Exencial Wealth Advisors, LLC
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$3.2B
Holdings
564
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
3.6%
02
$DFSV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.0%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
2.5%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.3%
05
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
2.1%
06
$SCHM
SCHWAB STRATEGIC TR
Held since at least Q1 2024
1.9%
07
$GOOG
ALPHABET INC
Held since at least Q1 2024
1.9%
08
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
1.9%
09
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.8%
10
$VBR
VANGUARD INDEX FDS
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:26 UTC.