Texas Capital Bank Wealth Management Services Inc
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
209
- Value ($000)
$989,677
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $314.75 M | 32 % | 612,462 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $58.94 M | 6 % | 543,797 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $54.65 M | 6 % | 722,386 | ||
AAPL APPLE INC | COM | 037833100 | $26.07 M | 3 % | 117,378 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $24.66 M | 3 % | 289,884 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $20.11 M | 2 % | 344,563 | ||
TEXAS CAP BANCSHARES INC | COM | 88224Q107 | $18.63 M | 2 % | 249,401 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $16.59 M | 2 % | 64,532 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.34 M | 2 % | 165,182 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $14.01 M | 1 % | 275,637 |
Rows Per Page
10
- 10
- 50
- 100