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Portfolio (Quarterly) Guide ↗

Pacific Excel Wealth Advisors, Inc.

· CIK 0002110884
13F Portfolio $258M AUM 228 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 228 New
Page 2 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 8,788.0 $3.1M 1.22% NEW $357.37 -5.3%
22 AGG ISHARES TR 28,089.0 $2.8M 1.08% NEW $98.98 -2.0%
23 IEFA ISHARES TR 28,617.0 $2.8M 1.07% NEW $96.58 +4.7%
24 KLAC KLA CORP Technology 8,737.0 $2.6M 1.02% NEW $301.72 -38.5%
25 EMB ISHARES TR 26,282.0 $2.5M 0.98% NEW $96.44 -2.0%
26 GOOG ALPHABET INC 7,143.0 $2.5M 0.98% NEW $353.33
27 LLY ELI LILLY & CO Healthcare 1,911.0 $2.3M 0.89% NEW $1199.20 -4.3%
28 VO VANGUARD INDEX FDS 26,580.0 $2.1M 0.83% NEW $80.57 +2.1%
29 IEMG ISHARES INC 23,484.0 $1.9M 0.75% NEW $82.84 +1.0%
30 APH AMPHENOL CORP Technology 10,928.0 $1.9M 0.75% NEW $176.32 -53.1%
31 WFC WELLS FARGO & CO Financial Services 22,998.0 $1.9M 0.73% NEW $82.64 +8.9%
32 VB VANGUARD INDEX FDS 6,137.0 $1.9M 0.72% NEW $303.12 -1.0%
33 VWOB VANGUARD WHITEHALL FDS 27,649.0 $1.9M 0.72% NEW $67.24 -2.3%
34 SPHY SPDR SERIES TRUST 76,483.0 $1.8M 0.69% NEW $23.44 -1.2%
35 MU MICRON TECHNOLOGY INC Technology 1,529.0 $1.8M 0.68% NEW $1154.29 -11.9%
36 BCI ABRDN ETFS 77,454.0 $1.7M 0.67% NEW $22.34 +16.1%
37 TSLA TESLA INC Consumer Cyclical 4,052.0 $1.7M 0.66% NEW $420.60 -15.8%
38 BERKSHIRE HATHAWAY INC DEL 3,213.0 $1.6M 0.62% NEW $500.39
39 META META PLATFORMS INC Communication Services 2,801.0 $1.6M 0.61% NEW $563.29 +9.5%
40 NLR VANECK ETF TRUST 13,348.0 $1.5M 0.60% NEW $115.98 +3.4%
Page 2 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 19.7%
Consumer Cyclical 12.0%
Industrials 9.1%
Healthcare 8.8%
Communication Services 4.6%
Consumer Defensive 4.5%
Energy 2.5%
Utilities 0.9%
Basic Materials 0.8%