Institutions / Exencial Wealth Advisors, LLC
Exencial Wealth Advisors, LLC
CIK 1576151 · Institution · as of Dec 31, 2025
Portfolio value
$3.16B
Positions
540
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 540 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $121.78M | 3.9% |
| Microsoft Corp | $99.41M | 3.1% |
| Alphabet Inc. | $69.38M | 2.2% |
| Invesco Exchange Traded Fd T | $68.00M | 2.2% |
| Dimensional ETF Trust | $67.95M | 2.2% |
| Vanguard Index Fds | $66.50M | 2.1% |
| iShares Tr | $58.80M | 1.9% |
| Amazon.com Inc | $56.91M | 1.8% |
| Vanguard Index Fds | $55.80M | 1.8% |
| NVIDIA Corp | $55.24M | 1.7% |
| Vanguard Index Fds | $49.27M | 1.6% |
| Schwab Strategic Tr | $48.83M | 1.5% |
| Warren E. Buffett | $46.86M | 1.5% |
| Dimensional ETF Trust | $45.38M | 1.4% |
| Broadcom Inc. | $41.12M | 1.3% |
| iShares Tr | $35.53M | 1.1% |
| iShares Inc | $34.94M | 1.1% |
| Meta Platforms Inc | $34.89M | 1.1% |
| Dimensional ETF Trust | $33.30M | 1.1% |
| Dimensional ETF Trust | $32.36M | 1.0% |
| Vanguard Scottsdale Fds | $32.30M | 1.0% |
| iShares Tr | $32.17M | 1.0% |
| Dimensional ETF Trust | $31.25M | 1.0% |
| Vanguard Index Fds | $28.25M | 0.9% |
| Vanguard Tax-Managed Fds | $27.96M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.