Pacific Excel Wealth Advisors, Inc. Portfolio Stock Holdings
Pacific Excel Wealth Advisors, Inc. disclosed 140 stock positions valued at approximately $95.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, CHEVRON CORPORATION, and FIRST TR EXCHANGE TRADED FD. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 140
- Portfolio Value
- $95.1M
Holdings by Sector
Pacific Excel Wealth Advisors, Inc. Portfolio Holdings in Q1 2026
132 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MGK | Other | 3.13% | 8,099 | +3,146 | +63.52% | $2,976,020 |
| CHEVRON CORPORATION | CVX | Energy | 2.92% | 13,407 | +6,456 | +92.88% | $2,773,974 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 2.54% | 25,825 | +11,244 | +77.11% | $2,418,775 |
| APPLE INC | AAPL | Technology | 2.29% | 8,591 | +551 | +6.85% | $2,180,313 |
| VANGUARD WORLD FD | MGV | Other | 2.27% | 14,893 | +6,061 | +68.63% | $2,158,679 |
| FIRST TR EXCHANGE-TRADED FD | FTGS | Other | 1.73% | 48,436 | +22,557 | +87.16% | $1,649,030 |
| ISHARES TR | IVV | Other | 1.63% | 2,378 | +899 | +60.78% | $1,554,504 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 1.63% | 31,163 | +9,525 | +44.02% | $1,552,224 |
| FIRST TR EXCHANGE-TRADED FD | FSIG | Other | 1.61% | 80,875 | +25,540 | +46.16% | $1,531,774 |
| FIRST TR EXCHANGE-TRADED ALP | FTA | Other | 1.57% | 16,139 | +6,084 | +60.51% | $1,490,435 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.51% | 21,045 | +6,823 | +47.97% | $1,436,955 |
| SPDR SERIES TRUST | SPYV | Other | 1.50% | 25,142 | +6,823 | +37.25% | $1,422,477 |
| FIRST TR EXCHNG TRADED FD VI | BUFG | Other | 1.45% | 51,505 | +22,311 | +76.42% | $1,383,427 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 1.45% | 5,890 | +2,905 | +97.32% | $1,378,436 |
| FIRST TR EXCHANGE-TRADED FD | FIIG | Other | 1.43% | 65,437 | +30,659 | +88.16% | $1,357,828 |
| SPDR SERIES TRUST | BIL | Other | 1.41% | 14,581 | +7,444 | +104.30% | $1,336,203 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.36% | 22,202 | +6,130 | +38.14% | $1,291,714 |
| FIRST TR EXCHANGE-TRADED FD | FBT | Other | 1.36% | 6,429 | +3,294 | +105.07% | $1,291,075 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 1.30% | 26,360 | +11,529 | +77.74% | $1,239,711 |
| ISHARES TR | IVW | Other | 1.30% | 10,928 | +4,475 | +69.35% | $1,236,181 |
| NVIDIA CORPORATION | NVDA | Technology | 1.25% | 6,827 | +2,808 | +69.87% | $1,190,634 |
| ISHARES TR | GOVT | Other | 1.24% | 51,436 | +27,984 | +119.32% | $1,178,397 |
| FIRST TR EXCH TRD ALPHDX FD | FDT | Other | 1.16% | 12,656 | +2,437 | +23.85% | $1,100,183 |
| MICROSOFT CORP | MSFT | Technology | 1.15% | 2,957 | +1,087 | +58.13% | $1,094,653 |
| PIMCO ETF TR | MINT | Other | 1.15% | 10,845 | +6,982 | +180.74% | $1,090,682 |
| FIRST TR EXCH TRD ALPHDX FD | FEM | Other | 1.11% | 35,240 | +20,348 | +136.64% | $1,055,566 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.11% | 3,121 | +1,054 | +50.99% | $1,054,758 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 1.11% | 24,184 | +10,890 | +81.92% | $1,054,178 |
