Exencial Wealth Advisors, LLC Portfolio Holdings
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 528
- Current Value $2.97 Billion
- Prior Value $2.75 Billion
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 47 stocks
- Additional Purchases 284 stocks
- Sold out of 0 stocks
- Reduced holdings in 169 stocks