Pacific Excel Wealth Advisors, Inc.
Pacific Excel Wealth Advisors, Inc. reported 228 positions worth $258.4M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: VEA (4.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VEA | SH | $12.0M | 4.65% | 168,696 | — | — | |
| ▸ 2 | AVDE | SH | $11.8M | 4.57% | 132,413 | — | — | |
| ▸ 3 | AVEM | SH | $9.8M | 3.78% | 101,232 | — | — | |
| ▸ 4 | SMMD | SH | $8.2M | 3.19% | 89,987 | — | — | |
| ▸ 5 | SPEM | SH | $7.9M | 3.08% | 153,497 | — | — | |
| ▸ 6 | SCHZ | SH | $7.3M | 2.81% | 314,239 | — | — | |
| ▸ 7 | AAPL | SH | $7.0M | 2.70% | 24,145 | — | — | |
| ▸ 8 | NVDA | SH | $6.8M | 2.65% | 34,193 | — | — | |
| ▸ 9 | EFA | SH | $6.1M | 2.37% | 58,846 | — | — | |
| ▸ 10 | SPYM | SH | $6.0M | 2.32% | 68,319 | — | — |
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Frequently Asked Questions
What stocks does Pacific Excel Wealth Advisors, Inc. hold as of Q2 2026?
Pacific Excel Wealth Advisors, Inc. reported 228 positions worth $258.4M in its Q2 2026 13F filing. Largest positions: VEA (4.7%), AVDE (4.6%), AVEM (3.8%), SMMD (3.2%) and SPEM (3.1%).
What did Pacific Excel Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pacific Excel Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.