Universe · entity
Texas Capital Bank Wealth Management Services Inc
Institutional manager (13F) · CIK 1802655
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $396M | 663,340 |
| 2 | NVIDIA CORPORATION | $139M | 796,604 |
| 3 | ISHARES BITCOIN TRUST ETF | $78M | 2,032,648 |
| 4 | ISHARES TR | $68M | 748,376 |
| 5 | ISHARES INC | $59M | 839,785 |
| 6 | VANGUARD MUN BD FDS | $46M | 913,240 |
| 7 | APPLE INC | $42M | 165,892 |
| 8 | TEXAS CAP BANCSHARES INC | $36M | 379,506 |
| 9 | ISHARES TR | $25M | 364,415 |
| 10 | STATE STR SPDR S&P 500 ETF T | $24M | 36,973 |
| 11 | ISHARES TR | $24M | 242,622 |
| 12 | MICROSOFT CORP | $23M | 61,316 |
| 13 | VANGUARD TAX-MANAGED FDS | $22M | 343,869 |
| 14 | ISHARES TR | $22M | 221,474 |
| 15 | VANGUARD INDEX FDS | $19M | 64,248 |
| 16 | JPMORGAN CHASE & CO | $18M | 59,979 |
| 17 | DEERE & CO | $18M | 31,107 |
| 18 | KLA CORP | $16M | 11,033 |
| 19 | ENERGY TRANSFER L P | $15M | 785,422 |
| 20 | ISHARES TR | $15M | 41,136 |
| 21 | META PLATFORMS INC | $15M | 25,365 |
| 22 | ALPHABET INC | $14M | 50,199 |
| 23 | AMAZON COM INC | $14M | 66,295 |
| 24 | EXXON MOBIL CORP | $14M | 81,077 |
| 25 | CATERPILLAR INC | $14M | 19,056 |
| 26 | LAM RESEARCH CORP | $13M | 62,233 |
| 27 | ISHARES TR | $13M | 62,423 |
| 28 | ELI LILLY & CO | $12M | 13,402 |
| 29 | VANGUARD INDEX FDS | $12M | 42,178 |
| 30 | VANGUARD WORLD FD | $12M | 32,941 |
| 31 | MORGAN STANLEY | $12M | 70,947 |
| 32 | AMPHENOL CORP | $12M | 92,301 |
| 33 | MASTERCARD INCORPORATED | $11M | 21,093 |
| 34 | COSTCO WHOLESALE CORPORATION | $10M | 10,343 |
| 35 | TJX COS INC NEW | $10M | 63,369 |
| 36 | NEXTERA ENERGY INC | $9M | 91,882 |
| 37 | ALPHABET INC | $8M | 28,332 |
| 38 | HOME DEPOT INC | $8M | 24,576 |
| 39 | CONOCOPHILLIPS | $8M | 60,279 |
| 40 | INTUIT | $8M | 17,981 |
| 41 | TRANE TECHNOLOGIES PLC | $7M | 17,990 |
| 42 | ISHARES TR | $7M | 55,073 |
| 43 | UNITEDHEALTH GROUP INC | $6M | 23,287 |
| 44 | MSCI INC | $6M | 11,457 |
| 45 | EBAY INC. | $6M | 67,827 |
| 46 | VANGUARD WORLD FD | $6M | 40,827 |
| 47 | ISHARES TR | $6M | 40,094 |
| 48 | DANAHER CORP DEL | $6M | 30,085 |
| 49 | CHEVRON CORPORATION | $6M | 27,109 |
| 50 | VANGUARD ADMIRAL FDS INC | $6M | 48,646 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.