EXENCIAL WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, EXENCIAL WEALTH ADVISORS, LLC held in its portfolio 500 assets valued at $3,166,061,088 (i.e. $3.17B).
The most valuable assets in the portfolio included: APPLE INC ($121.78M), MICROSOFT CORP ($99.41M), and ALPHABET INC ($69.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
EXENCIAL WEALTH ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 447949 | 121779495 | COM |
| MICROSOFT CORP | 205555 | 99410663 | COM |
| ALPHABET INC | 221095 | 69379666 | CAP STK CL C |
| INVESCO EXCHANGE TRADED FD T | 355002 | 68004140 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 2066098 | 67953955 | US SMALL CAP VAL |
| VANGUARD INDEX FDS | 348192 | 66501167 | VALUE ETF |
| ISHARES TR | 585728 | 58795398 | 0-3 MNTH TREASRY |
| AMAZON COM INC | 246549 | 56908520 | COM |
| VANGUARD INDEX FDS | 263467 | 55799773 | SM CP VAL ETF |
| NVIDIA CORPORATION | 296210 | 55243138 | COM |
| SCHWAB STRATEGIC TR | 1186000 | 53239367 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 100995 | 49271544 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 1623745 | 48826007 | US MID-CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 93225 | 46859510 | CL B NEW |
| DIMENSIONAL ETF TRUST | 909376 | 45377842 | INTERNATNAL VAL |
| BROADCOM INC | 118820 | 41123480 | COM |
| ISHARES TR | 51876 | 35531868 | CORE S&P500 ETF |
| ISHARES INC | 519822 | 34942443 | CORE MSCI EMKT |
| META PLATFORMS INC | 52855 | 34888900 | CL A |
| DIMENSIONAL ETF TRUST | 876248 | 33297440 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 945906 | 32359443 | US LARGE CAP VAL |
| VANGUARD SCOTTSDALE FDS | 405068 | 32296095 | SHRT TRM CORP BD |
| ISHARES TR | 282914 | 32173032 | SP SMCP600VL ETF |
| DIMENSIONAL ETF TRUST | 821611 | 31245852 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 45052 | 28253601 | S&P 500 ETF SHS |
| VANGUARD TAX-MANAGED FDS | 447571 | 27959767 | VAN FTSE DEV MKT |
| ISHARES TR | 377283 | 26941748 | EAFE VALUE ETF |
| MASTERCARD INCORPORATED | 45328 | 25876720 | CL A |
| VISA INC | 68569 | 24047937 | COM CL A |
| SPDR GOLD TR | 59409 | 23544404 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 674897 | 22771040 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 381772 | 22730729 | US TARGETED VLU |
| THERMO FISHER SCIENTIFIC INC | 37120 | 21509177 | COM |
| ALPHABET INC | 68472 | 21431617 | CAP STK CL A |
| INTERCONTINENTAL EXCHANGE IN | 129268 | 20936223 | COM |
| VANGUARD INDEX FDS | 69259 | 20923871 | SML CP GRW ETF |
| L3HARRIS TECHNOLOGIES INC | 71162 | 20891016 | COM |
| VANGUARD WORLD FD | 83135 | 20880894 | MEGA CAP INDEX |
| VANGUARD WHITEHALL FDS | 145298 | 20853219 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 756860 | 20760667 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 71007 | 20607740 | MID CAP ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 63697 | 19356853 | SPONSORED ADS |
| VANGUARD SCOTTSDALE FDS | 223715 | 18736137 | INT-TERM CORP |
| VANGUARD INTL EQUITY INDEX F | 348197 | 18719091 | FTSE EMR MKT ETF |
| ELI LILLY & CO | 17403 | 18702538 | COM |
| ISHARES TR | 177809 | 18205899 | 0-5 YR TIPS ETF |
| DIMENSIONAL ETF TRUST | 574660 | 18196619 | INTL HIGH PROFIT |
| CAPITAL GROUP GROWTH ETF | 398533 | 17722781 | SHS CREATION UNI |
