Texas Capital Bank Wealth Management Services Inc
โขCIK: 1802655โขFiling: Q4 2025
Texas Capital Bank Wealth Management Services Inc manages $1.7B across a diversified portfolio of 338 positions. The strategy exhibits significant conviction in core US equity exposure, highlighted by the largest holding in VOO at $427.3M. Notable allocations include substantial positions in technology leaders like NVDA ($151.8M) and AAPL ($45.9M), alongside exposure to digital assets via IBIT ($100.9M). This structure suggests a growth-oriented mandate with a pronounced tilt toward large-cap technology and broad market indices.
Total AUM
$1.7B
QoQ Performance
+42.8%
Positions
283
Top 10 Concentration
57.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
NVDA
IBIT
VOO24.6%
NVDA8.8%
IBIT5.8%
IEFA3.7%
VTEB2.7%
AAPL2.6%
IEMG2.2%
TCBI1.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other42.2%
ETF27.2%
Technology19.0%
Financial3.1%
Consumer2.5%
Healthcare2.4%
Industrial1.9%
Energy0.7%
๐ช Exited Positionssold since Q3 2025
โ
TIDAL TRUST II
SOLD
$922.8K
+91 more exited positions
Changes from Q3 2025
NEW40 new positions
โ130 increased
โ22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023