Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Texas Capital Bank Wealth Management Services Inc (CIK 1802655) reported $1.68B across 343 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($396.4M, 23.52%), NVDA ($138.9M, 8.25%), IBIT ($78.1M, 4.63%), IEFA ($67.8M, 4.02%), IEMG ($58.6M, 3.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $396.4M | 23.52% | 663,340 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $138.9M | 8.25% | 796,604 | Trimmed |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | $78.1M | 4.63% | 2.0M | Hold |
| 4 | IEFA | ISHARES TR | $67.8M | 4.02% | 748,376 | Added |
| 5 | IEMG | ISHARES INC | $58.6M | 3.48% | 839,785 | Added |
| 6 | VTEB | VANGUARD MUN BD FDS | $45.6M | 2.70% | 913,240 | Trimmed |
| 7 | AAPL | APPLE INC | $42.1M | 2.50% | 165,892 | Trimmed |
| 8 | TCBI | TEXAS CAP BANCSHARES INC | $36.0M | 2.14% | 379,506 | Added |
| 9 | IJH | ISHARES TR | $24.6M | 1.46% | 364,415 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $24.0M | 1.43% | 36,973 | Trimmed |
| 11 | IWR | ISHARES TR | $23.6M | 1.40% | 242,622 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $22.7M | 1.35% | 61,316 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $22.0M | 1.31% | 343,869 | Trimmed |
| 14 | AGG | ISHARES TR | $22.0M | 1.30% | 221,474 | Trimmed |
| 15 | VV | VANGUARD INDEX FDS | $19.2M | 1.14% | 64,248 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $17.6M | 1.05% | 59,979 | Trimmed |
| 17 | DE | DEERE & CO | $17.5M | 1.04% | 31,107 | Trimmed |
| 18 | KLAC | KLA CORP | $16.2M | 0.96% | 11,033 | Trimmed |
| 19 | ET | ENERGY TRANSFER L P | $15.2M | 0.90% | 785,422 | Added |
| 20 | IWB | ISHARES TR | $14.7M | 0.87% | 41,136 | Trimmed |
| 21 | META | META PLATFORMS INC | $14.5M | 0.86% | 25,365 | Added |
| 22 | GOOGL | ALPHABET INC | $14.4M | 0.86% | 50,199 | Added |
| 23 | XOM | EXXON MOBIL CORP | $13.8M | 0.82% | 81,077 | Added |
| 24 | AMZN | AMAZON COM INC | $13.8M | 0.82% | 66,295 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $13.5M | 0.80% | 19,056 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31