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Pacific Excel Wealth Advisors, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    walnut creek, CA
  • CIK
    0002110884
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

228

$258.43M
VEA, AVDE, AVEM, SMMD
13F-HR
Jul 6, 2026
000211088426000004

140

$95.1M
FTCB, MGK, CHV, TDIV
13F-HR
May 13, 2026
000211088426000002

90

$52.94M
AAPL, MGK, FTCB, TDIV
13F-HR
Feb 18, 2026
000211088426000001