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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 28 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IXJ ISHARES TR 2,094.0 $204K 0.01% NEW $97.40 -2.6%
542 HEICO CORP NEW 806.0 $204K 0.01% NEW $252.49
543 ENTERGY CORP NEW 2,197.0 $203K 0.01% NEW $92.45
544 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 12,804.0 $203K 0.01% NEW $15.85 +1.3%
545 UAL UNITED AIRLS HLDGS INC Industrials 1,812.0 $203K 0.01% NEW $111.84 -10.6%
546 EXPAND ENERGY CORPORATION 1,829.0 $202K 0.01% NEW $110.36
547 CCL CARNIVAL CORP Consumer Cyclical 6,594.0 $201K 0.01% NEW $30.54 -14.9%
Page 28 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%