Pacific Excel Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Pacific Excel Wealth Advisors, Inc.

Investment Activity

Pacific Excel Wealth Advisors, Inc. has $258.42 million in total holdings as of June 30, 2026.
Pacific Excel Wealth Advisors, Inc. owns shares of 228 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 89.65% of the portfolio was purchased this quarter.
About 27.70% of the portfolio was sold this quarter.
This quarter, Pacific Excel Wealth Advisors, Inc. has purchased 140 new stocks and bought additional shares in 32 stocks.
Pacific Excel Wealth Advisors, Inc. sold shares of 12 stocks and completely divested from 96 stocks this quarter.

Largest Holdings

Vanguard FTSE Developed Markets ETF: $12,019,590
Avantis International Equity ETF: $11,811,240
Avantis Emerging Markets Equity ETF: $9,767,876
iShares Russell 2500 ETF: $8,245,509
SPDR Portfolio Emerging Markets ETF: $7,948,051

Largest New Holdings this Quarter

025072703 - Avantis International Equity ETF: $11,811,240 Holding
46435G268 - iShares Russell 2500 ETF: $8,245,509 Holding
808524839 - Schwab U.S. Aggregate Bond ETF: $7,268,348 Holding
464287465 - iShares MSCI EAFE ETF: $6,112,922 Holding
389930207 - GRAYSCALE BITCOIN MINI TR ET: $5,332,128 Holding

Largest Purchases this Quarter

Avantis International Equity ETF: 132,413 shares (about $11.81M)
Vanguard FTSE Developed Markets ETF: 165,118 shares (about $11.76M)
Avantis Emerging Markets Equity ETF: 93,835 shares (about $9.05M)
iShares Russell 2500 ETF: 89,987 shares (about $8.25M)
SPDR Portfolio Emerging Markets ETF: 148,314 shares (about $7.68M)

