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Portfolio (Quarterly) Guide ↗

EXENCIAL WEALTH ADVISORS, LLC

· CIK 0001576151
13F Portfolio $3.2B AUM 568 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 220 Added 217 Reduced 44 Exited
Page 10 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACWV ISHARES INC 3,474.0 $415K 0.01% +31.0 +0.9% $119.51 +2.2%
182 CARR CARRIER GLOBAL CORPORATION Industrials 7,277.0 $410K 0.01% +213.0 +3.0% $56.31 +15.0%
183 VGT VANGUARD WORLD FD 576.0 $402K 0.01% +103.0 +21.8% $698.32 -83.1%
184 CGUS CAPITAL GROUP CORE EQUITY ET 10,179.0 $391K 0.01% +1K +13.3% $38.42 +14.1%
185 VONG VANGUARD SCOTTSDALE FDS 3,547.0 $389K 0.01% +26.0 +0.7% $109.69 +17.9%
186 TU TELUS CORPORATION Communication Services 28,977.0 $372K 0.01% +847.0 +3.0% $12.83 -2.6%
187 CGDV CAPITAL GROUP DIVIDEND VALUE 8,487.0 $361K 0.01% +2K +31.3% $42.54 +13.2%
188 IWP ISHARES TR 2,785.0 $357K 0.01% +44.0 +1.6% $128.10 +10.2%
189 RH RH Consumer Cyclical 2,495.0 $349K 0.01% +218.0 +9.6% $139.81 -0.3%
190 REGN REGENERON PHARMACEUTICALS Healthcare 436.0 $337K 0.01% +5.0 +1.2% $773.33 -17.3%
191 EFAV ISHARES TR 3,685.0 $337K 0.01% +178.0 +5.1% $91.37 -0.3%
192 F FORD MTR CO Consumer Cyclical 28,867.0 $333K 0.01% +649.0 +2.3% $11.54 +31.7%
193 HCA HCA HEALTHCARE INC Healthcare 673.0 $318K 0.01% +10.0 +1.5% $473.14 -17.2%
194 PHM PULTE GROUP INC Consumer Cyclical 2,706.0 $318K 0.01% +40.0 +1.5% $117.60 -1.1%
195 TMUS T-MOBILE US INC Communication Services 1,507.0 $317K 0.01% +75.0 +5.2% $210.07 -9.6%
196 CRWD CROWDSTRIKE HLDGS INC Technology 809.0 $316K 0.01% +29.0 +3.7% $390.52 +72.9%
197 FSTA FIDELITY COVINGTON TRUST 6,011.0 $315K 0.01% +885.0 +17.3% $52.33 +1.1%
198 IDCC INTERDIGITAL INC Technology 1,026.0 $310K 0.01% +15.0 +1.5% $302.00 -13.2%
199 GALAXY DIGITAL INC. 16,793.0 $310K 0.01% +3K +18.8% $18.45
200 ES EVERSOURCE ENERGY Utilities 4,336.0 $300K 0.01% +878.0 +25.4% $69.29 +0.4%
Page 10 of 11  ·  220 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.7%
Financial Services 15.1%
Healthcare 13.9%
Industrials 11.0%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.2%
Consumer Defensive 2.8%
Utilities 1.9%
Basic Materials 1.7%