Exencial Wealth Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.97 Billion distributed in 528 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $121M, Microsoft Corp with a value of $106M, Vanguard Value ETF with a value of $66.3M, Invesco S&P 500 Equal Weight E with a value of $64.3M, and Alphabet Inc. with a value of $63.2M.
Examining the 13F form we can see an increase of $220M in the current position value, from $2.75B to 2.97B.
Exencial Wealth Advisors, LLC is based out at Oklahoma City, OK
Below you can find more details about Exencial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.97 Billion
ETFs: $1.48 Billion
Technology: $503 Million
Financial Services: $219 Million
Healthcare: $190 Million
Industrials: $144 Million
Communication Services: $135 Million
Consumer Cyclical: $107 Million
Energy: $73.9 Million
Other: $111 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
