Pacific Excel Wealth Advisors, Inc.

13F filer · CIK 0002110884

Reported Jul 6, 2026

Net buyer this quarter

13F portfolio value$258MU.S. long equity reported on 13F

Positions140114 new · 24 closed

Net flow last quarter+$88.9MBuys minus sells

Top 10 positions weight16.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 6, 2026140 positions
AAPLApple Inc.	$6.99M	2.70%	0.00%	+181.1%	Q4 2025
NVDANvidia Corp	$6.84M	2.65%	0.00%	+400.9%	Q4 2025
BTCGrayscale Bitcoin Mini Trust ETF	$5.33M	2.06%	0.17%	New	Q2 2026
MSFTMicrosoft Corp	$4.42M	1.71%	0.00%	+300.5%	Q4 2025
XPELXPEL, Inc.	$4.06M	1.57%	0.30%	New	Q2 2026
AMZNAmazon Com Inc	$3.45M	1.34%	0.00%	+230.9%	Q4 2025
AVGOBroadcom Inc.	$3.39M	1.31%	0.00%	+197.7%	Q4 2025
GLDMWorld Gold Trust	$3.32M	1.28%	0.01%	New	Q2 2026
GOOGLAlphabet Inc.	$3.14M	1.22%	0.00%	+495.0%	Q4 2025
KLACKla Corp	$2.64M	1.02%	0.00%	New	Q2 2026
GOOGAlphabet Inc.	$2.52M	0.98%	Not reported	+214.5%	Q4 2025
LLYELI LILLY & Co	$2.29M	0.89%	0.00%	+269.6%	Q4 2025
APHAmphenol Corp	$1.93M	0.75%	0.00%	New	Q2 2026
WFCWells Fargo & Company	$1.9M	0.74%	0.00%	New	Q2 2026
MUMicron Technology Inc	$1.76M	0.68%	0.00%	+144.6%	Q1 2026
TSLATesla, Inc.	$1.7M	0.66%	0.00%	+104.3%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.61M	0.62%	Not reported	New	Q2 2026
METAMeta Platforms, Inc.	$1.58M	0.61%	Not reported	+53.3%	Q4 2025
RTXRTX Corp	$1.52M	0.59%	0.00%	New	Q2 2026
ABBVAbbVie Inc.	$1.43M	0.55%	0.00%	+150.6%	Q4 2025
ADIAnalog Devices Inc	$1.38M	0.53%	0.00%	New	Q2 2026
ETNEaton Corp plc	$1.34M	0.52%	0.00%	New	Q2 2026
MCKMckesson Corp	$1.34M	0.52%	0.00%	New	Q2 2026
WMTWalmart Inc.	$1.33M	0.51%	0.00%	New	Q2 2026
HDHome Depot, Inc.	$1.33M	0.51%	0.00%	New	Q2 2026
TXNTexas Instruments Inc	$1.33M	0.51%	0.00%	New	Q2 2026
VVisa Inc.	$1.22M	0.47%	0.00%	+70.0%	Q4 2025
UNHUnitedhealth Group Inc	$1.16M	0.45%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$1.15M	0.45%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$1.12M	0.43%	0.00%	+181.7%	Q4 2025
AMATApplied Materials Inc	$1.08M	0.42%	0.00%	New	Q2 2026
PMPhilip Morris International Inc.	$1.06M	0.41%	0.00%	+231.6%	Q1 2026
BABoeing Co	$1.05M	0.41%	0.00%	New	Q2 2026
EMREmerson Electric Co	$992K	0.38%	0.00%	New	Q2 2026
STTState Street Corp	$987K	0.38%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$983K	0.38%	0.00%	New	Q2 2026
WMBWilliams Companies, Inc.	$978K	0.38%	0.00%	New	Q2 2026
XOMExxonMobil Holdings Corp	$921K	0.36%	0.00%	+72.6%	Q4 2025
IBITiShares Bitcoin Trust ETF	$877K	0.34%	0.00%	New	Q2 2026
LOWLowes Companies Inc	$841K	0.33%	0.00%	New	Q2 2026
ASMLAsml Holding NV	$811K	0.31%	0.00%	-12.3%	Q4 2025
WECWec Energy Group, Inc.	$800K	0.31%	0.00%	New	Q2 2026
CATCaterpillar Inc	$771K	0.30%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$750K	0.29%	0.00%	New	Q2 2026
COSTCostco Wholesale Corp	$745K	0.29%	0.00%	+144.2%	Q1 2026
MARMarriott International Inc	$731K	0.28%	0.00%	New	Q2 2026
INTCIntel Corp	$725K	0.28%	0.00%	New	Q2 2026
LRCXLam Research Corp	$719K	0.28%	0.00%	New	Q2 2026
MOAltria Group, Inc.	$710K	0.27%	0.00%	New	Q2 2026
MAMastercard Inc	$698K	0.27%	0.00%	New	Q2 2026

