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Pacific Excel Wealth Advisors

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

Top 5 stock holdings are FTCB, MGK, CVX, TDIV, AAPL, and represent 14.51% of Pacific Excel Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FTCB, CVX, MGK, TDIV, AFLG, MGV, CORO, FTGS, ACWX, MINT.
Started 54 new stock positions in VRTX, BND, IGIB, GE, FFEB, CIBR, TLH, ACWX, FJUN, SHLD.
Reduced shares in these 10 stocks: OEF, TLT, AstraZeneca, SKYY, THIR, AVEM, EFV, FTXO, SPDW, ABT.
Sold out of its positions in AstraZeneca, SKYY, OEF, THIR.
Pacific Excel Wealth Advisors was a net buyer of stock by $43M.
Pacific Excel Wealth Advisors has $95M in assets under management (AUM), dropping by 79.65%.
Central Index Key (CIK): 0002110884

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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 140 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Core Investment (FTCB)	3.6	$3.4M	+73%	164k	20.96	View chart
Vanguard World Mega Grwth Ind (MGK)	3.1	$3.0M	+63%	8.1k	367.46	View chart
Chevron Corporation (CVX)	2.9	$2.8M	+92%	13k	206.90	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	2.5	$2.4M	+77%	26k	93.66	View chart
Apple (AAPL)	2.3	$2.2M	+6%	8.6k	253.79	View chart
Vanguard World Mega Cap Val Etf (MGV)	2.3	$2.2M	+68%	15k	144.95	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	1.9	$1.9M	+130%	48k	38.58	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.7	$1.6M	+87%	48k	34.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$1.6M	+60%	2.4k	653.70	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.6	$1.6M	+44%	31k	49.81	View chart
First Tr Exchange-traded Limited Duration (FSIG)	1.6	$1.5M	+46%	81k	18.94	View chart
First Tr Exchange-traded A Com Shs (FTA)	1.6	$1.5M	+60%	16k	92.35	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$1.4M	+47%	21k	68.28	View chart
Spdr Series Trust State Street Spd (SPYV)	1.5	$1.4M	+37%	25k	56.58	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	1.5	$1.4M	+76%	52k	26.86	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	1.4	$1.4M	+97%	5.9k	234.03	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	1.4	$1.4M	+88%	65k	20.75	View chart
Spdr Series Trust State Street Spd (BIL)	1.4	$1.3M	+104%	15k	91.64	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$1.3M	+38%	22k	58.18	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	1.4	$1.3M	+105%	6.4k	200.82	View chart
First Tr Exchange-traded SHS (FVD)	1.3	$1.2M	+77%	26k	47.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$1.2M	+69%	11k	113.12	View chart
NVIDIA Corporation (NVDA)	1.3	$1.2M	+69%	6.8k	174.40	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$1.2M	+119%	51k	22.91	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	1.2	$1.1M	+23%	13k	86.93	View chart
Microsoft Corporation (MSFT)	1.2	$1.1M	+58%	3.0k	370.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.1	$1.1M	+180%	11k	100.57	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	1.1	$1.1M	+136%	35k	29.95	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.1	$1.1M	+50%	3.1k	337.96	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	1.1	$1.1M	+81%	24k	43.59	View chart
Meta Platforms Cl A (META)	1.1	$1.0M	+55%	1.8k	572.13	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.0	$949k	+71%	10k	92.76	View chart
Broadcom (AVGO)	1.0	$934k	+42%	3.0k	309.52	View chart
Amazon (AMZN)	1.0	$912k	+44%	4.4k	208.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$877k	+10%	12k	76.53	View chart
First Tr Exchange-traded SHS (QTEC)	0.9	$871k	+108%	4.0k	215.98	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.9	$864k	+72%	35k	24.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$821k	+56%	3.8k	217.30	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.8	$793k	+67%	16k	51.23	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.8	$776k	NEW	24k	32.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$765k	+60%	4.2k	184.32	View chart
Tesla Motors (TSLA)	0.8	$737k	+42%	2.0k	371.76	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.8	$727k	NEW	11k	68.47	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.7	$698k	+88%	23k	29.78	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.7	$678k	+62%	9.3k	72.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$663k	+57%	1.1k	597.68	View chart
Exxon Mobil Corporation (XOM)	0.7	$662k	+89%	3.9k	169.69	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.7	$662k	+35%	14k	46.13	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.7	$653k	+75%	12k	54.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$652k	+52%	2.3k	286.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$639k	+18%	7.3k	88.16	View chart
Visa Com Cl A (V)	0.7	$634k	+71%	2.1k	302.24	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.7	$625k	+151%	15k	42.31	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.6	$614k	+58%	465.00	1320.83	View chart
Astrazeneca Ord (AZN)	0.6	$612k	NEW	3.1k	197.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$607k	+26%	12k	52.56	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.6	$596k	+60%	13k	46.95	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$596k	-24%	7.4k	80.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$593k	+74%	18k	32.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$587k	+50%	3.1k	191.87	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.6	$580k	+22%	28k	20.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$564k	+63%	5.0k	112.09	View chart
