Pacific Excel Wealth Advisors
Latest statistics and disclosures from Pacific Excel Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, AVDE, AVEM, SMMD, SPEM, and represent 19.27% of Pacific Excel Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVDE (+$12M), VEA (+$12M), AVEM (+$9.1M), SMMD (+$8.2M), SPEM (+$7.7M), SCHZ (+$7.3M), EFA (+$6.1M), NVDA (+$5.5M), BTC (+$5.3M), BNDX (+$5.1M).
- Started 184 new stock positions in EAGG, SYK, EMR, KLAC, XTEN, SNOW, FIX, JNJ, AMGN, BTC.
- Reduced shares in these 10 stocks: FTCB, MGK, , MGV, CVX, AFLG, FTGS, LMBS, FSIG, .
- Sold out of its positions in ABT, SAN, CORO, BAI, THRO, BLCR, CARR, NET, FTCS, FBT.
- Pacific Excel Wealth Advisors was a net buyer of stock by $160M.
- Pacific Excel Wealth Advisors has $258M in assets under management (AUM), dropping by 171.74%.
- Central Index Key (CIK): 0002110884
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Portfolio Holdings for Pacific Excel Wealth Advisors
Pacific Excel Wealth Advisors holds 228 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.7 | $12M | +4614% | 169k | 71.25 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.6 | $12M | NEW | 132k | 89.20 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.8 | $9.8M | +1268% | 101k | 96.49 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 3.2 | $8.2M | NEW | 90k | 91.63 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 3.1 | $7.9M | +2861% | 154k | 51.78 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.8 | $7.3M | NEW | 314k | 23.13 |
|
| Apple (AAPL) | 2.7 | $7.0M | +181% | 24k | 289.37 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $6.8M | +400% | 34k | 200.09 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.4 | $6.1M | NEW | 59k | 103.88 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 2.3 | $6.0M | +496% | 68k | 87.88 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $5.9M | +233% | 7.9k | 748.87 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.1 | $5.4M | +1799% | 111k | 48.43 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 2.1 | $5.3M | NEW | 206k | 25.95 |
|
| Microsoft Corporation (MSFT) | 1.7 | $4.4M | +300% | 12k | 373.02 |
|
| Ishares Tr Broad Usd High (USHY) | 1.6 | $4.1M | NEW | 111k | 37.02 |
|
| Xpel (XPEL) | 1.6 | $4.1M | NEW | 82k | 49.60 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $3.9M | +1168% | 11k | 370.05 |
|
| Amazon (AMZN) | 1.3 | $3.5M | +230% | 15k | 238.34 |
|
| Broadcom (AVGO) | 1.3 | $3.4M | +197% | 9.0k | 377.76 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.3 | $3.3M | NEW | 42k | 79.42 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.1M | +494% | 8.8k | 357.37 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $2.8M | NEW | 28k | 98.98 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $2.8M | NEW | 29k | 96.58 |
|
| Kla Corp Com New (KLAC) | 1.0 | $2.6M | NEW | 8.7k | 301.72 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.0 | $2.5M | NEW | 26k | 96.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.5M | +214% | 7.1k | 353.33 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.3M | +269% | 1.9k | 1199.20 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $2.1M | NEW | 27k | 80.57 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.9M | +522% | 24k | 82.84 |
|
| Amphenol Corp Cl A (APH) | 0.7 | $1.9M | NEW | 11k | 176.32 |
|
| Wells Fargo & Company (WFC) | 0.7 | $1.9M | NEW | 23k | 82.64 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.9M | NEW | 6.1k | 303.12 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.7 | $1.9M | NEW | 28k | 67.24 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.7 | $1.8M | NEW | 77k | 23.44 |
