Texas Capital Bank Wealth Management Services Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TC Texas Capital Bank Wealth Management Services Inc | Institutional Filer | ▼ 2.81% | $1.68B | 346 |
Current Portfolio Holdings
Showing all 346 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 663K | $396.4M | 23.52% |
| 2 | NVDA | NVIDIA Corporation | Technology | 797K | $138.9M | 8.25% |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | — | 2.0M | $78.1M | 4.63% |
| 4 | IEFA | ISHARES TR | — | 748K | $67.8M | 4.02% |
| 5 | IEMG | ISHARES INC | — | 840K | $58.6M | 3.48% |
| 6 | VTEB | VANGUARD MUN BD FDS | — | 913K | $45.6M | 2.70% |
| 7 | AAPL | Apple Inc. | Technology | 166K | $42.1M | 2.50% |
| 8 | TCBI | Texas Capital Bancshares, Inc. | Financial Services | 380K | $36.0M | 2.14% |
| 9 | IJH | ISHARES TR | — | 364K | $24.6M | 1.46% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 37K | $24.0M | 1.43% |
| 11 | IWR | ISHARES TR | — | 243K | $23.6M | 1.40% |
| 12 | MSFT | Microsoft Corporation | Technology | 61K | $22.7M | 1.35% |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | — | 344K | $22.0M | 1.31% |
| 14 | AGG | ISHARES TR | — | 221K | $22.0M | 1.30% |
| 15 | VV | VANGUARD INDEX FDS | — | 64K | $19.2M | 1.14% |
Showing 1 to 15 of 346 holdings