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Portfolio (Quarterly) Guide ↗

EXENCIAL WEALTH ADVISORS, LLC

· CIK 0001576151
13F Portfolio $3.2B AUM 548 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 547 New
Page 12 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LH LABCORP HOLDINGS INC Healthcare 8,160.0 $2.0M 0.07% NEW $250.87 +3.0%
222 HLN HALEON PLC Healthcare 199,219.0 $2.0M 0.06% NEW $10.11 -8.6%
223 PFE PFIZER INC Healthcare 80,856.0 $2.0M 0.06% NEW $24.90 +3.8%
224 HD HOME DEPOT INC Consumer Cyclical 5,839.0 $2.0M 0.06% NEW $344.08 -9.7%
225 ALC ALCON AG Healthcare 25,271.0 $2.0M 0.06% NEW $78.81 -14.1%
226 UPS UNITED PARCEL SERVICE INC Industrials 19,771.0 $2.0M 0.06% NEW $99.19 +2.8%
227 FCN FTI CONSULTING INC Industrials 11,472.0 $2.0M 0.06% NEW $170.83 -10.6%
228 SPYM SPDR SERIES TRUST 24,257.0 $1.9M 0.06% NEW $80.22 +10.1%
229 COP CONOCOPHILLIPS Energy 20,596.0 $1.9M 0.06% NEW $93.61 +24.5%
230 VTIP VANGUARD MALVERN FDS 38,098.0 $1.9M 0.06% NEW $49.46 +1.7%
231 DFIP DIMENSIONAL ETF TRUST 44,617.0 $1.9M 0.06% NEW $41.56 +0.5%
232 DFAS DIMENSIONAL ETF TRUST 26,491.0 $1.8M 0.06% NEW $69.67 +13.0%
233 FDX FEDEX CORP Industrials 6,368.0 $1.8M 0.06% NEW $288.86 +38.5%
234 WFC WELLS FARGO CO NEW Financial Services 19,610.0 $1.8M 0.06% NEW $93.20 -18.0%
235 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 21,873.0 $1.8M 0.06% NEW $83.00 -37.6%
236 MEOH METHANEX CORP Basic Materials 45,669.0 $1.8M 0.06% NEW $39.72 +51.4%
237 DGRO ISHARES TR 25,863.0 $1.8M 0.06% NEW $69.42 +7.5%
238 HDB HDFC BANK LTD Financial Services 48,555.0 $1.8M 0.06% NEW $36.54 -32.1%
239 VRSN VERISIGN INC Technology 7,262.0 $1.8M 0.06% NEW $242.96 +26.3%
240 REET ISHARES TR 70,240.0 $1.8M 0.06% NEW $24.95 +10.7%
Page 12 of 28  ·  547 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 32.7%
Financial Services 16.0%
Healthcare 14.4%
Industrials 9.8%
Communication Services 8.9%
Consumer Cyclical 6.6%
Energy 5.0%
Consumer Defensive 2.7%
Basic Materials 1.7%
Utilities 1.7%