account_balance
Investment manager · 13F filer · SEC CIK 1576151
Exencial Wealth Advisors, LLC
Reported value$3.22Bas of Mar 31, 2026
Positions563
Top 10 weight22.7%AAPL alone is 4%
FiledApr 2828 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
AAPLApple Inc
3.6%
DFSVDimensional ETF Trust
3.0%
RSPInvesco Exchange Traded Fd T
2.5%
MSFTMicrosoft Corp
2.3%
VTVVanguard Index FDS
2.1%
SCHMSchwab Strategic Tr
1.9%
GOOGAlphabet Inc
1.9%
NVDANvidia Corporation
1.9%
DFIVDimensional ETF Trust
1.8%
VBRVanguard Index FDS
1.7%
SGOViShares Tr
1.7%
AMZNAmazon Com Inc
1.7%
AAPLApple Inc
3.6%
DFSVDimensional ETF Trust
3.0%
RSP2.5%
MSFT2.3%VTV2.1%
SCHM1.9%
GOOG1.9%NVDA1.9%DFIV1.8%
VBR1.7%
SGOV1.7%
AMZN1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 3.6%
DFSV Dimensional ETF Trust 3.0%
RSP Invesco Exchange Traded Fd T 2.5%
MSFT Microsoft Corp 2.3% VTV Vanguard Index FDS 2.1%
SCHM Schwab Strategic Tr 1.9%
GOOG Alphabet Inc 1.9% NVDA Nvidia Corporation 1.9% DFIV Dimensional ETF Trust 1.8%
VBR Vanguard Index FDS 1.7%
SGOV iShares Tr 1.7%
AMZN Amazon Com Inc 1.7%