DOSSIER · 13F-HR · Q1 2026

Texas Capital Bank Wealth Management Services Inc

$1.7B in tracked AUM across 546 positions as of Q1 2026.

TC
CIK 0001802655 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
546
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Texas Capital Bank Wealth Management Services Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$396M663K23.5%
02
NVDA
NVIDIA CORPORATION
$139M797K8.2%
03
IBIT
ISHARES BITCOIN TRUST ETF
$78M2.0M4.6%
04
IEFA
ISHARES TR
$68M748K4.0%
05
IEMG
ISHARES INC
$59M840K3.5%
06
VTEB
VANGUARD MUN BD FDS
$46M913K2.7%
07
AAPL
APPLE INC
$42M166K2.5%
08
TCBI
TEXAS CAP BANCSHARES INC
$36M380K2.1%
09
IJH
ISHARES TR
$25M364K1.5%
10
SPY
STATE STR SPDR S&P 500 ETF T
$24M37K1.4%

Filing history

2026Q1Mar 31
$1.7B 2.8%
546 positionsView →
2025Q4Dec 31
$1.7B 42.7%
526 positionsView →
2025Q3Sep 30
$1.2B 13.4%
256 positionsView →
2025Q2Jun 30
$1.1B 8.2%
358 positionsLocked
2025Q1Mar 31
$990M 1.2%
209 positionsLocked
2024Q4Dec 31
$978M 3.8%
163 positionsLocked
2024Q3Sep 30
$1.0B 5.7%
208 positionsLocked
2024Q2Jun 30
$962M 5.7%
225 positionsLocked
2024Q1Mar 31
$910M 7.6%
205 positionsLocked
2023Q4Dec 31
$846M 6.8%
216 positionsLocked
2023Q3Sep 30
$792M 15.1%
217 positionsLocked
2023Q2Jun 30
$932M 8.0%
231 positionsLocked
Showing 12 of 26