Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pacific Excel Wealth Advisors, Inc. (CIK 2110884) reported $258.4M across 228 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($12.0M, 4.65%), AVDE ($11.8M, 4.57%), AVEM ($9.8M, 3.78%), SMMD ($8.2M, 3.19%), SPEM ($7.9M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $12.0M | 4.65% | 168,696 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $11.8M | 4.57% | 132,413 | New |
| 3 | AVEM | AMERICAN CENTY ETF TR | $9.8M | 3.78% | 101,232 | Added |
| 4 | SMMD | ISHARES TR | $8.2M | 3.19% | 89,987 | New |
| 5 | SPEM | SPDR INDEX SHS FDS | $7.9M | 3.08% | 153,497 | Added |
| 6 | SCHZ | SCHWAB STRATEGIC TR | $7.3M | 2.81% | 314,239 | New |
| 7 | AAPL | APPLE INC | $7.0M | 2.70% | 24,145 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $6.8M | 2.65% | 34,193 | Added |
| 9 | EFA | ISHARES TR | $6.1M | 2.37% | 58,846 | New |
| 10 | SPLG | SPDR SERIES TRUST | $6.0M | 2.32% | 68,319 | Added |
| 11 | IVV | ISHARES TR | $5.9M | 2.30% | 7,931 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $5.4M | 2.07% | 110,573 | Added |
| 13 | BTC | GRAYSCALE BITCOIN MINI TR ET | $5.3M | 2.06% | 205,477 | New |
| 14 | MSFT | MICROSOFT CORP | $4.4M | 1.71% | 11,842 | Added |
| 15 | USHY | ISHARES TR | $4.1M | 1.59% | 111,311 | New |
| 16 | XPEL | XPEL INC | $4.1M | 1.57% | 81,802 | New |
| 17 | VTI | VANGUARD INDEX FDS | $3.9M | 1.52% | 10,603 | Added |
| 18 | AMZN | AMAZON COM INC | $3.5M | 1.34% | 14,490 | Added |
| 19 | AVGO | BROADCOM INC | $3.4M | 1.31% | 8,981 | Added |
| 20 | GLDM | WORLD GOLD TR | $3.3M | 1.28% | 41,784 | New |
| 21 | GOOGL | ALPHABET INC | $3.1M | 1.22% | 8,788 | Added |
| 22 | AGG | ISHARES TR | $2.8M | 1.08% | 28,089 | New |
| 23 | IEFA | ISHARES TR | $2.8M | 1.07% | 28,617 | New |
| 24 | KLAC | KLA CORP | $2.6M | 1.02% | 8,737 | New |
| 25 | EMB | ISHARES TR | $2.5M | 0.98% | 26,282 | New |
Source: SEC Form 13F filings · as of 2026-06-30