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Pacific Excel Wealth Advisors, Inc.
hedge fundUpdated 66 days agoManaged by Pacific Excel Wealth Advisors, Inc. • Latest filing Q2 2026
Portfolio value
$258.4M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
2283.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $52.9M |
| Q1 2026 | $95.1M |
| Q2 2026 | $258.4M |
Top holdings
228 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD TAX-MANAGED FDS | $12M | 168.7K | 4.65% | Added(+4614.8%) |
| 2 | ? N/A AMERICAN CENTY ETF TR | $11.8M | 132.4K | 4.57% | — |
| 3 | ? N/A AMERICAN CENTY ETF TR | $9.8M | 101.2K | 3.78% | Added(+1268.5%) |
| 4 | ? N/A ISHARES TR | $8.2M | 90.0K | 3.19% | — |
| 5 | ? N/A SPDR INDEX SHS FDS | $7.9M | 153.5K | 3.08% | Added(+2861.6%) |
| 6 | ? N/A SCHWAB STRATEGIC TR | $7.3M | 314.2K | 2.81% | — |
| 7 | A AAPL APPLE INC | $7M | 24.1K | 2.70% | Added(+181.1%) |
| 8 | N NVDA NVIDIA CORPORATION | $6.8M | 34.2K | 2.65% | Added(+400.9%) |
| 9 | E ETHA ISHARES TR | $6.1M | 58.8K | 2.37% | — |
| 10 | ? N/A SPDR SERIES TRUST | $6M | 68.3K | 2.32% | Added(+496.3%) |
| 11 | E ETHA ISHARES TR | $5.9M | 7.9K | 2.30% | Added(+233.5%) |
| 12 | ? N/A VANGUARD CHARLOTTE FDS | $5.4M | 110.6K | 2.07% | Added(+1799.2%) |
| 13 | B BTC GRAYSCALE BITCOIN MINI TR ET | $5.3M | 205.5K | 2.06% | — |
| 14 | M MSFT MICROSOFT CORP | $4.4M | 11.8K | 1.71% | Added(+300.5%) |
| 15 | ? N/A ISHARES TR | $4.1M | 111.3K | 1.59% | — |
| 16 | ? N/A XPEL INC | $4.1M | 81.8K | 1.57% | — |
| 17 | ? N/A VANGUARD INDEX FDS | $3.9M | 10.6K | 1.52% | Added(+1168.3%) |
| 18 | A AMZN AMAZON COM INC | $3.5M | 14.5K | 1.34% | Added(+230.9%) |
| 19 | A AVGO BROADCOM INC | $3.4M | 9.0K | 1.31% | Added(+197.7%) |
| 20 | ? N/A WORLD GOLD TR | $3.3M | 41.8K | 1.28% | — |