DOSSIER · 13F-HR · Q1 2026

Texas Capital Bank Wealth Management Services Inc

Texas Bank Wealth Services's family office based in New York, NY $1.7B in tracked AUM across 546 positions as of Q1 2026.

TB
Texas Bank Wealth Services·New York, NY·Family Office
CIK 0001802655 · last filed Mar 31, 2026
Total AUM
$1.7B
11.2%
vs prior
Holdings
546
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · 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

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