Pacific Excel Wealth Advisors, Inc. - Portfolio overview

Pacific Excel Wealth Advisors, Inc. has 140 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. FTCB - FIRST TR EXCHANGE-TRADED FD, 3.62%
2. MGK - VANGUARD WORLD FD, 3.13%
3. CVX - CHEVRON CORPORATION, 2.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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