| ISHARES TR | 191543 | 17135457 | CORE MSCI EAFE |
| EATON CORP PLC | 52408 | 16692546 | SHS |
| MARTIN MARIETTA MATLS INC | 26786 | 16678726 | COM |
| ISHARES TR | 183978 | 16035540 | 20 YR TR BD ETF |
| CISCO SYS INC | 206033 | 15870717 | COM |
| HONEYWELL INTL INC | 81211 | 15843504 | COM |
| S&P GLOBAL INC | 29209 | 15264592 | COM |
| CANADIAN NAT RES LTD | 448274 | 15174081 | COM |
| SYNOPSYS INC | 31755 | 14916152 | COM |
| ISHARES TR | 182064 | 14115390 | EAFE SML CP ETF |
| ASML HOLDING N V | 13068 | 13980980 | N Y REGISTRY SHS |
| DIMENSIONAL ETF TRUST | 365037 | 13911554 | INTL CORE EQT MK |
| SCHWAB STRATEGIC TR | 553053 | 13870574 | INT-TRM U.S TRES |
| INVESCO ACTVELY MNGD ETC FD | 1037621 | 13748473 | OPTIMUM YIELD |
| ABBOTT LABS | 109560 | 13726789 | COM |
| MEDTRONIC PLC | 139381 | 13388902 | SHS |
| SPDR S&P 500 ETF TR | 19633 | 13388316 | TR UNIT |
| NOVARTIS AG | 95498 | 13166354 | SPONSORED ADR |
| INTUITIVE SURGICAL INC | 23244 | 13164331 | COM NEW |
| M & T BK CORP | 64430 | 12981300 | COM |
| IQVIA HLDGS INC | 57032 | 12855541 | COM |
| VANGUARD BD INDEX FDS | 172239 | 12757778 | TOTAL BND MRKT |
| SALESFORCE INC | 47513 | 12586646 | COM |
| ISHARES TR | 125288 | 12513771 | CORE US AGGBD ET |
| GALLAGHER ARTHUR J & CO | 47482 | 12287885 | COM |
| EVERGY INC | 167496 | 12141776 | COM |
| VANGUARD INDEX FDS | 134176 | 11873271 | REAL ESTATE ETF |
| ACCENTURE PLC IRELAND | 44091 | 11829698 | SHS CLASS A |
| XYLEM INC | 84184 | 11464214 | COM |
| VANGUARD STAR FDS | 150974 | 11389468 | VG TL INTL STK F |
| COSTCO WHSL CORP NEW | 13088 | 11285914 | COM |
| WILLIS TOWERS WATSON PLC LTD | 34319 | 11277356 | SHS |
| DIMENSIONAL ETF TRUST | 489628 | 11213080 | US REAL ESTATE E |
| INVESCO QQQ TR | 17670 | 10854658 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 332383 | 10825714 | EMGR CRE EQT MNG |
| WABTEC | 50700 | 10822008 | COM |
| QUEST DIAGNOSTICS INC | 62120 | 10779684 | COM |
| CHEVRON CORP NEW | 69399 | 10577112 | COM |
| STRYKER CORPORATION | 29086 | 10222798 | COM |
| VERTEX PHARMACEUTICALS INC | 22382 | 10146920 | COM |
| SCHWAB STRATEGIC TR | 281224 | 10140953 | FUNDAMENTAL EMER |
| JPMORGAN CHASE & CO. | 31296 | 10084202 | COM |
| ISHARES TR | 80482 | 9920164 | S&P 500 GRWT ETF |
| GARTNER INC | 37762 | 9526497 | COM |
| ABBVIE INC | 41356 | 9449329 | COM |
| CACI INTL INC | 17477 | 9311788 | CL A |
| TESLA INC | 20607 | 9267441 | COM |
| JOHNSON & JOHNSON | 43460 | 8994070 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 108974 | 8938056 | COMMON STOCK |
| VANGUARD INDEX FDS | 32803 | 8461461 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 58384 | 8368204 | FTSE SMCAP ETF |
| VANGUARD INDEX FDS | 46677 | 8279036 | MCAP VL IDXVIP |
| SCHWAB STRATEGIC TR | 253410 | 8266232 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 342933 | 8244120 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 277220 | 8208494 | US LCAP VA ETF |
| PAYCHEX INC | 73057 | 8195509 | COM |
| ISHARES TR | 38080 | 8075712 | S&P 500 VAL ETF |
| UNITEDHEALTH GROUP INC | 24106 | 7957535 | COM |
| SPDR SERIES TRUST | 190336 | 7901327 | STATE STREET SPD |
| VANGUARD SCOTTSDALE FDS | 141449 | 7892881 | LONG TERM TREAS |
| CDW CORP | 57641 | 7850684 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 102491 | 7812903 | SHS |
