EXENCIAL WEALTH ADVISORS, LLC
EXENCIAL WEALTH ADVISORS, LLC reported 563 positions worth $3.22B as of March 31, 2026 (13F filed April 28, 2026). Largest holding: AAPL (3.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $115.9M | 3.60% | 456,827 | — | — | |
| ▸ 2 | DFSV | SH | $98.0M | 3.05% | 2,797,372 | — | — | |
| ▸ 3 | RSP | SH | $79.7M | 2.48% | 415,109 | — | — | |
| ▸ 4 | MSFT | SH | $75.4M | 2.34% | 203,640 | — | — | |
| ▸ 5 | VTV | SH | $67.4M | 2.10% | 343,665 | — | — | |
| ▸ 6 | SCHM | SH | $62.3M | 1.94% | 2,011,027 | — | — | |
| ▸ 7 | GOOG | SH | $60.2M | 1.87% | 209,963 | — | — | |
| ▸ 8 | NVDA | SH | $60.1M | 1.87% | 344,854 | — | — | |
| ▸ 9 | DFIV | SH | $57.3M | 1.78% | 1,084,979 | — | — | |
| ▸ 10 | VBR | SH | $55.5M | 1.72% | 255,432 | — | — |
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Frequently Asked Questions
What stocks does EXENCIAL WEALTH ADVISORS, LLC hold as of Q1 2026?
EXENCIAL WEALTH ADVISORS, LLC reported 563 positions worth $3.22B in its Q1 2026 13F filing. Largest positions: AAPL (3.6%), DFSV (3.0%), RSP (2.5%), MSFT (2.3%) and VTV (2.1%).
What did EXENCIAL WEALTH ADVISORS, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did EXENCIAL WEALTH ADVISORS, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.