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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 10 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DEO DIAGEO PLC Consumer Defensive 35,849.0 $3.1M 0.10% NEW $86.27 -1.5%
182 EPD ENTERPRISE PRODS PARTNERS L Energy 95,851.0 $3.1M 0.10% NEW $32.06 +19.8%
183 WMT WALMART INC Consumer Defensive 27,227.0 $3.0M 0.10% NEW $111.41 +6.4%
184 SAP SAP SE Technology 12,443.0 $3.0M 0.10% NEW $242.91 -27.9%
185 PLTR PALANTIR TECHNOLOGIES INC Technology 16,930.0 $3.0M 0.10% NEW $177.75 -23.4%
186 VIOV VANGUARD ADMIRAL FDS INC 30,488.0 $3.0M 0.09% NEW $97.76 +14.7%
187 BLK BLACKROCK INC Financial Services 2,774.0 $3.0M 0.09% NEW $1070.31 +0.6%
188 PG PROCTER AND GAMBLE CO Consumer Defensive 20,605.0 $3.0M 0.09% NEW $143.31 -0.2%
189 IWM ISHARES TR 11,981.0 $2.9M 0.09% NEW $246.16 +17.9%
190 PSX PHILLIPS 66 Energy 22,409.0 $2.9M 0.09% NEW $129.04 +35.5%
191 VIG VANGUARD SPECIALIZED FUNDS 13,028.0 $2.9M 0.09% NEW $219.78 +6.2%
192 CAT CATERPILLAR INC Industrials 4,997.0 $2.9M 0.09% NEW $572.85 +58.3%
193 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 30,251.0 $2.7M 0.09% NEW $90.70 +3.4%
194 GD GENERAL DYNAMICS CORP Industrials 8,055.0 $2.7M 0.09% NEW $336.65 +2.4%
195 ICLR ICON PLC Healthcare 14,699.0 $2.7M 0.09% NEW $182.22 -37.6%
196 NOC NORTHROP GRUMMAN CORP Industrials 4,685.0 $2.7M 0.08% NEW $570.19 -2.3%
197 VTI VANGUARD INDEX FDS 7,844.0 $2.6M 0.08% NEW $335.27 +10.2%
198 MRK MERCK & CO INC Healthcare 24,716.0 $2.6M 0.08% NEW $105.26 +14.4%
199 DFAC DIMENSIONAL ETF TRUST 63,973.0 $2.5M 0.08% NEW $39.59 +11.0%
200 GSK GSK PLC Healthcare 51,462.0 $2.5M 0.08% NEW $49.04 +5.1%
Page 10 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%