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

As of June 30th, 2026, Pacific Excel Wealth Advisors Inc., a prominent financial advisory firm managing substantial assets, has reported notable changes to its investment portfolio. The total value stands at $255,846,522.

New Positions and Significant Increases

This quarter saw the addition of several new holdings or substantial increases in existing ones:

• VEA (Vanguard Tax-Managed Dividend Equity), a core holding, increased by approximately 46% ($1.2 million) in value and over 400 basis points in portfolio weight to 4.65%. This was the largest dollar increase but not the highest percentage change.
• AAPL (Apple Inc), a major Technology stock, saw its portfolio allocation rise by about 180 basis points to 2.7%. The holding increased significantly in both shares and value.
• NVDA (NVIDIA Corporation), another Technology stock, added weight of around 15 basis points to reach a total portfolio allocation of 2.65%. The share increase was substantial at over 400%.
• GLDM (World Gold Trust), previously not held, entered the portfolio with a $3.3 million allocation (1.28%). This was achieved through a direct purchase.
• BNDX (Vanguard Charitable) increased by over 1700% in shares and saw its portfolio allocation jump significantly to 2.07%. This was a substantial dollar increase as well.
• XPEL (XPEL Inc), added weight of about 15 basis points to reach 1.57%. This was a direct purchase.

Consolidation and Departures from Defensive Sectors

Pacific Excel also bolstered its positions in several other ETFs:

• SCHWAB STRATEGIC TR (SCHZ) maintained a full 100% share increase, keeping its portfolio allocation steady at 2.81%.
• GRAYSCALE BITCOIN MINI TR ET (BTC), a cryptocurrency holding, also saw a full share increase and maintained its allocation at 2.06%.
• SPDR INDEX SHS FDS (SPEM), another core holding, increased by about 28% ($794k) in value and over 10 basis points to reach 3.08%.

This quarter's portfolio adjustments also included exits from certain sectors:

• The firm exited positions in several government-related ETFs, including DYNF (Dynamic US Govt Bd), GOVT (likely referring to a government bond ETF), and CVX (Citadel Variable Series, possibly another government-related fund). These exits were substantial in both shares and value.
• IVW (iShares Core Dividend Yield) was also sold entirely this quarter. This ETF previously held a significant allocation, but it is no longer part of the portfolio.
• SPYV (SPDR Portfolio S&P 500 VIX Short-Term), an ETF focused on volatility, was sold entirely. Similarly, other holdings like SCHWAB STRATEGIC TR and others saw reductions.

Overall, Pacific Excel demonstrated a clear preference for increasing allocations in established core equity funds (like VEA) and specific Technology stocks (AAPL, NVDA), while simultaneously reducing exposure to certain government-related ETFs. The firm also added new positions like GLDM and XPEL.