| BECTON DICKINSON & CO | 39195 | 7606555 | COM |
| COOPER COS INC | 92282 | 7563433 | COM |
| DIMENSIONAL ETF TRUST | 160353 | 7470862 | US MKTWIDE VALUE |
| ADOBE INC | 21330 | 7465135 | COM |
| ISHARES TR | 111393 | 7351956 | CORE S&P MCP ETF |
| ISHARES TR | 81298 | 6705460 | CORE MSCI INTL |
| VANGUARD INTL EQUITY INDEX F | 145214 | 6656595 | GLB EX US ETF |
| UNION PAC CORP | 28455 | 6582276 | COM |
| ISHARES TR | 26166 | 6549536 | MSCI USA MMENTM |
| ISHARES TR | 61028 | 6536713 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 206110 | 6494517 | FUNDAMENTAL US S |
| TARGA RES CORP | 34829 | 6425876 | COM |
| KLA CORP | 5281 | 6416672 | COM NEW |
| BARCLAYS BANK PLC | 222374 | 6397712 | IPATH SELCT MLP |
| ISHARES TR | 55862 | 6155419 | IBOXX INV CP ETF |
| ISHARES U S ETF TR | 119929 | 6128360 | SHORT DURATION B |
| AIRBNB INC | 42255 | 5734851 | COM CL A |
| PIMCO ETF TR | 59935 | 5683082 | 0-5 HIGH YIELD |
| DIMENSIONAL ETF TRUST | 74056 | 5492760 | US EQUITY MARKET |
| WASTE MGMT INC DEL | 24947 | 5481096 | COM |
| EMERSON ELEC CO | 41027 | 5445164 | COM |
| ISHARES INC | 73849 | 5367350 | MSCI EMRG CHN |
| AMGEN INC | 16324 | 5342999 | COM |
| SEI EXCHANGE TRADED FUNDS | 124279 | 5303306 | ENHANCED US LRG |
| FIDELITY COVINGTON TRUST | 79225 | 5288266 | LOW VOLITY ETF |
| SCHWAB STRATEGIC TR | 194096 | 5281340 | FUNDAMENTAL US L |
| ISHARES TR | 169304 | 5241639 | PFD AND INCM SEC |
| COCA COLA CO | 74912 | 5237103 | COM |
| ISHARES TR | 104420 | 5222052 | CORE INTL AGGR |
| TORTOISE CAPITAL SERIES TRUS | 550013 | 4972115 | ENERGY FD |
| SHELL PLC | 65659 | 4824609 | SPON ADS |
| NIKE INC | 75258 | 4794702 | CL B |
| ORACLE CORP | 24172 | 4711363 | COM |
| TJX COS INC NEW | 29995 | 4607570 | COM |
| SPDR INDEX SHS FDS | 97338 | 4556402 | PORTFOLIO EMG MK |
| SCHWAB STRATEGIC TR | 169392 | 4487184 | US TIPS ETF |
| ISHARES TR | 9350 | 4425555 | RUS 1000 GRW ETF |
| LOWES COS INC | 18344 | 4423884 | COM |
| VANGUARD MUN BD FDS | 87348 | 4392731 | TAX EXEMPT BD |
| MARSH & MCLENNAN COS INC | 23397 | 4340660 | COM |
| VANGUARD CHARLOTTE FDS | 89319 | 4315893 | TOTAL INT BD ETF |
| DANAHER CORPORATION | 18789 | 4301166 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 48572 | 4246199 | COM |
| PARKER-HANNIFIN CORP | 4781 | 4202092 | COM |
| FISERV INC | 62154 | 4174882 | COM |
| PEPSICO INC | 28607 | 4105663 | COM |
| WILLIAMS COS INC | 68205 | 4099775 | COM |
| SELECT SECTOR SPDR TR | 95558 | 4079376 | STATE STREET UTI |
| UNILEVER PLC | 61438 | 4018046 | SPON ADR NEW |
| ONEMEDNET CORP | 3644861 | 4009347 | CL A |
| EXXON MOBIL CORP | 33102 | 3983452 | COM |
| AMERICAN ELEC PWR CO INC | 34349 | 3960770 | COM |
| SCHWAB STRATEGIC TR | 141719 | 3813651 | US LRG CAP ETF |
| ONEOK INC NEW | 51521 | 3786784 | COM |
| DIMENSIONAL ETF TRUST | 115228 | 3771406 | WORLD EX US CORE |
| FIRST TR EXCHANGE-TRADED FD | 81350 | 3732347 | SENIOR LN FD |
| TRANSUNION | 42732 | 3664243 | COM |
| SUNCOR ENERGY INC NEW | 81355 | 3608914 | COM |
| SANOFI SA | 73304 | 3552301 | SPONSORED ADR |
| AON PLC | 9960 | 3514716 | SHS CL A |
| J P MORGAN EXCHANGE TRADED F | 53144 | 3502718 | BETABULDRS JAPAN |
| ASTRAZENECA PLC | 36813 | 3384254 | SPONSORED ADR |
