You're signed outSign in or to get full access.
Exencial Wealth Advisors, LLC
Exencial Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Oklahoma City, Oklahoma, with additional offices across the United States. Founded as Burns Wealth Management, LLC and rebranded, Exencial provides comprehensive wealth management, financial planning, retirement plan fiduciary, executive services, and consulting for individuals, families, and retirement plan sponsors. As of 2024, the firm is majority owned by Burns Wealth Management, Inc., with a minority investment by First United Bank and Trust Company. Exencial serves a broad client base and employs a professional team to deliver tailored financial solutions.
Investment Strategy
Exencial Wealth Advisors, LLC offers customized, goals-based investment management balanced with holistic financial planning. Their approach encompasses portfolio management aligned with client risk tolerance and objectives, allocation to diverse asset classes including equities, fixed income, cash equivalents, and for certain clients, private funds and alternative assets. Exencial may also access models and strategies from third-party advisers and participates in unaffiliated wrap programs. The firm integrates tax planning, estate planning, and ongoing consulting to optimize clients’ long-term wealth outcomes.
Latest 13F Filing Activity
Exencial Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 486 equity positions with a total 13F market value of $3B. The fund increased holdings in Microsoft Corp., Broadcom Inc., Invesco Exchange Traded FD T among other positions. Exencial Wealth Advisors, LLC reduced exposure to Unitedhealth Group Inc., Gallagher Arthur J & Co., Apple Inc. among others.
Top Holdings
Equity Positions (486)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.48% | $98.8M | 198,551 | $205.40 | $497.41 | +$25.9M |
A AAPL | APPLE INC | 3.47% | $98.5M | 480,327 | $113.79 | $205.17 | -$12.2M |
V VTV | VANGUARD INDEX FDS | 2.21% | $62.8M | 355,503 | $147.50 | $176.74 | +$926.2K |
A AMZN | AMAZON COM INC | 1.95% | $55.5M | 252,945 | $129.26 | $219.39 | +$7.0M |
R RSP | INVESCO EXCHANGE TRADED FD T | 1.89% | $53.5M | 294,620 | $161.25 | $181.74 | +$12.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more