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CIK: 0002110884
Total reported value
$258.4M
$258.4M
90 檔
3.4%
In Q4 2025, Pacific Excel Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $258.4M, distributed across 90 disclosed stock positions.
During Q4 2025, Pacific Excel Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.04% | +0.41% | — | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.86% | -3.13% | EXIT | |
| 3 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 3.81% | -3.62% | EXIT | |
| 4 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 2.67% | -2.54% | EXIT | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.36% | -2.27% | EXIT | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.04% | -1.63% | EXIT | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.01% | -2.79% | — | |
| 8 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 2.01% | -1.61% | EXIT | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.97% | -1.38% | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.67% | — | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 1.87% | -1.51% | EXIT | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.85% | -1.16% | — | |
| 13 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.73% | -1.73% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | +0.56% | — | |
| 15 | FTA | First Trust L C Val Alp | ETF-Other | 1.64% | -1.57% | EXIT | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +1.40% | — | |
| 17 | AFLG | First Trust Active Factor La | ETF-Other | 1.54% | -1.95% | EXIT | |
| 18 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 1.53% | -1.16% | EXIT | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.52% | -1.45% | EXIT | |
| 20 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.52% | -1.45% | EXIT | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.50% | -1.12% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.46% | -0.49% | — | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.43% | +3.15% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +1.40% | — | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.39% | -0.26% | EXIT | |
| 26 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 1.39% | -1.43% | EXIT | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.33% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.38% | — | |
| 29 | FVD | First Trust Value Line Dvd | ETF-Other | 1.29% | -1.30% | EXIT | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.28% | — | — | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.23% | -1.41% | EXIT | |
| 32 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 1.22% | -1.36% | EXIT | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.19% | -1.11% | EXIT | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | -0.12% | — | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.11% | -1.11% | EXIT | |
| 36 | FTCS | First Trust Capital Strength | ETF-Other | 1.04% | -1.00% | EXIT | |
| 37 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.02% | -1.06% | — | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.01% | -0.11% | — | |
| 39 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.99% | -0.70% | EXIT | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +0.03% | — | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.97% | -0.86% | EXIT | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.95% | -0.67% | EXIT | |
| 43 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.94% | -0.91% | EXIT | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.92% | -0.61% | EXIT | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.91% | -0.64% | EXIT | |
| 46 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.91% | -0.83% | EXIT | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.30% | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.87% | -0.80% | EXIT | |
| 49 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.84% | -0.92% | EXIT | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | -0.42% | — |
According to official SEC Form 13F filings, Pacific Excel Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $258.4M across 90 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MGK, FTCB) accounted for 3.4% of total reported equity market value during Q4 2025.
During Q4 2025, Pacific Excel Wealth Advisors, Inc.'s top holdings by market value included AAPL (4.0%)、MGK (3.9%)、FTCB (3.8%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q4 2025, Pacific Excel Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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