Pacific Excel Wealth Advisors, Inc.
CIK: 2110884SEC EDGAR →
Portfolio Value
$131.2B
Holdings
228
As of
Q2 2026
New Positions
228
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 168,696 | $12.0B | 9.16% |
| 2 | AMERICAN CENTY ETF TR | 132,413 | $11.8B | 9.00% |
| 3 | AMERICAN CENTY ETF TR | 101,232 | $9.8B | 7.45% |
| 4 | ISHARES TR | 89,987 | $8.2B | 6.29% |
| 5 | SPDR INDEX SHS FDS | 153,497 | $7.9B | 6.06% |
| 6 | SCHWAB STRATEGIC TR | 314,239 | $7.3B | 5.54% |
| 7 | SPDR SERIES TRUST | 68,319 | $6.0B | 4.58% |
| 8 | VANGUARD CHARLOTTE FDS | 110,573 | $5.4B | 4.08% |
| 9 | GRAYSCALE BITCOIN MINI TR ET | 205,477 | $5.3B | 4.06% |
| 10 | ISHARES TR | 111,311 | $4.1B | 3.14% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 103 | $107.3B | 81.8% |
| Technology | 41 | $10.2B | 7.7% |
| Unknown | 18 | $5.2B | 4.0% |
| Consumer Cyclical | 10 | $4.1B | 3.1% |
| Energy | 5 | $1.3B | 1.0% |
| Consumer Defensive | 6 | $946.2M | 0.7% |
| Healthcare | 13 | $536.8M | 0.4% |
| Industrials | 21 | $507.8M | 0.4% |
| Communication Services | 4 | $431.6M | 0.3% |
| Basic Materials | 3 | $405.3M | 0.3% |
| Real Estate | 2 | $325.5M | 0.2% |
| Utilities | 2 | $1.0M | 0.0% |