Q1 2026Reported May 13, 202650 positions
CVXChevron Corp	$2.77M	2.92%	0.00%	+92.9%	Q4 2025
AAPLApple Inc.	$2.18M	2.29%	0.00%	+6.9%	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$1.24M	1.30%	Not reported	+77.7%	Q4 2025
NVDANvidia Corp	$1.19M	1.25%	0.00%	+69.9%	Q4 2025
FDTFederal Trust Corp	$1.1M	1.16%	Not reported	+23.9%	Q4 2025
MSFTMicrosoft Corp	$1.09M	1.15%	0.00%	+58.1%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.05M	1.11%	0.00%	+51.0%	Q4 2025
METAMeta Platforms, Inc.	$1.05M	1.10%	Not reported	+55.8%	Q4 2025
AVGOBroadcom Inc.	$934K	0.98%	0.00%	+42.5%	Q4 2025
AMZNAmazon Com Inc	$912K	0.96%	0.00%	+44.1%	Q4 2025
TSLATesla, Inc.	$737K	0.78%	0.00%	+42.9%	Q4 2025
XOMExxonMobil Holdings Corp	$662K	0.70%	0.00%	+89.2%	Q4 2025
BARGraniteShares Gold Trust	$662K	0.70%	0.04%	+35.3%	Q4 2025
FEPFranklin Electronic Publishers Inc	$653K	0.69%	Not reported	+75.5%	Q4 2025
GOOGAlphabet Inc.	$651K	0.69%	Not reported	+52.6%	Q4 2025
IAUIshares Gold Trust	$639K	0.67%	0.00%	+18.6%	Q4 2025
VVisa Inc.	$634K	0.67%	0.00%	+71.0%	Q4 2025
ASMLAsml Holding NV	$614K	0.65%	0.00%	+58.2%	Q4 2025
AZNAstrazeneca PLC	$612K	0.64%	Not reported	+75.9%	Q4 2025
THROTheron Resource Group	$557K	0.59%	0.19%	+68.1%	Q4 2025
LGOVLargo Vista Group Ltd	$554K	0.58%	Not reported	+83.3%	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$521K	0.55%	Not reported	+61.6%	Q4 2025
ABBVAbbVie Inc.	$494K	0.52%	0.00%	+0.8%	Q4 2025
LLYELI LILLY & Co	$476K	0.50%	0.00%	+51.6%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$471K	0.50%	Not reported	+24.6%	Q4 2025
SHLDSears Holdings Corp	$449K	0.47%	0.01%	New	Q1 2026
GLDSPDR Gold Trust	$436K	0.46%	0.00%	+93.9%	Q4 2025
GOOGLAlphabet Inc.	$425K	0.45%	0.00%	+53.4%	Q4 2025
JPMJPMorgan Chase & Co	$358K	0.38%	0.00%	+46.7%	Q4 2025
RCLRoyal Caribbean Cruises Ltd	$347K	0.36%	0.00%	+66.6%	Q4 2025
COSTCostco Wholesale Corp	$325K	0.34%	0.00%	New	Q1 2026
PMPhilip Morris International Inc.	$292K	0.31%	0.00%	New	Q1 2026
VRTXVertex Pharmaceuticals Inc / Ma	$279K	0.29%	0.00%	New	Q1 2026
SHOPShopify Inc.	$273K	0.29%	0.00%	+55.2%	Q4 2025
TTETotalEnergies SE	$258K	0.27%	0.00%	New	Q1 2026
FMARCapital Trust Holdings Inc.	$256K	0.27%	0.03%	New	Q1 2026
CARRCARRIER GLOBAL Corp	$255K	0.27%	0.00%	New	Q1 2026
GEGeneral Electric Co	$255K	0.27%	0.00%	New	Q1 2026
SMHMarket Vectors ETF Trust	$234K	0.25%	Not reported	New	Q1 2026
ISRGIntuitive Surgical Inc	$231K	0.24%	0.00%	New	Q1 2026
CBChubb Ltd	$226K	0.24%	0.00%	New	Q1 2026
