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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.12B
$19.9 Million 1.89% of portfolio
250,191
Q2 2025 Added 0.32%
$5.27B
$3.87 Million 0.37% of portfolio
288,755
Q2 2025 Added 2.07%
$6.14B
$3.69 Million 0.35% of portfolio
183,934
Q2 2025 Added 5.57%
$6.29B
$793,000 0.08% of portfolio
1,900
Q1 2025 New
$3.9B
$784,000 0.07% of portfolio
44,372
Q2 2025 Added 13.21%
$3.68B
$684,000 0.06% of portfolio
1,693
Q4 2024 New
$3.02B
$324,000 0.03% of portfolio
6,933
Q2 2025 New

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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