Funds › Texas Capital Bank Wealth Management Services Inc
Texas Capital Bank Wealth Management Services Inc
13F for Q3 2026, filed Nov 9, 2026. 360 positions worth $1.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$1.9B
+$74.8M (4.0%) vs Q2 2026
Positions
360
349 in Q2 2026
Top 10 share
55.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds S&P 500 Etf Shs | 626,117 | $438.8M | 22.6% | -2.3% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 771,236 | $176.1M | 9.1% | +4.2% | 13F ↗ |
| 3 | iShares Tr Core Msci Eafe | 1.11M | $107.3M | 5.5% | +17.9% | 13F ↗ |
| 4 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 2.02M | $95.8M | 4.9% | +0.1% | 13F ↗ |
| 5 | iShares Inc Core Msci Emkt | 854,838 | $69.4M | 3.6% | -7.1% | 13F ↗ |
| 6 | AAPL Apple Inc. | 160,912 | $53.6M | 2.8% | +0.7% | 13F ↗ |
| 7 | Vanguard Mun Bd Fds Tax Exempt Bd | 894,812 | $42.4M | 2.2% | -4.0% | 13F ↗ |
| 8 | MSFT Microsoft Corporation | 63,752 | $32.7M | 1.7% | +1.2% | 13F ↗ |
| 9 | iShares Tr Core S&P Mcp Etf | 387,019 | $27.8M | 1.4% | +2.5% | 13F ↗ |
| 10 | TCBI Texas Capital Bancshares, Inc. | 284,949 | $26.5M | 1.4% | -0.6% | 13F ↗ |
| 11 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 33,949 | $25.9M | 1.3% | -0.5% | 13F ↗ |
| 12 | Vanguard Tax-Managed Fds | 346,008 | $24.4M | 1.3% | -1.4% | 13F ↗ |
| 13 | iShares Tr Core Us Aggbd Et | 249,117 | $23.6M | 1.2% | +7.0% | 13F ↗ |
| 14 | iShares Tr Equity Etf | 217,936 | $23.3M | 1.2% | -2.5% | 13F ↗ |
| 15 | Vanguard Index Fds Mrngstr Lrg Cap | 63,754 | $22.4M | 1.2% | -0.3% | 13F ↗ |
| 16 | DE Deere & Company | 32,995 | $22.2M | 1.1% | +1.9% | 13F ↗ |
| 17 | JPM JPMorgan Chase & Co. | 59,952 | $19.8M | 1.0% | -0.3% | 13F ↗ |
| 18 | GOOGL Alphabet Inc. Class A | 54,574 | $18.8M | 1.0% | +4.2% | 13F ↗ |
| 19 | LRCX Lam Research Corporation | 51,730 | $17.0M | 0.9% | +0.3% | 13F ↗ |
| 20 | META Meta Platforms, Inc. | 22,638 | $16.4M | 0.8% | +0.8% | 13F ↗ |
| 21 | iShares Tr S&P 500 Val Etf | 70,126 | $16.0M | 0.8% | +5.5% | 13F ↗ |
| 22 | iShares Tr Rus 1000 Etf | 38,261 | $15.9M | 0.8% | -4.1% | 13F ↗ |
| 23 | ET Energy Transfer LP · Com Ut Ltd Ptn | 788,145 | $15.6M | 0.8% | +0.3% | 13F ↗ |
| 24 | LLY Eli Lilly and Company | 12,842 | $14.9M | 0.8% | +1.1% | 13F ↗ |
| 25 | Vanguard World Fd Mrngstr Mega Cap | 152,312 | $14.1M | 0.7% | -4.5% | 13F ↗ |
| 26 | Vanguard Index Fds Mrngstr Mid Cap | 170,208 | $13.3M | 0.7% | +1.1% | 13F ↗ |
| 27 | KLAC KLA Corporation | 68,473 | $13.3M | 0.7% | -0.9% | 13F ↗ |
| 28 | XOM ExxonMobil Holdings Corporation | 81,661 | $13.3M | 0.7% | New | 13F ↗ |
| 29 | MA Mastercard Incorporated | 23,959 | $13.2M | 0.7% | -0.6% | 13F ↗ |
| 30 | CAT Caterpillar, Inc. | 15,620 | $12.7M | 0.7% | -1.1% | 13F ↗ |
| 31 | MS Morgan Stanley | 62,981 | $11.8M | 0.6% | Unchanged | 13F ↗ |
| 32 | AMZN Amazon.com, Inc. | 46,862 | $11.7M | 0.6% | +2.9% | 13F ↗ |
| 33 | APH Amphenol Corporation | 137,374 | $11.6M | 0.6% | +0.7% | 13F ↗ |
| 34 | COST Costco Wholesale Corporation | 12,238 | $11.1M | 0.6% | +1.1% | 13F ↗ |
| 35 | iShares Tr Core S&P Scp Etf | 79,989 | $10.9M | 0.6% | +69.3% | 13F ↗ |
| 36 | COP ConocoPhillips | 82,781 | $10.4M | 0.5% | +1.7% | 13F ↗ |
| 37 | Victory Portfolios II Core Bd Etf | 217,337 | $9.7M | 0.5% | New | 13F ↗ |
| 38 | GOOG Alphabet Inc. Class C | 28,438 | $9.7M | 0.5% | +5.1% | 13F ↗ |
| 39 | DHR Danaher Corporation | 42,692 | $9.5M | 0.5% | +2.1% | 13F ↗ |
| 40 | TJX TJX Companies, Inc. | 69,696 | $9.2M | 0.5% | +2.4% | 13F ↗ |
| 41 | TT Trane Technologies plc | 19,769 | $8.9M | 0.5% | +3.1% | 13F ↗ |
| 42 | iShares Tr 0-3 Mth Treasury | 86,664 | $8.7M | 0.4% | +3694% | 13F ↗ |
| 43 | HD Home Depot, Inc. | 30,400 | $8.6M | 0.4% | +1.6% | 13F ↗ |
| 44 | INTU Intuit Inc. | 31,288 | $8.6M | 0.4% | +2.7% | 13F ↗ |
| 45 | UNH UnitedHealth Group Incorporated | 22,843 | $8.4M | 0.4% | +2.6% | 13F ↗ |
| 46 | MSCI MSCI Inc. | 14,939 | $8.0M | 0.4% | +3.1% | 13F ↗ |
| 47 | NEE NextEra Energy, Inc. | 106,220 | $8.0M | 0.4% | +3.2% | 13F ↗ |
| 48 | EBAY eBay Inc. | 75,798 | $8.0M | 0.4% | +4.6% | 13F ↗ |
| 49 | BITB Bitwise Bitcoin ETF · Shs Ben Int | 160,000 | $7.3M | 0.4% | New | 13F ↗ |
| 50 | INTC Intel Corporation | 55,764 | $6.7M | 0.3% | -3.7% | 13F ↗ |
Showing the top 50 of 360 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
27 new, 165 added to, 115 trimmed, 16 exited, 53 unchanged. By estimated dollars.