|
| Micron Technology (MU) | 0.7 | $1.8M | +144% | 1.5k | 1154.29 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.7 | $1.7M | NEW | 78k | 22.34 |
|
| Tesla Motors (TSLA) | 0.7 | $1.7M | +104% | 4.1k | 420.60 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.6M | NEW | 3.2k | 500.39 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.6M | +53% | 2.8k | 563.29 |
|
| Vaneck Etf Trust Urani Nucle Etf (NLR) | 0.6 | $1.5M | NEW | 13k | 115.98 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.5M | NEW | 30k | 50.58 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $1.5M | NEW | 8.0k | 189.73 |
|
| Abbvie (ABBV) | 0.6 | $1.4M | +150% | 5.7k | 251.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.4M | NEW | 4.7k | 300.45 |
|
| Analog Devices (ADI) | 0.5 | $1.4M | NEW | 3.5k | 397.16 |
|
| Eaton Corp SHS (ETN) | 0.5 | $1.3M | NEW | 3.1k | 426.12 |
|
| McKesson Corporation (MCK) | 0.5 | $1.3M | NEW | 1.8k | 755.60 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.3M | NEW | 12k | 113.26 |
|
| Home Depot (HD) | 0.5 | $1.3M | NEW | 3.8k | 352.69 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $1.3M | NEW | 4.5k | 298.07 |
|
| Visa Com Cl A (V) | 0.5 | $1.2M | +70% | 3.6k | 343.06 |
|
| UnitedHealth (UNH) | 0.4 | $1.2M | NEW | 2.8k | 415.60 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.2M | NEW | 2.0k | 580.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | +181% | 3.4k | 327.33 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.1M | NEW | 30k | 36.87 |
|
| Applied Materials (AMAT) | 0.4 | $1.1M | NEW | 1.5k | 723.00 |
|
| Philip Morris International (PM) | 0.4 | $1.1M | +231% | 5.9k | 180.91 |
|
| Boeing Company (BA) | 0.4 | $1.1M | NEW | 4.9k | 216.47 |
|
| Emerson Electric (EMR) | 0.4 | $993k | NEW | 6.9k | 143.15 |
|
| State Street Corporation (STT) | 0.4 | $987k | NEW | 5.8k | 169.60 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.4 | $985k | NEW | 21k | 46.15 |
|
| Goldman Sachs (GS) | 0.4 | $983k | NEW | 972.00 | 1011.37 |
|
| Williams Companies (WMB) | 0.4 | $978k | NEW | 13k | 74.34 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $966k | +106% | 13k | 76.55 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $921k | +72% | 6.7k | 136.73 |
|
| Ishares Tr Esg Select Scre (XVV) | 0.3 | $890k | NEW | 16k | 56.79 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $878k | NEW | 26k | 33.29 |
|
| Lowe's Companies (LOW) | 0.3 | $841k | NEW | 3.8k | 220.48 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $811k | -12% | 408.00 | 1987.20 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.3 | $810k | NEW | 4.3k | 190.50 |
|
| Wec Energy Group (WEC) | 0.3 | $800k | NEW | 6.9k | 116.77 |
|
| Caterpillar (CAT) | 0.3 | $771k | NEW | 724.00 | 1064.90 |
|
| Johnson & Johnson (JNJ) | 0.3 | $750k | NEW | 3.0k | 253.97 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $745k | +144% | 796.00 | 935.47 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $735k | -3% | 1.1k | 686.81 |
|
| Marriott Intl Cl A (MAR) | 0.3 | $731k | NEW | 2.0k | 370.59 |
|
| Intel Corporation (INTC) | 0.3 | $725k | NEW | 5.2k | 139.63 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $719k | NEW | 1.7k | 433.33 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $712k | NEW | 3.0k | 236.62 |
|
| Altria (MO) | 0.3 | $710k | NEW | 9.9k | 71.95 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $708k | NEW | 7.5k | 94.52 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $698k | NEW | 1.4k | 513.62 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $693k | NEW | 8.1k | 85.49 |
|
| Starbucks Corporation (SBUX) | 0.3 | $662k | NEW | 6.5k | 102.19 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $586k | NEW | 3.7k | 158.03 |
