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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 24 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MDLZ MONDELEZ INTL INC Consumer Defensive 5,789.0 $312K 0.01% NEW $53.83 +14.9%
462 HCA HCA HEALTHCARE INC Healthcare 663.0 $310K 0.01% NEW $466.87 -16.3%
463 IPAY AMPLIFY ETF TR 5,921.0 $308K 0.01% NEW $52.04 -13.0%
464 IJJ ISHARES TR 2,337.0 $308K 0.01% NEW $131.58 +7.7%
465 CRWV COREWEAVE INC Technology 4,286.0 $307K 0.01% NEW $71.61 +51.0%
466 CFG CITIZENS FINL GROUP INC Financial Services 5,246.0 $306K 0.01% NEW $58.42 +8.9%
467 EFAV ISHARES TR 3,507.0 $302K 0.01% NEW $86.24 +5.7%
468 PCG PG&E CORP Utilities 18,792.0 $302K 0.01% NEW $16.07 +3.0%
469 GAB GABELLI EQUITY TR INC Financial Services 48,722.0 $301K 0.01% NEW $6.17 -8.8%
470 URI UNITED RENTALS INC Industrials 371.0 $301K 0.01% NEW $810.02 +18.2%
471 TMF DIREXION SHS ETF TR 8,000.0 $299K 0.01% NEW $37.32 -8.2%
472 FENY FIDELITY COVINGTON TRUST 11,765.0 $291K 0.01% NEW $24.77 +32.0%
473 TMUS T-MOBILE US INC Communication Services 1,432.0 $291K 0.01% NEW $203.03 -6.6%
474 CXM SPRINKLR INC Technology 37,311.0 $290K 0.01% NEW $7.78 -32.5%
475 ITOT ISHARES TR 1,910.0 $284K 0.01% NEW $148.66 +10.5%
476 KAT ADVISORS SER TR 5,145.0 $283K 0.01% NEW $55.00 +0.5%
477 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,694.0 $283K 0.01% NEW $49.65 -12.4%
478 CGDV CAPITAL GROUP DIVIDEND VALUE 6,464.0 $282K 0.01% NEW $43.64 +10.6%
479 PLD PROLOGIS INC. Real Estate 2,204.0 $281K 0.01% NEW $127.64 +15.4%
480 FIX COMFORT SYS USA INC Industrials 300.0 $280K 0.01% NEW $933.29 +105.1%
Page 24 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%