| META PLATFORMS INC | META | Communication Services | 1.10% | 1,827 | +654 | +55.75% | $1,045,278 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 1.00% | 10,225 | +4,252 | +71.19% | $948,471 |
| BROADCOM INC | AVGO | Technology | 0.98% | 3,017 | +899 | +42.45% | $933,828 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.96% | 4,379 | +1,340 | +44.09% | $912,013 |
| SPDR SERIES TRUST | SPLG | Other | 0.92% | 11,458 | +1,116 | +10.79% | $876,938 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.92% | 4,031 | +2,097 | +108.43% | $870,617 |
| FIRST TR EXCHNG TRADED FD VI | BUFT | Other | 0.91% | 34,841 | +14,669 | +72.72% | $864,409 |
| VANGUARD INDEX FDS | VBR | Other | 0.86% | 3,777 | +1,356 | +56.01% | $820,757 |
| ISHARES TR | USIG | Other | 0.83% | 15,485 | +6,229 | +67.30% | $793,302 |
| VANGUARD INDEX FDS | VOE | Other | 0.80% | 4,150 | +1,566 | +60.60% | $764,936 |
| TESLA INC | TSLA | Consumer Cyclical | 0.78% | 1,983 | +595 | +42.87% | $737,192 |
| ISHARES TR | ACWX | Other | 0.76% | 10,616 | +10,616 | +100.00% | $726,879 |
| FIRST TR EXCHNG TRADED FD VI | ILDR | Other | 0.73% | 23,438 | +11,020 | +88.74% | $697,984 |
| FIRST TR EXCH TRD ALPHDX FD | FJP | Other | 0.71% | 9,342 | +3,599 | +62.67% | $678,227 |
| VANGUARD INDEX FDS | VOO | Other | 0.70% | 1,110 | +404 | +57.22% | $663,425 |
| EXXON MOBIL CORP | XOM | Energy | 0.70% | 3,902 | +1,840 | +89.23% | $662,119 |
| GRANITESHARES GOLD TR | BAR | Other | 0.70% | 14,351 | +3,747 | +35.34% | $662,012 |
| FIRST TR EXCH TRD ALPHDX FD | FEP | Other | 0.69% | 11,961 | +5,144 | +75.46% | $653,187 |
| ALPHABET INC | GOOG | Communication Services | 0.69% | 2,271 | +783 | +52.62% | $651,460 |
| ISHARES GOLD TR | IAU | Other | 0.67% | 7,252 | +1,139 | +18.63% | $639,331 |
| VISA INC | V | Financial Services | 0.67% | 2,097 | +871 | +71.04% | $633,790 |
| ISHARES TR | SHYG | Other | 0.66% | 14,775 | +8,895 | +151.28% | $625,129 |
| ASML HLDG NV | ASML | Other | 0.65% | 465 | +171 | +58.16% | $614,186 |
| ISHARES TR | IGSB | Other | 0.64% | 11,557 | +2,418 | +26.46% | $607,436 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.63% | 12,698 | +4,809 | +60.96% | $596,170 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.63% | 7,397 | -2,434 | -24.76% | $596,049 |
| ISHARES TR | QUAL | Other | 0.62% | 3,058 | +1,024 | +50.34% | $586,750 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.61% | 28,397 | +5,288 | +22.88% | $579,582 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.59% | 5,034 | +1,963 | +63.92% | $564,250 |
| SPDR SERIES TRUST | JNK | Other | 0.59% | 5,834 | +3,374 | +137.15% | $558,506 |
| FIRST TR EXCHANGE-TRADED FD | LGOV | Other | 0.58% | 25,668 | +11,666 | +83.32% | $553,660 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.56% | 3,231 | +1,202 | +59.24% | $528,533 |
| VANGUARD INDEX FDS | VOT | Other | 0.55% | 2,025 | +772 | +61.61% | $521,172 |
| ISHARES TR | SHY | Other | 0.53% | 6,113 | +1,226 | +25.09% | $504,749 |
| ABBVIE INC | ABBV | Healthcare | 0.52% | 2,273 | +17 | +0.75% | $494,459 |
| ELI LILLY & CO | LLY | Healthcare | 0.50% | 517 | +176 | +51.61% | $475,541 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.50% | 725 | +143 | +24.57% | $471,497 |
