Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors as of Dec. 31, 2025

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