13F Insight
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DOSSIER · 13F-HR · Q1 2026

EXENCIAL WEALTH ADVISORS, LLC

$3.2B in tracked AUM across 568 positions as of Q1 2026.

EW
CIK 0001576151 · last filed Mar 31, 2026
Total AUM
$3.2B
as of Q1 2026
Holdings
568
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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