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 301–350 of 541
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | 11K | $500K+ | SH |
| HYMB | SPDR SERIES TRUST | 38K | $500K+ | SH |
| EMLC | VANECK ETF TRUST | 36K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORP | 3K | $500K+ | SH |
| BA | BOEING CO | 4K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 11K | $500K+ | SH |
| IEF | ISHARES TR | 10K | $500K+ | SH |
| D | DOMINION ENERGY INC | 16K | $500K+ | SH |
| C | CITIGROUP INC | 8K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 37K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| GIS | GENERAL MLS INC | 19K | $500K+ | SH |
| DECK | DECKERS OUTDOOR CORP | 8K | $500K+ | SH |
| EMB | ISHARES TR | 9K | $500K+ | SH |
| USMV | ISHARES TR | 9K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 14K | $500K+ | SH |
| XLY | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 20K | $500K+ | SH |
| ITA | ISHARES TR | 4K | $500K+ | SH |
| EQR | EQUITY RESIDENTIAL | 13K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 30K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 5K | $500K+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 376 | $500K+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 63K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 3K | $500K+ | SH |
| ARMK | ARAMARK | 21K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 14K | $500K+ | SH |
| SOXX | ISHARES TR | 3K | $500K+ | SH |
| SO | SOUTHERN CO | 9K | $500K+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 28K | $500K+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 41K | $500K+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| SBR | SABINE RTY TR | 10K | $500K+ | SH |
| SPYV | SPDR SERIES TRUST | 12K | $500K+ | SH |
| DON | WISDOMTREE TR | 13K | $500K+ | SH |
| IJT | ISHARES TR | 5K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 2K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| IHI | ISHARES TR | 11K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| EOG | EOG RES INC | 6K | $500K+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 4K | $500K+ | SH |
| MTCH | MATCH GROUP INC NEW | 20K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 6K | $500K+ | SH |
| WAT | WATERS CORP | 2K | $500K+ | SH |