Pacific Excel Wealth Advisors, Inc.
13F Portfolio Filings
Most recent 13F Q4 2025Location walnut creek, CACIK 0002110884All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
90 | $52.94M | AAPL, MGK, FTCB, TDIV | 13F-HR | Feb 18, 2026 | 000211088426000001 |