Texas Capital Bank Wealth Management Services Inc
SEC Form 13F institutional filer · CIK 0001802655
13F-HR · 196 reported holdings · 2026-03-31
Bank wealth management.
Reported long-US-equity value
$1.33B
Top-10 concentration
69.2%
Texas Capital Bank Wealth Management Services Inc — $1.33B AUM allocation strategy
Texas Capital Bank Wealth Management Services Inc files SEC Form 13F and reports $1.33B of long US equity value across 196 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.4%, followed by Financials 3.4% and Industrials 2.3%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Texas Capital Bank Wealth Management Services Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.33B
total across 196 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +186K sh · +$12.4M+$SPGI +56K sh · +$11.7M+$COP +39.4K sh · +$6M
Biggest trims (shares)
−$BLK −68.7K sh · −$8.36M−$LRCX −47.6K sh · −$5.5M−$ORCL −45.4K sh · −$9.24M
Exited to nil (held last quarter, gone now)
$CSX ($579K last qtr)$ADP ($551K last qtr)$GPC ($430K last qtr)$ICE ($336K last qtr)$XLU ($308K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.5%—
- Technology Hardware, Storage & Peripherals3.2%—
- Semiconductor Materials & Equipment2.2%—
- Interactive Media & Services2.1%—
- Systems Software1.7%—
- Diversified Banks1.3%—
- Agricultural & Farm Machinery1.3%—
- Financial Exchanges & Data1.2%—
- Other holdings76.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 797K | $139M | -17.3K | 10.4% |
| $AAPL | Apple Inc | 166K | $42.1M | -2.9K | 3.2% |
| $MSFT | Microsoft Corporation | 61.3K | $22.7M | +1.04K | 1.7% |
| $JPM | JP Morgan Chase & Co | 60K | $17.6M | -1.91K | 1.3% |
| $DE | Deere & Company | 31.1K | $17.5M | -1.93K | 1.3% |
| $KLAC | KLA Corporation | 11K | $16.2M | -690 | 1.2% |
…and 190 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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