Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001576151-25-000010
Filing Date
2025-05-09
Accepted
2025-05-09 15:31:22
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2030
2 ewq1202513f.html INFORMATION TABLE  
2 ewq1202513f.xml INFORMATION TABLE 267250
  Complete submission text file 0001576151-25-000010.txt   270545
Mailing Address 9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131
Business Address 9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131 405-478-1971
EXENCIAL WEALTH ADVISORS, LLC (Filer) CIK: 0001576151 (see all company filings)

EIN.: 473558396 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15490 | Film No.: 25930003