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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 8 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FDLO FIDELITY COVINGTON TRUST 76,254.0 $4.9M 0.15% -3K -3.8% $64.59 +8.8%
142 MU MICRON TECHNOLOGY INC Technology 14,521.0 $4.9M 0.15% +12K +481.3% $337.85 +154.5%
143 IAGG ISHARES TR 97,232.0 $4.9M 0.15% -7K -6.9% $50.04 +0.3%
144 BAC BANK AMERICA CORP Financial Services 99,376.0 $4.8M 0.15% +57K +132.1% $48.75 +6.7%
145 OKE ONEOK INC NEW Energy 52,694.0 $4.8M 0.15% +1K +2.3% $90.39 +3.3%
146 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 80,117.0 $4.7M 0.15% -22K -21.8% $59.03 +13.8%
147 TJX TJX COS INC NEW Consumer Cyclical 29,549.0 $4.7M 0.15% -446.0 -1.5% $159.70 -0.7%
148 APH AMPHENOL CORP Technology 37,120.0 $4.7M 0.15% +34K +1058.2% $126.35 +9.2%
149 SPEM SPDR INDEX SHS FDS 95,859.0 $4.5M 0.14% -1K -1.5% $46.91 +11.7%
150 VTEB VANGUARD MUN BD FDS 90,075.0 $4.5M 0.14% +3K +3.1% $49.89 +0.3%
151 AEP AMERICAN ELEC PWR CO INC Utilities 34,027.0 $4.5M 0.14% -322.0 -0.9% $131.08 +0.2%
152 SCHP SCHWAB STRATEGIC TR 166,846.0 $4.4M 0.14% -3K -1.5% $26.61 +0.3%
153 BNDX VANGUARD CHARLOTTE FDS 92,075.0 $4.4M 0.14% +3K +3.1% $48.05 +0.3%
154 CACI CACI INTL INC Technology 8,129.0 $4.4M 0.14% -9K -53.5% $543.89 -9.2%
155 PEP PEPSICO INC Consumer Defensive 28,120.0 $4.4M 0.14% -487.0 -1.7% $155.29 -5.0%
156 XLU SELECT SECTOR SPDR TR 93,822.0 $4.3M 0.13% -2K -1.8% $45.89 -0.9%
157 FISV FISERV INC Technology 76,160.0 $4.2M 0.13% +14K +22.5% $55.80 +0.3%
158 PH PARKER-HANNIFIN CORP Industrials 4,632.0 $4.1M 0.13% -149.0 -3.1% $895.24 -2.4%
159 LOW LOWES COS INC Consumer Cyclical 17,387.0 $4.1M 0.13% -957.0 -5.2% $236.27 -9.2%
160 WMT WALMART INC Consumer Defensive 32,580.0 $4.0M 0.13% +5K +19.7% $124.28 -4.4%
Page 8 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%