New positions (27)
| XOM ExxonMobil Holdings Corporation | 81,661 | New | $13.3M |
| Victory Portfolios II Core Bd Etf | 217,337 | New | $9.7M |
| BITB Bitwise Bitcoin ETF · Shs Ben Int | 160,000 | New | $7.3M |
| PB Prosperity Bancshares, Inc. | 36,055 | New | $2.4M |
| SPCX Space Exploration Technologies Corp. | 14,075 | New | $2.1M |
| Vanguard Bd Index Fds Vanguard Ultra | 16,313 | New | $808.3K |
| RF Regions Financial Corporation | 22,241 | New | $597.8K |
| iShares Tr Shrt Nat Mun Etf | 4,944 | New | $516.8K |
| iShares Tr Ishs 1-5YR Invs | 9,601 | New | $491.9K |
| TRIN Trinity Capital Inc. | 28,011 | New | $491.6K |
Added to (165)
| iShares Tr Core Msci Eafe | 1.11M | +17.9% | $16.3M |
| iShares Tr 0-3 Mth Treasury | 86,664 | +3694% | $8.5M |
| NVDA NVIDIA Corporation | 771,236 | +4.2% | $7.2M |
| iShares Tr Core S&P Scp Etf | 79,989 | +69.3% | $4.5M |
| iShares Tr Core Us Aggbd Et | 249,117 | +7.0% | $1.5M |
| ARCC Ares Capital Corporation | 309,834 | +23.9% | $1.1M |
| Schwab Strategic Tr Uie | 68,037 | +97.3% | $846.8K |
| iShares Tr S&P 500 Val Etf | 70,126 | +5.5% | $831.6K |
| GOOGL Alphabet Inc. Class A | 54,574 | +4.2% | $762.8K |
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 230,937 | +25.7% | $704.5K |
Trimmed (115)
| Vanguard Index Fds S&P 500 Etf Shs | 626,117 | -2.3% | -$10.4M |
| ZTS Zoetis Inc. | 7,599 | -92.4% | -$6.5M |
| iShares Inc Core Msci Emkt | 854,838 | -7.1% | -$5.3M |
| Flexshares Tr Qlt Div Def Idx | 10,277 | -67.3% | -$1.9M |
| Vanguard Mun Bd Fds Tax Exempt Bd | 894,812 | -4.0% | -$1.7M |
| iShares Tr Core S&P Ttl Stk | 30,403 | -23.3% | -$1.5M |
| iShares Tr Rus 1000 Grw Etf | 14,608 | -35.3% | -$999.7K |
| iShares Tr Core S&P Us Gwt | 1,396 | -78.5% | -$990.3K |
| iShares Tr Rus 1000 Etf | 38,261 | -4.1% | -$675.8K |
| Vanguard World Fd Mrngstr Mega Cap | 152,312 | -4.5% | -$662.1K |
Exited (16)
| Exxon Mobil Corp | 79,774 | Exited | -$10.9M |
| Stellar Bancorp Inc | 89,267 | Exited | -$3.5M |
| Open Lending Corp | 287,075 | Exited | -$892.8K |
| iShares Tr S&P Mc 400VL Etf | 5,634 | Exited | -$832.3K |
| Schwab Strategic Tr Us Sml Cap Etf | 18,536 | Exited | -$669.7K |
| Avalonbay Communities Inc Reit | 2,051 | Exited | -$387.0K |
| Schwab Strategic Tr Us Lcap Gr Etf | 9,654 | Exited | -$326.7K |
| TDG Transdigm Group Incorporated | 228 | Exited | -$303.7K |
| APP AppLovin Corporation | 518 | Exited | -$266.9K |
| WDC Western Digital Corporation | 375 | Exited | -$239.5K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 360 | $1.9B | Current | SEC ↗ |
| Q2 2026 | Aug 7, 2026 | 13F-HR | 349 | $1.9B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 346 | $1.7B | Current | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 338 | $1.7B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 256 | $1.2B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 224 | $1.1B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 209 | $989.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer