SOUTHSTATE BK CORP
$590.0M · 6K shares
$578.0M · 95K shares
$570.0M · 4K shares
$545.0M · 5K shares
$531.0M · 14K shares
$527.0M · 2K shares
$499.0M · 5K shares
$488.0M · 7K shares
$466.0M · 2K shares
$461.0M · 31K shares
$433.0M · 6K shares
$412.0M · 4K shares
$411.0M · 14K shares
$404.0M · 12K shares
$403.0M · 9K shares
$393.0M · 3K shares
$392.0M · 18K shares
$363.0M · 2K shares
$351.0M · 4K shares
$351.0M · 28K shares
$335.0M · 2K shares
$329.0M · 2K shares
$327.0M · 956 shares
$326.0M · 4K shares
$313.0M · 3K shares
$310.0M · 7K shares
$308.0M · 7K shares
$303.0M · 2K shares
$295.0M · 8K shares
$275.0M · 5K shares
$268.0M · 3K shares
$264.0M · 3K shares
$262.0M · 3K shares
$259.0M · 3K shares
$258.0M · 4K shares
$250.0M · 4K shares
$250.0M · 5K shares
$249.0M · 1K shares
$248.0M · 2K shares
$247.0M · 9K shares
$244.0M · 229 shares
$244.0M · 317 shares
$241.0M · 515 shares
$231.0M · 2K shares
$228.0M · 404 shares
$227.0M · 3K shares
$220.0M · 3K shares
$219.0M · 806 shares
$218.0M · 6K shares
$216.0M · 2K shares
$214.0M · 2K shares
$209.0M · 4K shares
$206.0M · 7K shares
$205.0M · 7K shares
$204.0M · 3K shares
$204.0M · 2K shares
$202.0M · 904 shares
$202.0M · 2K shares
$202.0M · 946 shares
$186.0M · 22K shares
$166.0M · 123K shares
$156.0M · 78K shares
$120.0M · 104K shares
$77.0M · 71K shares
$55.0M · 24K shares
$38.0M · 16K shares
$10.0M · 65K shares
$7.0M · 11K shares
Closed Positions (19)
$2.6B · 105K shares
$1.5B · 44K shares
$1.2B · 7K shares
$922.8M · 169K shares
$654.4M · 3K shares
$506.8M · 2K shares
$434.5M · 132K shares
$389.2M · 7K shares
$365.9M · 8K shares
$323.8M · 1K shares
$302.2M · 6K shares
$250.2M · 1K shares
$247.6M · 908 shares
$241.0M · 3K shares
$221.6M · 1K shares
$213.5M · 892 shares
$205.9M · 3K shares
$145.1M · 11K shares
$11.4M · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 132 | $1.0T | 59.8% |
| Technology | 42 | $335.7B | 19.4% |
| Unknown | 18 | $96.2B | 5.5% |
| Industrials | 32 | $54.3B | 3.1% |
| Consumer Cyclical | 21 | $47.9B | 2.8% |
| Healthcare | 30 | $47.6B | 2.7% |
| Energy | 18 | $40.3B | 2.3% |
| Communication Services | 8 | $35.6B | 2.1% |
| Consumer Defensive | 14 | $18.1B | 1.0% |
| Utilities | 9 | $12.2B | 0.7% |
| Real Estate | 8 | $6.4B | 0.4% |
| Basic Materials | 6 | $3.1B | 0.2% |