EXENCIAL WEALTH ADVISORS, LLC - Portfolio overview

EXENCIAL WEALTH ADVISORS, LLC has 594 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DFSV - DIMENSIONAL ETF TRUST, 3.21%
2. RSP - INVESCO EXCHANGE TRADED FD T, 2.61%
3. MSFT - MICROSOFT CORP, 2.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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