Texas Capital Bank Wealth Management Services Inc

Est. AUM

$1.68B

13F long equity, this entity only

Positions

547

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$343.4M	574692	20.38%	SOLE
2	NVIDIA CORPORATION	COM	$86.2M	494354	5.12%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$59.8M	660623	3.55%	SOLE
4	ISHARES INC	CORE MSCI EMKT	$51.2M	734601	3.04%	SOLE
5	TEXAS CAP BANCSHARES INC	COM	$26.8M	282274	1.59%	SOLE
6	APPLE INC	COM	$24.9M	98279	1.48%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$24.0M	355670	1.43%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$21.7M	218456	1.29%	SOLE
9	ISHARES TR	RUS MID CAP ETF	$20.1M	207149	1.20%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$20.0M	30789	1.19%	SOLE
11	VANGUARD INDEX FDS	LARGE CAP ETF	$19.2M	64248	1.14%	SOLE
12	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$18.8M	293365	1.12%	SOLE
13	MICROSOFT CORP	COM	$17.4M	47080	1.03%	SOLE
14	KLA CORP	COM NEW	$14.9M	10142	0.89%	SOLE
15	DEERE & CO	COM	$14.4M	25564	0.85%	SOLE
16	ISHARES TR	S&P 500 VAL ETF	$13.1M	61809	0.77%	SOLE
17	JPMORGAN CHASE & CO	COM	$13.0M	44353	0.77%	SOLE
18	ISHARES TR	RUS 1000 ETF	$12.7M	35572	0.75%	SOLE
19	VANGUARD MUN BD FDS	TAX EXEMPT BD	$12.5M	250072	0.74%	SOLE
20	ALPHABET INC	CAP STK CL A	$12.4M	43020	0.73%	SOLE
21	CATERPILLAR INC	COM	$12.3M	17374	0.73%	SOLE
22	VANGUARD INDEX FDS	MID CAP ETF	$12.1M	42178	0.72%	SOLE
23	VANGUARD WORLD FD	MEGA GRWTH IND	$12.1M	32941	0.72%	SOLE
24	LAM RESEARCH CORP	COM NEW	$12.0M	56372	0.71%	SOLE
25	AMPHENOL CORP	CL A	$11.5M	91360	0.69%	SOLE
26	ELI LILLY & CO	COM	$10.9M	11860	0.65%	SOLE
27	MORGAN STANLEY	COM NEW	$10.6M	64322	0.63%	SOLE
28	META PLATFORMS INC	CL A	$10.4M	18175	0.62%	SOLE
29	TJX COS INC NEW	COM	$10.0M	62478	0.59%	SOLE
30	MASTERCARD INCORPORATED	CL A	$9.7M	19480	0.58%	SOLE
31	COSTCO WHOLESALE CORPORATION	COM	$9.6M	9621	0.57%	SOLE
32	NEXTERA ENERGY INC	COM	$8.0M	85603	0.47%	SOLE
33	EXXON MOBIL CORP	COM	$7.9M	46720	0.47%	SOLE
34	INTUIT	COM	$7.4M	17116	0.44%	SOLE
35	TRANE TECHNOLOGIES PLC	SHS	$7.4M	17704	0.44%	SOLE
36	CONOCOPHILLIPS	COM	$7.3M	55632	0.44%	SOLE
37	HOME DEPOT INC	COM	$7.3M	22235	0.43%	SOLE
38	ENERGY TRANSFER L P	COM UT LTD PTN	$6.7M	348614	0.40%	SOLE
39	AMAZON COM INC	COM	$6.7M	31953	0.39%	SOLE
40	UNITEDHEALTH GROUP INC	COM	$6.1M	22603	0.36%	SOLE
41	MSCI INC	COM	$6.1M	11243	0.36%	SOLE
42	EBAY INC.	COM	$6.1M	66513	0.36%	SOLE
43	VANGUARD WORLD FD	MEGA CAP VAL ETF	$5.9M	40827	0.35%	SOLE
44	ALPHABET INC	CAP STK CL C	$5.7M	19890	0.34%	SOLE
45	DANAHER CORP DEL	COM	$5.6M	29486	0.33%	SOLE
46	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$5.6M	48646	0.33%	SOLE
47	ISHARES TR	CORE S&P TTL STK	$5.4M	37969	0.32%	SOLE
48	HIGHPEAK ENERGY INC	COM	$5.4M	776190	0.32%	OTR
49	ZOETIS INC	CL A	$5.1M	43502	0.31%	SOLE
50	BROADCOM INC	COM	$5.0M	16053	0.29%	SOLE

1–50 of 346

1 / 7

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.