Texas Capital Bank Wealth Management Services Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Texas Capital Bank Wealth Management Services Inc

CIK Number: 0001802655

1.07B
Market Value
221
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
615.18
-0.01% 582.2K -4.94% 330.7M 361.32 30.88% Share
2 NVDA NVIDIA Corporat...
187.62
-0.67% 546.92K +0.57% 86.41M 23.4 8.07% Share
3 IEFA iShares Core MS...
88.83
+0.89% 602.49K -16.6% 50.3M 68.18 4.70% Share
4 AAPL Apple Inc.
258.02
+0.35% 115.62K -1.5% 23.72M 120.54 2.22% Share
5 IWR iShares Russell...
97.24
+0.31% 254.95K -12.05% 23.45M 64.96 2.19% Share
6 IJH iShares Core S&...
65.78
+0.32% 348.5K +1.14% 21.61M 50.34 2.02% Share
7 TCBI Texas Capital B...
84.72
+0.62% 250.19K +0.32% 19.87M 74.45 1.86% Share
8 VV Vanguard Large ...
309.21
-0.01% 66K +2.28% 18.83M 162.43 1.76% Share
9 AGG iShares Core U....
100.18
-0.11% 181.76K +10.04% 18.03M 101.93 1.68% Share
10 MSFT Microsoft Corpo...
517.35
+0.31% 34.79K -1.19% 17.3M 269.89 1.62% Share
11 VEA Vanguard Develo...
61.05
+0.91% 256.84K -6.82% 14.64M 42.41 1.37% Share
12 SPY SPDR S&P 500 ET...
669.25
0.00% 22.31K +10.38% 13.79M 370.51 1.29% Share
13 ORCL Oracle Corporat...
286.21
-0.89% 59.03K -5.13% 12.91M 110.46 1.21% Share
14 MGK Vanguard Mega C...
403.77
-0.36% 33.6K -7.66% 12.3M 145.66 1.15% Share
15 DE Deere & Company
462.88
+0.23% 23.76K -5.64% 12.08M 378.84 1.13% Share
16 JPM JPMorgan Chase ...
310.01
+0.80% 40.88K -4.31% 11.85M 143.75 1.11% Share
17 APH Amphenol Corpor...
122.21
-1.11% 105K +3.16K% 10.37M 97.73 0.97% Share
18 VTEB Vanguard Tax-Ex...
50.00
+0.02% 206.28K +12.17% 10.11M 50.43 0.94% Share
19 MA Mastercard Inco...
580.37
+0.53% 17.96K -5.28% 10.09M 344.86 0.94% Share
20 INTU Intuit Inc.
679.94
-0.28% 12.79K -6.82% 10.08M 444.17 0.94% Share
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