| ISHARES TR | 30395 | 3340705 | TIPS BD ETF |
| CHUBB LIMITED | 10589 | 3305070 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 207874 | 3296875 | SPONSORED ADS |
| CVS HEALTH CORP | 41424 | 3287411 | COM |
| ALLEGION PLC | 20169 | 3211230 | ORD SHS |
| MCDONALDS CORP | 10457 | 3195908 | COM |
| ISHARES TR | 29843 | 3184226 | SHRT NAT MUN ETF |
| PUBLIC STORAGE OPER CO | 12091 | 3137515 | COM |
| DIAGEO PLC | 35849 | 3092669 | SPON ADR NEW |
| ENTERPRISE PRODS PARTNERS L | 95851 | 3072998 | COM |
| WALMART INC | 27227 | 3033349 | COM |
| SAP SE | 12443 | 3022486 | SPON ADR |
| PALANTIR TECHNOLOGIES INC | 16930 | 3009362 | CL A |
| VANGUARD ADMIRAL FDS INC | 30488 | 2980465 | SMLCP 600 VAL |
| BLACKROCK INC | 2774 | 2969052 | COM |
| PROCTER AND GAMBLE CO | 20605 | 2952915 | COM |
| ISHARES TR | 11981 | 2949268 | RUSSELL 2000 ETF |
| PHILLIPS 66 | 22409 | 2891594 | COM |
| VANGUARD SPECIALIZED FUNDS | 13028 | 2863243 | DIV APP ETF |
| CATERPILLAR INC | 4997 | 2862512 | COM |
| COCA-COLA EUROPACIFIC PARTNE | 30251 | 2743768 | SHS |
| GENERAL DYNAMICS CORP | 8055 | 2711679 | COM |
| ICON PLC | 14699 | 2678521 | SHS |
| NORTHROP GRUMMAN CORP | 4685 | 2671341 | COM |
| VANGUARD INDEX FDS | 7844 | 2629850 | TOTAL STK MKT |
| MERCK & CO INC | 24716 | 2601618 | COM |
| DIMENSIONAL ETF TRUST | 63973 | 2532701 | US CORE EQUITY 2 |
| GSK PLC | 51462 | 2523682 | SPONSORED ADR |
| VERIZON COMMUNICATIONS INC | 59504 | 2423594 | COM |
| RTX CORPORATION | 13022 | 2388316 | COM |
| BANK AMERICA CORP | 42813 | 2354715 | COM |
| SELECT SECTOR SPDR TR | 16354 | 2354549 | STATE STREET TEC |
| APPLIED MATLS INC | 9154 | 2352594 | COM |
| ENBRIDGE INC | 48861 | 2337029 | COM |
| INTERNATIONAL BUSINESS MACHS | 7874 | 2332211 | COM |
| COLUMBIA ETF TR II | 59583 | 2285586 | EM CORE EX ETF |
| HSBC HLDGS PLC | 28906 | 2274072 | SPON ADR NEW |
| NETFLIX INC | 23928 | 2243445 | COM |
| ING GROEP N.V. | 79810 | 2234674 | SPONSORED ADR |
| ISHARES TR | 11104 | 2205420 | MSCI USA QLT FCT |
| SCHWAB STRATEGIC TR | 73789 | 2200386 | INTERNL DIVID |
| VANGUARD INTL EQUITY INDEX F | 28969 | 2130964 | ALLWRLD EX US |
| MICROCHIP TECHNOLOGY INC. | 33277 | 2120438 | COM |
| KEURIG DR PEPPER INC | 74009 | 2072986 | COM |
| DEERE & CO | 4401 | 2048909 | COM |
| LABCORP HOLDINGS INC | 8160 | 2047119 | COM SHS |
| HALEON PLC | 199219 | 2014109 | SPON ADS |
| PFIZER INC | 80856 | 2013311 | COM |
| HOME DEPOT INC | 5839 | 2009111 | COM |
| ALCON AG | 25271 | 1991624 | ORD SHS |
| UNITED PARCEL SERVICE INC | 19771 | 1961124 | CL B |
| FTI CONSULTING INC | 11472 | 1959762 | COM |
| CONOCOPHILLIPS | 20596 | 1927947 | COM |
| VANGUARD MALVERN FDS | 38098 | 1884339 | STRM INFPROIDX |
| DIMENSIONAL ETF TRUST | 44617 | 1854065 | INFLATION PROTE |
| DIMENSIONAL ETF TRUST | 26491 | 1845620 | US SMALL CAP ETF |
| FEDEX CORP | 6368 | 1839436 | COM |
| WELLS FARGO CO NEW | 19610 | 1827637 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 21873 | 1815442 | CL A |
| METHANEX CORP | 45669 | 1813956 | COM |
| ISHARES TR | 25863 | 1795401 | CORE DIV GRWTH |
| HDFC BANK LTD | 48555 | 1774208 | SPONSORED ADS |
| VERISIGN INC | 7262 | 1764400 | COM |
| ISHARES TR | 70240 | 1752485 | GLOBAL REIT ETF |
| THE CIGNA GROUP | 6273 | 1726580 | COM |
| LULULEMON ATHLETICA INC | 8098 | 1682925 | COM |
