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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 3 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ONMD ONEMEDNET CORP Healthcare 8,377,559.0 $7.1M 0.22% +4.7M +129.8% $0.85 +6.2%
42 MUB ISHARES TR 65,130.0 $6.9M 0.21% +4K +6.7% $106.15 +0.0%
43 UNH UNITEDHEALTH GROUP INC Healthcare 24,425.0 $6.6M 0.20% +319.0 +1.3% $270.59 +43.6%
44 BDX BECTON DICKINSON & CO Healthcare 41,376.0 $6.5M 0.20% +2K +5.6% $157.23 -6.1%
45 NEAR ISHARES U S ETF TR 126,269.0 $6.4M 0.20% +6K +5.3% $50.83 -0.4%
46 LQD ISHARES TR 58,823.0 $6.4M 0.20% +3K +5.3% $108.99 -0.6%
47 SHEL SHELL PLC Energy 68,043.0 $6.3M 0.20% +2K +3.6% $93.00 -7.8%
48 AMGN AMGEN INC Healthcare 17,401.0 $6.1M 0.19% +1K +6.6% $351.86 -3.6%
49 HYS PIMCO ETF TR 64,354.0 $6.0M 0.19% +4K +7.4% $93.27 +0.1%
50 PZA INVESCO EXCH TRADED FD TR II 260,389.0 $6.0M 0.19% +237K +1033.1% $22.98 -0.1%
51 XOM EXXON MOBIL CORP Energy 34,164.0 $5.8M 0.18% +1K +3.2% $169.66 -8.7%
52 TORTOISE CAPITAL SERIES TRUS 553,705.0 $5.8M 0.18% +4K +0.7% $10.43
53 ADBE ADOBE INC Technology 23,332.0 $5.7M 0.18% +2K +9.4% $243.08 +0.7%
54 PFF ISHARES TR 170,540.0 $5.2M 0.16% +1K +0.7% $30.32 +3.0%
55 MU MICRON TECHNOLOGY INC Technology 14,521.0 $4.9M 0.15% +12K +481.3% $337.85 +122.3%
56 BAC BANK AMERICA CORP Financial Services 99,376.0 $4.8M 0.15% +57K +132.1% $48.75 +6.3%
57 OKE ONEOK INC NEW Energy 52,694.0 $4.8M 0.15% +1K +2.3% $90.39 +4.0%
58 APH AMPHENOL CORP Technology 37,120.0 $4.7M 0.15% +34K +1058.2% $126.35 +4.5%
59 VTEB VANGUARD MUN BD FDS 90,075.0 $4.5M 0.14% +3K +3.1% $49.89 -0.0%
60 BNDX VANGUARD CHARLOTTE FDS 92,075.0 $4.4M 0.14% +3K +3.1% $48.05 +0.0%
Page 3 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%