Pacific Excel Wealth Advisors, Inc.
Q2 2026 13F filing
Updated 66 days ago228 disclosed positions worth $258.4M
Full holdings
Every line item disclosed in 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% | — |
| 21 | G GOOGN ALPHABET INC | $3.1M | 8.8K | 1.22% | Added(+495.0%) |
| 22 | E ETHA ISHARES TR | $2.8M | 28.1K | 1.08% | — |
| 23 | E ETHA ISHARES TR | $2.8M | 28.6K | 1.07% | — |
| 24 | K KLAC KLA CORP | $2.6M | 8.7K | 1.02% | — |
| 25 | ? N/A ISHARES TR | $2.5M | 26.3K | 0.98% | — |
| 26 | G GOOGN ALPHABET INC | $2.5M | 7.1K | 0.98% | Added(+214.5%) |
| 27 | L LLY ELI LILLY & CO | $2.3M | 1.9K | 0.89% | Added(+269.6%) |
| 28 | V VGES VANGUARD INDEX FDS | $2.1M | 26.6K | 0.83% | — |
| 29 | E ETHA ISHARES INC | $1.9M | 23.5K | 0.75% | Added(+522.9%) |
| 30 | A APH AMPHENOL CORP | $1.9M | 10.9K | 0.75% | — |
| 31 | W WFC-PZ WELLS FARGO & CO | $1.9M | 23.0K | 0.74% | — |
| 32 | ? N/A VANGUARD INDEX FDS | $1.9M | 6.1K | 0.72% | — |
| 33 | ? N/A VANGUARD WHITEHALL FDS | $1.9M | 27.6K | 0.72% | — |
| 34 | ? N/A SPDR SERIES TRUST | $1.8M | 76.5K | 0.69% | — |
| 35 | M MU MICRON TECHNOLOGY INC | $1.8M | 1.5K | 0.68% | Added(+144.6%) |
| 36 | ? N/A ABRDN ETFS | $1.7M | 77.5K | 0.67% | — |
| 37 | T TSLA TESLA INC | $1.7M | 4.1K | 0.66% | Added(+104.3%) |
| 38 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.6M | 3.2K | 0.62% | — |
| 39 | M META META PLATFORMS INC | $1.6M | 2.8K | 0.61% | Added(+53.3%) |
| 40 | ? N/A VANECK ETF TRUST | $1.5M | 13.3K | 0.60% | — |
| 41 | ? N/A VANGUARD MUN BD FDS | $1.5M | 30.4K | 0.60% | — |
| 42 | R RTX RTX CORPORATION | $1.5M | 8.0K | 0.59% | — |
| 43 | A ABBV ABBVIE INC | $1.4M | 5.7K | 0.55% | Added(+150.6%) |
| 44 | E ETHA ISHARES TR | $1.4M | 4.7K | 0.55% | — |
| 45 | A ADI ANALOG DEVICES INC | $1.4M | 3.5K | 0.53% | — |
| 46 | E ETN EATON CORP PLC | $1.3M | 3.1K | 0.52% | — |
| 47 | M MCK MCKESSON CORP | $1.3M | 1.8K | 0.52% | — |
| 48 | W WMT WALMART INC | $1.3M | 11.7K | 0.51% | — |
| 49 | H HD HOME DEPOT INC | $1.3M | 3.8K | 0.51% | — |
| 50 | T TXN TEXAS INSTRS INC | $1.3M | 4.5K | 0.51% | — |