|
| Pepsi (PEP) | 0.2 | $576k | NEW | 4.3k | 135.40 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $573k | NEW | 16k | 36.13 |
|
| Ge Aerospace Com New (GE) | 0.2 | $572k | +70% | 1.5k | 373.73 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $565k | NEW | 6.5k | 87.03 |
|
| Stryker Corporation (SYK) | 0.2 | $562k | NEW | 1.8k | 314.85 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $562k | NEW | 2.5k | 227.05 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $561k | -16% | 2.6k | 219.34 |
|
| Lennox International (LII) | 0.2 | $559k | NEW | 976.00 | 572.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $532k | NEW | 723.00 | 736.40 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.2 | $521k | +120% | 10k | 52.34 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $520k | -65% | 7.6k | 68.01 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $512k | NEW | 1.2k | 415.29 |
|
| International Business Machines (IBM) | 0.2 | $501k | NEW | 1.8k | 281.21 |
|
| Procter & Gamble Company (PG) | 0.2 | $488k | NEW | 3.3k | 146.64 |
|
| Bank of America Corporation (BAC) | 0.2 | $477k | +99% | 8.4k | 56.98 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $475k | NEW | 6.0k | 78.82 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $474k | NEW | 4.6k | 102.81 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $472k | NEW | 3.0k | 156.71 |
|
| Moody's Corporation (MCO) | 0.2 | $469k | NEW | 1.0k | 452.89 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $462k | -60% | 20k | 22.78 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $461k | NEW | 1.3k | 343.91 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $452k | -69% | 3.3k | 137.53 |
|
| Morgan Stanley Com New (MS) | 0.2 | $452k | NEW | 2.2k | 209.04 |
|
| Citigroup Com New (C) | 0.2 | $450k | +66% | 3.2k | 139.96 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $449k | NEW | 4.7k | 96.43 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $448k | NEW | 1.8k | 246.21 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $443k | NEW | 4.1k | 107.62 |
|
| Western Digital (WDC) | 0.2 | $438k | NEW | 685.00 | 638.72 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $433k | NEW | 2.6k | 163.67 |
|
| Netflix (NFLX) | 0.2 | $424k | +183% | 5.9k | 71.40 |
|
| Astrazeneca Ord (AZN) | 0.2 | $405k | -31% | 2.1k | 189.62 |
|
| Equinox Gold Corp equities (EQX) | 0.2 | $405k | NEW | 42k | 9.72 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.2 | $394k | NEW | 9.4k | 42.06 |
|
| Cisco Systems (CSCO) | 0.1 | $382k | NEW | 3.3k | 117.47 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $378k | NEW | 8.0k | 47.41 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $377k | NEW | 1.9k | 201.57 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $371k | NEW | 6.6k | 56.16 |
|
| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.1 | $366k | NEW | 8.0k | 45.58 |
|
| TJX Companies (TJX) | 0.1 | $363k | NEW | 2.4k | 151.50 |
|
| Advanced Energy Industries (AEIS) | 0.1 | $362k | NEW | 970.00 | 372.79 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $352k | +76% | 886.00 | 397.68 |
|
| Oracle Corporation (ORCL) | 0.1 | $345k | NEW | 2.4k | 146.55 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $339k | NEW | 1.0k | 338.72 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $338k | NEW | 2.3k | 147.70 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $336k | NEW | 1.8k | 188.09 |
|
| Cardinal Health (CAH) | 0.1 | $335k | NEW | 1.4k | 237.56 |
|
| Allstate Corporation (ALL) | 0.1 | $335k | NEW | 1.4k | 237.94 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $333k | NEW | 1.7k | 195.73 |
