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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 12 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HD HOME DEPOT INC Consumer Cyclical 6,105.0 $2.0M 0.06% +266.0 +4.6% $328.91 -5.8%
222 VEU VANGUARD INTL EQUITY INDEX F 26,717.0 $2.0M 0.06% -2K -7.8% $75.10 +11.6%
223 FCN FTI CONSULTING INC Industrials 11,349.0 $2.0M 0.06% -123.0 -1.1% $176.77 -13.6%
224 IBM INTERNATIONAL BUSINESS MACHS Technology 8,276.0 $2.0M 0.06% +402.0 +5.1% $242.39 +3.1%
225 UPS UNITED PARCEL SVCS INC Industrials 20,373.0 $2.0M 0.06% +602.0 +3.0% $98.38 +3.4%
226 XLK SELECT SECTOR SPDR TR 15,033.0 $2.0M 0.06% -1K -8.1% $132.90 +38.6%
227 KDP KEURIG DR PEPPER INC Consumer Defensive 74,164.0 $2.0M 0.06% $26.33 +14.5%
228 DFIP DIMENSIONAL ETF TRUST 45,726.0 $1.9M 0.06% +1K +2.5% $41.72 +0.0%
229 ET ENERGY TRANSFER L P Energy 98,143.0 $1.9M 0.06% +3K +3.2% $19.30 +1.8%
230 SPYM SPDR SERIES TRUST 24,337.0 $1.9M 0.06% $76.54 +15.2%
231 VRSN VERISIGN INC Technology 7,468.0 $1.9M 0.06% +206.0 +2.8% $248.37 +24.2%
232 RTO RENTOKIL INITIAL PLC Industrials 58,863.0 $1.9M 0.06% +6K +10.4% $31.48 -0.0%
233 DGRO ISHARES TR 26,289.0 $1.8M 0.06% +426.0 +1.6% $70.18 +6.5%
234 T AT&T INC Communication Services 61,384.0 $1.8M 0.06% $28.99 -13.5%
235 PWR QUANTA SVCS INC Industrials 3,219.0 $1.8M 0.06% -60.0 -1.8% $549.03 +34.7%
236 CI THE CIGNA GROUP Healthcare 6,559.0 $1.7M 0.05% +286.0 +4.6% $266.75 +5.4%
237 DUK DUKE ENERGY CORP NEW Utilities 13,151.0 $1.7M 0.05% -489.0 -3.6% $130.94 -4.1%
238 CANADIAN PACIFIC KANSAS CITY 21,873.0 $1.7M 0.05% +3K +16.8% $78.66
239 REET ISHARES TR 67,617.0 $1.7M 0.05% -3K -3.7% $25.15 +9.5%
240 SCHA SCHWAB STRATEGIC TR 56,427.0 $1.6M 0.05% -2K -3.3% $29.08 +16.3%
Page 12 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%