| SCHWAB STRATEGIC TR | 58343 | 1661600 | US SML CAP ETF |
| HUMANA INC | 6385 | 1635319 | COM |
| DUKE ENERGY CORP NEW | 13640 | 1598692 | COM NEW |
| US BANCORP DEL | 29675 | 1583460 | COM NEW |
| RENTOKIL INITIAL PLC | 53303 | 1570305 | SPONSORED ADR |
| ENERGY TRANSFER L P | 95066 | 1567636 | COM UT LTD PTN |
| ALTRIA GROUP INC | 27027 | 1558397 | COM |
| NOVO-NORDISK A S | 30626 | 1558254 | ADR |
| AT&T INC | 61498 | 1527618 | COM |
| PALO ALTO NETWORKS INC | 8185 | 1507731 | COM |
| SHERWIN WILLIAMS CO | 4521 | 1464879 | COM |
| EXACT SCIENCES CORP | 13912 | 1412903 | COM |
| ISHARES TR | 6579 | 1383855 | RUS 1000 VAL ETF |
| QUANTA SVCS INC | 3279 | 1383761 | COM |
| CANADIAN PACIFIC KANSAS CITY | 18720 | 1378320 | COM |
| MPLX LP | 25498 | 1360815 | COM UNIT REP LTD |
| ISHARES TR | 7475 | 1354589 | RUS 2000 VAL ETF |
| TENARIS S A | 35192 | 1353150 | SPONSORED ADS |
| GOLDMAN SACHS GROUP INC | 1517 | 1333277 | COM |
| TEXAS INSTRS INC | 7668 | 1330307 | COM |
| ISHARES TR | 23208 | 1321911 | CRE U S REIT ETF |
| CBOE GLOBAL MKTS INC | 5256 | 1319172 | COM |
| ISHARES TR | 10877 | 1307160 | CORE S&P SCP ETF |
| AMERICAN TOWER CORP NEW | 7371 | 1294178 | COM |
| VANGUARD INDEX FDS | 3951 | 1243756 | LARGE CAP ETF |
| ISHARES TR | 12825 | 1231564 | MSCI EAFE ETF |
| COTERRA ENERGY INC | 46747 | 1230392 | COM |
| PROSHARES TR | 27196 | 1210352 | MERGER ETF |
| VANECK ETF TRUST | 23500 | 1201345 | HIGH YLD MUNIETF |
| CARDINAL HEALTH INC | 5747 | 1181052 | COM |
| GE VERNOVA INC | 1777 | 1161382 | COM |
| NUTRIEN LTD | 18660 | 1151667 | COM |
| BRISTOL-MYERS SQUIBB CO | 21268 | 1147184 | COM |
| SSGA ACTIVE TR | 24021 | 1135724 | STATE STREET DOU |
| ISHARES INC | 52860 | 1123284 | MSCI HONG KG ETF |
| GLOBAL PMTS INC | 14507 | 1122829 | COM |
| GE AEROSPACE | 3645 | 1122802 | COM NEW |
| AFLAC INC | 10171 | 1121552 | COM |
| ANALOG DEVICES INC | 4095 | 1110470 | COM |
| NEXTERA ENERGY INC | 13785 | 1106640 | COM |
| SELECT SECTOR SPDR TR | 7047 | 1093074 | STATE STREET IND |
| GAMING & LEISURE PPTYS INC | 24393 | 1090137 | COM |
| INTEL CORP | 29513 | 1089034 | COM |
| COLGATE PALMOLIVE CO | 13532 | 1069268 | COM |
| SPDR INDEX SHS FDS | 23571 | 1046802 | PORTFOLIO DEVLPD |
| CROWN CASTLE INC | 11650 | 1035311 | COM |
| ILLINOIS TOOL WKS INC | 4172 | 1027500 | COM |
| UBER TECHNOLOGIES INC | 12518 | 1022807 | COM |
| DIMENSIONAL ETF TRUST | 21565 | 1009242 | US CORE EQT MKT |
| GOLDMAN SACHS ETF TR | 11609 | 988192 | EQUAL WEIGHT US |
| VERISK ANALYTICS INC | 4417 | 988114 | COM |
| ROSS STORES INC | 5456 | 982834 | COM |
| ONE GAS INC | 12675 | 979144 | COM |
| VANGUARD WHITEHALL FDS | 14509 | 978342 | EM MK GOV BD ETF |
| PHILIP MORRIS INTL INC | 6076 | 974579 | COM |
| ADVANCED MICRO DEVICES INC | 4514 | 966771 | COM |
| INTERNATIONAL BANCSHARES COR | 14488 | 962583 | COM |
| OREILLY AUTOMOTIVE INC | 10525 | 960009 | COM |
| VANECK ETF TRUST | 36155 | 933523 | JP MRGAN EM LOC |
| NORFOLK SOUTHN CORP | 3216 | 928543 | COM |
| BOEING CO | 4234 | 919330 | COM |
| MARVELL TECHNOLOGY INC | 10760 | 914347 | COM |
| ISHARES TR | 9502 | 913758 | 7-10 YR TRSY BD |
| DOMINION ENERGY INC | 15589 | 913369 | COM |
| CITIGROUP INC | 7785 | 908439 | COM NEW |
| QUALCOMM INC | 5303 | 907020 | COM |
