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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 14 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TS TENARIS S A Energy 35,192.0 $1.4M 0.04% NEW $38.45 +58.6%
262 GS GOLDMAN SACHS GROUP INC Financial Services 1,517.0 $1.3M 0.04% NEW $878.89 +13.3%
263 TXN TEXAS INSTRS INC Technology 7,668.0 $1.3M 0.04% NEW $173.49 +82.4%
264 USRT ISHARES TR 23,208.0 $1.3M 0.04% NEW $56.96 +15.5%
265 CBOE CBOE GLOBAL MKTS INC Financial Services 5,256.0 $1.3M 0.04% NEW $250.98 +39.1%
266 IJR ISHARES TR 10,877.0 $1.3M 0.04% NEW $120.18 +16.0%
267 AMT AMERICAN TOWER CORP NEW Real Estate 7,371.0 $1.3M 0.04% NEW $175.58 +6.3%
268 VV VANGUARD INDEX FDS 3,951.0 $1.2M 0.04% NEW $314.80 +9.7%
269 EFA ISHARES TR 12,825.0 $1.2M 0.04% NEW $96.03 +9.1%
270 CTRA COTERRA ENERGY INC Energy 46,747.0 $1.2M 0.04% NEW $26.32 +23.7%
271 MRGR PROSHARES TR 27,196.0 $1.2M 0.04% NEW $44.50 +1.8%
272 HYD VANECK ETF TRUST 23,500.0 $1.2M 0.04% NEW $51.12 +0.1%
273 CAH CARDINAL HEALTH INC Healthcare 5,747.0 $1.2M 0.04% NEW $205.51 -3.0%
274 GEV GE VERNOVA INC Utilities 1,777.0 $1.2M 0.04% NEW $653.56 +59.4%
275 NTR NUTRIEN LTD Basic Materials 18,660.0 $1.2M 0.04% NEW $61.72 +11.7%
276 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,268.0 $1.1M 0.04% NEW $53.94 +7.3%
277 STOT SSGA ACTIVE TR 24,021.0 $1.1M 0.04% NEW $47.28 -0.4%
278 EWH ISHARES INC 52,860.0 $1.1M 0.04% NEW $21.25 +8.8%
279 GPN GLOBAL PMTS INC Industrials 14,507.0 $1.1M 0.04% NEW $77.40 -5.1%
280 GE GE AEROSPACE Industrials 3,645.0 $1.1M 0.04% NEW $308.04 +3.6%
Page 14 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%