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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 16 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PM PHILIP MORRIS INTL INC Consumer Defensive 5,777.0 $955K 0.03% -299.0 -4.9% $165.34 +9.8%
302 VRT VERTIV HOLDINGS CO Industrials 3,808.0 $954K 0.03% +191.0 +5.3% $250.55 +29.3%
303 CCI CROWN CASTLE INC Real Estate 11,689.0 $950K 0.03% $81.31 +11.5%
304 EMLC VANECK ETF TRUST 37,709.0 $947K 0.03% +2K +4.3% $25.11 +1.4%
305 HYMB SPDR SERIES TRUST 37,900.0 $940K 0.03% $24.80 +1.1%
306 NSC NORFOLK SOUTHN CORP Industrials 3,216.0 $923K 0.03% $287.02 +11.6%
307 C CITIGROUP INC Financial Services 8,095.0 $918K 0.03% +310.0 +4.0% $113.41 +11.9%
308 SPYG SPDR SERIES TRUST 9,279.0 $908K 0.03% $97.91 +22.3%
309 OGS ONE GAS INC Utilities 10,396.0 $895K 0.03% -2K -18.0% $86.13 -5.1%
310 SCHO SCHWAB STRATEGIC TR 36,712.0 $891K 0.03% $24.27 -0.4%
311 AMD ADVANCED MICRO DEVICES INC Technology 4,372.0 $889K 0.03% -142.0 -3.1% $203.42 +147.7%
312 BA BOEING CO Industrials 4,457.0 $887K 0.03% +223.0 +5.3% $199.04 +10.0%
313 USMV ISHARES TR 9,537.0 $884K 0.03% +548.0 +6.1% $92.74 +4.0%
314 INTERNATIONAL BANCSHARES COR 13,102.0 $882K 0.03% -1K -9.6% $67.29
315 EOG EOG RES INC Energy 6,015.0 $870K 0.03% -305.0 -4.8% $144.57 -5.8%
316 EMB ISHARES TR 9,253.0 $869K 0.03% +260.0 +2.9% $93.93 +1.8%
317 SOXX ISHARES TR 2,620.0 $861K 0.03% +78.0 +3.1% $328.68 +73.4%
318 BCI ABRDN ETFS 35,172.0 $854K 0.03% +7K +24.6% $24.29 +1.5%
319 AMT AMERICAN TOWER CORP Real Estate 4,945.0 $853K 0.03% -2K -32.9% $172.58 +7.2%
320 ITA ISHARES TR 3,881.0 $849K 0.03% +31.0 +0.8% $218.77 +4.9%
Page 16 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%