13FBOX
Pacific Excel Wealth Advisors, Inc. · 13F Holdings
Options Calculator Rankings

Pacific Excel Wealth Advisors, Inc.

No.6268 Data as of 2026Q2
Latest AUM (Q2 2026)
$258.4M
QoQ Change Q1 2026
+$163.3M+171.7%
Holdings
228
New Buys
182
Adds
34
Reduces
12
Exits
94
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD FTSEVEA
4.65%0.24%$12.0M168,696$229,2783,578+165,118+4,614.81%Add
AVANTIS INTLNGG
4.57%$11.8M132,413$00+132,413New Buy
AAMERICAN CENTY ETF TRAVEM
3.78%0.63%$9.8M101,232$596,0497,397+93,835+1,268.55%Add
IIshares Trust Russell 2500 EtfSMMD
3.19%$8.2M89,987$00+89,987New Buy
SSPDR INDEX SHS FDSSPEM
3.08%0.26%$7.9M153,497$243,1345,183+148,314+2,861.55%Add
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.81%$7.3M314,239$00+314,239New Buy
APPLE INCAAPL
2.7%2.29%$7.0M24,145$2.2M8,591+15,554+181.05%Add
NVIDIA CORPORATIONNVDA
2.65%1.25%$6.8M34,193$1.2M6,827+27,366+400.85%Add
IISHARES MSCI EAFE ETFEFA
2.37%$6.1M58,846$00+58,846New Buy
SSTATE STREETSPYM
2.32%0.92%$6.0M68,319$876,93811,458+56,861+496.26%Add
IISHARES TRIVV
2.3%1.63%$5.9M7,931$1.6M2,378+5,553+233.52%Add
VVANGUARD TOTALBNDX
2.07%0.29%$5.4M110,573$279,7545,822+104,751+1,799.23%Add
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
2.06%$5.3M205,477$00+205,477New Buy
MICROSOFT CORPMSFT
1.71%1.15%$4.4M11,842$1.1M2,957+8,885+300.47%Add
IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.59%$4.1M111,311$00+111,311New Buy
XPEL INCXPEL
1.57%$4.1M81,802$00+81,802New Buy
GGENERAL DYNAMICS CORPVTI
1.52%0.28%$3.9M10,603$268,198836+9,767+1,168.30%Add
AMAZON COM INCAMZN
1.34%0.96%$3.5M14,490$912,0134,379+10,111+230.90%Add
BROADCOM INCAVGO
1.31%0.98%$3.4M8,981$933,8283,017+5,964+197.68%Add
WWORLD GOLD TRGLD
1.28%$3.3M41,784$00+41,784New Buy
ALPHABET INCGOOGL
1.22%0.45%$3.1M8,788$424,7521,477+7,311+494.99%Add
IISHARES TRAGG
1.08%0.42%$2.8M28,089$396,7187,928+20,161+254.30%Add
IISHARES TRIEFA
1.07%$2.8M28,617$00+28,617New Buy
KLA CORPKLAC
1.02%$2.6M8,737$00+8,737New Buy
IISHARES TREMB
0.98%$2.5M26,282$00+26,282New Buy
AAlphabet Inc Class CGOOG
0.98%0.69%$2.5M7,143$651,4602,271+4,872+214.53%Add
ELI LILLY & COLLY
0.89%0.5%$2.3M1,911$475,541517+1,394+269.63%Add
VVANGUARD MIDVO
0.83%$2.1M26,580$00+26,580New Buy
IISHARES INCIEMG
0.75%0.28%$1.9M23,484$262,9643,770+19,714+522.92%Add
AMPHENOL CORPAPH
0.75%$1.9M10,928$00+10,928New Buy
WELLS FARGO CO NEWWFC
0.74%$1.9M22,998$00+22,998New Buy
VVANGUARD INDEX FDSVB
0.72%$1.9M6,137$00+6,137New Buy
VVANGUARD EMERGINGVWOB
0.72%$1.9M27,649$00+27,649New Buy
SSTATE STREETSPHY
0.69%$1.8M76,483$00+76,483New Buy
MICRON TECHNOLOGY INCMU
0.68%0.22%$1.8M1,529$211,169625+904+144.64%Add
AABRDN BLOOMBERGBCI
0.67%$1.7M77,454$00+77,454New Buy
TESLA INCTSLA
0.66%0.78%$1.7M4,052$737,1921,983+2,069+104.34%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.62%$1.6M3,213$00+3,213New Buy
META PLATFORMS INCMETA
0.61%1.1%$1.6M2,801$1.0M1,827+974+53.31%Add
VANECK URANIUM AND NUCLEAR ETFNLR
0.6%$1.5M13,348$00+13,348New Buy
VVANGUARD MUN BD FDSVTEB
0.6%$1.5M30,427$00+30,427New Buy
RTX CORPORATIONRTX
0.59%$1.5M8,009$00+8,009New Buy
ABBVIE INCABBV
0.55%0.52%$1.4M5,697$494,4592,273+3,424+150.64%Add
IISHARES RUSSELLIWM
0.55%$1.4M4,741$00+4,741New Buy
ANALOG DEVICES INC COMADI
0.53%$1.4M3,473$00+3,473New Buy
EATON CORP PLCETN
0.52%$1.3M3,149$00+3,149New Buy
MCKESSON CORP COMMCK
0.52%$1.3M1,769$00+1,769New Buy
WALMART INCWMT
0.51%$1.3M11,747$00+11,747New Buy
HOME DEPOT INCHD
0.51%$1.3M3,772$00+3,772New Buy
TEXAS INSTRS INCTXN
0.51%$1.3M4,451$00+4,451New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow