account_balance
Investment manager · 13F filer · SEC CIK 2110884
Pacific Excel Wealth Advisors, Inc.
Reported value$90.1Mas of Sep 30, 2026
Positions116 79 new, 191 sold out
Top 10 weight29.2%AAPL alone is 5%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.1%Trimmed −44%
MGKVanguard World Fd
4.4%New
FTCBFirst Tr Exchange-Traded Fd
3.7%New
MGVVanguard World Fd
2.7%New
TDIVFirst Tr Exchange Traded Fd
2.6%New
AFLGFirst Tr Exchng Traded Fd Vi
2.3%New
NVDANVIDIA Corp
2.2%Trimmed −74%
FTGSFirst Tr Exchange-Traded Fd
2.2%New
RDVYFirst Tr Exchange Traded Fd
2.0%New
MSFTMicrosoft Corp
2.0%Trimmed −71%
IVViShares Tr
1.8%−73%
CVXChevron Corp
1.7%Added +283%
AAPLApple Inc.
5.1%Trimmed −44%
MGKVanguard World Fd
4.4%New
FTCBFirst Tr Exchange-Traded Fd
3.7%New
MGVVanguard World Fd
2.7%New
TDIVFirst Tr Exchange Traded Fd
2.6%New
AFLGFirst Tr Exchng Traded Fd Vi
2.3%
NVDANVIDIA Corp
2.2%
FTGSFirst Tr Exchange-Traded Fd
2.2%
RDVYFirst Tr Exchange Traded Fd
2.0%
IVV1.8%
CVX1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.1% Trimmed −44%
MGK Vanguard World Fd 4.4% New
FTCB First Tr Exchange-Traded Fd 3.7% New
MGV Vanguard World Fd 2.7% New
TDIV First Tr Exchange Traded Fd 2.6% New
AFLG First Tr Exchng Traded Fd Vi 2.3% New
NVDA NVIDIA Corp 2.2% Trimmed −74%FTGS First Tr Exchange-Traded Fd 2.2% New
RDVY First Tr Exchange Traded Fd 2.0% New
MSFT Microsoft Corp 2.0% Trimmed −71%IVV iShares Tr 1.8% Trimmed −73%
CVX Chevron Corp 1.7% Added +283%What changed
Biggest moves since Jun 30, 2026
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