Texas Capital Bank Wealth Management Services Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Texas Capital Bank Wealth Management Services Inc reported 338 stock positions worth $1.7 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.6% of the portfolio, followed by Nvidia (NVDA, 8.8%) and iShares Bitcoin Trust ETF (IBIT, 5.8%). Compared with Q3 2025, it opened 99 new positions, sold out of 18, added to 170 and reduced 42. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +9320%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001802655
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001802655-26-000002 ↗ filed Feb 9, 2026
Holdings Value
Holdings 338 stocks · $1.7B
| VOO Vanguard S&P 500 ETF | 24.65% | 681,295 | $427.3M | Add +15.0% |
| NVDA Nvidia Corp. | 8.76% | 813,901 | $151.8M | Add +41.6% |
| IBIT iShares Bitcoin Trust ETF | 5.82% | 2,032,648 | $100.9M | Add +9320.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.73% | 723,732 | $64.7M | Add +15.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.69% | 928,015 | $46.7M | Add +278.9% |
| AAPL Apple Inc. | 2.65% | 168,788 | $45.9M | Add +60.6% |
| IEMG iShares Core MSCI Emerging | 2.21% | 570,229 | $38.3M | Add +134.9% |
| TCBI Texas Capital Bancshares Inc. | 1.82% | 349,089 | $31.6M | Add +39.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 45,933 | $31.3M | Add +120.7% |
| MSFT Microsoft Corp. | 1.68% | 60,277 | $29.2M | Add +31.6% |
| AGG iShares Core U.S. Aggregate | 1.50% | 260,802 | $26.0M | Add +49.8% |
| IWR iShares Russell Mid-Cap ETF | 1.44% | 258,585 | $24.9M | Add +12.6% |
| IJH iShares Core S&P Midcap ETF | 1.42% | 373,184 | $24.6M | Add +4.2% |
| VEA Vanguard Ftse Developed ETF | 1.25% | 345,687 | $21.6M | Add +26.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.17% | 64,394 | $20.3M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 1.15% | 61,893 | $19.9M | Add +35.9% |
| LRCX Lam Research Corp. | 1.08% | 109,828 | $18.8M | Add +3.4% |
| IWB iShares Russell 1000 ETF | 0.91% | 42,267 | $15.8M | Add +45.1% |
| META Meta Platforms Inc. Class A | 0.91% | 23,800 | $15.7M | Add +35.3% |
| DE Deere & Co. | 0.89% | 33,040 | $15.4M | Add +19.0% |
| AMZN Amazon.com Inc. | 0.89% | 66,542 | $15.4M | Add +125.1% |
| LLY Eli Lilly & Co. | 0.84% | 13,533 | $14.5M | Add +10.3% |
| KLAC KLA Corp. | 0.82% | 11,723 | $14.2M | Add +3.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.79% | 33,103 | $13.7M | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.78% | 23,738 | $13.6M | Add +5.2% |
| APH Amphenol Corp. Class A | 0.77% | 99,214 | $13.4M | Reduce -3.9% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 110,450 | $13.3M | New |
| MS Morgan Stanley | 0.76% | 74,097 | $13.2M | Add +7.4% |
| MA Mastercard Inc. Class A | 0.70% | 21,205 | $12.1M | Add +7.8% |
| ET Energy Transfer LP | 0.69% | 730,689 | $12.0M | Add +3.9% |
| IVW iShares S&P 500 Growth ETF | 0.66% | 93,303 | $11.5M | Add +45.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.61% | 36,421 | $10.6M | Add +0.3% |
| ORCL Oracle Corp. | 0.60% | 53,486 | $10.4M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 66,286 | $10.2M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.54% | 10,928 | $9.4M | Add +6.5% |
| XOM Exxon Mobil Corp. | 0.54% | 77,993 | $9.4M | Add +245.6% |
| INTU Intuit Inc. | 0.53% | 13,798 | $9.1M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 0.50% | 27,910 | $8.7M | Add +45.3% |
| HD Home Depot Inc. | 0.50% | 25,003 | $8.6M | Add +15.4% |
