13F filer

Texas Capital Bank Wealth Management Services

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1802655 SEC filings ↗

13F Value

$1.87B

Positions

349

Top Position

VOO23.6%

Top 5

44.0%

Latest filing changes

vs Mar 31, 2026

1 IEFA iShares Core MSCI EAFE ETF +25.5%+$18.5M

2 IEMG iShares Core MSCI Emerging Markets ETF +9.5%+$6.6M

3 ZTS Zoetis +124.9%+$4.0M

4 INTU Intuit +69.5%+$3.3M

5 DHR Danaher +39.0%+$2.2M

Holdings349

#							Trend (4Q)
1	VOO Vanguard 500 Index Fund — ETF Shares	23.6%	$440.2M	-3.4%	640.9K	23.5%		ETF
2	NVDA NVIDIA	7.9%	$148.0M	-7.1%	739.9K	8.2%		Common Stock
3	IEFA iShares Core MSCI EAFE ETF	4.9%	$90.7M	+25.5%	939.5K	4.0%		ETF
4	IEMG iShares Core MSCI Emerging Markets ETF	4.1%	$76.2M	+9.5%	919.8K	3.5%		ETF
5	IBIT iShares Bitcoin Trust ETF — Shs Ben Int	3.6%	$67.3M	-0.5%	2.02M	4.6%		ETF
6	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	2.5%	$47.1M	+2.0%	931.8K	2.7%		ETF
7	AAPL Apple	2.5%	$46.2M	-3.7%	159.8K	2.5%		Common Stock
8	TCBI Texas Cap Bancshares	1.6%	$29.6M	-24.4%	286.8K	2.1%		Common Stock
9	IJH iShares Core S&P Mid-Cap ETF	1.6%	$29.1M	+3.6%	377.4K	1.5%		ETF
10	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.4%	$25.5M	-7.7%	34.1K	1.4%		ETF
11	VEA Vanguard Developed Markets Index Fund — ETF Shares	1.3%	$25.0M	+2.0%	350.8K	1.3%		ETF
12	IWR iShares Russell Mid-Cap ETF	1.3%	$24.7M	-7.9%	223.5K	1.4%		ETF
13	MSFT Microsoft	1.3%	$23.5M	+2.8%	63.0K	1.3%		Common Stock
14	AGG iShares Core U.S. Aggregate Bond ETF	1.2%	$23.0M	+5.1%	232.9K	1.3%		ETF
15	LRCX Lam Research Filing details 512807306 Jun 30, 2026 51,587 reported quantity $22,354,195 reported value	1.2%	$22.4M	-17.1%	51.6K	0.8%		Common Stock
16	VV Vanguard Morningstar Large-Cap Index Fund — ETF Shares	1.2%	$22.0M	-0.5%	64.0K	1.1%		ETF
17	KLAC KLA	1.1%	$20.8M	—	69.1K	1.0%	—	Common Stock
18	DE Deere & Company	1.1%	$20.5M	+4.1%	32.4K	1.0%		Common Stock
19	JPM JPMorgan Chase	1.1%	$19.7M	+0.2%	60.1K	1.0%		Common Stock
20	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 52,357 reported quantity $18,710,960 reported value	1.0%	$18.7M	+4.3%	52.4K	0.9%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing29

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.