Texas Capital Bank Wealth Management Services Inc
Annual return '25
+22.5%
SPY '25
+17.7%
Alpha
+4.8ptsvs SPY
Invested
$1.7B
Holdings
345
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 99.8% (1.18M → 2.4k shares)
23.5%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 97.4% (1.02M → 26.4k shares)
8.2%
03
$IBIT
ISHARES BITCOIN TRUST ETF
Q1 2026: Sold 60.9% (63.1k → 24.7k shares)
4.6%
04
$IEFA
ISHARES TR
Q1 2026: Sold 99.5% (1.31M → 7.0k shares)
4.0%
05
$IEMG
ISHARES INC
Q1 2026: Sold 100.0% (975.5k → 459 shares)
3.5%
06
$VTEB
VANGUARD MUN BD FDS
Q1 2026: Exited (was 523.0k shares)
2.7%
07
$AAPL
APPLE INC
Q1 2026: Sold 85.9% (208.8k → 29.5k shares)
2.5%
08
$TCBI
TEXAS CAP BANCSHARES INC
Q1 2026: Exited (was 499.2k shares)
2.1%
09
$IJH
ISHARES TR
Q1 2026: Sold 99.4% (732.5k → 4.1k shares)
1.5%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 97.5% (80.3k → 2.0k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 07:00 UTC.