|
| Chevron Corporation (CVX) | 0.1 | $332k | -85% | 2.0k | 165.79 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $329k | NEW | 494.00 | 666.90 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $325k | NEW | 6.2k | 52.15 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $324k | NEW | 2.8k | 116.67 |
|
| Medtronic SHS (MDT) | 0.1 | $319k | NEW | 4.1k | 78.23 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $315k | NEW | 2.2k | 140.50 |
|
| Spdr Series Trust St Str Sp Aero (XAR) | 0.1 | $315k | NEW | 1.1k | 283.79 |
|
| Vulcan Materials Company (VMC) | 0.1 | $315k | NEW | 1.1k | 295.01 |
|
| Marvell Technology (MRVL) | 0.1 | $314k | NEW | 1.1k | 297.89 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $313k | NEW | 600.00 | 522.39 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $312k | NEW | 2.8k | 110.15 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $310k | NEW | 5.5k | 55.93 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.1 | $310k | NEW | 1.4k | 225.49 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $309k | NEW | 1.5k | 212.77 |
|
| Suncor Energy (SU) | 0.1 | $308k | NEW | 5.7k | 53.68 |
|
| Travelers Companies (TRV) | 0.1 | $308k | NEW | 933.00 | 330.12 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $304k | -43% | 407.00 | 746.77 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $302k | -80% | 5.0k | 60.79 |
|
| ESCO Technologies (ESE) | 0.1 | $298k | NEW | 852.00 | 350.04 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $291k | -53% | 6.9k | 42.41 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $289k | NEW | 1.0k | 281.04 |
|
| Ishares Tr Esg Select Scre (XJH) | 0.1 | $289k | NEW | 5.5k | 52.15 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $288k | NEW | 6.3k | 45.52 |
|
| Ishares Tr Ibonds Dec 2035 | 0.1 | $284k | NEW | 11k | 25.19 |
|
| EnPro Industries (NPO) | 0.1 | $284k | NEW | 753.00 | 376.72 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $283k | NEW | 11k | 25.58 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $283k | NEW | 11k | 25.42 |
|
| Ishares Tr Ibonds Dec 2032 (IBMU) | 0.1 | $283k | NEW | 11k | 25.43 |
|
| Ishares Tr Ibonds Dec 2033 (IBMV) | 0.1 | $283k | NEW | 11k | 25.42 |
|
| Ishares Tr Ibonds Dec 2034 | 0.1 | $282k | NEW | 11k | 25.35 |
|
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.1 | $282k | NEW | 11k | 25.39 |
|
| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $282k | NEW | 11k | 25.87 |
|
| Ishares Tr Ibonds Dec 2031 (IBMT) | 0.1 | $282k | NEW | 11k | 25.80 |
|
| Palo Alto Networks (PANW) | 0.1 | $279k | NEW | 819.00 | 341.02 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $279k | NEW | 11k | 25.64 |
|
| Merck & Co (MRK) | 0.1 | $279k | NEW | 2.2k | 128.52 |
|
| Wabtec Corporation (WAB) | 0.1 | $279k | NEW | 1.0k | 269.60 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $275k | NEW | 3.9k | 70.53 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $272k | NEW | 14k | 20.06 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $270k | NEW | 5.3k | 50.53 |
|
| EnerSys (ENS) | 0.1 | $267k | NEW | 1.1k | 233.83 |
|
| Corning Incorporated (GLW) | 0.1 | $265k | NEW | 1.0k | 255.43 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $264k | NEW | 2.6k | 101.86 |
|
| Nordson Corporation (NDSN) | 0.1 | $263k | NEW | 872.00 | 301.68 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $259k | NEW | 4.7k | 54.69 |
|
| Comfort Systems USA (FIX) | 0.1 | $257k | NEW | 129.00 | 1988.81 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $251k | NEW | 985.00 | 254.50 |
|
