Managed by Pacific Excel Wealth Advisors, Inc. • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES — | $12M | 168.7K | 0.00% | — |
| 2 | ? N/A — | $11.8M | 132.4K | 0.00% | — |
| 3 | ? N/A — | $9.8M | 101.2K | 0.00% | — |
| 4 | ? N/A — | $8.2M | 90.0K | 0.00% | — |
| 5 | ? N/A — | $7.9M | 153.5K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 | ? N/A — | $7.3M | 314.2K | 0.00% | — |
| 7 | A AAPL — | $7M | 24.1K | 0.00% | — |
| 8 | N NVDA — | $6.8M | 34.2K | 0.00% | — |
| 9 | E ETHA — | $6.1M | 58.8K | 0.00% | — |
| 10 | ? N/A — | $6M | 68.3K | 0.00% | — |
| 11 | E ETHA — | $5.9M | 7.9K | 0.00% | — |
| 12 | ? N/A — | $5.4M | 110.6K | 0.00% | — |
| 13 | B BTC — | $5.3M | 205.5K | 0.00% | — |
| 14 | M MSFT — | $4.4M | 11.8K | 0.00% | — |
| 15 | ? N/A — | $4.1M | 111.3K | 0.00% | — |
| 16 | ? N/A — | $4.1M | 81.8K | 0.00% | — |
| 17 | ? N/A — | $3.9M | 10.6K | 0.00% | — |
| 18 | A AMZN — | $3.5M | 14.5K | 0.00% | — |
| 19 | ? N/A — | $3.4M | 164.4K | 0.00% | — |
| 20 | A AVGO — | $3.4M | 9.0K | 0.00% | — |