Texas Capital Bank Wealth Management Services Inc
Q3 2025 13F Holdings
- Locationdallas, TX
- Num holdings
256
- Value ($000)
$1,214,118
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001802655
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $362.69 M | 30 % | 592,266 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $107.27 M | 9 % | 574,910 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $54.64 M | 5 % | 625,873 | ||
AAPL APPLE INC | COM | 037833100 | $26.76 M | 2 % | 105,109 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $23.72 M | 2 % | 45,788 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $23.37 M | 2 % | 358,060 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $22.17 M | 2 % | 229,611 | ||
TEXAS CAP BANCSHARES INC | COM | 88224Q107 | $21.10 M | 2 % | 249,607 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $20.13 M | 2 % | 65,395 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $17.46 M | 1 % | 174,144 |
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