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Pacific Excel Wealth Advisors, Inc. 13F holdings

Filed 2026-07-06 · Pacific Excel Wealth Advisors, Inc. · 228 positions · $258.4M

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TickerCompanySharesValue% of portfolio
VEAVANGUARD TAX-MANAGED FDS168.7K$12.0M4.7%
AVDEAMERICAN CENTY ETF TR132.4K$11.8M4.6%
AVEMAMERICAN CENTY ETF TR101.2K$9.8M3.8%
SMMDISHARES TR90.0K$8.2M3.2%
SPEMSPDR INDEX SHS FDS153.5K$7.9M3.1%
SCHZSCHWAB STRATEGIC TR314.2K$7.3M2.8%
AAPLAPPLE INC24.1K$7.0M2.7%
NVDANVIDIA CORPORATION34.2K$6.8M2.6%
EFAISHARES TR58.8K$6.1M2.4%
SPYMSPDR SERIES TRUST68.3K$6.0M2.3%
IVVISHARES TR7.9K$5.9M2.3%
BNDXVANGUARD CHARLOTTE FDS110.6K$5.4M2.1%
BTCGRAYSCALE BITCOIN MINI TR ET205.5K$5.3M2.1%
MSFTMICROSOFT CORP11.8K$4.4M1.7%
USHYISHARES TR111.3K$4.1M1.6%
XPELXPEL INC81.8K$4.1M1.6%
VTIVANGUARD INDEX FDS10.6K$3.9M1.5%
AMZNAMAZON COM INC14.5K$3.5M1.3%
AVGOBROADCOM INC9.0K$3.4M1.3%
GLDMWORLD GOLD TR41.8K$3.3M1.3%
GOOGLALPHABET INC8.8K$3.1M1.2%
AGGISHARES TR28.1K$2.8M1.1%
IEFAISHARES TR28.6K$2.8M1.1%
KLACKLA CORP8.7K$2.6M1.0%
EMBISHARES TR26.3K$2.5M1.0%
GOOGALPHABET INC7.1K$2.5M1.0%
LLYELI LILLY & CO1.9K$2.3M0.9%
VOVANGUARD INDEX FDS26.6K$2.1M0.8%
ACWIISHARES INC23.5K$1.9M0.8%
APHAMPHENOL CORP10.9K$1.9M0.7%
WFCWELLS FARGO & CO23.0K$1.9M0.7%
VBVANGUARD INDEX FDS6.1K$1.9M0.7%
VWOBVANGUARD WHITEHALL FDS27.6K$1.9M0.7%
SPHYSPDR SERIES TRUST76.5K$1.8M0.7%
MUMICRON TECHNOLOGY INC1.5K$1.8M0.7%
BCIABRDN ETFS77.5K$1.7M0.7%
TSLATESLA INC4.1K$1.7M0.7%
BRK-BBERKSHIRE HATHAWAY INC DEL3.2K$1.6M0.6%
METAMETA PLATFORMS INC2.8K$1.6M0.6%
NLRVANECK ETF TRUST13.3K$1.5M0.6%
VTEBVANGUARD MUN BD FDS30.4K$1.5M0.6%
RTXRTX CORPORATION8.0K$1.5M0.6%
ABBVABBVIE INC5.7K$1.4M0.6%
IWMISHARES TR4.7K$1.4M0.6%
ADIANALOG DEVICES INC3.5K$1.4M0.5%
ETNEATON CORP PLC3.1K$1.3M0.5%
MCKMCKESSON CORP1.8K$1.3M0.5%
WMTWALMART INC11.7K$1.3M0.5%
HDHOME DEPOT INC3.8K$1.3M0.5%
TXNTEXAS INSTRS INC4.5K$1.3M0.5%
VVISA INC3.6K$1.2M0.5%
UNHUNITEDHEALTH GROUP INC2.8K$1.2M0.4%
AMDADVANCED MICRO DEVICES INC2.0K$1.2M0.4%
JPMJPMORGAN CHASE & CO3.4K$1.1M0.4%
SCHMSCHWAB STRATEGIC TR30.1K$1.1M0.4%
AMATAPPLIED MATLS INC1.5K$1.1M0.4%
PMPHILIP MORRIS INTL INC5.9K$1.1M0.4%
BABOEING CO4.9K$1.1M0.4%
EMREMERSON ELEC CO6.9K$992,4590.4%
SPINSTATE STR CORP5.8K$986,9020.4%
Top Fund Holdings
13F
Top Fund Holdings

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