account_balance
Investment manager · 13F filer · SEC CIK 1802655
Texas Capital Bank Wealth Management Services Inc
Reported value$1.94Bas of Sep 30, 2026
Positions360 26 new, 15 sold out
Top 10 weight55.1%VOO alone is 23%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
22.6%Trimmed −2%
NVDANvidia Corporation
9.1%Added +4%
IEFAiShares Tr
5.5%Added +18%
IBITiShares Bitcoin Trust ETF
4.9%
IEMGiShares Inc
3.6%Trimmed −7%
AAPLApple Inc
2.8%
VTEBVanguard Mun Bd FDS
2.2%Trimmed −4%
MSFTMicrosoft Corp
1.7%
IJH1.4%
TCBITexas Cap Bancshares Inc
1.4%
SPYState STR SPDR S&P 500 ETF T
1.3%
VEA1.3%
VOOVanguard Index FDS
22.6%Trimmed −2%
NVDANvidia Corporation
9.1%Added +4%
IEFAiShares Tr
5.5%Added +18%
IEMG3.6%
AAPL2.8%VTEB2.2%
MSFT1.7%IJH
TCBI1.4%SPY1.3%VEA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 22.6% Trimmed −2%
NVDA Nvidia Corporation 9.1% Added +4%IEFA iShares Tr 5.5% Added +18%
IBIT iShares Bitcoin Trust ETF 4.9% HeldIEMG iShares Inc 3.6% Trimmed −7%
AAPL Apple Inc 2.8% HeldVTEB Vanguard Mun Bd FDS 2.2% Trimmed −4%
MSFT Microsoft Corp 1.7% HeldIJH iShares Tr 1.4% Added +3%
TCBI Texas Cap Bancshares Inc 1.4% HeldSPY State STR SPDR S&P 500 ETF T 1.3% HeldVEA Vanguard Tax-managed FDS 1.3% Held
What changed