Pacific Excel Wealth Advisors Increases Holdings in Core ETFs Amid Strategic Shift

Pacific Excel Wealth Advisors Inc. significantly boosted its portfolio allocation this quarter, favoring established tax-managed funds like VEA and AVDE while exiting several government-related holdings.

By Insiderset.Jul 9, 2026, 2:48 AM
VEA
AVDE
AVEM
SMMD
SPEM
SCHZ
Pacific Excel Wealth Advisors, Inc.
Pacific Excel Wealth Advisors Increases Holdings in Core ETFs Amid Strategic Shift
Pacific Excel Wealth Advisors Inc. significantly boosted its portfolio allocation this quarter, favoring established tax-managed funds like VEA and AVDE while exiting several government-related holdings.