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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 16 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AMD ADVANCED MICRO DEVICES INC Technology 4,514.0 $967K 0.03% NEW $214.17 +135.3%
302 INTERNATIONAL BANCSHARES COR 14,488.0 $963K 0.03% NEW $66.44
303 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 10,525.0 $960K 0.03% NEW $91.21 -1.5%
304 HYMB SPDR SERIES TRUST 38,009.0 $948K 0.03% NEW $24.94 +0.5%
305 TSLA CALL TESLA INC Consumer Cyclical 2,100.0 $944K 0.03% NEW $449.72 -3.6%
306 EMLC VANECK ETF TRUST 36,155.0 $934K 0.03% NEW $25.82 -1.4%
307 NSC NORFOLK SOUTHN CORP Industrials 3,216.0 $929K 0.03% NEW $288.73 +10.9%
308 BA BOEING CO Industrials 4,234.0 $919K 0.03% NEW $217.13 +0.8%
309 MRVL MARVELL TECHNOLOGY INC Technology 10,760.0 $914K 0.03% NEW $84.98 +145.1%
310 IEF ISHARES TR 9,502.0 $914K 0.03% NEW $96.16 -2.0%
311 D DOMINION ENERGY INC Utilities 15,589.0 $913K 0.03% NEW $58.59 +14.8%
312 C CITIGROUP INC Financial Services 7,785.0 $908K 0.03% NEW $116.69 +8.7%
313 QCOM QUALCOMM INC Technology 5,303.0 $907K 0.03% NEW $171.04 +45.5%
314 SCHO SCHWAB STRATEGIC TR 36,782.0 $896K 0.03% NEW $24.37 -0.8%
315 XLV SELECT SECTOR SPDR TR 5,772.0 $894K 0.03% NEW $154.80 -4.0%
316 GIS GENERAL MLS INC Consumer Defensive 19,170.0 $891K 0.03% NEW $46.50 -28.7%
317 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,414.0 $872K 0.03% NEW $103.67 +7.5%
318 EMB ISHARES TR 8,993.0 $866K 0.03% NEW $96.28 -0.7%
319 USMV ISHARES TR 8,989.0 $846K 0.03% NEW $94.16 +2.5%
320 PYPL PAYPAL HLDGS INC Financial Services 14,388.0 $840K 0.03% NEW $58.38 -24.4%
Page 16 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%