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Aon shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of Aon (AON) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in Aon

Tip: Access up to 7 years of quarterly data

All positions including Aon held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aon by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 640 331.65

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Aon

BlackRock
Vanguard Capital Management
Capital World Investors
State Street Corporation
Massachusetts Financial Services
Dodge & Cox
Morgan Stanley
Geode Capital Management
Vanguard Portfolio Management
Bank of New York Mellon
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Independent Franchise Partners
Mitsubishi UFJ Asset Management
Farallon Capital Management
Northern Trust

View all funds holding Aon