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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 24 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IUSG ISHARES TR 2,167.0 $336K 0.01% $155.11 +21.9%
462 F FORD MTR CO Consumer Cyclical 28,867.0 $333K 0.01% +649.0 +2.3% $11.54 +32.6%
463 EZU ISHARES INC 5,313.0 $333K 0.01% NEW $62.64 +10.2%
464 CRWV COREWEAVE INC Technology 4,270.0 $331K 0.01% $77.47 +39.6%
465 YOU CLEAR SECURE INC Technology 6,663.0 $323K 0.01% NEW $48.41 +27.3%
466 OTIS OTIS WORLDWIDE CORP Industrials 4,185.0 $323K 0.01% -634.0 -13.2% $77.07 -5.8%
467 DES WISDOMTREE TR 8,937.0 $321K 0.01% -751.0 -7.8% $35.94 +8.0%
468 HCA HCA HEALTHCARE INC Healthcare 673.0 $318K 0.01% +10.0 +1.5% $473.14 -17.4%
469 PHM PULTE GROUP INC Consumer Cyclical 2,706.0 $318K 0.01% +40.0 +1.5% $117.60 -0.4%
470 TMUS T-MOBILE US INC Communication Services 1,507.0 $317K 0.01% +75.0 +5.2% $210.07 -9.7%
471 CRWD CROWDSTRIKE HLDGS INC Technology 809.0 $316K 0.01% +29.0 +3.7% $390.52 +71.7%
472 CDE COEUR MNG INC Basic Materials 16,805.0 $315K 0.01% NEW $18.77 -4.0%
473 FSTA FIDELITY COVINGTON TRUST 6,011.0 $315K 0.01% +885.0 +17.3% $52.33 +1.0%
474 EWL ISHARES INC 5,304.0 $312K 0.01% $58.81 +6.8%
475 IDCC INTERDIGITAL INC Technology 1,026.0 $310K 0.01% +15.0 +1.5% $302.00 -13.0%
476 GALAXY DIGITAL INC. 16,793.0 $310K 0.01% +3K +18.8% $18.45
477 MPC MARATHON PETE CORP Energy 1,255.0 $307K 0.01% -34.0 -2.6% $244.23 +4.9%
478 ES EVERSOURCE ENERGY Utilities 4,336.0 $300K 0.01% +878.0 +25.4% $69.29 +0.6%
479 BTCC GRAYSCALE FUNDS TRUST 19,276.0 $300K 0.01% NEW $15.56 +7.2%
480 TRV TRAVELERS COMPANIES INC Financial Services 1,028.0 $300K 0.01% +152.0 +17.4% $291.67 +4.8%
Page 24 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%