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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 25 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PCG PG&E CORP Utilities 16,905.0 $297K 0.01% -2K -10.0% $17.57 -6.1%
482 IJJ ISHARES TR 2,241.0 $297K 0.01% -96.0 -4.1% $132.49 +6.4%
483 TXN TEXAS INSTRS INC Technology 1,518.0 $295K 0.01% -6K -80.2% $194.09 +59.3%
484 CFG CITIZENS FINL GROUP INC Financial Services 4,907.0 $294K 0.01% -339.0 -6.5% $59.97 +4.9%
485 FANG DIAMONDBACK ENERGY INC Energy 1,476.0 $292K 0.01% +28.0 +1.9% $197.75 +1.5%
486 TPL TEXAS PACIFIC LAND CORPORATI Energy 611.0 $290K 0.01% NEW $474.56 -15.3%
487 SBUX STARBUCKS CORP Consumer Cyclical 3,226.0 $289K 0.01% -23.0 -0.7% $89.58 +15.1%
488 KR KROGER CO Consumer Defensive 3,993.0 $289K 0.01% +273.0 +7.3% $72.35 -7.1%
489 DFSI DIMENSIONAL ETF TRUST 6,806.0 $289K 0.01% NEW $42.40 +6.8%
490 TMF DIREXION SHARES ETF TRUST 8,000.0 $288K 0.01% $36.06 -6.6%
491 FELV FIDELITY COVINGTON TRUST 8,160.0 $285K 0.01% +1K +16.3% $34.91 +11.6%
492 BE BLOOM ENERGY CORP Industrials 2,100.0 $285K 0.01% NEW $135.49 +123.3%
493 BHP BHP BILLITON LIMITED Basic Materials 3,835.0 $279K 0.01% +417.0 +12.2% $72.74 +16.3%
494 IAU ISHARES GOLD TR Financial Services 3,151.0 $278K 0.01% NEW $88.16 -3.8%
495 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,750.0 $278K 0.01% +306.0 +6.9% $58.47 +11.8%
496 HAL HALLIBURTON CO Energy 7,119.0 $278K 0.01% NEW $38.99 +6.4%
497 KAT ADVISORS SER TR 5,145.0 $276K 0.01% $53.60 +3.0%
498 CMF ISHARES TR 4,833.0 $275K 0.01% +91.0 +1.9% $56.86 -0.0%
499 TECHNIPFMC PLC 3,967.0 $274K 0.01% NEW $69.13
500 GAB GABELLI EQUITY TR INC Financial Services 48,722.0 $273K 0.01% $5.60 -0.7%
Page 25 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%