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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 17 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SO SOUTHERN CO Utilities 8,694.0 $839K 0.03% -52.0 -0.6% $96.52 -2.5%
322 ARMK ARAMARK Industrials 20,571.0 $834K 0.03% -802.0 -3.8% $40.54 +29.0%
323 XLV SELECT SECTOR SPDR TR 5,656.0 $829K 0.03% -116.0 -2.0% $146.61 +1.3%
324 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,124.0 $813K 0.03% -290.0 -3.5% $100.09 +11.3%
325 PANW PALO ALTO NETWORKS INC Technology 5,060.0 $811K 0.03% -3K -38.2% $160.31 +60.2%
326 VRSK VERISK ANALYTICS INC Industrials 4,256.0 $808K 0.03% -161.0 -3.6% $189.74 -9.6%
327 XLY SELECT SECTOR SPDR TR 7,307.0 $796K 0.03% +316.0 +4.5% $108.97 +9.6%
328 SBR SABINE RTY TR Energy 10,357.0 $777K 0.02% $75.00 +1.2%
329 EQR EQUITY RESIDENTIAL Real Estate 13,121.0 $776K 0.02% +126.0 +1.0% $59.15 +11.8%
330 IHI ISHARES TR 14,239.0 $760K 0.02% +3K +30.8% $53.35 -5.6%
331 FNDB SCHWAB STRATEGIC TR 27,519.0 $749K 0.02% -519.0 -1.9% $27.20 +11.0%
332 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,568.0 $746K 0.02% +47.0 +1.9% $290.53 -0.3%
333 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,208.0 $745K 0.02% $616.54 +10.5%
334 PTY PIMCO CORPORATE & INCOME OPP Financial Services 61,017.0 $736K 0.02% -2K -2.4% $12.06 -2.2%
335 MDT MEDTRONIC PLC Healthcare 8,480.0 $735K 0.02% -131K -93.9% $86.65 -10.4%
336 DFCF DIMENSIONAL ETF TRUST 17,383.0 $734K 0.02% $42.22 -0.2%
337 VMC VULCAN MATLS CO Basic Materials 2,694.0 $734K 0.02% -83.0 -3.0% $272.33 -1.2%
338 SPG SIMON PPTY GROUP INC NEW Real Estate 3,918.0 $731K 0.02% NEW $186.54 +10.9%
339 GIS GENERAL MILLS INC Consumer Defensive 19,549.0 $728K 0.02% +379.0 +2.0% $37.22 -10.9%
340 BTCI NEOS ETF TRUST 22,068.0 $723K 0.02% NEW $32.78 +6.5%
Page 17 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%