| NEE Nextera Energy Inc. | 0.48% | 103,222 | $8.3M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.45% | 24,698 | $7.8M | Add +35.8% |
| TT Trane Technologies PLC | 0.42% | 18,613 | $7.2M | Reduce -0.2% |
| DHR Danaher Corp. | 0.41% | 30,995 | $7.1M | Reduce -0.8% |
| MSCI MSCI Inc. | 0.39% | 11,880 | $6.8M | Reduce -3.8% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 40,094 | $6.0M | Add +8.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.34% | 41,137 | $5.8M | Reduce -17.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.32% | 50,063 | $5.6M | Reduce -7.1% |
| AVGO Broadcom Inc. | 0.31% | 15,556 | $5.4M | Add +16.0% |
| UNH Unitedhealth Group Inc. | 0.31% | 16,047 | $5.3M | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.30% | 24,401 | $5.2M | Add +1052.1% |
| ARCC Ares Capital Corp. | 0.28% | 241,090 | $4.9M | Add +31.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 82,181 | $4.5M | Add +37.7% |
| OBDC Blue Owl Capital Corp. | 0.25% | 342,867 | $4.3M | Add +10.6% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 23,088 | $4.1M | Add +636.7% |
| CVX Chevron Corp. | 0.24% | 26,903 | $4.1M | Add +174.3% |
| EFA iShares MSCI Eafe ETF | 0.23% | 41,983 | $4.0M | Add +42.2% |
| V Visa Inc. Class A | 0.23% | 11,152 | $3.9M | Add +31.9% |
| ADBE Adobe Inc. | 0.22% | 11,049 | $3.9M | Add +1517.7% |
| JNJ Johnson & Johnson | 0.22% | 18,394 | $3.8M | Add +134.7% |
| STWD Starwood Property Trust Inc. | 0.21% | 200,107 | $3.6M | Reduce -2.0% |
| DGRO iShares Core Dividend Growth | 0.20% | 50,598 | $3.5M | Add +761.8% |
| TSLA Tesla Inc. | 0.20% | 7,640 | $3.4M | Add +11.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 5,414 | $3.3M | Add +133.1% |
| TSLX Sixth Street Specialty Lendi | 0.19% | 153,014 | $3.3M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 14,734 | $3.2M | Add +876.4% |
| DFAS Dimensional US Small Cap ETF | 0.18% | 44,934 | $3.1M | No change |
| GEL Genesis Energy L.P. | 0.18% | 200,000 | $3.1M | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.18% | 90,990 | $3.1M | Add +35.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 6,070 | $3.1M | Add +138.3% |
| ARM Arm Holdings PLC-ADR | 0.17% | 27,500 | $3.0M | New |
| QDEF NT Qual Div Def ETF | 0.17% | 35,446 | $2.9M | Reduce -6.5% |
| ABBV Abbvie Inc. | 0.16% | 12,196 | $2.8M | Add +15.5% |
| IWF iShares Russell 1000 Growth | 0.15% | 5,652 | $2.7M | Add +497.5% |
| PG The Procter & Gamble Co. | 0.15% | 18,280 | $2.6M | Add +53.2% |
| IVV iShares Core S&P 500 ETF | 0.15% | 3,690 | $2.5M | Reduce -1.0% |
| C Citigroup Inc. | 0.14% | 21,374 | $2.5M | Add +22.3% |
| INTC Intel Corp. | 0.14% | 67,544 | $2.5M | New |
| SCHD Schwab US DVD Equity ETF | 0.14% | 89,992 | $2.5M | New |
| HDV iShares Core High Dividend E | 0.14% | 20,211 | $2.5M | New |
| VZ Verizon Communications Inc. | 0.14% | 60,224 | $2.5M | Add +23.8% |
| ETV Eaton Vance T/M Buy-Writ Opp | 0.13% | 159,923 | $2.3M | Add +18.8% |
| HPK Highpeak Energy Inc. | 0.13% | 476,190 | $2.3M | New |
| AXP American Express Co. | 0.12% | 5,698 | $2.1M | Add +426.1% |
| CSCO Cisco Systems Inc. | 0.12% | 27,195 | $2.1M | Add +79.5% |
| MUB iShares National Muni Bond E | 0.12% | 19,542 | $2.1M | No change |
| GRNI Fundstr Gran SH US L/C & Inc. | 0.12% | 102,569 | $2.1M | New |
| OCSL Oaktree Specialty Lending Co. | 0.12% | 162,096 | $2.1M | Reduce -17.7% |
| ABT Abbott Laboratories | 0.12% | 16,438 | $2.1M | Add +30.1% |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 10,490 | $2.0M | Add +1.7% |
| MCD McDonald's Corp. | 0.11% | 6,465 | $2.0M | Add +35.2% |