| SCHWAB STRATEGIC TR | 36782 | 896371 | SHT TM US TRES |
| SELECT SECTOR SPDR TR | 5772 | 893506 | STATE STREET HEA |
| GENERAL MLS INC | 19170 | 891384 | COM |
| DECKERS OUTDOOR CORP | 8414 | 872316 | COM |
| ISHARES TR | 8993 | 865857 | JPMORGAN USD EMG |
| ISHARES TR | 8989 | 846399 | MSCI USA MIN VOL |
| PAYPAL HLDGS INC | 14388 | 839970 | COM |
| SELECT SECTOR SPDR TR | 6991 | 834794 | STATE STREET CON |
| SSGA ACTIVE ETF TR | 20200 | 833649 | STATE STREET BLA |
| ISHARES TR | 3850 | 826579 | US AER DEF ETF |
| EQUITY RESIDENTIAL | 12995 | 819235 | SH BEN INT |
| KINDER MORGAN INC DEL | 29586 | 813333 | COM |
| LAM RESEARCH CORP | 4746 | 812388 | COM NEW |
| FIRST CTZNS BANCSHARES INC D | 376 | 807029 | CL A |
| PIMCO CORPORATE & INCOME OPP | 62526 | 806586 | COM |
| VULCAN MATLS CO | 2777 | 791977 | COM |
| ARAMARK | 21373 | 787796 | COM |
| SELECT SECTOR SPDR TR | 14170 | 776091 | STATE STREET FIN |
| ISHARES TR | 2542 | 765519 | ISHARES SEMICDTR |
| SOUTHERN CO | 8746 | 762622 | COM |
| SCHWAB STRATEGIC TR | 28038 | 744976 | FUNDAMENTAL US B |
| PLAINS ALL AMERN PIPELINE L | 41210 | 740125 | UNIT LTD PARTN |
| DIMENSIONAL ETF TRUST | 17340 | 737991 | CORE FIXED INCOM |
| SPDR S&P MIDCAP 400 ETF TR | 1208 | 728501 | UTSER1 S&PDCRP |
| MORGAN STANLEY | 4062 | 721140 | COM NEW |
| MICRON TECHNOLOGY INC | 2498 | 712953 | COM |
| SABINE RTY TR | 10357 | 710180 | UNIT BEN INT |
| WISDOMTREE TR | 13410 | 691973 | US MIDCAP DIVID |
| ISHARES TR | 4846 | 684072 | S&P SML 600 GWT |
| ELEVANCE HEALTH INC FORMERLY | 1946 | 682108 | COM |
| INTUIT | 1026 | 679703 | COM |
| ISHARES TR | 10885 | 676503 | U.S. MED DVC ETF |
| DISNEY WALT CO | 5913 | 672776 | COM |
| CAPITAL ONE FINL CORP | 2743 | 664893 | COM |
| EOG RES INC | 6320 | 663678 | COM |
| LEIDOS HOLDINGS INC | 3611 | 651364 | COM |
| MATCH GROUP INC NEW | 19950 | 644182 | COM |
| CONSOLIDATED EDISON INC | 6479 | 643539 | COM |
| WATERS CORP | 1681 | 638499 | COM |
| INNOVEX INTERNATIONAL INC | 28831 | 630534 | COM |
| AIR PRODS & CHEMS INC | 2521 | 622832 | COM |
| KADANT INC | 2136 | 608803 | COM |
| INVESCO CURRENCYSHARES EURO | 5588 | 606047 | EURO SHS |
| CAPITAL GROUP INTL FOCUS EQT | 20502 | 605835 | SHS CREATION UNI |
| ARISTA NETWORKS INC | 4599 | 602556 | COM SHS |
| AMPLIFY ETF TR | 7463 | 599791 | AMPLIFY CYBERSEC |
| GENERAL MTRS CO | 7325 | 595634 | COM |
| ISHARES TR | 6234 | 593602 | MBS ETF |
| MCKESSON CORP | 723 | 592887 | COM |
| 3M CO | 3682 | 589462 | COM |
| VERTIV HOLDINGS CO | 3617 | 586021 | COM CL A |
| PROGRESSIVE CORP | 2566 | 584298 | COM |
| FIRST TR EXCHANGE TRADED FD | 4477 | 582369 | CLOUD COMPUTING |
| ISHARES TR | 5244 | 577628 | TRUST ISHARE 0-1 |
| CHARLES RIV LABS INTL INC | 2886 | 575700 | COM |
| DIMENSIONAL ETF TRUST | 13830 | 573669 | EMERGING MARKETS |
| CAPITAL GROUP GBL GROWTH EQT | 16516 | 572280 | SHS CREATION UNI |
| ABRDN ETFS | 28239 | 551508 | BBRG ALL COMD K1 |
| ISHARES SILVER TR | 8524 | 549117 | ISHARES |
| INFOSYS LTD | 30483 | 543200 | SPONSORED ADR |
| VALERO ENERGY CORP | 3328 | 541769 | COM |
| CAPITAL GRP FIXED INCM ETF T | 20145 | 534246 | CORE BOND ETF |
| INVESCO EXCH TRADED FD TR II | 22980 | 532907 | NATL AMT MUNI |
| GILEAD SCIENCES INC | 4333 | 531884 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 14844 | 529041 | SHS ETF |
