Texas Capital Bank Wealth Management Services Inc

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dallas, TX
CIK
0001802655
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 204 845,917 VOO, IEFA, IWR, NVDA 13F-HR 2/8/2024 000180265524000002
Q3 2023 209 791,879 VOO, IWR, IEFA, NVDA 13F-HR 11/14/2023 000180265523000013
Q2 2023 230 932,288 VOO, IWR, IEFA, AAPL 13F-HR 8/9/2023 000180265523000011
Q1 2023 189 863,260 VOO, IWR, IEFA, AAPL 13F-HR 5/11/2023 000180265523000009
Q4 2022 170 820,713 VOO, IWR, IEFA, IVE 13F-HR 2/9/2023 000180265523000002
Q3 2022 149 775,521 VOO, IWR, IEFA, IVE 13F-HR 11/3/2022 000180265522000010
Q2 2022 144 861,421 VOO, IWR, IEFA, IVE 13F-HR 8/4/2022 000180265522000008
Q1 2022 171 1,097,093 VOO, IWR, IEFA, IVE 13F-HR 5/2/2022 000180265522000005
Q4 2021 158 1,155,334 VOO, IWR, SUB, XLK 13F-HR 2/7/2022 000180265522000003
Q3 2021 146 976,847 VOO, IWR, XLK, IVE 13F-HR 11/5/2021 000180265521000011
Q2 2021 141 798,629 VOO, IWR, IVE, IEFA 13F-HR 8/6/2021 000180265521000009
Q1 2021 129 700,621 VOO, IWR, IEFA, IVW 13F-HR 5/6/2021 000180265521000007
Q4 2020 127 679,410 VOO, IWR, IVW, AAPL 13F-HR 2/12/2021 000180265521000005
Q3 2020 158 612,982 VOO, IWR, IEFA, IVW 13F-HR 11/6/2020 000180265520000009
Q2 2020 107 447,043 VOO, IWR, IEFA, IVW 13F-HR 8/3/2020 000180265520000007
Q1 2020 107 350,532 VOO, IEFA, IWR, IVW 13F-HR 4/28/2020 000180265520000005
Q4 2019 115 452,802 VOO, IEFA, IWR, IVW 13F-HR 2/13/2020 000180265520000003