EXENCIAL WEALTH ADVISORS, LLC
Position in ALIT — Alight, Inc. / Delaware
CIK 1576151
OKLAHOMA CITY, OK
Position in ALIT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$6,506
New position
Shares Held
558
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $30,285,394 across 13 Software - Application names. ALIT ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
47,689 | $8,902,105 | |
| 2 | PAYX |
Paychex Inc
|
78,355 | $7,218,062 | |
| 3 | ADBE |
Adobe Inc.
|
23,332 | $5,671,542 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
46,893 | $3,168,560 | |
| 5 | SAP |
Sap SE
|
17,223 | $2,948,749 | |
| 6 | INTU |
Intuit Inc.
|
1,221 | $527,935 | |
| 7 | UBER |
Uber Technologies, Inc
|
6,529 | $469,630 | |
| 8 | YOU |
Clear Secure, Inc.
|
6,663 | $322,555 |
All Filings in ALIT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,506 | 11,160 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||