Texas Capital Bank Wealth Management Services Inc
BankCIK
1802655
City
Dallas
State / Country
TX
Top Portfolio Positions
264 positions ·
$845,626,931 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
796,604 | $138,927,737 | 16.43% | |
| IBIT |
iShares Bitcoin Trust ETF
|
2,032,648 | $78,094,335 | 9.24% | |
| AAPL |
Apple Inc.
Technology
|
165,892 | $42,101,730 | 4.98% | |
| TCBI |
Texas Capital Bancshares Inc/Tx
Financial Services
|
379,506 | $36,007,529 | 4.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
36,973 | $24,045,020 | 2.84% | |
| MSFT |
Microsoft Corp
Technology
|
61,316 | $22,697,343 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
59,979 | $17,643,422 | 2.09% | |
| DE |
Deere & Co
Industrials
|
31,107 | $17,522,572 | 2.07% | |
| KLAC |
Kla Corp
Technology
|
11,033 | $16,245,099 | 1.92% | |
| ET |
Energy Transfer LP
Energy
|
785,422 | $15,158,644 | 1.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETV
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,186,147 | 159,923 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,296,494 | 159,923 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,918,477 | 134,630 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,525,963 | 110,019 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $237,732 | 17,227 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $376,335 | 27,530 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $355,962 | 27,530 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $339,444 | 27,530 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $384,991 | 32,163 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $748,038 | 58,532 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $845,906 | 66,976 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $822,465 | 66,976 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,500,480 | 114,105 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,786,886 | 132,264 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,408,197 | 154,174 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,196,974 | 131,241 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,355,888 | 84,796 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,247,113 | 76,604 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,130,010 | 72,951 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,018,503 | 66,352 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $996,852 | 72,079 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,004,567 | 71,145 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $474,814 | 39,371 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||