Institutional Fund
Texas Capital Bank Wealth Management Services Inc
Dallas, TXCIK 18026555 filings on record
Portfolio Value
$1.68B
Q1 2026
Holdings
346
Reported positions
New Buys
39
Opened this quarter
QoQ Change
-2.8%
from $1.73B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds23.5%
- Nvidia Corporation8.2%
- Ishares Bitcoin Trust ETF4.6%
- Ishares Tr4.0%
- Ishares Inc3.5%
- Vanguard Mun Bd Fds2.7%
- Other53.4%
Portfolio Holdings
346 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 663.3K | $396.38M | 23.5% | −18.0K | Reduced |
| 2 | Nvidia Corporation | 796.6K | $138.93M | 8.2% | −17.3K | Reduced |
| 3 | Ishares Bitcoin Trust ETF | 2.03M | $78.09M | 4.6% | 0 | Held |
| 4 | Ishares Tr | 748.4K | $67.75M | 4.0% | +24.6K | Added |
| 5 | Ishares Inc | 839.8K | $58.58M | 3.5% | +269.6K | Added |
| 6 | Vanguard Mun Bd Fds | 913.2K | $45.56M | 2.7% | −14.8K | Reduced |
| 7 | Apple Inc | 165.9K | $42.10M | 2.5% | −2.9K | Reduced |
| 8 | Texas Cap Bancshares Inc | 379.5K | $36.01M | 2.1% | +30.4K | Added |
| 9 | Ishares Tr | 364.4K | $24.61M | 1.5% | −8.8K | Reduced |
| 10 | Spdr S&P 500 ETF Tr | 37.0K | $24.05M | 1.4% | −9.0K | Reduced |
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