| AMERICAN EXPRESS CO | 1430 | 528906 | COM |
| ISHARES TR | 10016 | 518529 | USD INV GRDE ETF |
| CHENIERE ENERGY INC | 2662 | 517467 | COM NEW |
| FIDELITY COVINGTON TRUST | 2296 | 515891 | MSCI INFO TECH I |
| DIMENSIONAL ETF TRUST | 10685 | 514697 | NATL MUN BD ETF |
| SCHWAB STRATEGIC TR | 16202 | 513604 | LONG TERM US |
| FREEPORT-MCMORAN INC | 10101 | 513039 | CL B |
| ISHARES TR | 7191 | 501535 | FUTURE EXPONENTI |
| HUNT J B TRANS SVCS INC | 2574 | 500232 | COM |
| TRUIST FINL CORP | 10158 | 499873 | COM |
| TRANE TECHNOLOGIES PLC | 1282 | 498999 | SHS |
| RESTAURANT BRANDS INTL INC | 7268 | 495918 | COM |
| HUNTINGTON BANCSHARES INC | 28454 | 493681 | COM |
| LINDE PLC | 1151 | 490751 | SHS |
| CONSTELLATION BRANDS INC | 3537 | 488010 | CL A |
| ISHARES TR | 4689 | 480781 | CORE S&P US VLU |
| ISHARES TR | 4988 | 480189 | RUS MID CAP ETF |
| KEMPER CORP | 11829 | 479548 | COM |
| PPG INDS INC | 4647 | 476158 | COM |
| INVESCO EXCH TRADED FD TR II | 7554 | 475959 | S&P GBL WATER |
| FIDELITY COVINGTON TRUST | 12840 | 469692 | ENHANCED INTL |
| FIRST TR EXCHANGE-TRADED FD | 1743 | 469181 | DJ INTERNT IDX |
| VANGUARD INTL EQUITY INDEX F | 5581 | 466628 | FTSE EUROPE ETF |
| HF SINCLAIR CORP | 10124 | 466524 | COM |
| ADVANCED DRAIN SYS INC DEL | 3218 | 466032 | COM |
| ISHARES TR | 1244 | 464538 | RUS 1000 ETF |
| BANK NEW YORK MELLON CORP | 3962 | 459954 | COM |
| IDEXX LABS INC | 674 | 455799 | COM |
| WHEATON PRECIOUS METALS CORP | 3877 | 455671 | COM |
| EDISON INTL | 7559 | 453696 | COM |
| ISHARES TR | 1396 | 450808 | RUS 2000 GRW ETF |
| ISHARES TR | 3181 | 448967 | SELECT DIVID ETF |
| NEWMONT CORP | 4441 | 443462 | COM |
| ISHARES TR | 10690 | 443405 | INTERNATIONAL SL |
| EDWARDS LIFESCIENCES CORP | 5123 | 436746 | COM |
| LOCKHEED MARTIN CORP | 900 | 435113 | COM |
| AMPHENOL CORP NEW | 3205 | 433182 | CL A |
| PUBLIC SVC ENTERPRISE GRP IN | 5385 | 432426 | COM |
| FORTINET INC | 5431 | 431291 | COM |
| FERRARI N V | 1161 | 429100 | COM |
| VANGUARD SCOTTSDALE FDS | 3521 | 428682 | VNG RUS1000GRW |
| COMCAST CORP NEW | 14098 | 421379 | CL A |
| OTIS WORLDWIDE CORP | 4819 | 420940 | COM |
| C H ROBINSON WORLDWIDE INC | 2618 | 420858 | COM NEW |
| SERVICENOW INC | 2734 | 418897 | COM |
| ISHARES TR | 5193 | 418738 | IBOXX HI YD ETF |
| ALPS ETF TR | 8101 | 414941 | MED BREAKTHGH |
| ISHARES INC | 3443 | 408857 | MSCI GBL MIN VOL |
| RH | 2277 | 407893 | COM |
| ISHARES TR | 7713 | 407873 | ISHS 1-5YR INVS |
| ISHARES TR | 2282 | 385205 | ISHARES BIOTECH |
| SCHWAB STRATEGIC TR | 11733 | 384244 | EMRG MKTEQ ETF |
| BCE INC | 15990 | 380885 | COM NEW |
| ISHARES TR | 2741 | 375291 | RUS MD CP GR ETF |
| CARRIER GLOBAL CORPORATION | 7064 | 373251 | COM |
| TELUS CORPORATION | 28130 | 370467 | COM |
| FORD MTR CO | 28218 | 370216 | COM |
| CROWDSTRIKE HLDGS INC | 780 | 365479 | CL A |
| ISHARES TR | 2167 | 363926 | CORE S&P US GWT |
| SCHWAB CHARLES CORP | 3629 | 362524 | COM |
| CAPITAL GROUP CORE EQUITY ET | 8986 | 361507 | SHS CREATION UNI |
| SOUTHERN COPPER CORP | 2506 | 359536 | COM |
| SLB LIMITED | 9328 | 357993 | COM STK |
| VANGUARD WORLD FD | 473 | 356856 | INF TECH ETF |
| APPLOVIN CORP | 524 | 352880 | COM CL A |
