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 $1.87B across 349 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($440.2M, 23.56%), NVDA ($148.0M, 7.92%), IEFA ($90.7M, 4.86%), IEMG ($76.2M, 4.08%), IBIT ($67.3M, 3.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $440.2M | 23.56% | 640,887 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $148.0M | 7.92% | 739,865 | Trimmed |
| 3 | IEFA | ISHARES TR | $90.7M | 4.86% | 939,479 | Added |
| 4 | IEMG | ISHARES INC | $76.2M | 4.08% | 919,838 | Added |
| 5 | IBIT | ISHARES BITCOIN TRUST ETF | $67.3M | 3.60% | 2.0M | Trimmed |
| 6 | VTEB | VANGUARD MUN BD FDS | $47.1M | 2.52% | 931,751 | Added |
| 7 | AAPL | APPLE INC | $46.2M | 2.48% | 159,817 | Trimmed |
| 8 | TCBI | TEXAS CAP BANCSHARES INC | $29.6M | 1.59% | 286,782 | Trimmed |
| 9 | IJH | ISHARES TR | $29.1M | 1.56% | 377,450 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $25.5M | 1.36% | 34,110 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $25.0M | 1.34% | 350,814 | Added |
| 12 | IWR | ISHARES TR | $24.7M | 1.32% | 223,463 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $23.5M | 1.26% | 63,007 | Added |
| 14 | AGG | ISHARES TR | $23.0M | 1.23% | 232,873 | Added |
| 15 | LRCX | LAM RESEARCH CORP | $22.4M | 1.20% | 51,587 | Trimmed |
| 16 | VV | VANGUARD INDEX FDS | $22.0M | 1.18% | 63,953 | Trimmed |
| 17 | KLAC | KLA CORP | $20.8M | 1.12% | 69,075 | Added |
| 18 | DE | DEERE & CO | $20.5M | 1.10% | 32,395 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $19.7M | 1.05% | 60,118 | Added |
| 20 | GOOGL | ALPHABET INC | $18.7M | 1.00% | 52,357 | Added |
| 21 | CAT | CATERPILLAR INC | $16.8M | 0.90% | 15,788 | Trimmed |
| 22 | IWB | ISHARES TR | $16.3M | 0.87% | 39,885 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $15.2M | 0.82% | 12,701 | Trimmed |
| 24 | IVE | ISHARES TR | $15.1M | 0.81% | 66,483 | Added |
| 25 | ET | ENERGY TRANSFER L P | $15.0M | 0.80% | 785,422 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30