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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 9 of 29  ·  563 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BBJP J P MORGAN EXCHANGE TRADED F 58,211.0 $4.0M 0.12% +5K +9.5% $68.91 +9.7%
162 PSX PHILLIPS 66 Energy 21,959.0 $4.0M 0.12% -450.0 -2.0% $182.18 -2.5%
163 AZN ASTRAZENECA PLC Healthcare 20,162.0 $4.0M 0.12% NEW $197.22 -5.0%
164 IWF ISHARES TR 9,202.0 $3.9M 0.12% -148.0 -1.6% $426.42 -70.5%
165 SNY SANOFI SA Healthcare 81,382.0 $3.9M 0.12% +8K +11.0% $48.18 -8.2%
166 MRSH MARSH & MCLENNAN COS INC Financial Services 22,556.0 $3.9M 0.12% -841.0 -3.6% $173.45 -6.2%
167 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 229,938.0 $3.9M 0.12% +22K +10.6% $16.97 +14.2%
168 RTX RTX CORPORATION Industrials 19,864.0 $3.8M 0.12% +7K +52.5% $192.90 -8.0%
169 FTSL FIRST TR EXCHANGE-TRADED FD 84,704.0 $3.8M 0.12% +3K +4.1% $44.80 +0.2%
170 SCHX SCHWAB STRATEGIC TR 146,817.0 $3.8M 0.12% +5K +3.6% $25.64 +15.3%
171 UNILEVER PLC 65,336.0 $3.7M 0.12% +4K +6.3% $56.97
172 CAT CATERPILLAR INC Industrials 5,142.0 $3.6M 0.11% +145.0 +2.9% $708.52 +27.9%
173 DFAX DIMENSIONAL ETF TRUST 105,705.0 $3.6M 0.11% -10K -8.3% $33.97 +11.3%
174 EPD ENTERPRISE PRODS PARTNERS L Energy 94,496.0 $3.6M 0.11% -1K -1.4% $37.84 +2.5%
175 DHR DANAHER CORP DEL Healthcare 18,559.0 $3.5M 0.11% -230.0 -1.2% $189.60 -9.2%
176 TIP ISHARES TR 31,036.0 $3.4M 0.11% +641.0 +2.1% $110.36 +0.3%
177 AON AON PLC Financial Services 10,468.0 $3.4M 0.10% +508.0 +5.1% $322.77 -0.5%
178 CB CHUBB LTD SWITZ Financial Services 10,052.0 $3.3M 0.10% -537.0 -5.1% $325.93 -0.0%
179 PSA PUBLIC STORAGE OPER CO Real Estate 11,865.0 $3.2M 0.10% -226.0 -1.9% $270.88 +13.2%
180 MCD MCDONALDS CORP Consumer Cyclical 10,311.0 $3.2M 0.10% -146.0 -1.4% $310.79 -9.9%
Page 9 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%