| COP Conocophillips | 0.11% | 20,924 | $2.0M | Reduce -66.9% |
| EFX Equifax Inc. | 0.11% | 8,706 | $1.9M | Add +554.1% |
| MRK Merck & Co. Inc. | 0.11% | 17,755 | $1.9M | Add +314.7% |
| CRK Comstock Resources Inc. | 0.10% | 77,579 | $1.8M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 5,314 | $1.8M | Add +143.0% |
| RTX CORPORATION | 0.10% | 9,703 | $1.8M | New |
| PEP Pepsico Inc. | 0.10% | 12,146 | $1.7M | Add +38.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 124,580 | $1.6M | Reduce -0.4% |
| TXN Texas Instruments Inc. | 0.09% | 9,397 | $1.6M | Add +76.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.09% | 6,383 | $1.6M | New |
Portfolio Sells Q3 2025 → Q4 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.5% | 1.17% | −0.49 |
| NKE Nike Inc. Class B | Reduce -76.7% | 0.08% | −0.45 |
| ZTS Zoetis Inc. | Reduce -75.7% | 0.07% | −0.42 |
| COP Conocophillips | Reduce -66.9% | 0.11% | −0.38 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.1% | 0.79% | −0.31 |
| APH Amphenol Corp. Class A | Reduce -3.9% | 0.77% | −0.28 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -17.8% | 0.34% | −0.23 |
| TT Trane Technologies PLC | Reduce -0.2% | 0.42% | −0.23 |
| GRNY Fundstr Gran SH US LRG Cap | Sold out | 0.00% | −0.22 |
| TJX TJX Companies Inc. | Reduce -0.9% | 0.59% | −0.21 |
| MSCI MSCI Inc. | Reduce -3.8% | 0.39% | −0.18 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -7.1% | 0.32% | −0.17 |
| UNH Unitedhealth Group Inc. | Reduce -1.7% | 0.31% | −0.16 |
| VBTX Veritex Holdings Inc. | Sold out | 0.00% | −0.12 |
| STWD Starwood Property Trust Inc. | Reduce -2.0% | 0.21% | −0.12 |
| RTX RTX Corp. | Sold out | 0.00% | −0.10 |
| DHR Danaher Corp. | Reduce -0.8% | 0.41% | −0.10 |
| TSLX Sixth Street Specialty Lendi | Reduce -0.6% | 0.19% | −0.10 |
| OCSL Oaktree Specialty Lending Co. | Reduce -17.7% | 0.12% | −0.09 |
| QDEF NT Qual Div Def ETF | Reduce -6.5% | 0.17% | −0.08 |
| TIDAL TRUST II | Sold out | 0.00% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 0.15% | −0.06 |
| TILT NT Mstar US Ftilt ETF | Sold out | 0.00% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -33.2% | 0.04% | −0.04 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.04 |
| HYFM Hydrofarm Holdings Group Inc. | Sold out | 0.00% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -38.7% | 0.02% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -8.9% | 0.05% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.03 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.03 |
| F Ford Motor Co. | Reduce -0.4% | 0.09% | −0.03 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.03 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.02 |
| SYK Stryker Corp. | Reduce -0.3% | 0.05% | −0.02 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.02 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.2% | 0.02% | −0.02 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.02 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -1.5% | 0.03% | −0.02 |
| BR Broadridge Financial Solutio | Reduce -7.9% | 0.02% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -4.9% | 0.02% | −0.01 |
| DVN Devon Energy Corp. | Reduce -22.9% | 0.02% | −0.01 |
| PHM Pultegroup Inc. | Reduce -6.3% | 0.02% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -19.3% | 0.01% | −0.01 |
| EFC Ellington Financial Inc. | Sold out | 0.00% | −0.01 |
| MLM Martin Marietta Materials | Reduce -8.8% | 0.02% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -5.9% | 0.02% | −0.01 |