| EXPEDIA GROUP INC | 1224 | 346644 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 5720 | 342800 | INTER TERM TREAS |
| BOOKING HOLDINGS INC | 62 | 333798 | COM |
| REGENERON PHARMACEUTICALS | 431 | 332885 | COM |
| WISDOMTREE TR | 9688 | 324054 | US SMALLCAP DIVD |
| INTERDIGITAL INC | 1011 | 321883 | COM |
| ISHARES INC | 5304 | 318028 | MSCI SWITZERLAND |
| BP PLC | 9123 | 316845 | SPONSORED ADR |
| GALAXY DIGITAL INC. | 14137 | 316104 | CL A |
| DIMENSIONAL ETF TRUST | 7221 | 313609 | US SUSTAINABILTY |
| PULTE GROUP INC | 2666 | 312592 | COM |
| MONDELEZ INTL INC | 5789 | 311607 | CL A |
| HCA HEALTHCARE INC | 663 | 309538 | COM |
| AMPLIFY ETF TR | 5921 | 308116 | AMPLIFY DGTL PAY |
| ISHARES TR | 2337 | 307509 | S&P MC 400VL ETF |
| COREWEAVE INC | 4286 | 306901 | COM CL A |
| CITIZENS FINL GROUP INC | 5246 | 306448 | COM |
| ISHARES TR | 3507 | 302451 | MSCI EAFE MIN VL |
| PG&E CORP | 18792 | 301994 | COM |
| GABELLI EQUITY TR INC | 48722 | 300617 | COM |
| UNITED RENTALS INC | 371 | 300517 | COM |
| DIREXION SHS ETF TR | 8000 | 298560 | DAILY 20+ YEAR T |
| FIDELITY COVINGTON TRUST | 11765 | 291420 | MSCI ENERGY IDX |
| T-MOBILE US INC | 1432 | 290745 | COM |
| SPRINKLR INC | 37311 | 290280 | CL A |
| ISHARES TR | 1910 | 283939 | CORE S&P TTL STK |
| ADVISORS SER TR | 5145 | 282980 | SCHARF ETF |
| ISHARES BITCOIN TRUST ETF | 5694 | 282708 | SHS BEN INT |
| CAPITAL GROUP DIVIDEND VALUE | 6464 | 282081 | SHS CREATION UNI |
| PROLOGIS INC. | 2204 | 281325 | COM |
| COMFORT SYS USA INC | 300 | 279987 | COM |
| SNOWFLAKE INC | 1274 | 279456 | COM SHS |
| GLOBAL X FDS | 2774 | 277706 | 1-3 MONTH T-BILL |
| ATLASSIAN CORPORATION | 1710 | 277277 | CL A |
| STARBUCKS CORP | 3249 | 273558 | COM |
| ISHARES TR | 4742 | 272476 | CALIF MUN BD ETF |
| DEVON ENERGY CORP NEW | 7313 | 267862 | COM |
| BEST BUY INC | 3996 | 267453 | COM |
| DOLLAR GEN CORP NEW | 2006 | 266293 | COM |
| WESTERN DIGITAL CORP | 1545 | 266168 | COM |
| BLACKSTONE INC | 1711 | 263714 | COM |
| HECLA MNG CO | 13594 | 260861 | COM |
| SPDR SERIES TRUST | 12172 | 260116 | BLOOMBERG EMERGI |
| ZOOM COMMUNICATIONS INC | 2998 | 258698 | CL A |
| J P MORGAN EXCHANGE TRADED F | 4518 | 258611 | EQUITY PREMIUM |
| NOVAGOLD RES INC | 27745 | 258584 | COM NEW |
| TRAVELERS COMPANIES INC | 876 | 254104 | COM |
| FIDELITY COVINGTON TRUST | 5126 | 252148 | CONSMR STAPLES |
| BRITISH AMERN TOB PLC | 4444 | 251625 | SPONSORED ADR |
| HEICO CORP NEW | 767 | 248223 | COM |
| NATERA INC | 1081 | 247647 | COM |
| CHIPOTLE MEXICAN GRILL INC | 6671 | 246816 | COM |
| ROPER TECHNOLOGIES INC | 553 | 245944 | COM |
| VANGUARD INDEX FDS | 878 | 245085 | MCAP GR IDXVIP |
| FIDELITY COVINGTON TRUST | 7019 | 243274 | ENHANCED LARGE |
| HOME BANCORP INC | 4157 | 240275 | COM |
| BOSTON SCIENTIFIC CORP | 2517 | 240035 | COM |
| AMERIPRISE FINL INC | 489 | 239777 | COM |
| XCEL ENERGY INC | 3242 | 239485 | COM |
| SELECT SECTOR SPDR TR | 5326 | 238113 | STATE STREET ENE |
| ROBINHOOD MKTS INC | 2104 | 237913 | COM CL A |
| AVADEL PHARMACEUTICALS PLC | 11021 | 237503 | COM SHS |
| ZOETIS INC | 1886 | 237336 | CL A |
| AMETEK INC | 1149 | 235937 | COM |
| CONSTELLATION ENERGY CORP | 666 | 235286 | COM |
| INVESCO EXCHANGE TRADED FD T | 5010 | 235070 | RAFI US 1000 ETF |
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