88. Exencial Wealth Advisors

Rank: 88
Location: Oklahoma City, OK
Total Assets: $4,360,545,280
ETF Assets: $681,723,712
Website: www.exencialwealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 143
Total Value of All ETF Holdings: $681,723,712
Number of Issuers: 19
Number of Sectors: 41
  • Top 5 ETF Holdings
    1. VBR: $54,546,319
    2. VTV: $39,950,800
    3. IJS: $29,535,323
    4. IVV: $26,679,275
    5. FNDF: $26,473,474
  • Top 5 ETF Sectors
    1. Small Cap Blend Equities
    2. Large Cap Blend Equities
    3. Large Cap Growth Equities
    4. Foreign Large Cap Equities
    5. Foreign Small & Mid Cap Equities
  • Top 5 ETF Issuers
    1. Vanguard
    2. iShares
    3. Schwab
    4. Invesco
    5. Roundhill

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.exencialwealth.com 2023 Top 100 ETF Power Users