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CIK: 0001802655
Total reported value
$1.9B
$1.9B
338 檔
42.4%
At the close of Q4 2025, Texas Capital Bank Wealth Management Services Inc disclosed equity holdings valued at approximately $1.9B, spread across 338 reported holdings.
In Q4 2025, Texas Capital Bank Wealth Management Services Inc displayed an active expansion posture, initiating 9 new positions and adding to 37 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, NVDA, IBIT) accounted for 42.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
IJR
市值: $13.3M
Top Position Liquidated / Trimmed
GRNY
前期市值: $2.6M
Showing top 200 holdings (of 338 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.65% | +0.04% | +15.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.76% | -0.33% | +41.57% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 5.82% | -1.03% | +9320.00% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.73% | +0.84% | +15.64% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.69% | -0.18% | +278.95% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.65% | -0.02% | +60.58% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.21% | +0.60% | +134.87% | |
| 8 | TCBI | Texas Capital Bancshares Inc | Stock-Financials | 1.82% | -0.55% | +39.86% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | -0.07% | +120.69% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | -0.09% | +31.64% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.50% | -0.07% | +49.76% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.44% | -0.08% | +12.62% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.42% | +0.10% | +4.22% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | +0.03% | +26.33% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 1.17% | +0.04% | -1.53% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | — | +35.90% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.08% | +0.41% | +3.40% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.91% | — | +45.12% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.18% | +35.30% | |
| 20 | DE | Deere & Co | Stock-Industrials | 0.89% | +0.06% | +19.02% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.24% | +125.14% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.09% | +10.30% | |
| 23 | KLAC | Kla CORP | Stock-Tech | 0.82% | +0.16% | +3.75% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.79% | +0.03% | -0.08% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.10% | +5.18% | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 0.77% | -0.05% | -3.92% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | -0.03% | — | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.76% | +0.01% | +7.36% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | +0.03% | +7.80% | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.70% | -0.10% | +3.89% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.02% | +45.90% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | +0.01% | +0.34% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.01% | +0.13% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.05% | -0.91% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | +6.46% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.24% | +245.59% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.53% | -0.03% | +3.09% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.14% | +45.30% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | +0.09% | +15.36% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.03% | +3.99% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.03% | +35.78% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.42% | +0.06% | -0.24% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.41% | +0.09% | -0.77% | |
| 44 | MSCI | Msci Inc | Stock-Financials | 0.39% | +0.06% | -3.77% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | +0.01% | +8.37% | |
| 46 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.33% | -0.01% | -17.80% | |
| 47 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.32% | +0.01% | -7.07% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.02% | +15.98% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | +0.13% | -1.71% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.30% | -0.13% | +1052.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +5.7% | +9320.00% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +1.7% | +278.95% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.9% | +134.87% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +120.69% | Add |
| 5 | AAPL | Apple Inc | +0.5% | +60.58% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | +125.14% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +245.59% | Add |
| 8 | AMD | Advanced Micro Devices | +0.3% | +1052.08% | Add |
| 9 | ADBE | Adobe Inc | +0.2% | +1517.72% | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +636.69% | Add |
| 11 | DGRO | Ishares Core Dividend Growth | +0.2% | +761.83% | Add |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +876.41% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +45.30% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +174.32% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +497.46% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +134.68% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +35.78% | Add |
| 18 | TCBI | Texas Capital Bancshares Inc | +0.1% | +39.86% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +133.06% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | +10.30% | Add |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +49.76% | Add |
| 22 | IWB | Ishares Russell 1000 ETF | 0% | +45.12% | Add |
| 23 | IVW | Ishares S&p 500 Growth ETF | 0% | +45.90% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +35.90% | Add |
| 25 | NVDA | Nvidia CORP | -0.1% | +41.57% | Add |
| 26 | LRCX | Lam Research CORP | -0.1% | +3.40% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | +26.33% | Add |
| 28 | CAT | Caterpillar Inc | -0.1% | +5.18% | Add |
| 29 | MS | Morgan Stanley | -0.1% | +7.36% | Add |
| 30 | META | Meta Platforms Inc-class A | -0.2% | +35.30% | Add |
| 31 | DE | Deere & Co | -0.2% | +19.02% | Add |
| 32 | KLAC | Kla CORP | -0.2% | +3.75% | Add |
| 33 | MSFT | Microsoft CORP | -0.3% | +31.64% | Add |
| 34 | COP | Conocophillips | -0.4% | -66.86% | Trim |
| 35 | IWR | Ishares Russell Mid-cap ETF | -0.4% | +12.62% | Add |
| 36 | ZTS | Zoetis Inc | -0.4% | -75.66% | Trim |
| 37 | NKE | Nike Inc -cl B | -0.5% | -76.72% | Trim |
| 38 | ORCL | Oracle CORP | -0.6% | +0.13% | Add |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | +15.64% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | -5.2% | +15.03% | Add |
| 41 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 42 | GEL | Genesis Energy L.p. | — | NEW | New buy |
| 43 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | — | EXIT | Sold out |
| 45 | INTC | Intel CORP | — | NEW | New buy |
| 46 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 47 | HDV | Ishares Core High Dividend E | — | NEW | New buy |
| 48 | HPK | Highpeak Energy Inc | — | NEW | New buy |
| 49 | GRNI | Fundstr Gran Sh US L/c & Inc | — | NEW | New buy |
| 50 | CRK | Comstock Resources Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Texas Capital Bank Wealth Management Services Inc reported a total U.S. public equity portfolio value of $1.9B across 338 disclosed positions in Q4 2025.
During Q4 2025, Texas Capital Bank Wealth Management Services Inc's top holdings by market value included VOO (24.6%)、NVDA (8.8%)、IBIT (5.8%). The largest single position, VOO, represented 24.6% of total portfolio value.
In Q4 2025, Texas Capital Bank Wealth Management Services Inc made 50 total portfolio adjustments, initiating 9 new buys, adding to 37 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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