Texas Capital Bank Wealth Management Services Inc Portfolio Holdings

Texas Capital Bank Wealth Management Services Inc

  • $1.05 Billion
  • Q2 2025

Texas Capital Bank Wealth Management Services Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 358 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $331M, Nvidia Corp with a value of $86.4M, Ishares Tr with a value of $50.3M, Apple Inc. with a value of $23.7M, and Ishares Russell Mid Cap ETF with a value of $23.4M.

Examining the 13F form we can see an increase of $76.5M in the current position value, from $977M to 1.05B.

Below you can find more details about Texas Capital Bank Wealth Management Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Billion
ETFs: $594 Million
Technology: $188 Million
Financial Services: $91.5 Million
Consumer Cyclical: $38.3 Million
Industrials: $38 Million
Healthcare: $37.1 Million
Communication Services: $19.7 Million
Energy: $17.2 Million
Other: $30.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$331 Million 31.4% of portfolio
582,195
Q2 2025 Reduced 4.94%
$456B
$86.4 Million 8.21% of portfolio
546,919
Q2 2025 Added 0.57%
$0
$50.3 Million 4.78% of portfolio
602,486
Q2 2025 Reduced 16.6%
$3.69T
$23.7 Million 2.25% of portfolio
115,622
Q2 2025 Reduced 1.5%
$0
$23.4 Million 2.23% of portfolio
254,953
Q2 2025 Reduced 12.05%
$0
$21.6 Million 2.05% of portfolio
348,503
Q2 2025 Added 1.14%
$4.12B
$19.9 Million 1.89% of portfolio
250,191
Q2 2025 Added 0.32%
$0
$18.8 Million 1.79% of portfolio
66,003
Q2 2025 Added 2.28%
$0
$18 Million 1.71% of portfolio
181,763
Q2 2025 Added 10.04%
$3.95T
$17.3 Million 1.64% of portfolio
34,786
Q2 2025 Reduced 1.19%
$0
$14.6 Million 1.39% of portfolio
256,842
Q2 2025 Reduced 6.82%
$0
$13.8 Million 1.31% of portfolio
22,313
Q2 2025 Added 10.38%
$684B
$12.9 Million 1.23% of portfolio
59,028
Q2 2025 Reduced 5.13%
$0
$12.3 Million 1.17% of portfolio
33,597
Q2 2025 Reduced 7.66%
$153B
$12.1 Million 1.15% of portfolio
23,759
Q2 2025 Reduced 5.64%
$859B
$11.9 Million 1.13% of portfolio
40,885
Q2 2025 Reduced 4.31%
$0
$10.1 Million 0.96% of portfolio
206,276
Q2 2025 Added 12.17%
$201B
$10.1 Million 0.96% of portfolio
12,795
Q2 2025 Reduced 6.82%
$548B
$10.1 Million 0.96% of portfolio
17,959
Q2 2025 Reduced 5.28%
$1.78T
$10 Million 0.95% of portfolio
13,560
Q2 2025 Reduced 0.54%
$608B
$9.91 Million 0.94% of portfolio
12,713
Q2 2025 Reduced 2.14%
$0
$9.81 Million 0.93% of portfolio
28,878
Q2 2025 Reduced 0.2%
$133B
$9.63 Million 0.91% of portfolio
10,756
Q2 2025 Reduced 7.67%
$250B
$9.49 Million 0.9% of portfolio
67,364
Q2 2025 Reduced 5.69%
$439B
$9.3 Million 0.88% of portfolio
9,399
Q2 2025 Reduced 8.19%
$0
$9.16 Million 0.87% of portfolio
32,744
Q2 2025 Added 15.67%
$218B
$8.23 Million 0.78% of portfolio
21,192
Q2 2025 Reduced 6.56%
$405B
$8.1 Million 0.77% of portfolio
22,101
Q2 2025 Reduced 4.64%
$155B
$8.01 Million 0.76% of portfolio
64,877
Q2 2025 Reduced 6.89%
$44B
$7.85 Million 0.74% of portfolio
13,604
Q2 2025 Reduced 6.02%
$102B
$7.82 Million 0.74% of portfolio
17,877
Q2 2025 Reduced 7.14%
$70.1B
$7.68 Million 0.73% of portfolio
49,278
Q2 2025 Reduced 4.84%
$141B
$7.43 Million 0.71% of portfolio
107,032
Q2 2025 Reduced 6.1%
$0
$7.09 Million 0.67% of portfolio
54,038
Q2 2025 Reduced 4.87%
$94.4B
$6.97 Million 0.66% of portfolio
98,173
Q2 2025 Reduced 5.78%
$53.7B
$6.76 Million 0.64% of portfolio
373,043
Q2 2025 Reduced 42.71%
$150B
$6.54 Million 0.62% of portfolio
33,100
Q2 2025 Reduced 4.78%
$0
$6.01 Million 0.57% of portfolio
112,024
Q2 2025 New
$120B
$5.91 Million 0.56% of portfolio
65,864
Q2 2025 Reduced 6.01%
$0
$5.7 Million 0.54% of portfolio
54,261
Q2 2025 Reduced 9.17%
$2.26T
$5.34 Million 0.51% of portfolio
24,340
Q2 2025 Reduced 8.96%
$245B
$4.95 Million 0.47% of portfolio
15,877
Q2 2025 Reduced 7.15%
$5.27B
$3.87 Million 0.37% of portfolio
288,755
Q2 2025 Added 2.07%
$0
$3.88 Million 0.37% of portfolio
176,623
Q2 2025 Added 5.81%
$0
$3.77 Million 0.36% of portfolio
19,273
Q2 2025 Added 392.54%
$6.14B
$3.69 Million 0.35% of portfolio
183,934
Q2 2025 Added 5.57%
$0
$3.52 Million 0.33% of portfolio
148,017
Q2 2025 Added 5.87%
$108B
$3.44 Million 0.33% of portfolio
37,505
Q2 2025 Reduced 2.43%
$0
$3.39 Million 0.32% of portfolio
30,828
Q2 2025 Added 139.79%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $1.05 Billion
  • Prior Value $977 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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