Largest Sales this Quarter

Chevron: 11,406 shares (about $1.89M)
SPDR Portfolio S&P 500 Value ETF: 20,175 shares (about $1.23M)
iShares S&P 500 Growth ETF: 7,640 shares (about $1.05M)
iShares U.S. Equity Factor Rotation Active ETF: 14,562 shares (about $990.36K)
iShares U.S. Treasury Bond ETF: 31,154 shares (about $709.65K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VEA Vanguard FTSE Developed Markets ETF	$12,019,590	$11,764,658 â–²	4,614.8%	168,696	4.7%	ETF
AVDE Avantis International Equity ETF	$11,811,240	$11,811,240 â–²	New Holding	132,413	4.6%	ETF
AVEM Avantis Emerging Markets Equity ETF	$9,767,876	$9,054,139 â–²	1,268.6%	101,232	3.8%	ETF
SMMD iShares Russell 2500 ETF	$8,245,509	$8,245,509 â–²	New Holding	89,987	3.2%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$7,948,051	$7,679,676 â–²	2,861.5%	153,497	3.1%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$7,268,348	$7,268,348 â–²	New Holding	314,239	2.8%	ETF
AAPL Apple	$6,986,741	$4,500,798 â–²	181.0%	24,145	2.7%	Computer and Technology
NVDA NVIDIA	$6,841,704	$5,475,684 â–²	400.8%	34,193	2.6%	Computer and Technology
EFA iShares MSCI EAFE ETF	$6,112,922	$6,112,922 â–²	New Holding	58,846	2.4%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$6,003,835	$4,996,912 â–²	496.3%	68,319	2.3%	ETF
IVV iShares Core S&P 500 ETF	$5,939,256	$4,158,453 â–²	233.5%	7,931	2.3%	ETF
BNDX Vanguard Total International Bond ETF	$5,355,050	$5,073,091 â–²	1,799.2%	110,573	2.1%	ETF
GRAYSCALE BITCOIN MINI TR ET	$5,332,128	$5,332,128 â–²	New Holding	205,477	2.1%	SHS NEW
MSFT Microsoft	$4,417,326	$3,314,300 â–²	300.5%	11,842	1.7%	Computer and Technology
USHY iShares Broad USD High Yield Corporate Bond ETF	$4,120,750	$4,120,750 â–²	New Holding	111,311	1.6%	ETF
XPEL XPEL	$4,057,379	$4,057,379 â–²	New Holding	81,802	1.6%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$3,923,638	$3,614,276 â–²	1,168.3%	10,603	1.5%	ETF
AMZN Amazon.com	$3,453,547	$2,409,856 â–²	230.9%	14,490	1.3%	Retail/Wholesale
AVGO Broadcom	$3,392,658	$2,252,958 â–²	197.7%	8,981	1.3%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$3,318,485	$3,318,485 â–²	New Holding	41,784	1.3%	Finance
GOOGL Alphabet	$3,140,568	$2,612,732 â–²	495.0%	8,788	1.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,780,249	$2,780,249 â–²	New Holding	28,089	1.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$2,763,830	$2,763,830 â–²	New Holding	28,617	1.1%	ETF
KLAC KLA	$2,636,142	$2,636,142 â–²	New Holding	8,737	1.0%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,534,643	$2,534,643 â–²	New Holding	26,282	1.0%	ETF
GOOG Alphabet	$2,523,836	$1,721,424 â–²	214.5%	7,143	1.0%	Computer and Technology
LLY Eli Lilly and Company	$2,291,666	$1,671,681 â–²	269.6%	1,911	0.9%	Medical
VO Vanguard Mid-Cap ETF	$2,141,551	$2,141,551 â–²	New Holding	26,580	0.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,945,415	$1,633,108 â–²	522.9%	23,484	0.8%	ETF
APH Amphenol	$1,926,825	$1,926,825 â–²	New Holding	10,928	0.7%	Computer and Technology
WFC Wells Fargo & Company	$1,900,558	$1,900,558 â–²	New Holding	22,998	0.7%	Finance
VB Vanguard Small-Cap ETF	$1,860,247	$1,860,247 â–²	New Holding	6,137	0.7%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$1,859,119	$1,859,119 â–²	New Holding	27,649	0.7%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$1,792,762	$1,792,762 â–²	New Holding	76,483	0.7%	ETF
MU Micron Technology	$1,764,916	$1,043,482 â–²	144.6%	1,529	0.7%	Computer and Technology
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$1,730,322	$1,730,322 â–²	New Holding	77,454	0.7%	ETF
TSLA Tesla	$1,704,271	$870,221 â–²	104.3%	4,052	0.7%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$1,607,753	$1,607,753 â–²	New Holding	3,213	0.6%	Finance
META Meta Platforms	$1,577,775	$548,644 â–²	53.3%	2,801	0.6%	Computer and Technology
NLR VanEck Uranium and Nuclear ETF	$1,548,101	$1,548,101 â–²	New Holding	13,348	0.6%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,538,998	$1,538,998 â–²	New Holding	30,427	0.6%	ETF
RTX RTX	$1,519,521	$1,519,521 â–²	New Holding	8,009	0.6%	Aerospace
ABBV AbbVie	$1,433,593	$861,615 â–²	150.6%	5,697	0.6%	Medical
IWM iShares Russell 2000 ETF	$1,424,433	$1,424,433 â–²	New Holding	4,741	0.6%	Finance
ADI Analog Devices	$1,379,342	$1,379,342 â–²	New Holding	3,473	0.5%	Computer and Technology
ETN Eaton	$1,341,852	$1,341,852 â–²	New Holding	3,149	0.5%	Industrials
MCK McKesson	$1,336,656	$1,336,656 â–²	New Holding	1,769	0.5%	Medical
WALMART INC	$1,330,465	$1,330,465 â–²	New Holding	11,747	0.5%	COM
HD Home Depot	$1,330,346	$1,330,346 â–²	New Holding	3,772	0.5%	Retail/Wholesale
