Pacific Excel Wealth Advisors, Inc.
- SEC CIK
- 0002110884
- Latest filing
- Jul 6, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 18, 2026. Long positions only.
- Positions
- 90
- No filing for Q3 2025
- Portfolio value
- $52.9M
- No filing for Q3 2025
Pacific Excel Wealth Advisors, Inc. did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 8,040 | $2.14M | 4.0% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 4,953 | $2.04M | 3.9% | – | – | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 94,962 | $2.02M | 3.8% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 14,581 | $1.41M | 2.7% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 8,832 | $1.25M | 2.4% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 21,638 | $1.08M | 2.0% | – | – | – |
| CVXChevron Corp | Stock | 6,951 | $1.06M | 2.0% | – | – | History |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 55,335 | $1.06M | 2.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 18,319 | $1.04M | 2.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,479 | $1.01M | 1.9% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 14,222 | $988.0K | 1.9% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 16,072 | $977.3K | 1.8% | – | – | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 25,879 | $914.8K | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,870 | $896.5K | 1.7% | – | – | History |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 10,055 | $866.2K | 1.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,342 | $829.6K | 1.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F821 | ACTV FCTR LGCP | 20,843 | $815.0K | 1.5% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 10,219 | $811.9K | 1.5% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,985 | $803.5K | 1.5% | – | – | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 29,194 | $803.4K | 1.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,453 | $795.2K | 1.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,173 | $773.1K | 1.5% | – | – | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 9,831 | $757.3K | 1.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,019 | $749.3K | 1.4% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 8,469 | $738.2K | 1.4% | – | – | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 34,778 | $737.3K | 1.4% | – | – | – |
| AVGOBroadcom Inc. | Stock | 2,118 | $731.2K | 1.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,039 | $697.1K | 1.3% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,831 | $683.4K | 1.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,983 | $680.0K | 1.3% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,137 | $652.2K | 1.2% | – | – | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 3,135 | $647.4K | 1.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,067 | $630.2K | 1.2% | – | – | History |
| TSLATesla, Inc. | Stock | 1,388 | $622.4K | 1.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,294 | $589.2K | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 5,973 | $552.6K | 1.0% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 23,452 | $540.0K | 1.0% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 7,463 | $533.4K | 1.0% | – | – | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 10,604 | $525.9K | 1.0% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,256 | $515.6K | 1.0% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,421 | $513.2K | 1.0% | – | – | – |
| IAUiShares Gold Trust | ETF | 6,113 | $503.6K | 1.0% | – | – | History |
| First Tr Exchng Traded FD VI33740U760 | VEST BUFFERED | 20,172 | $496.3K | 0.9% | – | – | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 23,109 | $485.3K | 0.9% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,139 | $483.3K | 0.9% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 9,256 | $479.2K | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,488 | $466.7K | 0.9% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,584 | $458.5K | 0.9% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 1,934 | $445.2K | 0.8% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 706 | $442.8K | 0.8% | – | – | – |
| VVisa Inc. | Stock | 1,226 | $429.0K | 0.8% | – | – | History |
| First Tr Exchng Traded FD VI33740F565 | INNOVATION LEAD | 12,418 | $409.7K | 0.8% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 14,892 | $407.3K | 0.8% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,887 | $404.7K | 0.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,034 | $404.0K | 0.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 582 | $396.8K | 0.7% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,863 | $387.7K | 0.7% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J158 | JAPAN ALPHADEX | 5,743 | $385.8K | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 8,904 | $372.7K | 0.7% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 7,889 | $371.4K | 0.7% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 6,817 | $366.4K | 0.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 3,071 | $366.4K | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 341 | $365.0K | 0.7% | – | – | History |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 9,150 | $352.8K | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,253 | $349.7K | 0.7% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 10,285 | $342.6K | 0.6% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 3,529 | $324.4K | 0.6% | – | – | History |
| ASMLASML Holding NV | ADR | 294 | $315.2K | 0.6% | – | – | History |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 2,029 | $310.5K | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 14,002 | $305.7K | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 963 | $300.6K | 0.6% | – | – | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,638 | $299.3K | 0.6% | – | – | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 7,619 | $287.9K | 0.5% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 6,357 | $265.9K | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 829 | $265.6K | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,041 | $255.7K | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 2,062 | $253.8K | 0.5% | – | – | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 5,880 | $252.0K | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 812 | $245.4K | 0.5% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,460 | $239.2K | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 5,012 | $237.7K | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 523 | $237.1K | 0.4% | – | – | History |
| SHOPShopify Inc. | Stock | 1,485 | $236.5K | 0.4% | – | – | History |
| iShares Flexible Income Active ETF092528603 | ETF | 4,119 | $217.4K | 0.4% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 757 | $213.5K | 0.4% | – | – | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 1,574 | $204.7K | 0.4% | – | – | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 2,070 | $203.5K | 0.4% | – | – | – |
| Thor Finl Technologies Tr885155200 | INDEX ROTATION | 6,218 | $203.1K | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 809 | $202.5K | 0.4% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 13,892 | $196.8K | 0.4% | – | – | – |