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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 26 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CLIP GLOBAL X FDS 2,718.0 $273K 0.01% -56.0 -2.0% $100.36 -0.1%
502 ITOT ISHARES TR 1,910.0 $272K 0.01% $142.40 +14.4%
503 NOW SERVICENOW INC Technology 2,579.0 $270K 0.01% -155.0 -5.7% $104.57 -2.3%
504 REMX VANECK ETF TRUST 3,058.0 $269K 0.01% +23.0 +0.8% $88.00 +10.0%
505 TER TERADYNE INC Technology 883.0 $262K 0.01% NEW $296.34 +21.0%
506 AEE AMEREN CORP Utilities 2,371.0 $261K 0.01% +105.0 +4.6% $109.93 +1.2%
507 GLW CORNING INC Technology 1,913.0 $260K 0.01% NEW $135.94 +42.7%
508 IPAY AMPLIFY ETF TR 6,072.0 $260K 0.01% +151.0 +2.5% $42.80 +5.7%
509 MDLZ MONDELEZ INTL INC Consumer Defensive 4,489.0 $259K 0.01% -1K -22.5% $57.65 +7.1%
510 JEPI J P MORGAN EXCHANGE TRADED F 4,528.0 $257K 0.01% $56.68 -0.6%
511 HL HECLA MINING COMPANY Basic Materials 13,674.0 $255K 0.01% +80.0 +0.6% $18.63 -8.9%
512 CGMM CAPITAL GROUP EQUITY ETF TR 8,588.0 $252K 0.01% +1K +13.8% $29.36 +7.5%
513 ENTERGY CORP NEW 2,235.0 $251K 0.01% +38.0 +1.7% $112.36
514 EBND SPDR SERIES TRUST 12,117.0 $250K 0.01% $20.64 +0.7%
515 CMI CUMMINS INC Industrials 464.0 $250K 0.01% NEW $538.58 +18.7%
516 URI UNITED RENTALS INC Industrials 340.0 $248K 0.01% -31.0 -8.4% $728.80 +28.8%
517 HWM HOWMET AEROSPACE INC Industrials 1,071.0 $247K 0.01% NEW $230.36 +11.4%
518 DELL DELL TECHNOLOGIES INC Technology 1,502.0 $247K 0.01% NEW $164.13 +79.8%
519 AME AMETEK INC Industrials 1,149.0 $246K 0.01% $214.36 +4.7%
520 SNOW SNOWFLAKE INC Technology 1,628.0 $246K 0.01% +354.0 +27.8% $150.85 +14.2%
Page 26 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%