CCitigroup Inc	$219K	0.23%	0.00%	New	Q1 2026
NETCloudflare, Inc.	$216K	0.23%	Not reported	New	Q1 2026
MUMicron Technology Inc	$211K	0.22%	0.00%	New	Q1 2026
NOCNorthrop Grumman Corp	$209K	0.22%	0.00%	New	Q1 2026
ABTAbbott Laboratories	$208K	0.22%	0.00%	-0.8%	Q4 2025
BACBank of America Corp	$205K	0.22%	0.00%	New	Q1 2026
UTHRUNITED THERAPEUTICS Corp	$204K	0.21%	0.00%	New	Q1 2026
NFLXNetflix Inc	$202K	0.21%	0.00%	New	Q1 2026
SANBanco Santander, S.A.	$126K	0.13%	0.00%	New	Q1 2026
Q4 2025Reported Feb 18, 202632 positions
AAPLApple Inc.	$2.14M	4.04%	0.00%	New	Q4 2025
CVXChevron Corp	$1.06M	2.01%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$897K	1.69%	0.00%	New	Q4 2025
FDTFederal Trust Corp	$812K	1.53%	Not reported	New	Q4 2025
METAMeta Platforms, Inc.	$773K	1.46%	Not reported	New	Q4 2025
NVDANvidia Corp	$749K	1.42%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$731K	1.38%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$697K	1.32%	0.00%	New	Q4 2025
FVDFirst Trust Value Line Dividend Fund	$683K	1.29%	Not reported	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$630K	1.19%	0.00%	New	Q4 2025
TSLATesla, Inc.	$622K	1.18%	0.00%	New	Q4 2025
BARGraniteShares Gold Trust	$526K	0.99%	0.03%	New	Q4 2025
ABBVAbbVie Inc.	$516K	0.97%	0.00%	New	Q4 2025
IAUIshares Gold Trust	$504K	0.95%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$467K	0.88%	Not reported	New	Q4 2025
VVisa Inc.	$429K	0.81%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$397K	0.75%	Not reported	New	Q4 2025
FEPFranklin Electronic Publishers Inc	$366K	0.69%	Not reported	New	Q4 2025
LLYELI LILLY & Co	$365K	0.69%	0.00%	New	Q4 2025
THROTheron Resource Group	$353K	0.67%	0.12%	New	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$350K	0.66%	Not reported	New	Q4 2025
AZNAstrazeneca PLC	$324K	0.61%	Not reported	New	Q4 2025
ASMLAsml Holding NV	$315K	0.60%	0.00%	New	Q4 2025
LGOVLargo Vista Group Ltd	$306K	0.58%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$301K	0.57%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$266K	0.50%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$256K	0.48%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$254K	0.48%	0.00%	New	Q4 2025
GLDSPDR Gold Trust	$237K	0.45%	0.00%	New	Q4 2025
SHOPShopify Inc.	$237K	0.45%	0.00%	New	Q4 2025
RCLRoyal Caribbean Cruises Ltd	$213K	0.40%	0.00%	New	Q4 2025
SKYYSkye International, Inc	$205K	0.39%	Not reported	New	Q4 2025

Premium opens every quarter this fund has filed