Exencial Wealth Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.63 Billion distributed in 501 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111M, Microsoft Corp with a value of $72.9M, Vanguard Value ETF with a value of $61.9M, Berkshire Hathaway Inc Class B with a value of $52.8M, and Vanguard Small Cap Value ETF with a value of $49M.
Examining the 13F form we can see an decrease of $37.4M in the current position value, from $2.66B to 2.63B.
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
$2.63 Billion
ETFs: $1.27 Billion
Technology: $410 Million
Financial Services: $237 Million
Healthcare: $206 Million
Industrials: $121 Million
Communication Services: $100 Million
Consumer Cyclical: $81.4 Million
Energy: $77.7 Million
Other: $124 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
