Pacific Excel Wealth Advisors, Inc.
Q4 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
90
- Value ($000)
$52,936
- Date Filed02/18/2026
- Form type13F-HR
- CIK0002110884
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $2.14M | 4 % | 8,040 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $2.04M | 4 % | 4,953 | ||
FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 | $2.02M | 4 % | 94,962 | ||
FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | $1.41M | 3 % | 14,581 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $1.25M | 2 % | 8,832 | ||
FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $1.08M | 2 % | 21,638 | ||
CHEVRON CORP NEW | COM | 166764100 | $1.06M | 2 % | 6,951 | ||
FIRST TR EXCHANGE-TRADED FD | LIMITED DURATION | 33738D804 | $1.06M | 2 % | 55,335 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $1.04M | 2 % | 18,319 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $1.01M | 2 % | 1,479 |
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