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Pacific Excel Wealth Advisors

Latest statistics and disclosures from Pacific Excel Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110884

Tip: Access up to 7 years of quarterly data

Positions held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors holds 90 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	4.0	$2.1M	8.0k	266.00	View chart
Vanguard World Mega Grwth Ind (MGK)	3.9	$2.0M	5.0k	412.67	View chart
First Tr Exchange-traded Core Investment (FTCB)	3.8	$2.0M	95k	21.23	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.7	$1.4M	15k	96.84	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.4	$1.2M	8.8k	141.21	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	2.0	$1.1M	22k	49.99	View chart
Chevron Corporation (CVX)	2.0	$1.1M	7.0k	152.93	View chart
First Tr Exchange-traded Limited Duration (FSIG)	2.0	$1.1M	55k	19.19	View chart
Spdr Series Trust State Street Spd (SPYV)	2.0	$1.0M	18k	56.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$1.0M	1.5k	685.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.9	$988k	14k	69.47	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$977k	16k	60.81	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.7	$915k	26k	35.35	View chart
Microsoft Corporation (MSFT)	1.7	$897k	1.9k	479.42	View chart
First Tr Exchange-traded A Com Shs (FTA)	1.6	$866k	10k	86.15	View chart
Spdr Series Trust State Street Spd (SPYM)	1.6	$830k	10k	80.22	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	1.5	$815k	21k	39.10	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	1.5	$812k	10k	79.45	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.5	$804k	3.0k	269.18	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	1.5	$803k	29k	27.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$795k	6.5k	123.22	View chart
Meta Platforms Cl A (META)	1.5	$773k	1.2k	659.07	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$757k	9.8k	77.03	View chart
NVIDIA Corporation (NVDA)	1.4	$749k	4.0k	186.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.4	$738k	8.5k	87.17	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	1.4	$737k	35k	21.20	View chart
Broadcom (AVGO)	1.4	$731k	2.1k	345.22	View chart
Amazon (AMZN)	1.3	$697k	3.0k	229.38	View chart
First Tr Exchange-traded SHS (FVD)	1.3	$683k	15k	46.08	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$680k	2.0k	342.89	View chart
Spdr Series Trust State Street Spd (BIL)	1.2	$652k	7.1k	91.38	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	1.2	$647k	3.1k	206.52	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.2	$630k	2.1k	304.88	View chart
Tesla Motors (TSLA)	1.2	$622k	1.4k	448.44	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.1	$589k	13k	44.32	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$553k	6.0k	92.51	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.0	$540k	24k	23.03	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$533k	7.5k	71.47	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.0	$526k	11k	49.59	View chart
Abbvie (ABBV)	1.0	$516k	2.3k	228.56	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$513k	2.4k	211.99	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$504k	6.1k	82.39	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.9	$496k	20k	24.61	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.9	$485k	23k	21.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$483k	9.1k	52.88	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.9	$479k	9.3k	51.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$467k	1.5k	313.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.9	$459k	2.6k	177.46	View chart
First Tr Exchange-traded SHS (QTEC)	0.8	$445k	1.9k	230.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$443k	706.00	627.24	View chart
Visa Com Cl A (V)	0.8	$429k	1.2k	349.90	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.8	$410k	12k	32.99	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.8	$407k	15k	27.35	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$405k	4.9k	82.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$404k	2.0k	198.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$397k	582.00	681.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$388k	3.9k	100.35	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.7	$386k	5.7k	67.17	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.7	$373k	8.9k	41.86	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.7	$371k	7.9k	47.08	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.7	$366k	6.8k	53.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$366k	3.1k	119.31	View chart
Eli Lilly & Co. (LLY)	0.7	$365k	341.00	1070.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$353k	9.2k	38.55	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$350k	1.3k	279.13	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$343k	10k	33.31	View chart
Astrazeneca Sponsored Adr	0.6	$324k	3.5k	91.93	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.6	$315k	294.00	1072.16	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.6	$311k	2.0k	153.02	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.6	$306k	14k	21.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$301k	963.00	312.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$299k	6.6k	45.10	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.5	$288k	7.6k	37.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.5	$266k	6.4k	41.82	View chart
JPMorgan Chase & Co. (JPM)	0.5	$266k	829.00	320.37	View chart
Abbott Laboratories (ABT)	0.5	$256k	2.0k	125.29	View chart
Exxon Mobil Corporation (XOM)	0.5	$254k	2.1k	123.07	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$252k	5.9k	42.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$245k	812.00	302.26	View chart
Spdr Series Trust State Street Spd (JNK)	0.5	$239k	2.5k	97.24	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$238k	5.0k	47.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$237k	523.00	453.39	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$237k	1.5k	159.27	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$217k	4.1k	52.77	View chart
Royal Caribbean Cruises (RCL)	0.4	$214k	757.00	281.98	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.4	$205k	1.6k	130.08	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$204k	2.1k	98.32	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	0.4	$203k	6.2k	32.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$203k	809.00	250.32	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$197k	14k	14.17	View chart

Past Filings by Pacific Excel Wealth Advisors

SEC 13F filings are viewable for Pacific Excel Wealth Advisors going back to 2025

Pacific Excel Wealth Advisors 2025 Q4 filed Feb. 18, 2026

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