Exencial Wealth Advisors
$3.2B Assets Reported
599 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 456,827 | $116M | 3.6% |
| DFSV | DIMENSIONAL ETF TRUST | 2,797,372 | $98M | 3.0% |
| RSP | INVESCO EXCHANGE TRADED FD T | 415,109 | $80M | 2.5% |
| MSFT | MICROSOFT CORP | 203,640 | $75M | 2.3% |
| VTV | VANGUARD INDEX FDS | 343,665 | $67M | 2.1% |
| SCHM | SCHWAB STRATEGIC TR | 2,011,027 | $62M | 1.9% |
| GOOG | ALPHABET INC | 209,963 | $60M | 1.9% |
| NVDA | NVIDIA CORPORATION | 344,854 | $60M | 1.9% |
| DFIV | DIMENSIONAL ETF TRUST | 1,084,979 | $57M | 1.8% |
| VBR | VANGUARD INDEX FDS | 255,432 | $55M | 1.7% |
Track Exencial Wealth Advisors's 13F portfolio: $3.2B in reported holdings, 599 positions. Top holdings, AUM, and quarterly changes on SentiSense.