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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 22 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FORTINET INC 5,431.0 $431K 0.01% NEW $79.41
422 RACE FERRARI N V Consumer Cyclical 1,161.0 $429K 0.01% NEW $369.60 -10.9%
423 VONG VANGUARD SCOTTSDALE FDS 3,521.0 $429K 0.01% NEW $121.75 +6.0%
424 CMCSA COMCAST CORP NEW Communication Services 14,098.0 $421K 0.01% NEW $29.89 -16.0%
425 OTIS OTIS WORLDWIDE CORP Industrials 4,819.0 $421K 0.01% NEW $87.35 -16.6%
426 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,618.0 $421K 0.01% NEW $160.76 +11.1%
427 NOW SERVICENOW INC Technology 2,734.0 $419K 0.01% NEW $153.22 -34.1%
428 HYG ISHARES TR 5,193.0 $419K 0.01% NEW $80.64 -0.7%
429 SBIO ALPS ETF TR 8,101.0 $415K 0.01% NEW $51.22 +3.8%
430 ACWV ISHARES INC 3,443.0 $409K 0.01% NEW $118.75 +2.9%
431 RH RH Consumer Cyclical 2,277.0 $408K 0.01% NEW $179.14 -23.3%
432 IGSB ISHARES TR 7,713.0 $408K 0.01% NEW $52.88 -0.9%
433 IWM PUT ISHARES TR 1,600.0 $394K 0.01% NEW $246.16 +17.7%
434 IBB ISHARES TR 2,282.0 $385K 0.01% NEW $168.80 +0.4%
435 SCHE SCHWAB STRATEGIC TR 11,733.0 $384K 0.01% NEW $32.75 +11.2%
436 BCE BCE INC Communication Services 15,990.0 $381K 0.01% NEW $23.82 +4.4%
437 IWP ISHARES TR 2,741.0 $375K 0.01% NEW $136.92 +3.0%
438 CARR CARRIER GLOBAL CORPORATION Industrials 7,064.0 $373K 0.01% NEW $52.84 +22.7%
439 TU TELUS CORPORATION Communication Services 28,130.0 $370K 0.01% NEW $13.17 -4.9%
440 F FORD MTR CO Consumer Cyclical 28,218.0 $370K 0.01% NEW $13.12 +18.3%
Page 22 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%