0001802655-24-000002.txt : 20240208 0001802655-24-000002.hdr.sgml : 20240208 20240208160737 ACCESSION NUMBER: 0001802655-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Texas Capital Bank Wealth Management Services Inc CENTRAL INDEX KEY: 0001802655 ORGANIZATION NAME: IRS NUMBER: 743041348 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19962 FILM NUMBER: 24609061 BUSINESS ADDRESS: STREET 1: 2000 MCKINNEY AVE STREET 2: SUITE 1800 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 2149326846 MAIL ADDRESS: STREET 1: 2000 MCKINNEY AVE STREET 2: SUITE 1800 CITY: DALLAS STATE: TX ZIP: 75201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001802655 XXXXXXXX 12-31-2023 12-31-2023 false Texas Capital Bank Wealth Management Services Inc

2000 McKinney Ave Suite 1800 Dallas TX 75201

13F HOLDINGS REPORT 028-19962 N Cynthia Yeldell-Scott 214-210-3057 Cynthia Yeldell-Scott Dallas TX 02-08-2024 0 216 845917700 false INFORMATION TABLE 2 information_table.xml INFORMATION TABLE ABBOTT LABSCOM0028241003757793414SHSOLE3390240ABBVIE INCCOM00287Y1096117473948SHSOLE32107370ACCENTURE PLC IRELANDSHS CLASS AG1151C10111295793219SHSOLE321090ADAMS DIVERSIFIED EQUITY FDCOM00621210423784213430SHSOLE1343000ADOBE INCCOM00724F101479666804SHSOLE79860ADVANCED MICRO DEVICES INCCOM0079031073428762326SHSOLE2303230AILERON THERAPEUTICS INCCOM NEW00887A2044808615773SHSOLE1577300ALPHABET INCCAP STK CL A02079K305170338012194SHSOLE113518430ALPHABET INCCAP STK CL C02079K10712993759220SHSOLE90501700ALTRIA GROUP INCCOM02209S10362478615488SHSOLE15462260AMAZON COM INCCOM023135106242025215929SHSOLE152007290AMAZON COM INCCOM0231351061960020000SHSOLE2000000AMGEN INCCOM031162100284584988SHSOLE6793090AMPHENOL CORP NEWCL A0320951012903522929SHSOLE292270ANTERO RESOURCES 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FDSTOTAL BND MRKT9219378354433576028SHSOLE602800VANGUARD BD INDEX FDSSHORT TRM BOND9219378276680718674SHSOLE867400VANGUARD INDEX FDSGROWTH ETF922908736214858691SHSOLE593980VANGUARD INDEX FDSLARGE CAP ETF9229086371736299579592SHSOLE7959200VANGUARD INDEX FDSREAL ESTATE ETF9229085532966203357SHSOLE335700VANGUARD INDEX FDSMID CAP ETF922908629777047033401SHSOLE3340100VANGUARD INDEX FDSVALUE ETF9229087448192435480SHSOLE548000VANGUARD INDEX FDSSMALL CP ETF9229087514831922265SHSOLE226500VANGUARD INDEX FDSTOTAL STK MKT9229087697341963095SHSOLE309500VANGUARD INDEX FDSS&P 500 ETF SHS922908363245637741562357SHSOLE534674276830VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285868657416705SHSOLE1670500VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427754049697214SHSOLE721400VANGUARD MUN BD FDSTAX EXEMPT BD9229077468146049159570SHSOLE15839211780VANGUARD SCOTTSDALE FDSVNG RUS2000IDX92206C6644755705864SHSOLE586400VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385819674207410735SHSOLE41073500VANGUARD 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