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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 8 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 75,258.0 $4.8M 0.15% NEW $63.71 -29.5%
142 ORCL ORACLE CORP Technology 24,172.0 $4.7M 0.15% NEW $194.91 -0.9%
143 TJX TJX COS INC NEW Consumer Cyclical 29,995.0 $4.6M 0.15% NEW $153.61 +3.5%
144 SPEM SPDR INDEX SHS FDS 97,338.0 $4.6M 0.14% NEW $46.81 +12.1%
145 SCHP SCHWAB STRATEGIC TR 169,392.0 $4.5M 0.14% NEW $26.49 +0.9%
146 IWF ISHARES TR 9,350.0 $4.4M 0.14% NEW $473.32 -73.5%
147 LOW LOWES COS INC Consumer Cyclical 18,344.0 $4.4M 0.14% NEW $241.16 -12.1%
148 VTEB VANGUARD MUN BD FDS 87,348.0 $4.4M 0.14% NEW $50.29 -0.4%
149 MRSH MARSH & MCLENNAN COS INC Financial Services 23,397.0 $4.3M 0.14% NEW $185.52 -12.7%
150 BNDX VANGUARD CHARLOTTE FDS 89,319.0 $4.3M 0.14% NEW $48.32 -0.2%
151 DHR DANAHER CORPORATION Healthcare 18,789.0 $4.3M 0.14% NEW $228.92 -24.5%
152 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 48,572.0 $4.2M 0.13% NEW $87.42 -23.7%
153 PH PARKER-HANNIFIN CORP Industrials 4,781.0 $4.2M 0.13% NEW $878.91 -1.2%
154 FISV FISERV INC Technology 62,154.0 $4.2M 0.13% NEW $67.17 -17.2%
155 PEP PEPSICO INC Consumer Defensive 28,607.0 $4.1M 0.13% NEW $143.52 +1.5%
156 WMB WILLIAMS COS INC Energy 68,205.0 $4.1M 0.13% NEW $60.11 +30.5%
157 XLU SELECT SECTOR SPDR TR 95,558.0 $4.1M 0.13% NEW $42.69 +6.2%
158 UNILEVER PLC 61,438.0 $4.0M 0.13% NEW $65.40
159 ONMD ONEMEDNET CORP Healthcare 3,644,861.0 $4.0M 0.13% NEW $1.10 -19.6%
160 XOM EXXON MOBIL CORP Energy 33,102.0 $4.0M 0.13% NEW $120.34 +28.7%
Page 8 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%