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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 +183.8%
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 -5.2%
304 HYMB SPDR SERIES TRUST — 38,009.0 $948K 0.03% NEW — $24.94 -5.9%
305 TSLA CALL TESLA INC Consumer Cyclical 2,100.0 $944K 0.03% NEW — $449.72 -20.5%
306 EMLC VANECK ETF TRUST — 36,155.0 $934K 0.03% NEW — $25.82 -4.1%
307 NSC NORFOLK SOUTHN CORP Industrials 3,216.0 $929K 0.03% NEW — $288.73 +8.4%
308 BA BOEING CO Industrials 4,234.0 $919K 0.03% NEW — $217.13 -15.1%
309 MRVL MARVELL TECHNOLOGY INC Technology 10,760.0 $914K 0.03% NEW — $84.98 +196.4%
310 IEF ISHARES TR — 9,502.0 $914K 0.03% NEW — $96.16 -6.9%
311 D DOMINION ENERGY INC Utilities 15,589.0 $913K 0.03% NEW — $58.59 +2.9%
312 C CITIGROUP INC Financial Services 7,785.0 $908K 0.03% NEW — $116.69 +12.6%
313 QCOM QUALCOMM INC Technology 5,303.0 $907K 0.03% NEW — $171.04 +9.6%
314 SCHO SCHWAB STRATEGIC TR — 36,782.0 $896K 0.03% NEW — $24.37 -2.1%
315 XLV SELECT SECTOR SPDR TR — 5,772.0 $894K 0.03% NEW — $154.80 +10.6%
316 GIS GENERAL MLS INC Consumer Defensive 19,170.0 $891K 0.03% NEW — $46.50 -27.7%
317 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,414.0 $872K 0.03% NEW — $103.67 -24.4%
318 EMB ISHARES TR — 8,993.0 $866K 0.03% NEW — $96.28 -5.1%
319 USMV ISHARES TR — 8,989.0 $846K 0.03% NEW — $94.16 +4.0%
320 PYPL PAYPAL HLDGS INC Financial Services 14,388.0 $840K 0.03% NEW — $58.38 -7.0%
Page 16 of 28  ·  547 positions

① 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 34.3%
Financial Services 16.8%
Healthcare 15.1%
Industrials 10.3%
Consumer Cyclical 6.9%
Energy 5.0%
Communication Services 4.6%
Consumer Defensive 2.8%
Basic Materials 1.8%
Utilities 1.8%