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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 17 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLY SELECT SECTOR SPDR TR 6,991.0 $835K 0.03% NEW $119.41 +0.0%
322 SRLN SSGA ACTIVE ETF TR 20,200.0 $834K 0.03% NEW $41.27 -1.7%
323 ITA ISHARES TR 3,850.0 $827K 0.03% NEW $214.70 +6.9%
324 EQR EQUITY RESIDENTIAL Real Estate 12,995.0 $819K 0.03% NEW $63.04 +4.9%
325 KMI KINDER MORGAN INC DEL Energy 29,586.0 $813K 0.03% NEW $27.49 +19.6%
326 LRCX LAM RESEARCH CORP Technology 4,746.0 $812K 0.03% NEW $171.17 +88.5%
327 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 376.0 $807K 0.03% NEW $2146.35 -7.0%
328 PTY PIMCO CORPORATE & INCOME OPP Financial Services 62,526.0 $807K 0.03% NEW $12.90 -8.6%
329 VMC VULCAN MATLS CO Basic Materials 2,777.0 $792K 0.03% NEW $285.19 -5.7%
330 ARMK ARAMARK Industrials 21,373.0 $788K 0.03% NEW $36.86 +41.8%
331 XLF SELECT SECTOR SPDR TR 14,170.0 $776K 0.03% NEW $54.77 -5.3%
332 SOXX ISHARES TR 2,542.0 $766K 0.02% NEW $301.15 +89.3%
333 SO SOUTHERN CO Utilities 8,746.0 $763K 0.02% NEW $87.20 +7.9%
334 FNDB SCHWAB STRATEGIC TR 28,038.0 $745K 0.02% NEW $26.57 +13.6%
335 PAA PLAINS ALL AMERN PIPELINE L Energy 41,210.0 $740K 0.02% NEW $17.96 +31.2%
336 DFCF DIMENSIONAL ETF TRUST 17,340.0 $738K 0.02% NEW $42.56 -1.0%
337 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,208.0 $729K 0.02% NEW $603.06 +12.9%
338 MS MORGAN STANLEY Financial Services 4,062.0 $721K 0.02% NEW $177.53 +13.6%
339 MU MICRON TECHNOLOGY INC Technology 2,498.0 $713K 0.02% NEW $285.41 +213.9%
340 SBR SABINE RTY TR Energy 10,357.0 $710K 0.02% NEW $68.57 +10.7%
Page 17 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%