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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$471B
$86.4 Million 8.21% of portfolio
546,919
Q2 2025 Added 0.57%
$4.13T
$23.7 Million 2.25% of portfolio
115,622
Q2 2025 Reduced 1.5%
$4.2B
$19.9 Million 1.89% of portfolio
250,191
Q2 2025 Added 0.32%
$3.84T
$17.3 Million 1.64% of portfolio
34,786
Q2 2025 Reduced 1.19%
$779B
$12.9 Million 1.23% of portfolio
59,028
Q2 2025 Reduced 5.13%
$139B
$12.1 Million 1.15% of portfolio
23,759
Q2 2025 Reduced 5.64%
$902B
$11.9 Million 1.13% of portfolio
40,885
Q2 2025 Reduced 4.31%
$73.5B
$10.4 Million 0.98% of portfolio
105,001
Q2 2025 Added 3,158.88%
$192B
$10.1 Million 0.96% of portfolio
12,795
Q2 2025 Reduced 6.82%
$551B
$10.1 Million 0.96% of portfolio
17,959
Q2 2025 Reduced 5.28%
$1.65T
$10 Million 0.95% of portfolio
13,560
Q2 2025 Reduced 0.54%
$779B
$9.91 Million 0.94% of portfolio
12,713
Q2 2025 Reduced 2.14%
$161B
$9.63 Million 0.91% of portfolio
10,756
Q2 2025 Reduced 7.67%
$263B
$9.49 Million 0.9% of portfolio
67,364
Q2 2025 Reduced 5.69%
$406B
$9.3 Million 0.88% of portfolio
9,399
Q2 2025 Reduced 8.19%
$259B
$8.23 Million 0.78% of portfolio
21,192
Q2 2025 Reduced 6.56%
$165B
$8.01 Million 0.76% of portfolio
64,877
Q2 2025 Reduced 6.89%
$44.8B
$7.85 Million 0.74% of portfolio
13,604
Q2 2025 Reduced 6.02%
$98.1B
$7.82 Million 0.74% of portfolio
17,877
Q2 2025 Reduced 7.14%
$68.6B
$7.68 Million 0.73% of portfolio
49,278
Q2 2025 Reduced 4.84%
$154B
$7.43 Million 0.71% of portfolio
107,032
Q2 2025 Reduced 6.1%
$93.9B
$6.97 Million 0.66% of portfolio
98,173
Q2 2025 Reduced 5.78%
$52.2B
$6.76 Million 0.64% of portfolio
373,043
Q2 2025 Reduced 42.71%
$153B
$6.54 Million 0.62% of portfolio
33,100
Q2 2025 Reduced 4.78%
$119B
$5.91 Million 0.56% of portfolio
65,864
Q2 2025 Reduced 6.01%
$2.27T
$5.34 Million 0.51% of portfolio
24,340
Q2 2025 Reduced 8.96%
$331B
$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%
$6.01B
$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%
$97.1B
$3.44 Million 0.33% of portfolio
37,505
Q2 2025 Reduced 2.43%
$1.79B
$2.85 Million 0.27% of portfolio
109,298
Q2 2025 Reduced 58.78%
$566B
$2.78 Million 0.26% of portfolio
7,824
Q2 2025 Added 5.2%
$405B
$2.63 Million 0.25% of portfolio
55,486
Q2 2025 Added 0.37%
$1.5T
$2.56 Million 0.24% of portfolio
14,440
Q2 2025 Added 8.79%
$464B
$2.37 Million 0.22% of portfolio
21,979
Q2 2025 Added 30.32%
$137B
$2.2 Million 0.21% of portfolio
7,999
Q2 2025 Added 16.89%
$182B
$2.1 Million 0.2% of portfolio
48,492
Q2 2025 Reduced 0.13%
$1.45T
$1.91 Million 0.18% of portfolio
10,843
Q2 2025 Reduced 0.04%
$367B
$1.79 Million 0.17% of portfolio
13,141
Q2 2025 Added 4.04%
$360B
$1.63 Million 0.16% of portfolio
10,253
Q2 2025 Added 0.46%
$233B
$1.65 Million 0.16% of portfolio
12,138
Q2 2025 Added 19.87%
$418B
$1.54 Million 0.15% of portfolio
8,297
Q2 2025 Added 6.76%
$654B
$1.55 Million 0.15% of portfolio
3,188
Q2 2025 Added 7.7%
$154B
$1.6 Million 0.15% of portfolio
5,360
Q2 2025 Reduced 8.34%
$0
$1.53 Million 0.14% of portfolio
110,019
Q2 2025 New
$48.3B
$1.36 Million 0.13% of portfolio
124,998
Q2 2025 Added 57.21%
$486B
$1.34 Million 0.13% of portfolio
8,772
Q2 2025 Added 0.48%

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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