Pacific Excel Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$95.1M
Q ending 2026-03-31
Prior quarter
$52.9M
Q ending 2025-12-31
Change
+79.6% QoQ
Positions
140
reported holdings
Largest positions
Top 100 of 140 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Tr Exchange-Traded Fd | FTCB | Shares | $3.4M | 164K |
| Vanguard World Fd | MGK | Shares | $3.0M | 8K |
| Chevron Corporation | CVX | Shares | $2.8M | 13K |
| First Tr Exchange Traded Fd | TDIV | Shares | $2.4M | 26K |
| Apple Inc | AAPL | Shares | $2.2M | 9K |
| Vanguard World Fd | MGV | Shares | $2.2M | 15K |
| First Tr Exchng Traded Fd Vi | AFLG | Shares | $1.9M | 48K |
| First Tr Exchange-Traded Fd | FTGS | Shares | $1.6M | 48K |
| Ishares Tr | IVV | Shares | $1.6M | 2K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $1.6M | 31K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $1.5M | 81K |
| First Tr Exchange-Traded Alp | FTA | Shares | $1.5M | 16K |
| First Tr Exchange Traded Fd | RDVY | Shares | $1.4M | 21K |
| Spdr Series Trust | SPYV | Shares | $1.4M | 25K |
| First Tr Exchng Traded Fd Vi | BUFG | Shares | $1.4M | 52K |
| First Tr Exchange-Traded Fd | FDN | Shares | $1.4M | 6K |
| First Tr Exchange-Traded Fd | FIIG | Shares | $1.4M | 65K |
| Spdr Series Trust | BIL | Shares | $1.3M | 15K |
| Blackrock Etf Trust | DYNF | Shares | $1.3M | 22K |
| First Tr Exchange-Traded Fd | FBT | Shares | $1.3M | 6K |
| First Tr Exchange-Traded Fd | FVD | Shares | $1.2M | 26K |
| Ishares Tr | IVW | Shares | $1.2M | 11K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Ishares Tr | GOVT | Shares | $1.2M | 51K |
| First Tr Exch Trd Alphdx Fd | FDT | Shares | $1.1M | 13K |
| Microsoft Corp | MSFT | Shares | $1.1M | 3K |
| Pimco Etf Tr | MINT | Shares | $1.1M | 11K |
| First Tr Exch Trd Alphdx Fd | FEM | Shares | $1.1M | 35K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.1M | 3K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $1.1M | 24K |
| Meta Platforms Inc | META | Shares | $1.0M | 2K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $948K | 10K |
| Broadcom Inc | AVGO | Shares | $934K | 3K |
| Amazon Com Inc | AMZN | Shares | $912K | 4K |
| Spdr Series Trust | SPYM | Shares | $877K | 11K |
| First Tr Exchange-Traded Fd | QTEC | Shares | $871K | 4K |
| First Tr Exchng Traded Fd Vi | BUFT | Shares | $864K | 35K |
| Vanguard Index Fds | VBR | Shares | $821K | 4K |
| Ishares Tr | USIG | Shares | $793K | 15K |
| Blackrock Etf Trust | CORO | Shares | $776K | 24K |
| Vanguard Index Fds | VOE | Shares | $765K | 4K |
| Tesla Inc | TSLA | Shares | $737K | 2K |
| Ishares Tr | ACWX | Shares | $727K | 11K |
| First Tr Exchng Traded Fd Vi | ILDR | Shares | $698K | 23K |
| First Tr Exch Trd Alphdx Fd | FJP | Shares | $678K | 9K |
| Vanguard Index Fds | VOO | Shares | $663K | 1K |
| Exxon Mobil Corp | XOM | Shares | $662K | 4K |
| Graniteshares Gold Tr | BAR | Shares | $662K | 14K |
| First Tr Exch Trd Alphdx Fd | FEP | Shares | $653K | 12K |
| Alphabet Inc | GOOG | Shares | $651K | 2K |
| Ishares Gold Tr | IAU | Shares | $639K | 7K |
| Visa Inc | V | Shares | $634K | 2K |
| Ishares Tr | SHYG | Shares | $625K | 15K |
| Asml Hldg Nv | Shares | $614K | 465 | |
| Astrazeneca Plc | Shares | $612K | 3K | |
| Ishares Tr | IGSB | Shares | $607K | 12K |
| Vanguard Scottsdale Fds | VMBS | Shares | $596K | 13K |
| American Centy Etf Tr | AVEM | Shares | $596K | 7K |
| Blackrock Etf Trust | BAI | Shares | $593K | 18K |
| Ishares Tr | QUAL | Shares | $587K | 3K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $580K | 28K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $564K | 5K |
| Spdr Series Trust | JNK | Shares | $559K | 6K |
| Blackrock Etf Trust | THRO | Shares | $557K | 15K |
| First Tr Exchange-Traded Fd | LGOV | Shares | $554K | 26K |
| First Tr Exchange-Traded Fd | GRID | Shares | $529K | 3K |
| Vanguard Index Fds | VOT | Shares | $521K | 2K |
| Ishares Tr | SHY | Shares | $505K | 6K |
| Abbvie Inc | ABBV | Shares | $494K | 2K |
| Eli Lilly & Co | LLY | Shares | $476K | 517 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $471K | 725 |
| Ishares Tr | EFV | Shares | $454K | 6K |
| Global X Fds | SHLD | Shares | $449K | 6K |
| Spdr Series Trust | SPTM | Shares | $444K | 6K |
| Ishares Tr | IEI | Shares | $439K | 4K |
| Spdr Gold Tr | GLD | Shares | $436K | 1K |
| Vanguard Index Fds | VBK | Shares | $425K | 1K |
| Alphabet Inc | GOOGL | Shares | $425K | 1K |
| Ishares Tr | IGIB | Shares | $419K | 8K |
| Blackrock Etf Trust | BLCR | Shares | $405K | 10K |
| Ishares Tr | IAGG | Shares | $397K | 8K |
| Ishares Tr | HYG | Shares | $390K | 5K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $373K | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $358K | 1K |
| Vanguard Bd Index Fds | BND | Shares | $357K | 5K |
| Royal Caribbean Group | Shares | $347K | 1K | |
| First Tr Exchange-Traded Fd | CIBR | Shares | $343K | 5K |
| First Tr Exchange Traded Fd | AIRR | Shares | $336K | 3K |
| First Tr Exchange-Traded Fd | MISL | Shares | $330K | 7K |
| Costco Wholesale Corporation | COST | Shares | $325K | 326 |
| Innovator Etfs Trust | PNOV | Shares | $316K | 8K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $316K | 18K |
| Philip Morris Intl Inc | PM | Shares | $292K | 2K |
| Spdr Index Shs Fds | SPDW | Shares | $284K | 6K |
| Vanguard Charlotte Fds | BNDX | Shares | $280K | 6K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $279K | 625 |
| Select Sector Spdr Tr | XLE | Shares | $275K | 4K |
| Shopify Inc | SHOP | Shares | $273K | 2K |
| Vanguard Index Fds | VTI | Shares | $268K | 836 |
| Ishares Inc | IEMG | Shares | $263K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.