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EXENCIAL WEALTH ADVISORS, LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on NVDA, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 344,854 NVDA shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 344,854 shares
    Change vs previous 13F +48,644 shares

    1.87% of the 13F portfolio, value $60,142,619.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 296,210 shares
    Change vs previous 13F +24,662 shares

    1.75% of the 13F portfolio, value $55,243,138.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 271,548 shares
    Change vs previous 13F +4,820 shares

    1.65% of the 13F portfolio, value $50,665,376.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 266,728 shares
    Change vs previous 13F +8,937 shares

    1.48% of the 13F portfolio, value $42,140,302.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 257,791 shares
    Change vs previous 13F +78,046 shares

    1.03% of the 13F portfolio, value $27,939,363.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 179,745 shares
    Change vs previous 13F -50,569 shares

    0.89% of the 13F portfolio, value $24,137,980.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 230,314 shares
    Change vs previous 13F -9,795 shares

    1.01% of the 13F portfolio, value $27,969,295.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 240,109 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $29,663,057.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).