Texas Capital Bank Wealth Management Services Inc
Q2 2025 13F Holdings
- Locationdallas, TX
- Num holdings
224
- Value ($000)
$1,070,857
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $330.70M | 31 % | 582,195 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $86.41M | 8 % | 546,919 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $50.30M | 5 % | 602,486 | ||
AAPL APPLE INC | COM | 037833100 | $23.72M | 2 % | 115,622 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $23.45M | 2 % | 254,953 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $21.61M | 2 % | 348,503 | ||
TEXAS CAP BANCSHARES INC | COM | 88224Q107 | $19.87M | 2 % | 250,191 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $18.83M | 2 % | 66,003 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $18.03M | 2 % | 181,763 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.30M | 2 % | 34,786 |
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