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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 20 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AXP AMERICAN EXPRESS CO Financial Services 1,430.0 $529K 0.02% NEW $369.86 -15.9%
382 USIG ISHARES TR 10,016.0 $519K 0.02% NEW $51.77 -1.2%
383 LNG CHENIERE ENERGY INC Energy 2,662.0 $517K 0.02% NEW $194.39 +21.0%
384 FTEC FIDELITY COVINGTON TRUST 2,296.0 $516K 0.02% NEW $224.69 +25.5%
385 DFNM DIMENSIONAL ETF TRUST 10,685.0 $515K 0.02% NEW $48.17 -0.3%
386 SCHQ SCHWAB STRATEGIC TR 16,202.0 $514K 0.02% NEW $31.70 -2.5%
387 FCX FREEPORT-MCMORAN INC Basic Materials 10,101.0 $513K 0.02% NEW $50.79 +26.5%
388 XT ISHARES TR 7,191.0 $502K 0.02% NEW $69.74 +18.6%
389 JBHT HUNT J B TRANS SVCS INC Industrials 2,574.0 $500K 0.02% NEW $194.34 +37.7%
390 TFC TRUIST FINL CORP Financial Services 10,158.0 $500K 0.02% NEW $49.21 -1.4%
391 TT TRANE TECHNOLOGIES PLC Industrials 1,282.0 $499K 0.02% NEW $389.23 +18.1%
392 SPSM SPDR SERIES TRUST 10,643.0 $499K 0.02% NEW $46.86 +15.8%
393 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 7,268.0 $496K 0.02% NEW $68.23 +10.7%
394 HBAN HUNTINGTON BANCSHARES INC Financial Services 28,454.0 $494K 0.02% NEW $17.35 -7.8%
395 LIN LINDE PLC Basic Materials 1,151.0 $491K 0.02% NEW $426.37 +20.8%
396 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,537.0 $488K 0.01% NEW $137.97 +6.5%
397 IUSV ISHARES TR 4,689.0 $481K 0.01% NEW $102.53 +7.7%
398 IWR ISHARES TR 4,988.0 $480K 0.01% NEW $96.27 +11.1%
399 KMPR KEMPER CORP Financial Services 11,829.0 $480K 0.01% NEW $40.54 -31.2%
400 PPG PPG INDS INC Basic Materials 4,647.0 $476K 0.01% NEW $102.47 +7.0%
Page 20 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%