Long-term investor
Texas Capital Bank Wealth Management Services Inc. @texascapitalbankwealthma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802655).
Record
- Tracked since 2025-06-30 (449 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.3% · 1 year n/a · all +1.7%
- Max drawdown n/a · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 23.6% · long · since 2025-06-30
- NVDA · 7.9% · long · since 2025-06-30
- 46432F842 · 4.9% · long · since 2025-06-30
- 46434G103 · 4.1% · long · since 2025-06-30
- IBIT · 3.6% · long · since 2025-06-30
- 922907746 · 2.5% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- 88224Q107 · 1.6% · long · since 2025-06-30
- 464287507 · 1.6% · long · since 2025-06-30
- 78462F103 · 1.4% · long · since 2025-06-30
- 921943858 · 1.3% · long · since 2025-06-30
- 464287499 · 1.3% · long · since 2025-06-30