13F
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Texas Capital Bank Wealth Management Services Inc

13F equity value
$1.7B
Positions
346
Top 10 concentration
54.1%
Quarters / total new picks
24 / 402
13F equity value over time
$0M$867M$2B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +5.9% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 66.7% of quarters (excess t = 1.80, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+5.4%
t-stat
1.80
Quarterly win rate
67%
Annualized excess
+9.1%
$1 → follow vs universe
$3.62 vs $2.29
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920221231: universe 1.41120230331: universe 1.48620230630: universe 1.43320230930: universe 1.62620231231: universe 1.69920240331: universe 1.73820240630: universe 1.89520240930: universe 1.87920241231: universe 1.75420250331: universe 1.91220250630: universe 1.97220250930: universe 2.21720251231: universe 2.294 20200331: follow 1.26620200630: follow 1.27320200930: follow 1.52920201231: follow 1.60020210331: follow 1.66020210630: follow 1.99120210930: follow 1.83920211231: follow 1.76420220331: follow 1.80720220630: follow 2.20120220930: follow 2.29220221231: follow 2.21020230331: follow 2.35620230630: follow 2.31720230930: follow 2.34420231231: follow 2.61420240331: follow 2.76620240630: follow 2.98620240930: follow 2.97520241231: follow 2.94220250331: follow 2.98920250630: follow 2.95320250930: follow 3.34820251231: follow 3.619 0.92 2.41 3.91 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 346 · 2026 Q1

Ticker Value Weight QoQ
VOO $396M
23.5%
TRIM
NVDA $139M
8.3%
TRIM
IBIT $78M
4.6%
HOLD
IEFA $68M
4.0%
ADD
IEMG $59M
3.5%
ADD
VTEB $46M
2.7%
HOLD
AAPL $42M
2.5%
HOLD
TCBI $36M
2.1%
ADD
IJH $25M
1.5%
TRIM
SPY $24M
1.4%
TRIM
IWR $24M
1.4%
TRIM
MSFT $23M
1.4%
HOLD
VEA $22M
1.3%
HOLD
AGG $22M
1.3%
TRIM
VV $19M
1.1%
HOLD
JPM $18M
1.1%
TRIM
DE $18M
1.0%
TRIM
KLAC $16M
1.0%
TRIM
ET $15M
0.9%
ADD
IWB $15M
0.9%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AMATAPDBMNRBNSCHDDELLDIAEBAYENTGEOGEQIXFDXFIDIFMAYHYDHYMBICLRITAMCKMFCMUNBHCNEUNSCNSLRNVSODFLRSGRTXSCHW

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.