Pacific Excel Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 6, 2026, Pacific Excel Wealth Advisors, Inc. disclosed 219 stock positions valued at approximately $258.42M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 219
- Portfolio Value
- $258.42M
Holdings by Sector
Pacific Excel Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 4.65% | 168,696 | +165,118 | +4614.81% | $12,019,590 |
| AMERICAN CENTY ETF TR | AVDE | Other | 4.57% | 132,413 | +132,413 | +100.00% | $11,811,240 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.78% | 101,232 | +93,835 | +1268.55% | $9,767,876 |
| ISHARES TR | SMMD | Other | 3.19% | 89,987 | +89,987 | +100.00% | $8,245,509 |
| SPDR INDEX SHS FDS | SPEM | Other | 3.08% | 153,497 | +148,314 | +2861.55% | $7,948,051 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 2.81% | 314,239 | +314,239 | +100.00% | $7,268,348 |
| APPLE INC | AAPL | Technology | 2.70% | 24,145 | +15,554 | +181.05% | $6,986,741 |
| NVIDIA CORPORATION | NVDA | Technology | 2.65% | 34,193 | +27,366 | +400.85% | $6,841,704 |
| ISHARES TR | EFA | Other | 2.37% | 58,846 | +58,846 | +100.00% | $6,112,922 |
| SPDR SERIES TRUST | SPLG | Other | 2.32% | 68,319 | +56,861 | +496.26% | $6,003,835 |
| ISHARES TR | IVV | Other | 2.30% | 7,931 | +5,553 | +233.52% | $5,939,256 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.07% | 110,573 | +104,751 | +1799.23% | $5,355,050 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 2.06% | 205,477 | +205,477 | +100.00% | $5,332,128 |
| MICROSOFT CORP | MSFT | Technology | 1.71% | 11,842 | +8,885 | +300.47% | $4,417,326 |
| ISHARES TR | USHY | Other | 1.59% | 111,311 | +111,311 | +100.00% | $4,120,750 |
| XPEL INC | XPEL | Consumer Cyclical | 1.57% | 81,802 | +81,802 | +100.00% | $4,057,379 |
| VANGUARD INDEX FDS | VTI | Other | 1.52% | 10,603 | +9,767 | +1168.30% | $3,923,638 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.34% | 14,490 | +10,111 | +230.90% | $3,453,547 |
| BROADCOM INC | AVGO | Technology | 1.31% | 8,981 | +5,964 | +197.68% | $3,392,658 |
| WORLD GOLD TR | GLDM | Other | 1.28% | 41,784 | +41,784 | +100.00% | $3,318,485 |
| ALPHABET INC | GOOGL | Communication Services | 1.22% | 8,788 | +7,311 | +494.99% | $3,140,568 |
| ISHARES TR | AGG | Other | 1.08% | 28,089 | +28,089 | +100.00% | $2,780,249 |
| ISHARES TR | IEFA | Other | 1.07% | 28,617 | +28,617 | +100.00% | $2,763,830 |
| KLA CORP | KLAC | Technology | 1.02% | 8,737 | +8,737 | +100.00% | $2,636,142 |
| ISHARES TR | EMB | Other | 0.98% | 26,282 | +26,282 | +100.00% | $2,534,643 |
| ALPHABET INC | GOOG | Communication Services | 0.98% | 7,143 | +4,872 | +214.53% | $2,523,836 |
| ELI LILLY & CO | LLY | Healthcare | 0.89% | 1,911 | +1,394 | +269.63% | $2,291,666 |
| VANGUARD INDEX FDS | VO | Other | 0.83% | 26,580 | +26,580 | +100.00% | $2,141,551 |
| ISHARES INC | IEMG | Other | 0.75% | 23,484 | +19,714 | +522.92% | $1,945,415 |
| AMPHENOL CORP | APH | Technology | 0.75% | 10,928 | +10,928 | +100.00% | $1,926,825 |
Showing 30 of 219 holdings in the latest reporting period.