Pacific Excel Wealth Advisors, Inc.

Est. AUM

$92.9M

13F long equity, this entity only

Positions

137

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$3.4M	164390	3.71%	SOLE
2	VANGUARD WORLD FD	MEGA GRWTH IND	$3.0M	8099	3.20%	SOLE
3	CHEVRON CORPORATION	COM	$2.8M	13407	2.99%	SOLE
4	FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$2.4M	25825	2.60%	SOLE
5	APPLE INC	COM	$2.2M	8591	2.35%	SOLE
6	VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.2M	14893	2.32%	SOLE
7	FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$1.9M	48024	1.99%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$1.6M	2378	1.67%	SOLE
9	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.6M	31163	1.67%	SOLE
10	FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$1.5M	80875	1.65%	SOLE
11	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.5M	16139	1.60%	SOLE
12	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.4M	21045	1.55%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	25142	1.53%	SOLE
14	FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$1.4M	51505	1.49%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1.4M	5890	1.48%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$1.4M	65437	1.46%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	14581	1.44%	SOLE
18	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.3M	22202	1.39%	SOLE
19	FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$1.3M	6429	1.39%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	26360	1.33%	SOLE
21	ISHARES TR	S&P 500 GRWT ETF	$1.2M	10928	1.33%	SOLE
22	NVIDIA CORPORATION	COM	$1.2M	6827	1.28%	SOLE
23	ISHARES TR	US TREAS BD ETF	$1.2M	51436	1.27%	SOLE
24	FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$1.1M	12656	1.18%	SOLE
25	MICROSOFT CORP	COM	$1.1M	2957	1.18%	SOLE
26	PIMCO ETF TR	ENHAN SHRT MA AC	$1.1M	10845	1.17%	SOLE
27	FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$1.1M	35240	1.14%	SOLE
28	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.1M	3121	1.14%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$1.1M	24184	1.13%	SOLE
30	META PLATFORMS INC	CL A	$1.0M	1827	1.12%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$948K	10225	1.02%	SOLE
32	BROADCOM INC	COM	$934K	3017	1.01%	SOLE
33	AMAZON COM INC	COM	$912K	4379	0.98%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$877K	11458	0.94%	SOLE
35	FIRST TR EXCHANGE-TRADED FD	SHS	$871K	4031	0.94%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$864K	34841	0.93%	SOLE
37	VANGUARD INDEX FDS	SM CP VAL ETF	$821K	3777	0.88%	SOLE
38	ISHARES TR	USD INV GRDE ETF	$793K	15485	0.85%	SOLE
39	BLACKROCK ETF TRUST	ISHARES INTL CTR	$776K	24128	0.84%	SOLE
40	VANGUARD INDEX FDS	MCAP VL IDXVIP	$765K	4150	0.82%	SOLE
41	TESLA INC	COM	$737K	1983	0.79%	SOLE
42	ISHARES TR	MSCI ACWI EX US	$727K	10616	0.78%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$698K	23438	0.75%	SOLE
44	FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$678K	9342	0.73%	SOLE
45	VANGUARD INDEX FDS	S&P 500 ETF SHS	$663K	1110	0.71%	SOLE
46	GRANITESHARES GOLD TR	SHS BEN INT	$662K	14351	0.71%	SOLE
47	EXXON MOBIL CORP	COM	$662K	3902	0.71%	SOLE
48	FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$653K	11961	0.70%	SOLE
49	ALPHABET INC	CAP STK CL C	$651K	2271	0.70%	SOLE
50	ISHARES GOLD TR	ISHARES NEW	$639K	7252	0.69%	SOLE

1–50 of 137

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.