Pacific Excel Wealth Advisors

Pacific Excel Wealth Advisors as of June 30, 2026

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