| MO Altria Group Inc. | Reduce -1.7% | 0.02% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IBIT iShares Bitcoin Trust ETF | Add +9320.0% | 5.82% | +5.71 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +278.9% | 2.69% | +1.68 |
| IEMG iShares Core MSCI Emerging | Add +134.9% | 2.21% | +0.89 |
| IJR iShares Core S&P Small-Cap E | New | 0.77% | +0.77 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +120.7% | 1.81% | +0.66 |
| AAPL Apple Inc. | Add +60.6% | 2.65% | +0.44 |
| AMZN Amazon.com Inc. | Add +125.1% | 0.89% | +0.35 |
| XOM Exxon Mobil Corp. | Add +245.6% | 0.54% | +0.33 |
| AMD Advanced Micro Devices | Add +1052.1% | 0.30% | +0.27 |
| ADBE Adobe Inc. | Add +1517.7% | 0.22% | +0.20 |
| PLTR Palantir Technologies Inc. Class A | Add +636.7% | 0.24% | +0.19 |
| GEL Genesis Energy L.P. | New | 0.18% | +0.18 |
| ARM Arm Holdings PLC-ADR | New | 0.17% | +0.17 |
| DGRO iShares Core Dividend Growth | Add +761.8% | 0.20% | +0.17 |
| VIG Vanguard Dividend Apprec ETF | Add +876.4% | 0.19% | +0.16 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| SCHD Schwab US DVD Equity ETF | New | 0.14% | +0.14 |
| HDV iShares Core High Dividend E | New | 0.14% | +0.14 |
| HPK Highpeak Energy Inc. | New | 0.13% | +0.13 |
| GRNI Fundstr Gran SH US L/C & Inc. | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +45.3% | 0.50% | +0.12 |
| IWF iShares Russell 1000 Growth | Add +497.5% | 0.15% | +0.12 |
| CVX Chevron Corp. | Add +174.3% | 0.24% | +0.11 |
| CRK Comstock Resources Inc. | New | 0.10% | +0.10 |
| RTX CORPORATION | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | Add +134.7% | 0.22% | +0.10 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.09% | +0.09 |
| DFAU Dimensional US Core Equity M | New | 0.09% | +0.09 |
| AXP American Express Co. | Add +426.1% | 0.12% | +0.09 |
| TCBI Texas Capital Bancshares Inc. | Add +39.9% | 1.82% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +35.8% | 0.45% | +0.08 |
| EFX Equifax Inc. | Add +554.1% | 0.11% | +0.08 |
| MRK Merck & Co. Inc. | Add +314.7% | 0.11% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +133.1% | 0.19% | +0.08 |
| CACI Caci International Inc. Class A | New | 0.08% | +0.08 |
| CB Chubb Ltd. | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +138.3% | 0.18% | +0.07 |
| STEL Stellar Bancorp Inc. | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +10.3% | 0.84% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +49.8% | 1.50% | +0.06 |
| USFR Wisdomtree Floating Rate Tre | New | 0.06% | +0.06 |
| A Agilent Technologies Inc. | New | 0.06% | +0.06 |
| DGXX Digi Power X Inc. | New | 0.06% | +0.06 |
| HBAN Huntington Bancshares Inc. | New | 0.06% | +0.06 |
| SCYB Schwab High Yield Bond ETF | New | 0.06% | +0.06 |
| CRCL Circle Internet Group Inc. | New | 0.05% | +0.05 |
| AESI Atlas Energy Solutions Inc. | New | 0.05% | +0.05 |
| EPD Enterprise Products Partners | Add +407.5% | 0.07% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | New | 0.05% | +0.05 |
| IMO Imperial Oil Ltd. | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 349 | $1.9B | VOO, NVDA, IEFA, IEMG, IBIT |
| Q1 2026 | 346 | $1.7B | VOO, NVDA, IBIT, IEFA, IEMG |
| Q4 2025 | 338 | $1.7B | VOO, NVDA, IBIT, IEFA, VTEB |
| Q3 2025 | 256 | $1.2B | VOO, NVDA, IEFA, AAPL, MSFT |
| Q2 2025 | 224 | $1.1B | VOO, NVDA, IEFA, AAPL, IWR |
| Q1 2025 | 208 | $989.7M | VOO, NVDA, IEFA, AAPL, IWR |
| Q4 2024 | 161 | $977.8M | VOO, NVDA, IEFA, IWR, AAPL |
| Q3 2024 | 200 | $1.0B | VOO, NVDA, IEFA, IWR, AAPL |
| Q2 2024 | 198 | $962.0M | VOO, NVDA, IEFA, IWR, AAPL |
| Q1 2024 | 197 | $910.3M | VOO, IEFA, NVDA, IWR, AAPL |