Q2 2026 13F · SEC CIK 2110884

Pacific Excel Wealth Advisors, Inc.

Wealth managerFiled 2026-07-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $258.4M
Reported positions: 228
Holdings vs S&P 500, 3 yrs: —
Assets under management: $110.8M

Pacific Excel Wealth Advisors, Inc. is a wealth manager that reported 228 positions worth $258.4M in its Q2 2026 13F, filed 2026-07-06. Its largest holdings were Vanguard Tax-Managed Fds (VEA, 4.7%), Avantis International Equity ETF (AVDE, 4.6%), American Centy ETF Tr (AVEM, 3.8%).

Pacific Excel Wealth Advisors, Inc. holdings largest 50 of 228 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pacific Excel Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Tax-Managed Fds	4.7%	—	168,696	—	$12.0M
AVDEAvantis International Equity ETF	4.6%	—	132,413	—	$11.8M
AVEMAmerican Centy ETF Tr	3.8%	—	101,232	—	$9.8M
SMMDIshares Tr	3.2%	—	89,987	—	$8.2M
SPEMState Street Spdr Portfolio Emerging Mar	3.1%	—	153,497	—	$7.9M
SCHZSchwab Strategic Tr	2.8%	—	314,239	—	$7.3M
AAPLApple Inc	2.7%	2.3%	24,145	+181.0%	$7.0M
NVDANvidia Corporation Com	2.6%	1.3%	34,193	+400.8%	$6.8M
EFAiShs MSCI EAFE	2.4%	—	58,846	—	$6.1M
SPLGSpdr Series Trust	2.3%	0.9%	68,319	+496.3%	$6.0M
IVVIshares Core S&p 500 ETF	2.3%	1.6%	7,931	+233.5%	$5.9M
BNDXVanguard Charlotte Fds	2.1%	—	110,573	—	$5.4M
BTCGrayscale Bitcoin Mini Tr Et	2.1%	—	205,477	—	$5.3M
MSFTMicrosoft Corp	1.7%	1.2%	11,842	+300.5%	$4.4M
USHYIshares Tr	1.6%	—	111,311	—	$4.1M
XPELXpel Inc	1.6%	—	81,802	—	$4.1M
VTIVanguard Index Fds	1.5%	—	10,603	—	$3.9M
AMZNAmazon Com Inc Com	1.3%	1.0%	14,490	+230.9%	$3.5M
AVGOBroadcom Inc	1.3%	1.0%	8,981	+197.7%	$3.4M
GLDMWorld Gold Tr	1.3%	—	41,784	—	$3.3M
GOOGLAlphabet Inc	1.2%	—	8,788	—	$3.1M
AGGIshares Tr	1.1%	—	28,089	—	$2.8M
IEFAIshares Core Msci Eafe ETF	1.1%	—	28,617	—	$2.8M
KLACKla Corp	1.0%	—	8,737	—	$2.6M
EMBIshares Tr	1.0%	—	26,282	—	$2.5M
GOOGAlphabet Inc	1.0%	0.7%	7,143	+214.5%	$2.5M
LLYLilly Eli & Co	0.9%	—	1,911	—	$2.3M
VOVanguard Index Fds	0.8%	—	26,580	—	$2.1M
IEMGIshares	0.8%	—	23,484	—	$1.9M
APHAmphenol Corp	0.7%	—	10,928	—	$1.9M
WFCWells Fargo Co New	0.7%	—	22,998	—	$1.9M
VBVanguard Indx Fd	0.7%	—	6,137	—	$1.9M
VWOBVanguard Whitehall Fds	0.7%	—	27,649	—	$1.9M
SPHYSpdr Series Trust	0.7%	—	76,483	—	$1.8M
MUMicron Technology Inc	0.7%	—	1,529	—	$1.8M
BCIAbrdn Etfs	0.7%	—	77,454	—	$1.7M
TSLATesla Inc Com	0.7%	0.8%	4,052	+104.3%	$1.7M
BRK-BBerkshire Hathaway Inc Del	0.6%	—	3,213	—	$1.6M
METAMeta Platforms Inc Class A	0.6%	1.1%	2,801	+53.3%	$1.6M
NLRVaneck Uranium and Nuclear ETF	0.6%	—	13,348	—	$1.5M
VTEBVanguard Tx Ex Bd	0.6%	—	30,427	—	$1.5M
RTXRtx Corporation Com	0.6%	—	8,009	—	$1.5M
ABBVAbbvie Inc	0.6%	—	5,697	—	$1.4M
IWMIshares	0.6%	—	4,741	—	$1.4M
ADIAnalog Devices Inc	0.5%	—	3,473	—	$1.4M
ETNEaton Corp PLC	0.5%	—	3,149	—	$1.3M
MCKMckesson Corp Com	0.5%	—	1,769	—	$1.3M
WMTWalmart Inc	0.5%	—	11,747	—	$1.3M
HDHome Depot Inc Com	0.5%	—	3,772	—	$1.3M
TXNTexas Instruments Inc	0.5%	—	4,451	—	$1.3M

What Pacific Excel Wealth Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SPLG Spdr Series Trust+496.3% shares
NVDA Nvidia Corporation Com+400.8% shares
MSFT Microsoft Corp+300.5% shares
IVV Ishares Core S&p 500 ETF+233.5% shares
AMZN Amazon Com Inc Com+230.9% shares
GOOG Alphabet Inc+214.5% shares
AVGO Broadcom Inc+197.7% shares
AAPL Apple Inc+181.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

FTCB First Tr Exchange-Traded Fdwas 3.6%
MGK Vanguard World Fdwas 3.1%
CVX Chevron Corp Newwas 2.9%
TDIV First Tr Exchange Traded Fdwas 2.5%
MGV Vanguard Mega Cap Value ETF Totalwas 2.3%
AFLG First Tr Exchng Traded Fd Viwas 1.9%
FTGS First Tr Exchange-Traded Fdwas 1.7%
LMBS First Tr Exchange-Traded Fdwas 1.6%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$258.4M	228
Q1 2026	$95.1M	140
Q4 2025	$52.9M	90

Questions about Pacific Excel Wealth Advisors, Inc.'s portfolio

What stocks does Pacific Excel Wealth Advisors, Inc. own?

Pacific Excel Wealth Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 6, 2026, lists 228 positions worth $258.4M. The largest are Vanguard Tax-Managed Fds (VEA) at 4.7%, Avantis International Equity ETF (AVDE) at 4.6%, American Centy ETF Tr (AVEM) at 3.8%, Ishares Tr (SMMD) at 3.2% and State Street Spdr Portfolio Emerging Mar (SPEM) at 3.1%.

What did Pacific Excel Wealth Advisors, Inc. buy last quarter?

In Q2 2026, Pacific Excel Wealth Advisors, Inc. added Spdr Series Trust (SPLG) (+496.3% shares), Nvidia Corporation Com (NVDA) (+400.8% shares) and Microsoft Corp (MSFT) (+300.5% shares), compared with its Q1 2026 filing.

What did Pacific Excel Wealth Advisors, Inc. sell last quarter?

In Q2 2026, Pacific Excel Wealth Advisors, Inc. cut from its top 50 First Tr Exchange-Traded Fd (FTCB), cut from its top 50 Vanguard World Fd (MGK), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 First Tr Exchange Traded Fd (TDIV) and cut from its top 50 Vanguard Mega Cap Value ETF Total (MGV), compared with its Q1 2026 filing.

When is Pacific Excel Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Pacific Excel Wealth Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pacific Excel Wealth Advisors, Inc. manage?

Pacific Excel Wealth Advisors, Inc. reported $110.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $258.4M.