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Home > Institutional Investor > Texas Capital Bank Wealth Management Services Inc > Profile

Instuitional Investor - Texas Capital Bank Wealth Management Services Inc

Fund Profile
Filing Period:
Fund Name: Texas Capital Bank Wealth Management Services Inc
Portfolio Value $1,070,856,675
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 582,195 $330,704,255 30.88%
2.
Nvidia Corp
 NVDA 546,919 $86,407,733 8.07%
3.
Ishares Tr - CORE MSCI EAFE
 602,486 $50,295,506 4.7%
4.
Apple Inc.
 AAPL 115,622 $23,722,259 2.22%
5.
Ishares Trust
 IEF 254,953 $23,448,008 2.19%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)