Pacific Excel Wealth Advisors, Inc.
CIK: 0002110884SEC EDGAR →
Portfolio Value
$52.9M
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 8,040 | $2.1M | 4.04% |
| 2 | VANGUARD WORLD FD | 4,953 | $2.0M | 3.86% |
| 3 | FIRST TR EXCHANGE-TRADED FD | 94,962 | $2.0M | 3.81% |
| 4 | FIRST TR EXCHANGE TRADED FD | 14,581 | $1.4M | 2.67% |
| 5 | VANGUARD WORLD FD | 8,832 | $1.2M | 2.36% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 21,638 | $1.1M | 2.04% |
| 7 | CHEVRON CORP NEW | 6,951 | $1.1M | 2.01% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 55,335 | $1.1M | 2.00% |
| 9 | SPDR SERIES TRUST | 18,319 | $1.0M | 1.96% |
| 10 | ISHARES TR | 1,479 | $1.0M | 1.91% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $38.8M | 73.3% |
| Technology | 9 | $6.6M | 12.5% |
| Unknown | 4 | $1.6M | 3.1% |
| Communication Services | 3 | $1.5M | 2.9% |
| Consumer Cyclical | 3 | $1.5M | 2.9% |
| Healthcare | 4 | $1.5M | 2.8% |
| Energy | 2 | $1.3M | 2.5% |