Pacific Excel Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Pacific Excel Wealth Advisors, Inc. held in its portfolio 85 assets valued at $52,935,922 (i.e. $52.94M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($2.76M), APPLE INC ($2.14M), and VANGUARD WORLD FD ($2.04M).

The chart below shows the top 10 valuable assets, and the table below shows the top 85 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Pacific Excel Wealth Advisors, Inc. Portfolio

SPDR SERIES TRUST

APPLE INC

VANGUARD WORLD FD

FIRST TR EXCHANGE-TRADED FD

FIRST TR EXCHANGE TRADED FD

FIRST TR EXCHNG TRADED FD VI

VANGUARD WORLD FD

FIRST TR EXCHANGE-TRADED FD

CHEVRON CORP NEW

Pacific Excel Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	38258	2761743	STATE STREET SPD
APPLE INC	8040	2138604	COM
VANGUARD WORLD FD	4953	2043961	MEGA GRWTH IND
FIRST TR EXCHANGE-TRADED FD	94962	2016043	CORE INVESTMENT
FIRST TR EXCHANGE TRADED FD	14581	1412024	NASD TECH DIV
FIRST TR EXCHNG TRADED FD VI	49366	1299755	VEST BUFFERED
VANGUARD WORLD FD	8832	1247158	MEGA CAP VAL ETF
FIRST TR EXCHANGE-TRADED FD	16765	1128640	SHS
FIRST TR EXCHANGE-TRADED FD	21638	1081683	FST LOW OPPT EFT
CHEVRON CORP NEW	6951	1063019	COM
FIRST TR EXCHANGE-TRADED FD	55335	1061880	LIMITED DURATION
ISHARES TR	1479	1013155	CORE S&P500 ETF
FIRST TR EXCHANGE TRADED FD	14222	988001	RISNG DIVD ACHIV
BLACKROCK ETF TRUST	16072	977335	ISHARES US EQUIT
FIRST TR EXCHANGE-TRADED FD	25879	914848	GROWTH STRENGTH
MICROSOFT CORP	1870	896513	COM
FIRST TR EXCHANGE-TRADED ALP	10055	866215	COM SHS
FIRST TR EXCHNG TRADED FD VI	20843	814961	ACTV FCTR LGCP
FIRST TR EXCH TRD ALPHDX FD	10219	811863	DEV MRK EX US
FIRST TR EXCHANGE-TRADED FD	2985	803502	DJ INTERNT IDX
ISHARES TR	6453	795160	S&P 500 GRWT ETF
META PLATFORMS INC	1173	773090	CL A
AMERICAN CENTY ETF TR	9831	757275	AVANTIS EMGMKT
NVIDIA CORPORATION	4019	749324	COM
ISHARES TR	8469	738242	20 YR TR BD ETF
FIRST TR EXCHANGE-TRADED FD	34778	737293	INTERMEDIATE DUR
BROADCOM INC	2118	731167	COM
AMAZON COM INC	3039	697074	COM
ISHARES TR	1983	679956	S&P 100 ETF
FIRST TR EXCHANGE-TRADED FD	3135	647440	NY ARCA BIOTECH
TAIWAN SEMICONDUCTOR MFG LTD	2067	630196	SPONSORED ADS
TESLA INC	1388	622430	COM
FIRST TR EXCHNG TRADED FD VI	13294	589190	SMITH OPPORT FXD
FIRST TR EXCHANGE-TRADED FD	5973	552571	CAP STRENGTH ETF
ISHARES TR	23452	539998	US TREAS BD ETF
ISHARES TR	7463	533410	EAFE VALUE ETF
GRANITESHARES GOLD TR	10604	525852	SHS BEN INT
ABBVIE INC	2256	515627	COM
VANGUARD INDEX FDS	2421	513219	SM CP VAL ETF
ISHARES GOLD TR	6113	503645	ISHARES NEW
INVESCO EXCH TRADED FD TR II	23109	485289	SR LN ETF
ISHARES TR	9139	483270	ISHS 1-5YR INVS
ISHARES TR	9256	479203	USD INV GRDE ETF
ALPHABET INC	1488	466722	CAP STK CL C
VANGUARD INDEX FDS	2584	458544	MCAP VL IDXVIP
VANGUARD INDEX FDS	706	442829	S&P 500 ETF SHS
VISA INC	1226	428972	COM CL A
FIRST TR EXCHNG TRADED FD VI	12418	409670	INNOVATION LEAD
FIRST TR EXCH TRD ALPHDX FD	14892	407297	EMERG MKT ALPH
ISHARES TR	4887	404742	1 3 YR TREAS BD
ISHARES TR	2034	404040	MSCI USA QLT FCT
SPDR S&P 500 ETF TR	582	396779	TR UNIT
PIMCO ETF TR	3863	387658	ENHAN SHRT MA AC
FIRST TR EXCH TRD ALPHDX FD	5743	385785	JAPAN ALPHADEX
FIRST TR EXCHANGE-TRADED FD	8904	372724	FIRST TR TA HIYL
VANGUARD SCOTTSDALE FDS	7889	371431	MTG-BKD SECS ETF
FIRST TR EXCH TRD ALPHDX FD	6817	366445	EUROPE ALPHADEX
INVESCO EXCH TRADED FD TR II	3071	366405	S&P 500 MOMNTM
ELI LILLY & CO	341	364978	COM
BLACKROCK ETF TRUST	9150	352778	ISHARES US THEMA
VANGUARD INDEX FDS	1253	349747	MCAP GR IDXVIP
BLACKROCK ETF TRUST	10285	342604	ISHARES A I INNO
ASTRAZENECA PLC	3529	324424	SPONSORED ADR
ASML HOLDING N V	294	315214	N Y REGISTRY SHS
FIRST TR EXCHANGE TRADED FD	2029	310478	NASDQ CLN EDGE
FIRST TR EXCHANGE-TRADED FD	14002	305665	LNG DUR OPRTUN
ALPHABET INC	963	300642	CAP STK CL A
SPDR INDEX SHS FDS	6638	299347	PORTFOLIO DEVLPD
FIRST TR EXCHANGE TRADED FD	7619	287915	NASDAQ BK ETF
INNOVATOR ETFS TRUST	6357	265850	US EQTY PWR BUF
JPMORGAN CHASE & CO.	829	265584	COM
ABBOTT LABS	2041	255723	COM
EXXON MOBIL CORP	2062	253768	COM
ISHARES TR	5880	252021	0-5YR HI YL CP
VANGUARD INDEX FDS	812	245435	SML CP GRW ETF
SPDR INDEX SHS FDS	5012	237657	PORTFOLIO EMG MK
SPDR GOLD TR	523	237125	GOLD SHS
SHOPIFY INC	1485	236514	CL A SUB VTG SHS
BLACKROCK ETF TRUST II	4119	217359	ISHARES FLEXIBLE
ROYAL CARIBBEAN GROUP	757	213459	COM
FIRST TR EXCHANGE TRADED FD	1574	204747	CLOUD COMPUTING
FIRST TR EXCHANGE TRADED FD	2070	203522	RBA INDL ETF
THOR FINL TECHNOLOGIES TR	6218	203142	INDEX ROTATION
ISHARES TR	809	202507	MSCI USA MMENTM
INVESCO ACTVELY MNGD ETC FD	13892	196850	OPTIMUM YIELD