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David Lucas

Texas Capital Bank Wealth Management Services Inc

Assets Managed
$1.685B
Holdings
346
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-2.8%(2Q avg: 20%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Texas Capital Bank Wealth Management Services Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 346 positions.

Assets under management

The assets under management (AUM) of Texas Capital Bank Wealth Management Services Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.685B in assets, with a quarterly growth rate of -2.8% and a 2-quarter average growth rate of 20%. The portfolio is managed by David Lucas, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.63%
23.53%
$396.379M
663,340 shares@ $597.56 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.12%
8.25%
$138.928M
796,604 shares@ $174.4 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
4.64%
$78.094M
2.033M shares@ $38.43 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.41%
4.03%
$67.75M
748,376 shares@ $90.53 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 47.28%
3.48%
$58.575M
839,785 shares@ $69.76 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Decreased -1.59%
2.71%
$45.562M
913,240 shares@ $49.9 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.71%
2.5%
$42.102M
165,892 shares@ $253.8 avg price
TCBI
Texas Capital Bancshares Inc
Recent Activity
Increased 8.72%
2.14%
$36.008M
379,506 shares@ $94.88 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2.34%
1.47%
$24.609M
364,415 shares@ $67.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -19.5%
1.43%
$24.045M
36,973 shares@ $650.35 avg price

1-10 of 346