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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 20 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NKE NIKE INC Consumer Cyclical 10,294.0 $544K 0.02% -65K -86.3% $52.82 -15.4%
382 DIS DISNEY WALT CO Communication Services 5,623.0 $542K 0.02% -290.0 -4.9% $96.39 +7.0%
383 USIG ISHARES TR 10,561.0 $541K 0.02% +545.0 +5.4% $51.23 -0.1%
384 EIX EDISON INTL Utilities 7,369.0 $539K 0.02% -190.0 -2.5% $73.18 -2.5%
385 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,834.0 $537K 0.02% -112.0 -5.8% $292.73 +32.8%
386 LEIDOS HOLDINGS INC 3,413.0 $531K 0.02% -198.0 -5.5% $155.53
387 STM STMICROELECTRONICS N V Technology 15,363.0 $531K 0.02% NEW $34.55 +104.8%
388 INTU INTUIT Technology 1,221.0 $528K 0.02% +195.0 +19.0% $432.23 -29.8%
389 XLE SELECT SECTOR SPDR TR 8,499.0 $521K 0.02% +3K +59.6% $61.26 -5.3%
390 SPSM SPDR SERIES TRUST 10,642.0 $514K 0.02% $48.32 +12.3%
391 SCHQ SCHWAB STRATEGIC TR 16,253.0 $511K 0.02% $31.43 -1.7%
392 XT ISHARES TR 7,427.0 $506K 0.02% +236.0 +3.3% $68.15 +21.4%
393 DVY ISHARES TR 3,341.0 $506K 0.02% +160.0 +5.0% $151.41 +2.6%
394 PPG PPG INDS INC Basic Materials 4,716.0 $504K 0.02% +69.0 +1.5% $106.89 +2.6%
395 SKYY FIRST TR EXCHANGE-TRADED FD 4,608.0 $504K 0.02% +131.0 +2.9% $109.36 +22.2%
396 IT GARTNER INC Technology 3,157.0 $500K 0.02% -35K -91.6% $158.32 -0.2%
397 CGW INVESCO EXCH TRADED FD TR II 7,778.0 $497K 0.01% +224.0 +3.0% $63.94 -1.4%
398 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,789.0 $496K 0.01% -88.0 -2.3% $131.01 -0.5%
399 NEM NEWMONT CORP Basic Materials 4,544.0 $492K 0.01% +103.0 +2.3% $108.26 +2.5%
400 PGR PROGRESSIVE CORP Financial Services 2,479.0 $491K 0.01% -87.0 -3.4% $198.22 +0.2%
Page 20 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%