Pacific Excel Wealth Advisors, Inc. Top Holdings and 13F Report (2026) About Pacific Excel Wealth Advisors, Inc.Investment ActivityPacific 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 $12,019,590Avantis International Equity ETF $11,811,240Avantis Emerging Markets Equity ETF $9,767,876iShares Russell 2500 ETF $8,245,509SPDR Portfolio Emerging Markets ETF $7,948,051 Largest New Holdings this Quarter 025072703 - Avantis International Equity ETF $11,811,240 Holding46435G268 - iShares Russell 2500 ETF $8,245,509 Holding808524839 - Schwab U.S. Aggregate Bond ETF $7,268,348 Holding464287465 - iShares MSCI EAFE ETF $6,112,922 Holding389930207 - 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 TimeMap of 500 Largest Holdings ofPacific Excel Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$12,019,590$11,764,658 ▲4,614.8%168,6964.7%ETFAVDEAvantis International Equity ETF$11,811,240$11,811,240 ▲New Holding132,4134.6%ETFAVEMAvantis Emerging Markets Equity ETF$9,767,876$9,054,139 ▲1,268.6%101,2323.8%ETFSMMDiShares Russell 2500 ETF$8,245,509$8,245,509 ▲New Holding89,9873.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$7,948,051$7,679,676 ▲2,861.5%153,4973.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$7,268,348$7,268,348 ▲New Holding314,2392.8%ETFAAPLApple$6,986,741$4,500,798 ▲181.0%24,1452.7%TechnologyNVDANVIDIA$6,841,704$5,475,684 ▲400.8%34,1932.6%TechnologyEFAiShares MSCI EAFE ETF$6,112,922$6,112,922 ▲New Holding58,8462.4%ETFSPLGSPDR Portfolio S&P 500 ETF$6,003,835$4,996,912 ▲496.3%68,3192.3%ETFIVViShares Core S&P 500 ETF$5,939,256$4,158,453 ▲233.5%7,9312.3%ETFBNDXVanguard Total International Bond ETF$5,355,050$5,073,091 ▲1,799.2%110,5732.1%ETFGRAYSCALE BITCOIN MINI TR ET$5,332,128$5,332,128 ▲New Holding205,4772.1%SHS NEWMSFTMicrosoft$4,417,326$3,314,300 ▲300.5%11,8421.7%TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$4,120,750$4,120,750 ▲New Holding111,3111.6%ETFXPELXPEL$4,057,379$4,057,379 ▲New Holding81,8021.6%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$3,923,638$3,614,276 ▲1,168.3%10,6031.5%ETFAMZNAmazon.com$3,453,547$2,409,856 ▲230.9%14,4901.3%Consumer DiscretionaryAVGOBroadcom$3,392,658$2,252,958 ▲197.7%8,9811.3%TechnologyGLDMSPDR Gold MiniShares Trust$3,318,485$3,318,485 ▲New Holding41,7841.3%ETFGOOGLAlphabet$3,140,568$2,612,732 ▲495.0%8,7881.2%Communication ServicesAGGiShares Core U.S. Aggregate Bond ETF$2,780,249$2,780,249 ▲New Holding28,0891.1%ETFIEFAiShares Core MSCI EAFE ETF$2,763,830$2,763,830 ▲New Holding28,6171.1%ETFKLACKLA$2,636,142$2,636,142 ▲New Holding8,7371.0%TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,534,643$2,534,643 ▲New Holding26,2821.0%ETFGOOGAlphabet$2,523,836$1,721,424 ▲214.5%7,1431.0%Communication ServicesLLYEli Lilly and Company$2,291,666$1,671,681 ▲269.6%1,9110.9%HealthcareVOVanguard Mid-Cap ETF$2,141,551$2,141,551 ▲New Holding26,5800.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,945,415$1,633,108 ▲522.9%23,4840.8%ETFAPHAmphenol$1,926,825$1,926,825 ▲New Holding10,9280.7%TechnologyWFCWells Fargo & Company$1,900,558$1,900,558 ▲New Holding22,9980.7%FinanceVBVanguard Small-Cap ETF$1,860,247$1,860,247 ▲New Holding6,1370.7%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,859,119$1,859,119 ▲New Holding27,6490.7%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,792,762$1,792,762 ▲New Holding76,4830.7%ETFMUMicron Technology$1,764,916$1,043,482 ▲144.6%1,5290.7%TechnologyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$1,730,322$1,730,322 ▲New Holding77,4540.7%ETFTSLATesla$1,704,271$870,221 ▲104.3%4,0520.7%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,607,753$1,607,753 ▲New Holding3,2130.6%FinanceMETAMeta Platforms$1,577,775$548,644 ▲53.3%2,8010.6%Communication ServicesNLRVanEck Uranium and Nuclear ETF$1,548,101$1,548,101 ▲New Holding13,3480.