1y return+18.2%S&P 500 +20.9%
3y return+60.5%S&P 500 +68.5%
5y return+63.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $217 against $232 in the S&P 500.2
Texas Capital Bank Wealth Management Services IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $440.2M | 23.6% | −3.4% |
| NVDANvidia Corporation | $148.0M | 7.9% | −7.1% |
| IEFAIshares Tr | $90.7M | 4.9% | +25.5% |
| IEMGIshares Inc | $76.2M | 4.1% | +9.5% |
| IBITIshares Bitcoin Trust Etf | $67.3M | 3.6% | |
| VTEBVanguard Mun Bd Fds | $47.1M | 2.5% | +2.0% |
| AAPLApple Inc | $46.2M | 2.5% | −3.7% |
| TCBITexas Cap Bancshares Inc | $29.6M | 1.6% | −24.4% |
| IJHIshares Tr | $29.1M | 1.6% | +3.6% |
| SPYState Str Spdr S&p 500 Etf T | $25.5M | 1.4% | −7.7% |
| VEAVanguard Tax-managed Fds | $25.0M | 1.3% | +2.0% |
| IWRIshares Tr | $24.7M | 1.3% | −7.9% |
| MSFTMicrosoft Corp | $23.5M | 1.3% | +2.8% |
| AGGIshares Tr | $23.0M | 1.2% | +5.1% |
| LRCXLam Research Corp | $22.4M | 1.2% | −17.1% |
| VVVanguard Index Fds | $22.0M | 1.2% | |
| KLACKla Corp | $20.8M | 1.1% | +526.1% |
| DEDeere & Co | $20.5M | 1.1% | +4.1% |
| JPMJpmorgan Chase & Co | $19.7M | 1.1% | |
| GOOGLAlphabet Inc | $18.7M | 1.0% | +4.3% |
| CATCaterpillar Inc | $16.8M | 0.9% | −17.1% |
| IWBIshares Tr | $16.3M | 0.9% | −3.0% |
| LLYEli Lilly & Co | $15.2M | 0.8% | −5.2% |
| IVEIshares Tr | $15.1M | 0.8% | +6.5% |
| ETEnergy Transfer L P | $15.0M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $148.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $16.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $22.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $18.7M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $19.7M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $15.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $46.2M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $11.3M |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $10.3M |
Sold off last quarter
- ARMArm Holdings PLC was $4.2M
- NBHCNational Bk Hldgs Corp was $2.8M
- Honeywell Intl IncCUSIP 438516106 was $1.6M
- CRCLCircle Internet Group Inc was $1.1M
- AESIAtlas Energy Solutions Inc was $656K
- TPCTutor Perini Corp was $535K
- IJKIshares Tr was $515K
- ETHBIshares Staked Ethereum Tr E was $499K
- VUSBVanguard Bd Index Fds was $319K
- BRBroadridge Finl Solutions In was $297K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +10.7% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +9.9% | +10.0% |
| December 31, 2023 | +10.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +6.1% | +7.0% |
| December 31, 2022 | +9.1% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +11.3% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Texas Capital Bank Wealth Management Services Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1802655&type=13F-HR&dateb=&owner=include&count=40CIK 1802655
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1802655/000180265526000007/Filed August 7, 2026 · accession 0001802655-26-000007