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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 21 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NOK NOKIA CORP Technology 60,750.0 $488K 0.01% NEW $8.04 +104.7%
402 TT TRANE TECHNOLOGIES PLC Industrials 1,167.0 $486K 0.01% -115.0 -9.0% $416.78 +10.4%
403 IWR ISHARES TR 4,990.0 $485K 0.01% $97.22 +10.1%
404 CRL CHARLES RIV LABS INTL INC Healthcare 2,810.0 $485K 0.01% -76.0 -2.6% $172.50 -9.3%
405 IUSV ISHARES TR 4,698.0 $480K 0.01% $102.25 +7.9%
406 FTEC FIDELITY COVINGTON TRUST 2,296.0 $478K 0.01% $208.07 +35.2%
407 HYG ISHARES TR 6,001.0 $477K 0.01% +808.0 +15.6% $79.56 +0.7%
408 UBER UBER TECHNOLOGIES INC Technology 6,529.0 $470K 0.01% -6K -47.8% $71.93 -2.3%
409 AXP AMERICAN EXPRESS CO Financial Services 1,544.0 $467K 0.01% +114.0 +8.0% $302.57 +2.5%
410 SANDISK CORP 733.0 $466K 0.01% NEW $635.34
411 BK BANK NEW YORK MELLON CORP Financial Services 3,904.0 $463K 0.01% -58.0 -1.5% $118.62 +19.0%
412 FENI FIDELITY COVINGTON TRUST 12,419.0 $462K 0.01% -421.0 -3.3% $37.20 +8.5%
413 FORTINET INC 5,653.0 $462K 0.01% +222.0 +4.1% $81.72
414 ANET ARISTA NETWORKS INC Technology 3,759.0 $462K 0.01% -840.0 -18.3% $122.79 +29.8%
415 FDN FIRST TR EXCHANGE-TRADED FD 1,971.0 $461K 0.01% +228.0 +13.1% $234.03 +16.9%
416 VGK VANGUARD INTL EQUITY INDEX F 5,581.0 $460K 0.01% $82.43 +8.3%
417 SPAB SPDR SERIES TRUST 17,865.0 $458K 0.01% -5K -22.4% $25.62 -0.8%
418 KAI KADANT INC Industrials 1,549.0 $453K 0.01% -587.0 -27.5% $292.35 +11.6%
419 CMCSA COMCAST CORP NEW Communication Services 15,560.0 $447K 0.01% +1K +10.4% $28.71 -12.6%
420 ISCF ISHARES TR 10,690.0 $447K 0.01% $41.79 +8.0%
Page 21 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%