Pacific Excel Wealth Advisors, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
140
95,099
FTCB, MGK, CVX, TDIV
13F-HR
5/13/2026
000211088426000002
Q4 2025
90
52,935
AAPL, MGK, FTCB, TDIV
13F-HR
2/18/2026
000211088426000001