Pacific Excel Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Walnut Creek, CA
CIK: 0002110884
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	90	52,935	AAPL, MGK, FTCB, TDIV	13F-HR	2/18/2026	000211088426000001