CIK 1576151
EXENCIAL WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
541
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 501–541 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HBCP | HOME BANCORP INC | 4K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 489 | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 3K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 2K | $100K–$500K | SH |
| AVDL | AVADEL PHARMACEUTICALS PLC | 11K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 2K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 666 | $100K–$500K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC | 3K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 3K | $100K–$500K | SH |
| KR | KROGER CO | 4K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 775 | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 6K | $100K–$500K | SH |
| AEE | AMEREN CORP | 2K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 3K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 5K | $100K–$500K | SH |
| REMX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 698 | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 1K | $100K–$500K | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 8K | $100K–$500K | SH |
| CNC | CENTENE CORP DEL | 5K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 385 | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 387 | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| INCY | INCYTE CORP | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 8K | $100K–$500K | SH |
| VTR | VENTAS INC | 3K | $100K–$500K | SH |
| UBS | UBS GROUP AG | 4K | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 3K | $100K–$500K | SH |
| OUNZ | VANECK MERK GOLD ETF | 5K | $100K–$500K | SH |
| IXJ | ISHARES TR | 2K | $100K–$500K | SH |
| HEI.A | HEICO CORP NEW | 806 | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 2K | $100K–$500K | SH |
| MICC | MAGNUM ICE CREAM CO NV | 13K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 2K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 2K | $100K–$500K | SH |
| CCL | CARNIVAL CORP | 7K | $100K–$500K | SH |