EdgeMarket › What Texas Capital Bank Wealth Management Services Inc reported owning
What Texas Capital Bank Wealth Management Services Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
346Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 396.4M | 23.5% | 663.3K | 703.71 | +20.0% |
| NVDA NVIDIA CORP | 138.9M | 8.2% | 796.6K | 214.72 | +22.4% |
| IBIT iShares Bitcoin Trust ETF | 78.1M | 4.6% | 2.0M | 43.68 | -32.7% |
| IEFA iShares Core MSCI EAFE ETF | 67.8M | 4.0% | 748.4K | 100.85 | +16.8% |
| IEMG iShares Core MSCI Emerging Markets ETF | 58.6M | 3.5% | 839.8K | 81.57 | +31.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 45.6M | 2.7% | 913.2K | 49.54 | +1.4% |
| AAPL Apple Inc. | 42.1M | 2.5% | 165.9K | 309.35 | +36.9% |
| TCBI TEXAS CAPITAL BANCSHARES INC/TX | 36.0M | 2.1% | 379.5K | 98.30 | +16.9% |
| IJH iShares Core S&P Mid-Cap ETF | 24.6M | 1.5% | 364.4K | 76.77 | +20.8% |
| SPY SPDR S&P 500 ETF TRUST | 24.0M | 1.4% | 37.0K | 765.72 | +20.0% |
| IWR iShares Russell Mid-Cap ETF | 23.6M | 1.4% | 242.6K | 113.44 | +20.4% |
| MSFT MICROSOFT CORP | 22.7M | 1.3% | 61.3K | 483.24 | -4.4% |
| VEA Vanguard FTSE Developed Markets ETF | 22.0M | 1.3% | 343.9K | 73.42 | +24.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 22.0M | 1.3% | 221.5K | 97.35 | -1.7% |
| VV Vanguard Morningstar Large-Cap ETF | 19.2M | 1.1% | 64.2K | 352.60 | +19.8% |
| JPM JPMORGAN CHASE & CO | 17.6M | 1.0% | 60.0K | 351.58 | +20.3% |
| DE DEERE & CO | 17.5M | 1.0% | 31.1K | 647.47 | +31.4% |
| KLAC KLA CORP | 16.2M | 1.0% | 11.0K | 183.99 | +109.5% |
| ET Energy Transfer LP | 15.2M | 0.9% | 785.4K | 21.19 | +22.3% |
| IWB iShares Russell 1000 ETF | 14.7M | 0.9% | 41.1K | 419.69 | +19.8% |
| META Meta Platforms, Inc. | 14.5M | 0.9% | 25.4K | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 14.4M | 0.9% | 50.2K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 13.8M | 0.8% | 66.3K | 258.63 | +15.6% |
| XOM ExxonMobil Holdings Corp | 13.8M | 0.8% | 81.1K | 165.11 | +52.1% |
| CAT CATERPILLAR INC | 13.5M | 0.8% | 19.1K | 827.90 | +96.8% |
| LRCX LAM RESEARCH CORP | 13.3M | 0.8% | 62.2K | 314.00 | +216.7% |
| IVE iShares S&P 500 Value ETF | 13.2M | 0.8% | 62.4K | 237.24 | +17.6% |
| LLY ELI LILLY & Co | 12.3M | 0.7% | 13.4K | 1,255.40 | +78.0% |
| VO Vanguard Morningstar Mid-Cap ETF | 12.1M | 0.7% | 42.2K | 82.97 | +15.9% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 12.1M | 0.7% | 32.9K | 88.95 | +17.2% |
| MS MORGAN STANLEY | 11.7M | 0.7% | 70.9K | 214.20 | +48.6% |
| APH AMPHENOL CORP /DE/ | 11.7M | 0.7% | 92.3K | 157.01 | +44.5% |
| MA Mastercard Inc | 10.5M | 0.6% | 21.1K | 580.63 | -2.0% |
| COST COSTCO WHOLESALE CORP /NEW | 10.3M | 0.6% | 10.3K | 947.74 | -4.7% |
| TJX TJX COMPANIES INC /DE/ | 10.1M | 0.6% | 63.4K | 140.53 | +1.6% |
| NEE NEXTERA ENERGY INC | 8.5M | 0.5% | 91.9K | 83.65 | +9.8% |
| GOOG Alphabet Inc. | 8.1M | 0.5% | 28.3K | 341.75 | +70.7% |
| HD HOME DEPOT, INC. | 8.1M | 0.5% | 24.6K | 335.61 | -16.5% |
| COP CONOCOPHILLIPS | 8.0M | 0.5% | 60.3K | 134.87 | +42.1% |
| INTU INTUIT INC. | 7.8M | 0.5% | 18.0K | 367.00 | -47.5% |
| TT Trane Technologies plc | 7.5M | 0.4% | 18.0K | 453.43 | +6.4% |
| IJR iShares Core S&P Small-Cap ETF | 6.8M | 0.4% | 55.1K | 147.31 | +29.0% |
| UNH UNITEDHEALTH GROUP INC | 6.3M | 0.4% | 23.3K | 390.11 | +30.1% |
| MSCI MSCI Inc. | 6.2M | 0.4% | 11.5K | 563.49 | -1.9% |
| EBAY EBAY INC | 6.2M | 0.4% | 67.8K | 104.13 | +5.0% |
| MGV Vanguard Morningstar Mega Cap Value ETF | 5.9M | 0.4% | 40.8K | 168.17 | +25.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 5.7M | 0.3% | 40.1K | 167.97 | +20.5% |
| DHR DANAHER CORP /DE/ | 5.7M | 0.3% | 30.1K | 218.85 | +3.5% |
| CVX CHEVRON CORP | 5.6M | 0.3% | 27.1K | 205.27 | +34.0% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 5.6M | 0.3% | 48.6K | 129.93 | +20.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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