Exencial Wealth Advisors, LLC Purchases in Q2 2025

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4.36K
+ 2.24%
$354.56 - $497.45 $1.54M - $2.17M
199K $98.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
56.7K
+ 23.84%
$152.93 - $181.74 $8.67M - $10.3M
295K $53.5M
VUG
Vanguard Growth ETF

ETFs
2.42K
+ 2.53%
$329.49 - $438.4 $796K - $1.06M
98.1K $43M
DFSV
Dimensional ETF Tr Dimensional

ETFs
156K
+ 12.38%
$24.21 - $29.47 $3.77M - $4.59M
1.41M $41.6M
MLM
Martin Marietta Materials Inc

Basic Materials
7.58K
+ 37.87%
$452.51 - $568.19 $3.43M - $4.31M
27.6K $15.1M
VEA
Vanguard Ftse Developed Market

ETFs
42.2K
+ 10.11%
$45.65 - $57.01 $1.93M - $2.41M
460K $26.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
78.2K
+ 13.91%
$25.93 - $32.91 $2.03M - $2.57M
641K $21.1M
DFIV
Dimensional ETF Tr

ETFs
47.3K
+ 6.81%
$34.67 - $43.21 $1.64M - $2.04M
742K $31.8M
VBR
Vanguard Small Cap Value ETF

ETFs
11K
+ 4.17%
$162.76 - $195.77 $1.79M - $2.15M
274K $53.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
42.4K
+ 37.55%
$102.02 - $103.5 $4.33M - $4.39M
155K $16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
47K
+ 3.78%
$22.92 - $28.05 $1.08M - $1.32M
1.29M $36.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
49.9K
+ 7.46%
$29.36 - $35.56 $1.46M - $1.77M
719K $25.6M
VO
Vanguard Mid Cap ETF

ETFs
5.48K
+ 8.36%
$228.54 - $279.83 $1.25M - $1.53M
71K $19.9M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
48.7K
+ 9.93%
$23.66 - $29.99 $1.15M - $1.46M
539K $16.2M
TSLA
Tesla, Inc.

Consumer Cyclical
5.99K
+ 35.05%
$221.86 - $362.89 $1.33M - $2.17M
23.1K $7.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 2.92%
$456.74 - $568.03 $535K - $665K
41.3K $23.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
64.4K
+ 18.6%
$24.32 - $29.74 $1.57M - $1.92M
411K $12.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.24K
+ 1.04%
$30.53 - $40.65 $129K - $172K
411K $16.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
28.9K
+ 7.95%
$44.8 - $53.97 $1.29M - $1.56M
392K $21.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.12K
+ 2.97%
$219.76 - $276.94 $467K - $588K
73.7K $20.4M
MGC
Vanguard Mega Cap ETF

ETFs
1.07K
+ 1.21%
$179.23 - $224.92 $191K - $240K
89.5K $20.1M
PH
Parker Hannifin Corp

Industrials
2.95K
+ 137.46%
$517.23 - $700.54 $1.53M - $2.07M
5.1K $3.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.13K
+ 6.68%
$416.06 - $551.64 $469K - $622K
18K $9.93M
SCHR
Schwab Intermediate Term Us Tr

ETFs
75.4K
+ 17.82%
$24.54 - $25.07 $1.85M - $1.89M
498K $12.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
29K
+ 12.74%
$22.27 - $29.21 $645K - $847K
256K $7.49M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.73K
+ 3.52%
$82.96 - $110.1 $227K - $301K
80.3K $8.85M
MCHP
Microchip Technology Inc

Technology
12.6K
+ 42.65%
$35.34 - $71.6 $447K - $905K
42.3K $2.97M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.7K
+ 553.48%
$58.41 - $72.69 $1.21M - $1.51M
24.5K $1.78M
NFLX
Netflix Inc

Communication Services
627
+ 40.98%
$855.86 - $1339.13 $537K - $840K
2.16K $2.89M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.02K
+ 4.12%
$55.54 - $69.09 $334K - $416K
152K $10.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
18K
+ 13.0%
$72.02 - $73.82 $1.3M - $1.33M
157K $11.5M
DFAI
Dimensional ETF Tr

ETFs
4.94K
+ 1.4%
$28.02 - $34.71 $138K - $171K
357K $12.3M
DHR
Danaher Corp

Healthcare
6.68K
+ 56.08%
$174.64 - $205.16 $1.17M - $1.37M
18.6K $3.67M
VNQI
Vanguard Global Ex U.S. Real

ETFs
12.8K
+ 11.51%
$37.77 - $46.15 $482K - $589K
124K $5.7M
PLTR
Palantir Technologies Inc.

Technology
528
+ 2.43%
$74.01 - $144.25 $39.1K - $76.2K
22.3K $3.03M
IEMG
Ishares Inc

ETFs
22.3K
+ 4.74%
N/A
492K $26.4M
FCN
Fti Consulting, Inc

Industrials
7.19K
New
$152.87 - $168.51 $1.1M - $1.21M
7.19K $1.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.49K
+ 18.49%
$320.42 - $424.58 $477K - $633K
9.55K $4.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.9K
+ 32.28%
$48.13 - $49.85 $1.1M - $1.14M
93.7K $4.6M
ING
Ing Groep Nv

Financial Services
48K
New
$16.62 - $21.98 $799K - $1.06M
48K $1.05M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.04K
+ 2.09%
$114.78 - $133.31 $349K - $405K
149K $19.8M
JNJ
Johnson & Johnson

Healthcare
10.3K
+ 24.55%
$146.36 - $159.82 $1.5M - $1.64M
52.1K $7.95M
DFAE
Dimensional ETF Tr

ETFs
510
+ 0.16%
$22.87 - $28.95 $11.7K - $14.8K
328K $9.49M
IDEV
Ishares Core Msci Intl Develop

ETFs
6.49K
+ 9.38%
$61.79 - $76.67 $401K - $497K
75.6K $5.75M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
11.6K
New
$67.22 - $81.54 $780K - $947K
11.6K $946K
ADI
Analog Devices Inc

Technology
3.13K
+ 62.74%
$164.6 - $238.02 $514K - $744K
8.11K $1.93M
PM
Philip Morris International Inc.

Consumer Defensive
3.74K
+ 36.73%
$149.23 - $184.95 $558K - $692K
13.9K $2.54M
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.9K
+ 7.57%
$23.55 - $27.67 $446K - $524K
269K $7.45M
CRM
Salesforce, Inc.

Technology
1.85K
+ 4.03%
$236.26 - $291.15 $437K - $539K
47.8K $13M
Activity Summary
Buys All Purchases 202 New Holdings 23 Increased Positions 179 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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