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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 9 of 28  ·  547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AEP AMERICAN ELEC PWR CO INC Utilities 34,349.0 $4.0M 0.12% NEW $115.31 +13.5%
162 NVDA PUT NVIDIA CORPORATION Technology 21,000.0 $3.9M 0.12% NEW $186.50 +14.5%
163 SCHX SCHWAB STRATEGIC TR 141,719.0 $3.8M 0.12% NEW $26.91 +9.6%
164 OKE ONEOK INC NEW Energy 51,521.0 $3.8M 0.12% NEW $73.50 +24.2%
165 DFAX DIMENSIONAL ETF TRUST 115,228.0 $3.8M 0.12% NEW $32.73 +15.6%
166 FTSL FIRST TR EXCHANGE-TRADED FD 81,350.0 $3.7M 0.12% NEW $45.88 -2.1%
167 TRU TRANSUNION Industrials 42,732.0 $3.7M 0.12% NEW $85.75 -17.5%
168 SU SUNCOR ENERGY INC NEW Energy 81,355.0 $3.6M 0.11% NEW $44.36 +48.1%
169 SNY SANOFI SA Healthcare 73,304.0 $3.6M 0.11% NEW $48.46 -8.5%
170 AON AON PLC Financial Services 9,960.0 $3.5M 0.11% NEW $352.88 -9.3%
171 BBJP J P MORGAN EXCHANGE TRADED F 53,144.0 $3.5M 0.11% NEW $65.91 +14.4%
172 ASTRAZENECA PLC 36,813.0 $3.4M 0.11% NEW $91.93
173 TIP ISHARES TR 30,395.0 $3.3M 0.11% NEW $109.91 +0.8%
174 CB CHUBB LIMITED Financial Services 10,589.0 $3.3M 0.10% NEW $312.12 +4.2%
175 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 207,874.0 $3.3M 0.10% NEW $15.86 +21.6%
176 CVS CVS HEALTH CORP Healthcare 41,424.0 $3.3M 0.10% NEW $79.36 +14.6%
177 ALLE ALLEGION PLC Industrials 20,169.0 $3.2M 0.10% NEW $159.22 -17.3%
178 MCD MCDONALDS CORP Consumer Cyclical 10,457.0 $3.2M 0.10% NEW $305.62 -8.6%
179 SUB ISHARES TR 29,843.0 $3.2M 0.10% NEW $106.70 -0.3%
180 PSA PUBLIC STORAGE OPER CO Real Estate 12,091.0 $3.1M 0.10% NEW $259.49 +17.7%
Page 9 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%