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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 7 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GE GE AEROSPACE Industrials 3,914.0 $1.1M 0.04% +269.0 +7.4% $283.73 +10.8%
122 SEIQ SEI EXCHANGE TRADED FUNDS 29,077.0 $1.1M 0.03% +3K +9.7% $36.41 +10.2%
123 KMI KINDER MORGAN INC DEL Energy 31,473.0 $1.1M 0.03% +2K +6.4% $33.53 -2.0%
124 VWOB VANGUARD WHITEHALL FDS 15,164.0 $996K 0.03% +655.0 +4.5% $65.69 +1.4%
125 SCHW SCHWAB CHARLES CORP Financial Services 10,591.0 $995K 0.03% +7K +191.8% $93.98 -4.9%
126 GPN GLOBAL PMTS INC Industrials 14,713.0 $990K 0.03% +206.0 +1.4% $67.30 +8.9%
127 IEF ISHARES TR 10,274.0 $981K 0.03% +772.0 +8.1% $95.44 -1.2%
128 VRT VERTIV HOLDINGS CO Industrials 3,808.0 $954K 0.03% +191.0 +5.3% $250.55 +29.3%
129 EMLC VANECK ETF TRUST 37,709.0 $947K 0.03% +2K +4.3% $25.11 +1.4%
130 C CITIGROUP INC Financial Services 8,095.0 $918K 0.03% +310.0 +4.0% $113.41 +11.9%
131 BA BOEING CO Industrials 4,457.0 $887K 0.03% +223.0 +5.3% $199.04 +10.0%
132 USMV ISHARES TR 9,537.0 $884K 0.03% +548.0 +6.1% $92.74 +4.0%
133 EMB ISHARES TR 9,253.0 $869K 0.03% +260.0 +2.9% $93.93 +1.8%
134 SOXX ISHARES TR 2,620.0 $861K 0.03% +78.0 +3.1% $328.68 +73.4%
135 BCI ABRDN ETFS 35,172.0 $854K 0.03% +7K +24.6% $24.29 +1.5%
136 ITA ISHARES TR 3,881.0 $849K 0.03% +31.0 +0.8% $218.77 +4.9%
137 XLY SELECT SECTOR SPDR TR 7,307.0 $796K 0.03% +316.0 +4.5% $108.97 +9.6%
138 EQR EQUITY RESIDENTIAL Real Estate 13,121.0 $776K 0.02% +126.0 +1.0% $59.15 +11.8%
139 IHI ISHARES TR 14,239.0 $760K 0.02% +3K +30.8% $53.35 -5.6%
140 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,568.0 $746K 0.02% +47.0 +1.9% $290.53 -0.3%
Page 7 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%