EXENCIAL WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$2.72B
Signature - Title
Caleb Dillard - Chief Operations Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent 13F filings made by EXENCIAL WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EXENCIAL WEALTH ADVISORS, LLC reported 490 stock holdings with total value $2.72B as of Q4 2024. Top holdings included AAPL, MSFT, VTV, RSP, and AMZN.
Holdings Value