Pacific Excel Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
6/30/2026
Date filed
7/6/2026
Form type
13F-HR
Num holdings
228
Total value ($000)
$258,424
Net value change ($000)
+163,325 (171.7%)
New positions
184
Sold out positions
96
Turnover %
83.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVDE 11,811 NEW
VEA 11,791 5148.9%
AVEM 9,172 1538.9%
SMMD 8,246 NEW
SPEM 7,705 3170.8%
SCHZ 7,268 NEW
EFA 6,113 NEW
NVDA 5,651 474.5%
BTC 5,332 NEW
SPYM 5,127 584.6%
Top Reduces (Value $000, Stocks/ETFs)
FTCB -3,446 -100.0%
MGK -2,976 -100.0%
CVX -2,442 -88.0%
TDIV -2,419 -100.0%
MGV -2,159 -100.0%
AFLG -1,853 -100.0%
FTGS -1,649 -100.0%
LMBS -1,552 -100.0%
FSIG -1,532 -100.0%
FTA -1,490 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type