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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 23 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 VGT VANGUARD WORLD FD 576.0 $402K 0.01% +103.0 +21.8% $698.32 -83.1%
442 FENY FIDELITY COVINGTON TRUST 11,765.0 $400K 0.01% $34.02 -3.9%
443 CGUS CAPITAL GROUP CORE EQUITY ET 10,179.0 $391K 0.01% +1K +13.3% $38.42 +14.4%
444 VONG VANGUARD SCOTTSDALE FDS 3,547.0 $389K 0.01% +26.0 +0.7% $109.69 +18.1%
445 RACE FERRARI N V Consumer Cyclical 1,149.0 $389K 0.01% -12.0 -1.0% $338.45 -2.0%
446 EQIX EQUINIX INC Real Estate 384.0 $376K 0.01% NEW $979.54 +10.5%
447 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,640.0 $376K 0.01% -745.0 -13.8% $80.95 -0.4%
448 IBB ISHARES TR 2,219.0 $375K 0.01% -63.0 -2.8% $168.84 +0.5%
449 TU TELUS CORPORATION Communication Services 28,977.0 $372K 0.01% +847.0 +3.0% $12.83 -2.6%
450 SCHE SCHWAB STRATEGIC TR 11,219.0 $370K 0.01% -514.0 -4.4% $32.95 +10.6%
451 IDXX IDEXX LABS INC Healthcare 652.0 $367K 0.01% -22.0 -3.3% $562.13 -0.9%
452 KMPR KEMPER CORP Financial Services 11,849.0 $362K 0.01% $30.56 -6.3%
453 COF CAPITAL ONE FINL CORP Financial Services 1,983.0 $362K 0.01% -760.0 -27.7% $182.47 +3.0%
454 CGDV CAPITAL GROUP DIVIDEND VALUE 8,487.0 $361K 0.01% +2K +31.3% $42.54 +13.5%
455 IWP ISHARES TR 2,785.0 $357K 0.01% +44.0 +1.6% $128.10 +10.4%
456 DVN DEVON ENERGY CORP NEW Energy 7,064.0 $355K 0.01% -249.0 -3.4% $50.32 -7.7%
457 RH RH Consumer Cyclical 2,495.0 $349K 0.01% +218.0 +9.6% $139.81 -0.1%
458 VGIT VANGUARD SCOTTSDALE FDS 5,720.0 $341K 0.01% $59.55 -1.1%
459 REGN REGENERON PHARMACEUTICALS Healthcare 436.0 $337K 0.01% +5.0 +1.2% $773.33 -17.1%
460 EFAV ISHARES TR 3,685.0 $337K 0.01% +178.0 +5.1% $91.37 -0.2%
Page 23 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%