EXENCIAL WEALTH ADVISORS, LLC - Portfolio Stock Holdings
EXENCIAL WEALTH ADVISORS, LLC disclosed 596 stock positions in a recent SEC 13F filing. $3,137,008,090 of stock holdings were filed, with the largest holdings including AAPL, DFSV, and RSP. This filing represented positions held on March 31, 2026, and was filed on April 27, 2026.Report Period:
March 31, 2026No. of Stocks:
596Est. Stock Holding Value:
$3,137,008,090Top Stock Holdings By Sector
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Portfolio Stock Holdings - EXENCIAL WEALTH ADVISORS, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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