Exencial Wealth Advisors, LLC Purchases in Q3 2025

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
23.4K
New
$387.78 - $645.35 $9.08M - $15.1M
23.4K $11.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
44.3K
+ 15.03%
$181.56 - $190.33 $8.04M - $8.43M
339K $64.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
205K
+ 14.5%
$29.2 - $32.74 $5.98M - $6.71M
1.62M $51.5M
AVGO
Broadcom Inc.

Technology
5.92K
+ 4.63%
$264.74 - $369.57 $1.57M - $2.19M
134K $44.2M
LLY
Eli Lilly & CO

Healthcare
11.4K
+ 189.55%
$625.65 - $812.69 $7.13M - $9.26M
17.4K $13.3M
NVDA
Nvidia Corp

Technology
4.82K
+ 1.81%
$153.3 - $186.58 $739K - $899K
272K $50.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
201K
New
$38.58 - $58.24 $7.75M - $11.7M
201K $7.87M
MSFT
Microsoft Corp

Technology
6.15K
+ 3.1%
$491.09 - $535.64 $3.02M - $3.29M
205K $106M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.99K
+ 26.93%
$404.94 - $499.99 $3.24M - $4M
37.7K $18.3M
GOOGL
Alphabet Inc.

Communication Services
735
+ 0.86%
$174.36 - $254.72 $128K - $187K
86.3K $21M
DFIV
Dimensional ETF Tr

ETFs
55.8K
+ 7.52%
$42.66 - $46.53 $2.38M - $2.6M
797K $36.8M
IQV
Iqvia Holdings Inc.

Healthcare
19.1K
+ 47.12%
$157.68 - $200.82 $3.01M - $3.83M
59.6K $11.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.04K
+ 1.23%
$224.68 - $282.71 $233K - $293K
85.2K $23.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
77.7K
+ 12.12%
$32.78 - $35.79 $2.55M - $2.78M
718K $25.6M
VUG
Vanguard Growth ETF

ETFs
448
+ 0.46%
$433.97 - $484.08 $194K - $217K
98.5K $47.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
38.1K
+ 9.33%
$100.37 - $100.74 $3.83M - $3.84M
447K $45M
DUHP
Dimensional ETF Tr Dimensional

ETFs
34.4K
+ 4.79%
$35.76 - $37.93 $1.23M - $1.31M
753K $28.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 2.84%
$567.77 - $614.76 $666K - $721K
42.5K $26M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20.3K
+ 13.03%
$102.4 - $103.88 $2.07M - $2.1M
176K $18.2M
ABBV
Abb Vie Inc.

Healthcare
1.41K
+ 3.52%
$184.85 - $231.54 $260K - $325K
41.3K $9.57M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
33.4K
+ 6.2%
$29.97 - $32.38 $1M - $1.08M
573K $18.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
52.7K
+ 12.83%
$28.69 - $30.59 $1.51M - $1.61M
463K $14.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.89K
+ 1.36%
$49.43 - $54.52 $242K - $267K
365K $19.8M
VEA
Vanguard Ftse Developed Market

ETFs
10.3K
+ 2.24%
$56.02 - $60.3 $578K - $622K
470K $28.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.98K
+ 0.51%
$53.36 - $59.69 $106K - $118K
394K $22.9M
IBOC
International Bancshares Corp

Financial Services
25.1K
New
$67.44 - $72.68 $1.7M - $1.83M
25.1K $1.73M
SCHR
Schwab Intermediate Term Us Tr

ETFs
61.4K
+ 12.33%
$24.69 - $25.26 $1.52M - $1.55M
560K $14.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
135
+ 0.18%
$276.51 - $305.12 $37.3K - $41.2K
73.8K $22M
KLAC
Kla Corp

Technology
9
+ 0.12%
$843.9 - $1078.6 $7.6K - $9.71K
7.56K $8.16M
VO
Vanguard Mid Cap ETF

ETFs
1.11K
+ 1.56%
$279.83 - $293.74 $310K - $326K
72.1K $21.2M
DFAE
Dimensional ETF Tr

ETFs
8.8K
+ 2.68%
$28.84 - $31.84 $254K - $280K
337K $10.6M
MRVL
Marvell Technology, Inc.

Technology
12.5K
New
$62.31 - $84.07 $778K - $1.05M
12.5K $1.05M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
46.9K
+ 4.95%
$12.9 - $13.59 $605K - $638K
995K $13.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.64K
+ 4.1%
$81.75 - $84.54 $706K - $730K
219K $18.4M
JPM
Jpmorgan Chase & CO

Financial Services
622
+ 2.09%
$282.78 - $316.06 $176K - $197K
30.4K $9.6M
MA
Mastercard Inc

Financial Services
1.12K
+ 2.4%
$550.18 - $598.96 $615K - $669K
47.6K $27.1M
AMAT
Applied Materials Inc

Technology
3.51K
+ 33.91%
$156.25 - $204.95 $549K - $720K
13.9K $2.84M
ING
Ing Groep Nv

Financial Services
27.7K
+ 57.69%
$22.0 - $26.08 $610K - $723K
75.8K $1.98M
MEOH
Methanex Corp

Basic Materials
18.2K
+ 72.75%
$32.46 - $39.93 $590K - $726K
43.2K $1.72M
MUB
Ishares National Muni Bond ETF

ETFs
7.23K
+ 13.5%
$103.24 - $106.68 $747K - $772K
60.8K $6.48M
DFAI
Dimensional ETF Tr

ETFs
6.41K
+ 1.79%
$34.05 - $36.55 $218K - $234K
363K $13.2M
ALLE
Allegion PLC

Industrials
787
+ 3.82%
$145.55 - $179.33 $115K - $141K
21.4K $3.79M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.72K
+ 351.42%
$159.87 - $247.68 $754K - $1.17M
6.06K $1.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.16K
+ 1.85%
$78.96 - $80.04 $566K - $573K
395K $31.6M
TJX
Tjx Companies Inc

Consumer Cyclical
611
+ 2.1%
$121.35 - $144.54 $74.1K - $88.3K
29.7K $4.3M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
12.4K
+ 31.08%
$41.64 - $45.4 $516K - $563K
52.3K $2.37M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
13.9K
+ 30.17%
$35.41 - $38.93 $493K - $542K
60.1K $2.34M
LOW
Lowes Companies Inc

Consumer Cyclical
474
+ 2.45%
$215.01 - $273.02 $102K - $129K
19.8K $4.97M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.26K
+ 5.63%
$74.68 - $80.26 $318K - $342K
79.9K $6.41M
Activity Summary
Buys All Purchases 331 New Holdings 47 Increased Positions 284 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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