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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 3 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHD SCHWAB STRATEGIC TR 756,860.0 $20.8M 0.66% NEW $27.43 +19.7%
42 VO VANGUARD INDEX FDS 71,007.0 $20.6M 0.65% NEW $290.22 -73.1%
43 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 63,697.0 $19.4M 0.61% NEW $303.89 +33.1%
44 VCIT VANGUARD SCOTTSDALE FDS 223,715.0 $18.7M 0.59% NEW $83.75 -1.8%
45 VWO VANGUARD INTL EQUITY INDEX F 348,197.0 $18.7M 0.59% NEW $53.76 +9.7%
46 LLY ELI LILLY & CO Healthcare 17,403.0 $18.7M 0.59% NEW $1074.67 -0.9%
47 STIP ISHARES TR 177,809.0 $18.2M 0.57% NEW $102.39 +0.9%
48 DIHP DIMENSIONAL ETF TRUST 574,660.0 $18.2M 0.57% NEW $31.67 +7.5%
49 CGGR CAPITAL GROUP GROWTH ETF 398,533.0 $17.7M 0.56% NEW $44.47 +3.6%
50 IEFA ISHARES TR 191,543.0 $17.1M 0.54% NEW $89.46 +8.7%
51 ETN EATON CORP PLC Industrials 52,408.0 $16.7M 0.53% NEW $318.51 +22.9%
52 MLM MARTIN MARIETTA MATLS INC Basic Materials 26,786.0 $16.7M 0.53% NEW $622.67 -13.8%
53 TLT ISHARES TR 183,978.0 $16.0M 0.51% NEW $87.16 -2.8%
54 CSCO CISCO SYS INC Technology 206,033.0 $15.9M 0.50% NEW $77.03 +56.3%
55 HON HONEYWELL INTL INC Industrials 81,211.0 $15.8M 0.50% NEW $195.09 +16.8%
56 SPGI S&P GLOBAL INC Financial Services 29,209.0 $15.3M 0.48% NEW $522.60 -20.1%
57 CNQ CANADIAN NAT RES LTD Energy 448,274.0 $15.2M 0.48% NEW $33.85 +43.6%
58 SNPS SYNOPSYS INC Technology 31,755.0 $14.9M 0.47% NEW $469.73 +11.7%
59 SCZ ISHARES TR 182,064.0 $14.1M 0.45% NEW $77.53 +9.8%
60 ASML ASML HOLDING N V Technology 13,068.0 $14.0M 0.44% NEW $1069.86 +52.6%
Page 3 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%