Pacific Excel Wealth Advisors, Inc.

Q1 2026 13F Holdings

Location
Walnut Creek, CA
Holdings as of
3/31/2026
Value ($000)
$95,099
Num holdings
140
Date filed
5/13/2026
Form type
13F-HR
Prev filing
2/18/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type