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Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
3,565
Value
$1.22M
% of portfolio
0.5%
Quarters held
3
Since Q4 2025
Holdings of V by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,565$1.22M0.5%+1,468+70.0%AddedHolders
Q1 20262,097$633.8K0.7%+871+71.0%AddedHolders
Q4 20251,226$429.0K0.8%–No prior filingHolders