Pacific Excel Wealth Advisors, Inc. Portfolio Stock Holdings
Pacific Excel Wealth Advisors, Inc. disclosed 228 stock positions valued at approximately $258.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 6, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 228
- Portfolio Value
- $258.4M
Holdings by Sector
Pacific Excel Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
219 holdings in the latest reporting period.
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| 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 |
| WELLS FARGO & CO | WFC | Financial Services | 0.74% | 22,998 | +22,998 | +100.00% | $1,900,558 |
| VANGUARD INDEX FDS | VB | Other | 0.72% | 6,137 | +6,137 | +100.00% | $1,860,247 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.72% | 27,649 | +27,649 | +100.00% | $1,859,119 |
| SPDR SERIES TRUST | SPHY | Other | 0.69% | 76,483 | +76,483 | +100.00% | $1,792,762 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.68% | 1,529 | +904 | +144.64% | $1,764,916 |
| ABRDN ETFS | BCI | Other | 0.67% | 77,454 | +77,454 | +100.00% | $1,730,322 |
| TESLA INC | TSLA | Consumer Cyclical | 0.66% | 4,052 | +2,069 | +104.34% | $1,704,271 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.62% | 3,213 | +3,213 | +100.00% | $1,607,753 |
| META PLATFORMS INC | META | Communication Services | 0.61% | 2,801 | +974 | +53.31% | $1,577,775 |
| VANECK ETF TRUST | NLR | Other | 0.60% | 13,348 | +13,348 | +100.00% | $1,548,101 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.60% | 30,427 | +30,427 | +100.00% | $1,538,998 |
| RTX CORPORATION | RTX | Industrials | 0.59% | 8,009 | +8,009 | +100.00% | $1,519,521 |
| ABBVIE INC | ABBV | Healthcare | 0.55% | 5,697 | +3,424 | +150.64% | $1,433,593 |
| ISHARES TR | IWM | Other | 0.55% | 4,741 | +4,741 | +100.00% | $1,424,433 |
| ANALOG DEVICES INC | ADI | Technology | 0.53% | 3,473 | +3,473 | +100.00% | $1,379,342 |
| EATON CORP PLC | ETN | Other | 0.52% | 3,149 | +3,149 | +100.00% | $1,341,852 |
| MCKESSON CORP | MCK | Healthcare | 0.52% | 1,769 | +1,769 | +100.00% | $1,336,656 |
| WALMART INC | WMT | Consumer Defensive | 0.51% | 11,747 | +11,747 | +100.00% | $1,330,465 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.51% | 3,772 | +3,772 | +100.00% | $1,330,346 |
| TEXAS INSTRS INC | TXN | Technology | 0.51% | 4,451 | +4,451 | +100.00% | $1,326,693 |
| VISA INC | V | Financial Services | 0.47% | 3,565 | +1,468 | +70.00% | $1,223,004 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.45% | 2,797 | +2,797 | +100.00% | $1,162,442 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.45% | 1,984 | +1,984 | +100.00% | $1,152,525 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.43% | 3,425 | +2,209 | +181.66% | $1,121,105 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.43% | 30,143 | +30,143 | +100.00% | $1,111,372 |
| APPLIED MATLS INC | AMAT | Technology | 0.42% | 1,496 | +1,496 | +100.00% | $1,081,608 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.41% | 5,860 | +4,093 | +231.64% | $1,060,133 |
| BOEING CO | BA | Industrials | 0.41% | 4,856 | +4,856 | +100.00% | $1,051,178 |
| EMERSON ELEC CO | EMR | Industrials | 0.38% | 6,933 | +6,933 | +100.00% | $992,459 |
| STATE STR CORP | STT | Financial Services | 0.38% | 5,819 | +5,819 | +100.00% | $986,902 |
| ISHARES TR | IUSB | Other | 0.38% | 21,344 | +21,344 | +100.00% | $985,026 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.38% | 972 | +972 | +100.00% | $983,052 |
| WILLIAMS COS INC | WMB | Energy | 0.38% | 13,158 | +13,158 | +100.00% | $978,166 |
| ISHARES TR | EFV | Other | 0.37% | 12,622 | +6,518 | +106.78% | $966,214 |
| EXXON MOBIL CORP | XOM | Energy | 0.36% | 6,733 | +2,831 | +72.55% | $920,583 |
| ISHARES TR | XVV | Other | 0.34% | 15,668 | +15,668 | +100.00% | $889,786 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.34% | 26,359 | +26,359 | +100.00% | $877,491 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.33% | 3,813 | +3,813 | +100.00% | $840,680 |
| ASML HLDG NV | ASML | Other | 0.31% | 408 | -57 | -12.26% | $810,776 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.31% | 4,252 | +4,252 | +100.00% | $810,023 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.31% | 6,852 | +6,852 | +100.00% | $800,108 |
| CATERPILLAR INC | CAT | Industrials | 0.30% | 724 | +724 | +100.00% | $770,988 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.29% | 2,952 | +2,952 | +100.00% | $749,719 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.29% | 796 | +470 | +144.17% | $744,634 |
| VANGUARD INDEX FDS | VOO | Other | 0.28% | 1,070 | -40 | -3.60% | $734,886 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.28% | 1,972 | +1,972 | +100.00% | $730,803 |
| INTEL CORP | INTC | Technology | 0.28% | 5,192 | +5,192 | +100.00% | $724,959 |
| LAM RESEARCH CORP | LRCX | Other | 0.28% | 1,659 | +1,659 | +100.00% | $718,894 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.28% | 3,008 | +3,008 | +100.00% | $711,753 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.27% | 9,867 | +9,867 | +100.00% | $709,931 |
| ISHARES TR | MBB | Other | 0.27% | 7,494 | +7,494 | +100.00% | $708,333 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.27% | 1,359 | +1,359 | +100.00% | $698,010 |
| VANGUARD STAR FDS | VXUS | Other | 0.27% | 8,102 | +8,102 | +100.00% | $692,640 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.26% | 6,474 | +6,474 | +100.00% | $661,578 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.23% | 3,708 | +3,708 | +100.00% | $585,975 |
| PEPSICO INC | PEP | Consumer Defensive | 0.22% | 4,252 | +4,252 | +100.00% | $575,721 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.22% | 15,853 | +15,853 | +100.00% | $572,769 |
| GE AEROSPACE | GE | Industrials | 0.22% | 1,531 | +633 | +70.49% | $572,181 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.22% | 6,491 | +6,491 | +100.00% | $564,944 |
| STRYKER CORPORATION | SYK | Healthcare | 0.22% | 1,785 | +1,785 | +100.00% | $562,010 |
| ISHARES TR | IVE | Other | 0.22% | 2,473 | +2,473 | +100.00% | $561,497 |
| ISHARES TR | QUAL | Other | 0.22% | 2,558 | -500 | -16.35% | $561,083 |
| LENNOX INTL INC | LII | Industrials | 0.22% | 976 | +976 | +100.00% | $559,162 |
| INVESCO QQQ TR | QQQ | Other | 0.21% | 723 | +723 | +100.00% | $532,417 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.20% | 9,958 | +5,434 | +120.11% | $521,202 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.20% | 7,640 | -14,562 | -65.59% | $519,596 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.20% | 1,232 | +1,232 | +100.00% | $511,637 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.19% | 1,781 | +1,781 | +100.00% | $500,835 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.19% | 3,329 | +3,329 | +100.00% | $488,165 |
| BANK OF AMER CORP | BAC | Financial Services | 0.18% | 8,378 | +4,182 | +99.67% | $477,378 |