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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 21 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CGW INVESCO EXCH TRADED FD TR II 7,554.0 $476K 0.01% NEW $63.01 +0.1%
402 FENI FIDELITY COVINGTON TRUST 12,840.0 $470K 0.01% NEW $36.58 +10.4%
403 FDN FIRST TR EXCHANGE-TRADED FD 1,743.0 $469K 0.01% NEW $269.18 +1.7%
404 VGK VANGUARD INTL EQUITY INDEX F 5,581.0 $467K 0.01% NEW $83.61 +6.7%
405 DINO HF SINCLAIR CORP Energy 10,124.0 $467K 0.01% NEW $46.08 +50.8%
406 WMS ADVANCED DRAIN SYS INC DEL Industrials 3,218.0 $466K 0.01% NEW $144.82 -5.5%
407 IWB ISHARES TR 1,244.0 $465K 0.01% NEW $373.42 +9.5%
408 BK BANK NEW YORK MELLON CORP Financial Services 3,962.0 $460K 0.01% NEW $116.09 +21.6%
409 IDXX IDEXX LABS INC Healthcare 674.0 $456K 0.01% NEW $676.26 -17.7%
410 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,877.0 $456K 0.01% NEW $117.53 +11.6%
411 EIX EDISON INTL Utilities 7,559.0 $454K 0.01% NEW $60.02 +18.8%
412 IWO ISHARES TR 1,396.0 $451K 0.01% NEW $322.93 +17.3%
413 DVY ISHARES TR 3,181.0 $449K 0.01% NEW $141.14 +10.1%
414 NEM NEWMONT CORP Basic Materials 4,441.0 $443K 0.01% NEW $99.86 +11.6%
415 ISCF ISHARES TR 10,690.0 $443K 0.01% NEW $41.48 +8.8%
416 EW EDWARDS LIFESCIENCES CORP Healthcare 5,123.0 $437K 0.01% NEW $85.25 +2.5%
417 LMT LOCKHEED MARTIN CORP Industrials 900.0 $435K 0.01% NEW $483.46 +10.3%
418 RWR SPDR SERIES TRUST 4,412.0 $433K 0.01% NEW $98.23 +13.9%
419 APH AMPHENOL CORP NEW Technology 3,205.0 $433K 0.01% NEW $135.16 +4.8%
420 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 5,385.0 $432K 0.01% NEW $80.30 +1.0%
Page 21 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%