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Pacific Excel Wealth Advisors, Inc.

Q2 2026 13F Holdings

  • Location
    walnut creek, CA
  • Num holdings

    228

  • Value ($000)

    $258,424

  • Date Filed
    07/06/2026
  • Form type
    13F-HR
  • CIK
    0002110884
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$12.02M
5 %

168,696

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$11.81M
5 %

132,413

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$9.77M
4 %

101,232

S
SMMD

ISHARES TR

RUSEL 2500 ETF
46435G268
$8.25M
3 %

89,987

S
SPEM

SPDR INDEX SHS FDS

ST PORT MARK ETF
78463X509
$7.95M
3 %

153,497

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$7.27M
3 %

314,239

A
AAPL

APPLE INC

COM
037833100
$6.99M
3 %

24,145

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.84M
3 %

34,193

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$6.11M
2 %

58,846

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$6M
2 %

68,319

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