Spdr Series Trust State Street Spd (JNK)	0.6	$559k	+137%	5.8k	95.73	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$557k	+68%	15k	36.22	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.6	$554k	+83%	26k	21.57	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.6	$529k	+59%	3.2k	163.58	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$521k	+61%	2.0k	257.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$505k	+25%	6.1k	82.57	View chart
Abbvie (ABBV)	0.5	$495k		2.3k	217.54	View chart
Eli Lilly & Co. (LLY)	0.5	$476k	+51%	517.00	919.81	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$472k	+24%	725.00	650.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$454k	-18%	6.1k	74.35	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$449k	NEW	6.3k	70.84	View chart
Spdr Series Trust State Street Spd (SPTM)	0.5	$444k	NEW	5.6k	79.06	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$439k	NEW	3.7k	118.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$436k	+93%	1.0k	430.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$425k	+73%	1.4k	302.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$425k	+53%	1.5k	287.58	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$419k	NEW	7.9k	53.22	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.4	$405k	NEW	9.9k	41.06	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$397k	NEW	7.9k	50.04	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$390k	NEW	4.9k	79.55	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.4	$373k	+3%	9.2k	40.57	View chart
JPMorgan Chase & Co. (JPM)	0.4	$358k	+46%	1.2k	294.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$357k	NEW	4.8k	73.64	View chart
Royal Caribbean Cruises (RCL)	0.4	$347k	+66%	1.3k	275.19	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.4	$343k	NEW	5.5k	62.68	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$336k	+46%	3.0k	110.78	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.3	$330k	NEW	7.4k	44.71	View chart
Costco Wholesale Corporation (COST)	0.3	$325k	NEW	326.00	996.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$316k	+21%	7.7k	40.86	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$316k	+31%	18k	17.32	View chart
Philip Morris International (PM)	0.3	$292k	NEW	1.8k	165.39	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.3	$284k	-6%	6.2k	45.65	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$280k	NEW	5.8k	48.05	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$279k	NEW	625.00	446.54	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$275k	NEW	4.5k	61.26	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$273k	+55%	2.3k	118.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$268k	NEW	836.00	320.81	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$263k	NEW	3.8k	69.75	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$261k	NEW	2.6k	100.72	View chart
Totalenergies Se Act (TTE)	0.3	$258k	NEW	2.8k	90.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.3	$256k	NEW	5.3k	48.49	View chart
Carrier Global Corporation (CARR)	0.3	$255k	NEW	4.5k	56.31	View chart
Ge Aerospace Com New (GE)	0.3	$255k	NEW	898.00	283.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$254k	NEW	5.7k	44.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.3	$253k	NEW	4.8k	52.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$253k	NEW	4.5k	55.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.3	$253k	NEW	4.5k	56.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.3	$252k	NEW	5.3k	47.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.3	$252k	NEW	5.0k	50.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$252k	NEW	4.9k	51.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.3	$252k	NEW	4.7k	53.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.3	$252k	NEW	4.6k	54.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.3	$251k	NEW	5.0k	50.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.3	$251k	NEW	5.1k	49.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$251k	+29%	1.0k	240.01	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$248k	-66%	2.9k	86.72	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$247k	NEW	7.4k	33.54	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.3	$247k	NEW	4.9k	50.62	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.3	$245k	NEW	7.3k	33.75	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.3	$245k	-11%	6.8k	36.17	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$243k	+3%	5.2k	46.91	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$235k	+9%	4.5k	51.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$234k	NEW	610.00	383.40	View chart
Intuitive Surgical Com New (ISRG)	0.2	$231k	NEW	502.00	461.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$229k	NEW	3.6k	64.08	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$226k	NEW	3.2k	70.36	View chart
Chubb (CB)	0.2	$226k	NEW	692.00	325.98	View chart
Citigroup Com New (C)	0.2	$219k	NEW	1.9k	113.41	View chart
Cloudflare Cl A Com (NET)	0.2	$216k	NEW	1.0k	206.33	View chart
Micron Technology (MU)	0.2	$211k	NEW	625.00	337.87	View chart
Northrop Grumman Corporation (NOC)	0.2	$209k	NEW	306.00	682.21	View chart
Abbott Laboratories (ABT)	0.2	$208k		2.0k	102.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$205k	NEW	1.4k	142.48	View chart
Bank of America Corporation (BAC)	0.2	$205k	NEW	4.2k	48.76	View chart
United Therapeutics Corporation (UTHR)	0.2	$204k	NEW	344.00	592.99	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$203k	NEW	4.5k	44.80	View chart
Netflix (NFLX)	0.2	$202k	NEW	2.1k	96.15	View chart
Banco Santander Sa Adr (SAN)	0.1	$126k	NEW	11k	11.28	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 2026 Q1 filed May 13, 2026
Pacific Excel Wealth Advisors 2025 Q4 filed Feb. 18, 2026

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