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

Instuitional Investor - Exencial Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Exencial Wealth Advisors, Llc
Portfolio Value $2,700,536,486
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 490,314 $108,913,545 4.03%
2.
Microsoft Corp
 MSFT 194,196 $72,899,346 2.7%
3.
Vanguard Index Fds - VALUE ETF
 358,373 $61,905,371 2.29%
4.
Berkshire Hathaway Inc
 BRK.A 99,146 $52,803,326 1.96%
5.
Vanguard Index Fds - SM CP VAL ETF
 262,816 $48,959,936 1.81%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)