StockDriftsStockDriftsTop 50 Exencial Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.6% | 456.8K | $115.9M | +1.98%(+8.88K) | $113.97(+162.23%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 3.05% | 2.80M | $98.0M | +35.39%(+731.27K) | $30.41(+20.83%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.48% | 415.1K | $79.7M | +16.93%(+60.11K) | $166.58(+21.82%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.34% | 203.6K | $75.4M | -0.93%(-1.92K) | $204.73(+97.93%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.1% | 343.7K | $67.4M | -1.30%(-4.53K) | $124.13(+67.86%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 1.94% | 2.01M | $62.3M | +23.85%(+387.28K) | $26.05(+32.35%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.87% | 210.0K | $60.2M | -5.03%(-11.13K) | $116.80(+241.65%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.87% | 344.9K | $60.1M | +16.42%(+48.64K) | $102.91(+119.45%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 1.78% | 1.08M | $57.3M | +19.31%(+175.60K) | $38.80(+43.42%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.72% | 255.4K | $55.5M | -3.05%(-8.04K) | $158.20(+45.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.83% | +55.42% | +7.92% | +46.36% |
| Top 20 Holdings Unweighted | +16.07% | +56.39% | +8.67% | +51.54% |
Exencial Wealth Advisors, Llc reports $3.22B in US-listed equity holdings across 563 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.6%), DFSV (3.0%) and RSP (2.5%). The top 20 holdings account for 36.32% of reported assets. Its disclosed equity book has returned +55.42% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Exencial Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1576151). View Exencial Wealth Advisors, Llc’s 13F filings on SEC