| ISHARES TR | EFV | Other | 0.48% | 6,104 | -1,359 | -18.21% | $453,833 |
| GLOBAL X FDS | SHLD | Other | 0.47% | 6,336 | +6,336 | +100.00% | $448,843 |
| SPDR SERIES TRUST | SPTM | Other | 0.47% | 5,619 | +5,619 | +100.00% | $444,258 |
| ISHARES TR | IEI | Other | 0.46% | 3,699 | +3,699 | +100.00% | $438,701 |
| SPDR GOLD TR | GLD | Other | 0.46% | 1,014 | +491 | +93.88% | $436,314 |
| VANGUARD INDEX FDS | VBK | Other | 0.45% | 1,406 | +594 | +73.15% | $424,992 |
| ALPHABET INC | GOOGL | Communication Services | 0.45% | 1,477 | +514 | +53.37% | $424,752 |
| ISHARES TR | IGIB | Other | 0.44% | 7,869 | +7,869 | +100.00% | $418,789 |
| ISHARES TR | IAGG | Other | 0.42% | 7,928 | +7,928 | +100.00% | $396,718 |
| ISHARES TR | HYG | Other | 0.41% | 4,897 | +4,897 | +100.00% | $389,559 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 0.39% | 9,184 | +280 | +3.14% | $372,596 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.38% | 1,216 | +387 | +46.68% | $357,826 |
| VANGUARD BD INDEX FDS | BND | Other | 0.38% | 4,846 | +4,846 | +100.00% | $356,856 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 0.36% | 1,261 | +504 | +66.58% | $347,011 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.36% | 5,476 | +5,476 | +100.00% | $343,235 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.35% | 3,037 | +967 | +46.71% | $336,440 |
| FIRST TR EXCHANGE-TRADED FD | MISL | Other | 0.35% | 7,379 | +7,379 | +100.00% | $329,916 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.34% | 326 | +326 | +100.00% | $324,838 |
| INNOVATOR ETFS TRUST | PNOV | Other | 0.33% | 7,728 | +1,371 | +21.57% | $315,766 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.33% | 18,218 | +4,326 | +31.14% | $315,536 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.31% | 1,767 | +1,767 | +100.00% | $292,238 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.30% | 6,231 | -407 | -6.13% | $284,445 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.29% | 5,822 | +5,822 | +100.00% | $279,754 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.29% | 625 | +625 | +100.00% | $279,085 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.29% | 4,494 | +4,494 | +100.00% | $275,304 |
| SHOPIFY INC | SHOP | Technology | 0.29% | 2,304 | +819 | +55.15% | $273,297 |
| VANGUARD INDEX FDS | VTI | Other | 0.28% | 836 | +836 | +100.00% | $268,198 |
| ISHARES INC | IEMG | Other | 0.28% | 3,770 | +3,770 | +100.00% | $262,964 |
| ISHARES TR | TLH | Other | 0.27% | 2,588 | +2,588 | +100.00% | $260,664 |
| FIRST TR EXCHNG TRADED FD VI | FMAR | Other | 0.27% | 5,276 | +5,276 | +100.00% | $255,831 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.27% | 4,532 | +4,532 | +100.00% | $255,197 |
| GE AEROSPACE | GE | Industrials | 0.27% | 898 | +898 | +100.00% | $254,831 |
| FIRST TR EXCHNG TRADED FD VI | FAPR | Other | 0.27% | 5,656 | +5,656 | +100.00% | $253,991 |
| FIRST TR EXCHNG TRADED FD VI | FMAY | Other | 0.27% | 4,793 | +4,793 | +100.00% | $253,072 |
| FIRST TR EXCHNG TRADED FD VI | FFEB | Other | 0.27% | 4,529 | +4,529 | +100.00% | $252,946 |