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
$513B
$1.22 Million 0.12% of portfolio
911
Q2 2025 Added 4.95%
$189B
$1.24 Million 0.12% of portfolio
14,597
Q2 2025 Added 9.21%
$301B
$1.24 Million 0.12% of portfolio
8,640
Q2 2025 Added 3.88%
$177B
$1.11 Million 0.11% of portfolio
5,722
Q2 2025 Reduced 19.78%
$221B
$1.13 Million 0.11% of portfolio
3,884
Q2 2025 Added 8.19%
$161B
$1.07 Million 0.1% of portfolio
2,774
Q2 2025 Added 2.93%
$205B
$1.01 Million 0.1% of portfolio
8,180
Q2 2025 Reduced 1.06%
$99.8B
$1.02 Million 0.1% of portfolio
4,671
Q2 2025 Added 5.56%
$180B
$1.07 Million 0.1% of portfolio
9,240
Q2 2025 Reduced 0.08%
$0
$1.04 Million 0.1% of portfolio
152,033
Q1 2021 New
$62B
$938,000 0.09% of portfolio
4,588
Q2 2025 Added 0.2%
$141B
$908,000 0.09% of portfolio
3,903
Q2 2025 Added 0.1%
$245B
$931,000 0.09% of portfolio
6,379
Q2 2025 Added 14.79%
$213B
$956,000 0.09% of portfolio
2,358
Q2 2025 Added 4.01%
$8.2B
$793,000 0.08% of portfolio
1,900
Q1 2025 New
$78.8B
$827,000 0.08% of portfolio
3,072
Q2 2025 Added 4.07%
$279B
$806,000 0.08% of portfolio
11,619
Q2 2025 Added 3.45%
$153B
$691,000 0.07% of portfolio
3,115
Q2 2025 Reduced 0.29%
$44.5B
$692,000 0.07% of portfolio
4,764
Q2 2025 Added 0.13%
$159B
$719,000 0.07% of portfolio
2,576
Q2 2025 Reduced 0.23%
$3.66B
$784,000 0.07% of portfolio
44,372
Q2 2025 Added 13.21%
$450B
$728,000 0.07% of portfolio
1
Q4 2023 New
$3.29B
$684,000 0.06% of portfolio
1,693
Q4 2024 New
$1.36T
$593,000 0.06% of portfolio
1,868
Q2 2025 Added 13.69%
$48B
$629,000 0.06% of portfolio
4,755
Q2 2025 Reduced 0.83%
$97.4B
$604,000 0.06% of portfolio
866
Q2 2025 Added 13.2%
$226B
$607,000 0.06% of portfolio
7,672
Q2 2025 Reduced 0.71%
$79.7B
$665,000 0.06% of portfolio
4,990
Q2 2025 Reduced 2.08%
$184B
$616,000 0.06% of portfolio
600
Q2 2025 Added 0.5%
$196B
$654,000 0.06% of portfolio
4,960
Q2 2025 Reduced 19.79%
$121B
$587,000 0.06% of portfolio
1,906
Q2 2025 Reduced 10.98%
$190B
$659,000 0.06% of portfolio
4,144
Q2 2025 Reduced 28.47%
$69.9B
$559,000 0.05% of portfolio
5,306
Q2 2025 Reduced 0.13%
$71.4B
$525,000 0.05% of portfolio
11,617
Q2 2025 Added 14.59%
$46.7B
$544,000 0.05% of portfolio
2,270
Q2 2025 Reduced 24.23%
$85.9B
$490,000 0.05% of portfolio
7,269
Q2 2025 Added 15.05%
$65.6B
$548,000 0.05% of portfolio
2,051
Q2 2025 Reduced 0.19%
$146B
$557,000 0.05% of portfolio
2,425
Q2 2025 Added 8.84%
$288B
$503,000 0.05% of portfolio
7,123
Q2 2025 Reduced 1.3%
$132B
$571,000 0.05% of portfolio
1,234
Q2 2025 Reduced 1.36%
$75.3B
$560,000 0.05% of portfolio
1,572
Q2 2025 Reduced 1.26%
$277B
$544,000 0.05% of portfolio
5,569
Q2 2025 Added 4.88%
$80.2B
$538,000 0.05% of portfolio
2,888
Q2 2025 Added 0.87%
$90.2B
$485,000 0.05% of portfolio
2,120
Q2 2025 Added 20.52%
$27.3B
$462,000 0.04% of portfolio
902
Q1 2025 New
$40.3B
$379,000 0.04% of portfolio
1,142
Q2 2025 Reduced 0.26%
$89.8B
$456,000 0.04% of portfolio
1,330
Q2 2025 Added 21.91%
$12.1B
$391,000 0.04% of portfolio
1,690
Q2 2025 Reduced 0.06%
$78.1B
$434,000 0.04% of portfolio
6,924
Q2 2025 Added 19.36%

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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