Pacific Excel Wealth Advisors, Inc.
Q1 2026 13F Holdings
- Locationwalnut creek, CA
- Num holdings
140
- Value ($000)
$95,099
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0002110884
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 | $3.45M | 4 % | 164,390 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $2.98M | 3 % | 8,099 | ||
CHEVRON CORPORATION | COM | 166764100 | $2.77M | 3 % | 13,407 | ||
FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | $2.42M | 3 % | 25,825 | ||
APPLE INC | COM | 037833100 | $2.18M | 2 % | 8,591 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $2.16M | 2 % | 14,893 | ||
FIRST TR EXCHNG TRADED FD VI | ACTV FCTR LGCP | 33740F821 | $1.85M | 2 % | 48,024 | ||
FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $1.65M | 2 % | 48,436 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $1.55M | 2 % | 2,378 | ||
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $1.55M | 2 % | 31,163 |
Rows Per Page
10
- 10
- 50
- 100