Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors as of March 31, 2026

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