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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 9 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USIG ISHARES TR 10,561.0 $541K 0.02% +545.0 +5.4% $51.23 -0.4%
162 INTU INTUIT Technology 1,221.0 $528K 0.02% +195.0 +19.0% $432.23 -26.0%
163 XLE SELECT SECTOR SPDR TR 8,499.0 $521K 0.02% +3K +59.6% $61.26 -2.9%
164 XT ISHARES TR 7,427.0 $506K 0.02% +236.0 +3.3% $68.15 +18.8%
165 DVY ISHARES TR 3,341.0 $506K 0.02% +160.0 +5.0% $151.41 +2.9%
166 PPG PPG INDS INC Basic Materials 4,716.0 $504K 0.02% +69.0 +1.5% $106.89 +0.8%
167 SKYY FIRST TR EXCHANGE-TRADED FD 4,608.0 $504K 0.02% +131.0 +2.9% $109.36 +21.6%
168 CGW INVESCO EXCH TRADED FD TR II 7,778.0 $497K 0.01% +224.0 +3.0% $63.94 -2.2%
169 NEM NEWMONT CORP Basic Materials 4,544.0 $492K 0.01% +103.0 +2.3% $108.26 -0.6%
170 HYG ISHARES TR 6,001.0 $477K 0.01% +808.0 +15.6% $79.56 +0.4%
171 AXP AMERICAN EXPRESS CO Financial Services 1,544.0 $467K 0.01% +114.0 +8.0% $302.57 +3.0%
172 FORTINET INC 5,653.0 $462K 0.01% +222.0 +4.1% $81.72
173 FDN FIRST TR EXCHANGE-TRADED FD 1,971.0 $461K 0.01% +228.0 +13.1% $234.03 +17.0%
174 CMCSA COMCAST CORP NEW Communication Services 15,560.0 $447K 0.01% +1K +10.4% $28.71 -12.2%
175 DFSU DIMENSIONAL ETF TRUST 10,818.0 $445K 0.01% +4K +49.8% $41.09 +12.2%
176 SBIO ALPS ETF TR 8,334.0 $436K 0.01% +233.0 +2.9% $52.34 +1.8%
177 BP BP PLC Energy 9,190.0 $432K 0.01% +67.0 +0.7% $47.00 -5.6%
178 FIX COMFORT SYS USA INC Industrials 311.0 $429K 0.01% +11.0 +3.7% $1378.99 +32.6%
179 WDC WESTERN DIGITAL CORP Technology 1,559.0 $422K 0.01% +14.0 +0.9% $270.50 +79.0%
180 BCE BCE INC Communication Services 16,573.0 $418K 0.01% +583.0 +3.6% $25.24 -2.5%
Page 9 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%