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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 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MRK MERCK & CO INC Healthcare 21,409.0 $2.6M 0.08% -3K -13.4% $120.29 +0.4%
202 IWM ISHARES TR 10,323.0 $2.6M 0.08% -2K -13.8% $247.99 +16.5%
203 EUFN ISHARES TR 71,309.0 $2.5M 0.08% NEW $34.85 +11.2%
204 PLTR PALANTIR TECHNOLOGIES INC Technology 16,286.0 $2.4M 0.07% -644.0 -3.8% $146.28 -6.0%
205 DE DEERE & CO Industrials 4,187.0 $2.4M 0.07% -214.0 -4.9% $563.33 -6.4%
206 XCEM COLUMBIA ETF TR II 57,318.0 $2.3M 0.07% -2K -3.8% $40.81 +25.8%
207 FDX FEDEX CORP Industrials 6,503.0 $2.3M 0.07% +135.0 +2.1% $356.16 +11.9%
208 PFE PFIZER INC Healthcare 81,932.0 $2.3M 0.07% +1K +1.3% $28.08 -7.9%
209 DFAC DIMENSIONAL ETF TRUST 58,692.0 $2.3M 0.07% -5K -8.3% $38.86 +12.8%
210 ING ING GROEP N.V. Financial Services 87,051.0 $2.3M 0.07% +7K +9.1% $26.05 +19.7%
211 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 24,561.0 $2.3M 0.07% +14K +133.4% $92.31 -4.7%
212 SEIV SEI EXCHANGE TRADED FUNDS 53,237.0 $2.2M 0.07% +2K +3.2% $41.56 +13.8%
213 DFAS DIMENSIONAL ETF TRUST 30,773.0 $2.2M 0.07% +4K +16.2% $71.13 +10.2%
214 SEIM SEI EXCHANGE TRADED FUNDS 47,752.0 $2.2M 0.07% +2K +3.4% $45.55 +17.9%
215 MCHP MICROCHIP TECHNOLOGY INC. Technology 33,232.0 $2.1M 0.07% $64.61 +50.7%
216 HLN HALEON PLC Healthcare 213,938.0 $2.1M 0.07% +15K +7.4% $10.01 -7.1%
217 QUAL ISHARES TR 11,087.0 $2.1M 0.07% $191.81 +12.3%
218 SCHY SCHWAB STRATEGIC TR 66,510.0 $2.1M 0.07% -7K -9.9% $31.66 +2.6%
219 LH LABCORP HOLDINGS INC Healthcare 7,869.0 $2.1M 0.07% -291.0 -3.6% $266.82 -2.8%
220 ALC ALCON AG Healthcare 27,637.0 $2.1M 0.07% +2K +9.4% $75.35 -10.4%
Page 11 of 29  ·  563 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%