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Portfolio (Quarterly) Guide ↗

EXENCIAL WEALTH ADVISORS, LLC

· CIK 0001576151
13F Portfolio $3.2B AUM 568 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 220 Added 217 Reduced 44 Exited
Page 11 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IJJ ISHARES TR 2,241.0 $297K 0.01% -96.0 -4.1% $132.49 +6.4%
202 TXN TEXAS INSTRS INC Technology 1,518.0 $295K 0.01% -6K -80.2% $194.09 +59.3%
203 CFG CITIZENS FINL GROUP INC Financial Services 4,907.0 $294K 0.01% -339.0 -6.5% $59.97 +4.9%
204 SBUX STARBUCKS CORP Consumer Cyclical 3,226.0 $289K 0.01% -23.0 -0.7% $89.58 +15.1%
205 CLIP GLOBAL X FDS 2,718.0 $273K 0.01% -56.0 -2.0% $100.36 -0.1%
206 NOW SERVICENOW INC Technology 2,579.0 $270K 0.01% -155.0 -5.7% $104.57 -2.3%
207 MDLZ MONDELEZ INTL INC Consumer Defensive 4,489.0 $259K 0.01% -1K -22.5% $57.65 +7.1%
208 URI UNITED RENTALS INC Industrials 340.0 $248K 0.01% -31.0 -8.4% $728.80 +28.8%
209 EW EDWARDS LIFESCIENCES CORP Healthcare 3,041.0 $244K 0.01% -2K -40.6% $80.07 +7.1%
210 NG NOVAGOLD RESOURCES INC Basic Materials 26,773.0 $240K 0.01% -972.0 -3.5% $8.98 -13.9%
211 DG DOLLAR GEN CORP Consumer Defensive 1,949.0 $231K 0.01% -57.0 -2.8% $118.72 -11.0%
212 MCK MCKESSON CORP Healthcare 254.0 $220K 0.01% -469.0 -64.9% $865.44 -11.5%
213 PLD PROLOGIS INC. Real Estate 1,650.0 $218K 0.01% -554.0 -25.1% $132.20 +10.4%
214 PRF INVESCO EXCHANGE TRADED FD T 4,558.0 $217K 0.01% -452.0 -9.0% $47.53 +12.0%
215 AMP AMERIPRISE FINL INC Financial Services 466.0 $207K 0.01% -23.0 -4.7% $444.40 +1.8%
216 XEL XCEL ENERGY INC Utilities 2,531.0 $201K 0.01% -711.0 -21.9% $79.45 +2.1%
217 NTRA NATERA INC Healthcare 1,005.0 $201K 0.01% -76.0 -7.0% $199.99 +1.6%
Page 11 of 11  ·  217 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 30.7%
Financial Services 15.1%
Healthcare 13.9%
Industrials 11.0%
Communication Services 8.8%
Energy 7.3%
Consumer Cyclical 6.2%
Consumer Defensive 2.8%
Utilities 1.9%
Basic Materials 1.7%