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Home > Institutional Investor > Exencial Wealth Advisors, Llc > Profile

Instuitional Investor - Exencial Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Exencial Wealth Advisors, Llc
Portfolio Value	$3,068,512,345

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	474,418	$120,801,039	3.94%
2.	Microsoft Corp	MSFT	204,701	$106,024,977	3.46%
3.	Vanguard Index Fds - VALUE ETF		355,454	$66,288,586	2.16%
4.	Invesco Exchange Traded Fd T - S&P500 EQL WGT		338,889	$64,287,157	2.1%
5.	Alphabet Inc.	GOOGL	259,371	$63,169,924	2.06%