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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 18 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LNG CHENIERE ENERGY INC Energy 2,545.0 $722K 0.02% -117.0 -4.4% $283.81 -17.5%
342 ED CONSOLIDATED EDISON INC Utilities 6,344.0 $718K 0.02% -135.0 -2.1% $113.17 -4.8%
343 WMS ADVANCED DRAIN SYS INC DEL Industrials 5,134.0 $704K 0.02% +2K +59.5% $137.12 -3.0%
344 DON WISDOMTREE TR 13,322.0 $700K 0.02% -88.0 -0.7% $52.54 +5.7%
345 SPYV SPDR SERIES TRUST 12,237.0 $692K 0.02% $56.58 +7.9%
346 SRLN SSGA ACTIVE ETF TR 17,248.0 $692K 0.02% -3K -14.6% $40.14 +1.0%
347 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,427.0 $692K 0.02% NEW $484.94 +9.2%
348 MS MORGAN STANLEY Financial Services 4,171.0 $686K 0.02% +109.0 +2.7% $164.55 +22.6%
349 XLF SELECT SECTOR SPDR TR 13,858.0 $684K 0.02% -312.0 -2.2% $49.37 +5.1%
350 CGXU CAPITAL GROUP INTL FOCUS EQT 23,185.0 $684K 0.02% +3K +13.1% $29.49 +17.2%
351 SLV ISHARES SILVER TR Financial Services 9,869.0 $672K 0.02% +1K +15.8% $68.14 +2.3%
352 STOT SSGA ACTIVE TR 14,236.0 $671K 0.02% -10K -40.7% $47.13 -0.2%
353 LMT LOCKHEED MARTIN CORP Industrials 1,109.0 $670K 0.02% +209.0 +23.2% $604.17 -11.8%
354 SDY SPDR SERIES TRUST 4,591.0 $670K 0.02% +3K +202.4% $145.94 +2.9%
355 CGDG CAPITAL GROUP DIVIDEND GROWE 18,489.0 $664K 0.02% +4K +24.6% $35.90 +4.6%
356 PAAA PGIM ETF TR 12,942.0 $662K 0.02% NEW $51.18 +0.6%
357 DFSE DIMENSIONAL ETF TRUST 15,526.0 $658K 0.02% +2K +12.3% $42.37 +18.0%
358 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 347.0 $654K 0.02% -29.0 -7.7% $1884.82 +5.9%
359 PYPL PAYPAL HLDGS INC Financial Services 14,350.0 $649K 0.02% $45.23 -2.4%
360 AKAM AKAMAI TECHNOLOGIES INC Technology 5,584.0 $641K 0.02% NEW $114.85 +29.0%
Page 18 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%