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,538,998$1,538,998 ▲New Holding30,4270.6%ETFRTXRTX$1,519,521$1,519,521 ▲New Holding8,0090.6%IndustrialsABBVAbbVie$1,433,593$861,615 ▲150.6%5,6970.6%HealthcareIWMiShares Russell 2000 ETF$1,424,433$1,424,433 ▲New Holding4,7410.6%ETFADIAnalog Devices$1,379,342$1,379,342 ▲New Holding3,4730.5%TechnologyETNEaton$1,341,852$1,341,852 ▲New Holding3,1490.5%IndustrialsMCKMcKesson$1,336,656$1,336,656 ▲New Holding1,7690.5%HealthcareWALMART INC$1,330,465$1,330,465 ▲New Holding11,7470.5%COMHDHome Depot$1,330,346$1,330,346 ▲New Holding3,7720.5%Consumer DiscretionaryTXNTexas Instruments$1,326,693$1,326,693 ▲New Holding4,4510.5%TechnologyVVisa$1,223,004$503,610 ▲70.0%3,5650.5%FinanceUNHUnitedHealth Group$1,162,442$1,162,442 ▲New Holding2,7970.4%HealthcareAMDAdvanced Micro Devices$1,152,525$1,152,525 ▲New Holding1,9840.4%TechnologyJPMJPMorgan Chase & Co.$1,121,105$723,072 ▲181.7%3,4250.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$1,111,372$1,111,372 ▲New Holding30,1430.4%ETFAMATApplied Materials$1,081,608$1,081,608 ▲New Holding1,4960.4%TechnologyPMPhilip Morris International$1,060,133$740,465 ▲231.6%5,8600.4%Consumer StaplesBABoeing$1,051,178$1,051,178 ▲New Holding4,8560.4%IndustrialsEMREmerson Electric$992,459$992,459 ▲New Holding6,9330.4%IndustrialsSTTState Street$986,902$986,902 ▲New Holding5,8190.4%FinanceIUSBiShares Core Total USD Bond Market ETF$985,026$985,026 ▲New Holding21,3440.4%ETFGSThe Goldman Sachs Group$983,052$983,052 ▲New Holding9720.4%FinanceWMBWilliams Companies$978,166$978,166 ▲New Holding13,1580.4%EnergyEFViShares MSCI EAFE Value ETF$966,214$498,953 ▲106.8%12,6220.4%ETFXOMExxonMobil$920,583$387,074 ▲72.6%6,7330.4%EnergyXVViShares ESG Select Screened S&P 500 ETF$889,786$889,786 ▲New Holding15,6680.3%ETFISHARES BITCOIN TRUST ETF$877,491$877,491 ▲New Holding26,3590.3%SHS BEN INTLOWLowe's Companies$840,680$840,680 ▲New Holding3,8130.3%Consumer DiscretionaryASMLASML$810,776$113,270 ▼-12.3%4080.3%TechnologyXLKTechnology Select Sector SPDR Fund$810,023$810,023 ▲New Holding4,2520.3%ETFWECWEC Energy Group$800,108$800,108 ▲New Holding6,8520.3%UtilitiesCATCaterpillar$770,988$770,988 ▲New Holding7240.3%IndustrialsJNJJohnson & Johnson$749,719$749,719 ▲New Holding2,9520.3%HealthcareCOSTCostco Wholesale$744,634$439,671 ▲144.2%7960.3%Consumer StaplesVOOVanguard S&P 500 ETF$734,886$27,472 ▼-3.6%1,0700.3%ETFMARMarriott International$730,803$730,803 ▲New Holding1,9720.3%Consumer DiscretionaryINTCIntel$724,959$724,959 ▲New Holding5,1920.3%TechnologyLAM RESEARCH CORP$718,894$718,894 ▲New Holding1,6590.3%COM NEWVIGVanguard Dividend Appreciation ETF$711,753$711,753 ▲New Holding3,0080.3%ETFMOAltria Group$709,931$709,931 ▲New Holding9,8670.3%Consumer StaplesMBBiShares MBS ETF$708,333$708,333 ▲New Holding7,4940.3%ETFMAMastercard$698,010$698,010 ▲New Holding1,3590.3%FinanceVXUSVanguard Total International Stock ETF$692,640$692,640 ▲New Holding8,1020.3%ETFSBUXStarbucks$661,578$661,578 ▲New Holding6,4740.3%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$585,975$585,975 ▲New Holding3,7080.2%ETFPEPPepsiCo$575,721$575,721 ▲New Holding4,2520.2%Consumer StaplesSCHASchwab US Small-Cap ETF$572,769$572,769 ▲New Holding15,8530.2%ETFGEGE Aerospace$572,181$236,571 ▲70.5%1,5310.2%IndustrialsIBKRInteractive Brokers Group$564,944$564,944 ▲New Holding6,4910.2%FinanceSYKStryker$562,010$562,010 ▲New Holding1,7850.2%HealthcareIVEiShares S&P 500 Value ETF$561,497$561,497 ▲New Holding2,4730.2%ETFQUALiShares MSCI USA Quality Factor ETF$561,083$109,672 ▼-16.4%2,5580.2%ETFLIILennox International$559,162$559,162 ▲New Holding9760.2%IndustrialsQQQInvesco QQQ$532,417$532,417 ▲New Holding7230.2%ETFBINCiShares Flexible Income Active ETF$521,202$284,416 ▲120.1%9,9580.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$519,596$990,361 ▼-65.6%7,6400.2%ETFMSIMotorola Solutions$511,637$511,637 ▲New Holding1,2320.2%TechnologyIBMInternational Business Machines$500,835$500,835 ▲New Holding1,7810.2%TechnologyPGProcter & Gamble$488,165$488,165 ▲New Holding3,3290.2%Consumer StaplesBACBank of America$477,378$238,290 ▲99.7%8,3780.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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