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Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

BTC holding history

Grayscale Bitcoin Mini Trust ETF in every 13F filed by Pacific Excel Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTC overviewAll 13F holders of BTCFull Q2 2026 holdings

Shares (Q2 2026)
205,477
Value
$5.33M
% of portfolio
2.1%
Quarters held
1
Since Q2 2026
Holdings of BTC by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026205,477$5.33M2.1%+205,477NewHolders