TXN Texas Instruments	$1,326,693	$1,326,693 â–²	New Holding	4,451	0.5%	Computer and Technology
V Visa	$1,223,004	$503,610 â–²	70.0%	3,565	0.5%	Business Services
UNH UnitedHealth Group	$1,162,442	$1,162,442 â–²	New Holding	2,797	0.4%	Medical
AMD Advanced Micro Devices	$1,152,525	$1,152,525 â–²	New Holding	1,984	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,121,105	$723,072 â–²	181.7%	3,425	0.4%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$1,111,372	$1,111,372 â–²	New Holding	30,143	0.4%	ETF
AMAT Applied Materials	$1,081,608	$1,081,608 â–²	New Holding	1,496	0.4%	Computer and Technology
PM Philip Morris International	$1,060,133	$740,465 â–²	231.6%	5,860	0.4%	Consumer Staples
BA Boeing	$1,051,178	$1,051,178 â–²	New Holding	4,856	0.4%	Aerospace
EMR Emerson Electric	$992,459	$992,459 â–²	New Holding	6,933	0.4%	Industrials
STT State Street	$986,902	$986,902 â–²	New Holding	5,819	0.4%	Finance
IUSB iShares Core Total USD Bond Market ETF	$985,026	$985,026 â–²	New Holding	21,344	0.4%	Manufacturing
GS The Goldman Sachs Group	$983,052	$983,052 â–²	New Holding	972	0.4%	Finance
WMB Williams Companies	$978,166	$978,166 â–²	New Holding	13,158	0.4%	Energy
EFV iShares MSCI EAFE Value ETF	$966,214	$498,953 â–²	106.8%	12,622	0.4%	ETF
XOM ExxonMobil	$920,583	$387,074 â–²	72.6%	6,733	0.4%	Energy
XVV iShares ESG Select Screened S&P 500 ETF	$889,786	$889,786 â–²	New Holding	15,668	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$877,491	$877,491 â–²	New Holding	26,359	0.3%	SHS BEN INT
LOW Lowe's Companies	$840,680	$840,680 â–²	New Holding	3,813	0.3%	Retail/Wholesale
ASML ASML	$810,776	$113,270 â–¼	-12.3%	408	0.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$810,023	$810,023 â–²	New Holding	4,252	0.3%	ETF
WEC WEC Energy Group	$800,108	$800,108 â–²	New Holding	6,852	0.3%	Utilities
CAT Caterpillar	$770,988	$770,988 â–²	New Holding	724	0.3%	Industrials
JNJ Johnson & Johnson	$749,719	$749,719 â–²	New Holding	2,952	0.3%	Medical
COST Costco Wholesale	$744,634	$439,671 â–²	144.2%	796	0.3%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$734,886	$27,472 â–¼	-3.6%	1,070	0.3%	ETF
MAR Marriott International	$730,803	$730,803 â–²	New Holding	1,972	0.3%	Consumer Discretionary
INTC Intel	$724,959	$724,959 â–²	New Holding	5,192	0.3%	Computer and Technology
LAM RESEARCH CORP	$718,894	$718,894 â–²	New Holding	1,659	0.3%	COM NEW
VIG Vanguard Dividend Appreciation ETF	$711,753	$711,753 â–²	New Holding	3,008	0.3%	ETF
MO Altria Group	$709,931	$709,931 â–²	New Holding	9,867	0.3%	Consumer Staples
MBB iShares MBS ETF	$708,333	$708,333 â–²	New Holding	7,494	0.3%	ETF
MA Mastercard	$698,010	$698,010 â–²	New Holding	1,359	0.3%	Business Services
VXUS Vanguard Total International Stock ETF	$692,640	$692,640 â–²	New Holding	8,102	0.3%	ETF
SBUX Starbucks	$661,578	$661,578 â–²	New Holding	6,474	0.3%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$585,975	$585,975 â–²	New Holding	3,708	0.2%	Financial Services
PEP PepsiCo	$575,721	$575,721 â–²	New Holding	4,252	0.2%	Consumer Staples
SCHA Schwab US Small-Cap ETF	$572,769	$572,769 â–²	New Holding	15,853	0.2%	ETF
GE GE Aerospace	$572,181	$236,571 â–²	70.5%	1,531	0.2%	Aerospace
IBKR Interactive Brokers Group	$564,944	$564,944 â–²	New Holding	6,491	0.2%	Finance
SYK Stryker	$562,010	$562,010 â–²	New Holding	1,785	0.2%	Medical
IVE iShares S&P 500 Value ETF	$561,497	$561,497 â–²	New Holding	2,473	0.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$561,083	$109,672 â–¼	-16.4%	2,558	0.2%	ETF
LII Lennox International	$559,162	$559,162 â–²	New Holding	976	0.2%	Construction
QQQ Invesco QQQ	$532,417	$532,417 â–²	New Holding	723	0.2%	Finance
BINC iShares Flexible Income Active ETF	$521,202	$284,416 â–²	120.1%	9,958	0.2%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$519,596	$990,361 â–¼	-65.6%	7,640	0.2%	ETF
MSI Motorola Solutions	$511,637	$511,637 â–²	New Holding	1,232	0.2%	Computer and Technology
IBM International Business Machines	$500,835	$500,835 â–²	New Holding	1,781	0.2%	Computer and Technology
PG Procter & Gamble	$488,165	$488,165 â–²	New Holding	3,329	0.2%	Consumer Staples
BAC Bank of America	$477,378	$238,290 â–²	99.7%	8,378	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Pacific Excel Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Pacific Excel Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Pacific Excel Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Pacific Excel Wealth Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPacific Excel Wealth Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools