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 251–300 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | 8K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 5K | $1M+ | SH |
| EXAS | EXACT SCIENCES CORP | 14K | $1M+ | SH |
| IWD | ISHARES TR | 7K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 3K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 19K | $1M+ | SH |
| MPLX | MPLX LP | 25K | $1M+ | SH |
| IWN | ISHARES TR | 7K | $1M+ | SH |
| TS | TENARIS S A | 35K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 8K | $1M+ | SH |
| USRT | ISHARES TR | 23K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 5K | $1M+ | SH |
| IJR | ISHARES TR | 11K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 7K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| EFA | ISHARES TR | 13K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 47K | $1M+ | SH |
| MRGR | PROSHARES TR | 27K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 24K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 6K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| NTR | NUTRIEN LTD | 19K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 21K | $1M+ | SH |
| STOT | SSGA ACTIVE TR | 24K | $1M+ | SH |
| EWH | ISHARES INC | 53K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 15K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| AFL | AFLAC INC | 10K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 4K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 14K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 24K | $1M+ | SH |
| INTC | INTEL CORP | 30K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 14K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 24K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 12K | $1M+ | SH |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 27K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 4K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 13K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 22K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 9K | $500K+ | SH |
| GSEW | GOLDMAN SACHS ETF TR | 12K | $500K+ | SH |
| VRSK | VERISK ANALYTICS INC | 4K | $500K+ | SH |
| ROST | ROSS STORES INC | 5K | $500K+ | SH |
| OGS | ONE GAS INC | 13K | $500K+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 15K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 5K | $500K+ | SH |
| IBOC | INTERNATIONAL BANCSHARES COR | 14K | $500K+ | SH |