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CIK: 0002110884
Total reported value
$90.1M
$90.1M
228 檔
55.3%
According to the latest 13F quarterly dataset, Pacific Excel Wealth Advisors, Inc. managed an equity portfolio of $90.1M at the end of Q2 2026, spanning 228 distinct U.S. exchange-listed positions.
In Q2 2026, Pacific Excel Wealth Advisors, Inc. displayed an active expansion posture, initiating 106 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, AVDE, AVEM) accounted for 55.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
AVDE
市值: $11.8M
Top Position Liquidated / Trimmed
FTCB
前期市值: $3.4M
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.65% | -4.65% | EXIT | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 4.57% | -4.57% | EXIT | |
| 3 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.78% | -3.78% | EXIT | |
| 4 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 3.19% | -3.19% | EXIT | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.08% | -2.83% | +2861.55% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.81% | -2.81% | EXIT | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.70% | +2.44% | +181.05% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | -0.42% | +400.85% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.37% | -2.37% | EXIT | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | -1.56% | +496.26% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.47% | +233.52% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.07% | -2.07% | EXIT | |
| 13 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 2.06% | -2.06% | EXIT | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | +0.27% | +300.47% | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.59% | -1.59% | EXIT | |
| 16 | XPEL | Xpel Inc | Stock-Other | 1.57% | -1.57% | EXIT | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | -1.52% | EXIT | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.34% | +0.14% | +230.90% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | -0.23% | +197.68% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.28% | -1.28% | EXIT | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.34% | +494.99% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.08% | -1.08% | EXIT | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -1.07% | EXIT | |
| 24 | KLAC | Kla CORP | Stock-Tech | 1.02% | -0.65% | — | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.98% | -0.98% | EXIT | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | -0.20% | +214.53% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | -0.49% | +269.63% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | -0.83% | EXIT | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.75% | -0.44% | +522.92% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.75% | -0.75% | EXIT | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.74% | -0.74% | EXIT | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.72% | EXIT | |
| 33 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.72% | -0.72% | EXIT | |
| 34 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.69% | -0.69% | EXIT | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.68% | -0.02% | +144.64% | |
| 36 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.67% | -0.67% | EXIT | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.50% | +104.34% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.62% | EXIT | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.69% | +53.31% | |
| 40 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.60% | -0.60% | EXIT | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.60% | -0.60% | EXIT | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.59% | EXIT | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.14% | +150.64% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | -0.55% | EXIT | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.53% | -0.53% | EXIT | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | -0.52% | EXIT | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.52% | -0.52% | EXIT | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.51% | EXIT | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.51% | EXIT | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.51% | -0.51% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVDE | Avantis International Equity | +4.6% | NEW | New buy |
| 2 | VEA | Vanguard Ftse Developed ETF | +4.4% | +4614.81% | Add |
| 3 | SMMD | Ishares Russell 2500 ETF | +3.2% | NEW | New buy |
| 4 | AVEM | Avantis Emerging Markets Eq | +3.2% | +1268.55% | Add |
| 5 | SPEM | State Street Sp Ptf Em ETF | +2.8% | +2861.55% | Add |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | +2.8% | NEW | New buy |
| 7 | EFA | Ishares Msci Eafe ETF | +2.4% | NEW | New buy |
| 8 | BTC | Grayscale Bitcoin Mini ETF | +2.1% | NEW | New buy |
| 9 | BNDX | Vanguard Total Intl Bond ETF | +1.8% | +1799.23% | Add |
| 10 | USHY | Ishares Broad Usd High Yield | +1.6% | NEW | New buy |
| 11 | XPEL | Xpel Inc | +1.6% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +1.4% | +400.85% | Add |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +496.26% | Add |
| 14 | GLDM | Spdr Gold Minishares Trust | +1.3% | NEW | New buy |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +1168.30% | Add |
| 16 | AGG | Ishares Core U.s. Aggregate | +1.1% | NEW | New buy |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +1.1% | NEW | New buy |
| 18 | KLAC | Kla CORP | +1% | NEW | New buy |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | +1% | NEW | New buy |
| 20 | VO | Vanguard Mid-cap ETF | +0.8% | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | +0.8% | +494.99% | Add |
| 22 | APH | Amphenol Corp-cl A | +0.8% | NEW | New buy |
| 23 | WFC | Wells Fargo & Co | +0.7% | NEW | New buy |
| 24 | VB | Vanguard Small-cap ETF | +0.7% | NEW | New buy |
| 25 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.7% | NEW | New buy |
| 26 | SPHY | Ss Spdr P High Yield ETF | +0.7% | NEW | New buy |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.7% | +233.52% | Add |
| 28 | BCI | Abrdn Bloomberg All Commodit | +0.7% | NEW | New buy |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | NEW | New buy |
| 30 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.6% | NEW | New buy |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | +0.6% | NEW | New buy |
| 32 | RTX | Rtx CORP | +0.6% | NEW | New buy |
| 33 | MSFT | Microsoft CORP | +0.6% | +300.47% | Add |
| 34 | IWM | Ishares Russell 2000 ETF | +0.6% | NEW | New buy |
| 35 | ADI | Analog Devices Inc | +0.5% | NEW | New buy |
| 36 | ETN | Eaton Corporation plc | +0.5% | NEW | New buy |
| 37 | MCK | Mckesson CORP | +0.5% | NEW | New buy |
| 38 | WMT | Walmart Inc | +0.5% | NEW | New buy |
| 39 | HD | Home Depot Inc | +0.5% | NEW | New buy |
| 40 | TXN | Texas Instruments Inc | +0.5% | NEW | New buy |
| 41 | IEMG | Ishares Core Msci Emerging | +0.5% | +522.92% | Add |
| 42 | MU | Micron Technology Inc | +0.5% | +144.64% | Add |
| 43 | UNH | Unitedhealth Group Inc | +0.5% | NEW | New buy |
| 44 | AMD | Advanced Micro Devices | +0.5% | NEW | New buy |
| 45 | SCHM | Schwab US Mid Cap ETF | +0.4% | NEW | New buy |
| 46 | AMAT | Applied Materials Inc | +0.4% | NEW | New buy |
| 47 | AAPL | Apple Inc | +0.4% | +181.05% | Add |
| 48 | BA | Boeing Co/the | +0.4% | NEW | New buy |
| 49 | LLY | Eli Lilly & Co | +0.4% | +269.63% | Add |
| 50 | AMZN | Amazon.com Inc | +0.4% | +230.90% | Add |
According to official SEC Form 13F filings, Pacific Excel Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $90.1M across 228 disclosed positions in Q2 2026.
During Q2 2026, Pacific Excel Wealth Advisors, Inc.'s top holdings by market value included VEA (4.7%)、AVDE (4.6%)、AVEM (3.8%). The largest single position, VEA, represented 4.7% of total portfolio value.
In Q2 2026, Pacific Excel Wealth Advisors, Inc. made 200 total portfolio adjustments, initiating 106 new buys, adding to 26 positions, trimming 6 holdings, and fully liquidating 62 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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