Pacific Excel Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$95,099
Net value change ($000)
+42,163 (79.6%)
New positions
54
Sold out positions
4
Turnover %
18.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVX 1,711 161.0%
FTCB 1,430 70.9%
AFLG 1,038 127.4%
TDIV 1,007 71.3%
MGK 932 45.6%
MGV 912 73.1%
CORO 776 NEW
FTGS 734 80.2%
ACWX 727 NEW
MINT 703 181.2%
Top Reduces (Value $000, Stocks/ETFs)
OEF -680 -100.0%
TLT -490 -66.4%
AZN -324 -100.0%
SKYY -205 -100.0%
THIR -203 -100.0%
AVEM -161 -21.3%
EFV -79 -14.8%
ABT -48 -18.8%
FTXO -43 -14.9%
ABBV -22 -4.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type