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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 25 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SNOW SNOWFLAKE INC Technology 1,274.0 $279K 0.01% NEW $219.35 -18.1%
482 CLIP GLOBAL X FDS 2,774.0 $278K 0.01% NEW $100.11 +0.2%
483 TEAM ATLASSIAN CORPORATION Technology 1,710.0 $277K 0.01% NEW $162.15 -47.8%
484 SBUX STARBUCKS CORP Consumer Cyclical 3,249.0 $274K 0.01% NEW $84.20 +21.7%
485 CMF ISHARES TR 4,742.0 $272K 0.01% NEW $57.46 -0.7%
486 DVN DEVON ENERGY CORP NEW Energy 7,313.0 $268K 0.01% NEW $36.63 +28.0%
487 BBY BEST BUY INC Consumer Cyclical 3,996.0 $267K 0.01% NEW $66.93 -6.9%
488 DG DOLLAR GEN CORP NEW Consumer Defensive 2,006.0 $266K 0.01% NEW $132.75 -21.8%
489 WDC WESTERN DIGITAL CORP Technology 1,545.0 $266K 0.01% NEW $172.28 +206.9%
490 BX BLACKSTONE INC Financial Services 1,711.0 $264K 0.01% NEW $154.13 -22.3%
491 HL HECLA MNG CO Basic Materials 13,594.0 $261K 0.01% NEW $19.19 -9.2%
492 EBND SPDR SERIES TRUST 12,172.0 $260K 0.01% NEW $21.37 -2.1%
493 ZM ZOOM COMMUNICATIONS INC Technology 2,998.0 $259K 0.01% NEW $86.29 +17.5%
494 JEPI J P MORGAN EXCHANGE TRADED F 4,518.0 $259K 0.01% NEW $57.24 -1.7%
495 NG NOVAGOLD RES INC Basic Materials 27,745.0 $259K 0.01% NEW $9.32 -12.9%
496 TRV TRAVELERS COMPANIES INC Financial Services 876.0 $254K 0.01% NEW $290.07 +5.8%
497 FSTA FIDELITY COVINGTON TRUST 5,126.0 $252K 0.01% NEW $49.19 +7.5%
498 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,444.0 $252K 0.01% NEW $56.62 +15.7%
499 HEI HEICO CORP NEW Industrials 767.0 $248K 0.01% NEW $323.63 -4.4%
500 NTRA NATERA INC Healthcare 1,081.0 $248K 0.01% NEW $229.09 -12.0%
Page 25 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%