| Ross Stores (ROST) | 0.1 | $250k | NEW | 1.2k | 212.85 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $249k | NEW | 1.0k | 242.43 |
|
| Fortinet (FTNT) | 0.1 | $248k | NEW | 1.6k | 153.62 |
|
| Union Pacific Corporation (UNP) | 0.1 | $245k | NEW | 899.00 | 272.00 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $243k | NEW | 3.2k | 74.91 |
|
| Qualcomm (QCOM) | 0.1 | $242k | NEW | 1.3k | 184.79 |
|
| Cohu (COHU) | 0.1 | $238k | NEW | 3.2k | 73.91 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.1 | $237k | NEW | 4.6k | 51.91 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $235k | NEW | 5.2k | 45.11 |
|
| PNC Financial Services (PNC) | 0.1 | $234k | NEW | 950.00 | 246.22 |
|
| Coca-Cola Company (KO) | 0.1 | $233k | NEW | 2.9k | 81.27 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $232k | NEW | 1.4k | 169.88 |
|
| Consolidated Edison (ED) | 0.1 | $232k | NEW | 2.1k | 110.63 |
|
| Howmet Aerospace (HWM) | 0.1 | $232k | NEW | 862.00 | 268.86 |
|
| Diodes Incorporated (DIOD) | 0.1 | $231k | NEW | 2.1k | 109.44 |
|
| Benchmark Electronics (BHE) | 0.1 | $229k | NEW | 2.3k | 98.67 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $229k | NEW | 1.9k | 119.52 |
|
| CSX Corporation (CSX) | 0.1 | $228k | NEW | 4.8k | 47.53 |
|
| Amgen (AMGN) | 0.1 | $228k | NEW | 629.00 | 362.12 |
|
| Cadence Design Systems (CDNS) | 0.1 | $227k | NEW | 604.00 | 375.32 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $225k | NEW | 2.6k | 86.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $225k | NEW | 1.5k | 148.29 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $223k | NEW | 1.8k | 124.42 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $223k | NEW | 665.00 | 334.82 |
|
| eBay (EBAY) | 0.1 | $222k | NEW | 2.0k | 111.75 |
|
| American Express Company (AXP) | 0.1 | $221k | NEW | 654.00 | 338.25 |
|
| S&p Global (SPGI) | 0.1 | $221k | NEW | 542.00 | 407.44 |
|
| General Dynamics Corporation (GD) | 0.1 | $221k | NEW | 623.00 | 354.24 |
|
| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 0.1 | $218k | NEW | 5.5k | 39.46 |
|
| Verizon Communications (VZ) | 0.1 | $217k | NEW | 5.1k | 42.34 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $216k | NEW | 950.00 | 226.97 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $214k | -32% | 4.2k | 50.39 |
|
| Aon Shs Cl A (AON) | 0.1 | $212k | NEW | 640.00 | 331.65 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $212k | NEW | 2.7k | 77.12 |
|
| ConocoPhillips (COP) | 0.1 | $212k | NEW | 2.0k | 103.98 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.1 | $211k | NEW | 9.3k | 22.65 |
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.1 | $209k | NEW | 9.4k | 22.31 |
|
| Haleon Spon Ads (HLN) | 0.1 | $209k | NEW | 22k | 9.33 |
|
| Kaiser Aluminium Corporation Com Par $0.01 (KALU) | 0.1 | $207k | NEW | 1.1k | 195.66 |
|
| Viavi Solutions Inc equities (VIAV) | 0.1 | $206k | NEW | 4.3k | 47.75 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $206k | NEW | 1.3k | 158.25 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $202k | NEW | 1.6k | 124.17 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $201k | NEW | 4.0k | 50.49 |
|
| McDonald's Corporation (MCD) | 0.1 | $200k | NEW | 741.00 | 270.31 |
|
| Uranium Energy (UEC) | 0.1 | $168k | NEW | 16k | 10.66 |
|
| Advisorshares Tr Msos Daily Lvrgd (MSOX) | 0.0 | $111k | NEW | 33k | 3.35 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $108k | NEW | 22k | 4.99 |
|
| Goldmining (GLDG) | 0.0 | $27k | NEW | 30k | 0.91 |
|
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 2026 Q2 filed July 6, 2026
- Pacific Excel Wealth Advisors 2026 Q1 filed May 13, 2026
- Pacific Excel Wealth Advisors 2025 Q4 filed Feb. 18, 2026