Pacific Excel Wealth Advisors, Inc.

Registered adviser

CIK

2110884

Location

WALNUT CREEK, CA

Portfolio Value

Small $260,351,704

Diversification

Diversified

Filing Date

Global Rank

#5,521 / 8,811 ▲ 2593

Top Industry

Semiconductors 16.0%

Period ended 4 months ago

Filed Jul 6, 2026 · 4mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 172356

Roster of Oct 1, 2026

Regulatory AUM

$110,790,269

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$110,790,269	Individuals and high net worth (98%)
Dec 2025 to Jan 2026	$102,939,326	Individuals and high net worth (100%)
Aug 2025 to Sep 2025	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.9%, 18.2 effective positions, active share 63.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.7 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 63.0%; sector active share 48.1% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

228 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.0%

+7.9 pts

Top 5

38.9%

−2.3 pts

Top 10

52.9%

−8.0 pts

HHI

550

Diversified+53

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.5%	$149,743,366	97
Technology	17.0%	$44,353,659	38
Consumer Cyclical	5.3%	$13,814,184	11
Financial Services	5.1%	$13,321,933	21
Industrials	4.0%	$10,513,633	21
Healthcare	3.9%	$10,135,109	14
Communication Services	3.0%	$7,883,034	5
Consumer Defensive	2.0%	$5,142,127	7
Energy	1.1%	$2,918,595	6
Utilities	0.4%	$1,031,988	2
Basic Materials	0.4%	$953,144	4
Real Estate	0.2%	$540,932	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+165,118	168,696	$12,019,590
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+148,314	153,497	$7,948,074
BNDX	Vanguard Total International Bond ETF	+104,751	110,573	$5,355,050
AVEM	Avantis Emerging Markets Equity ETF	+93,835	101,232	$9,767,875
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+56,861	68,319	$6,003,873
NVDA	Nvidia Corp	+27,366	34,193	$6,841,677
IEMG	iShares Trust	+19,714	23,484	$1,945,414
AAPL	Apple Inc.	+15,554	24,145	$6,986,597
AMZN	Amazon Com Inc	+10,111	14,490	$3,453,546
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+9,767	10,603	$3,923,534
MSFT	Microsoft Corp	+8,885	11,842	$4,417,302
GOOGL	Alphabet Inc.	+7,311	8,788	$3,140,567
EFV	iShares MSCI EAFE Value ETF	+6,518	12,622	$966,214
AVGO	Broadcom Inc.	+5,964	8,981	$3,392,572
IVV	iShares Core S&P 500 ETF	+5,553	7,931	$5,939,446
BINC		+5,434	9,958	$521,201
GOOG	Alphabet Inc.	+4,872	7,143	$2,523,836
BAC	Bank Of America Corp /De/	+4,182	8,378	$477,378
PM	Philip Morris International Inc.	+4,093	5,860	$1,060,132
NFLX	Netflix Inc	+3,843	5,943	$424,330
ABBV	AbbVie Inc.	+3,424	5,697	$1,433,593
XOM	ExxonMobil Holdings Corp	+2,831	6,733	$920,535
JPM	Jpmorgan Chase & Co	+2,209	3,425	$1,121,105
TSLA	Tesla, Inc.	+2,069	4,052	$1,704,271
V	Visa Inc.	+1,468	3,565	$1,223,115
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GOVT	iShares U.S. Treasury Bond ETF	−31,154	20,282	$462,023
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−20,175	4,967	$301,943
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−14,562	7,640	$519,596
CVX	Chevron Corp	−11,406	2,001	$331,685
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	−7,906	6,869	$291,314
IVW	iShares S&P 500 Growth ETF	−7,640	3,288	$452,198
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−1,995	4,236	$213,452
AZN	Astrazeneca PLC	−968	2,136	$405,028
QUAL	iShares MSCI USA Quality Factor ETF	−500	2,558	$561,301
SPY	Spdr S&P 500 ETF Trust	−318	407	$303,935
ASML	Asml Holding NV	−57	408	$811,691
VOO	VANGUARD 500 INDEX FUND	−40	1,070	$734,886
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AVDE	Avantis International Equity ETF	132,413	$11,811,239
SMMD	iShares Russell 2500 ETF	89,987	$8,245,508
SCHZ	Schwab U.S. Aggregate Bond ETF	314,239	$7,268,348
EFA	iShares MSCI EAFE ETF	58,846	$6,112,922
BTC	Grayscale Bitcoin Mini Trust ETF	205,477	$5,332,128
USHY	iShares Broad USD High Yield Corporate Bond ETF	111,311	$4,120,733
XPEL	XPEL, Inc.	81,802	$4,057,379
APH	Amphenol Corp /De/	10,928	$3,853,649
GLDM	World Gold Trust	41,784	$3,318,485
AGG	iShares Core U.S. Aggregate Bond ETF	28,089	$2,780,249
IEFA	iShares Core MSCI EAFE ETF	28,617	$2,763,829
KLAC	Kla Corp	8,737	$2,636,040
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	26,282	$2,534,636
VO	VANGUARD MID-CAP INDEX FUND	26,580	$2,141,550
WFC	Wells Fargo & Company/Mn	22,998	$1,900,554
VB	Vanguard Index Funds	6,137	$1,860,247
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	27,649	$1,859,118
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	76,483	$1,792,761
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	77,454	$1,730,322
BRK-B	Berkshire Hathaway Inc	3,213	$1,607,753
NLR	VanEck Uranium and Nuclear ETF	13,348	$1,548,101
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	30,427	$1,538,997
RTX	RTX Corp	8,009	$1,519,547
IWM	iShares Russell 2000 ETF	4,741	$1,424,433
ADI	Analog Devices Inc	3,473	$1,379,371
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FTCB	First Trust Core Investment Grade ETF	164,390	$3,445,614
TDIV	First Trust NASDAQ Technology Dividend Index Fund	25,825	$2,418,769
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	14,893	$2,158,740
AFLG	First Trust Active Factor Large Cap ETF	48,024	$1,852,525
FTGS	First Trust Growth Strength ETF	48,436	$1,649,052
LMBS	First Trust Low Duration Opportunities ETF	31,163	$1,552,229
FSIG	First Trust Limited Duration Investment Grade Corporate ETF	80,875	$1,531,772
FTA	First Trust Large Cap Value AlphaDEX Fund	16,139	$1,490,436
RDVY	First Trust Rising Dividend Achievers ETF	21,045	$1,436,952
BUFG	FT Vest Buffered Allocation Growth ETF	51,505	$1,383,424
FDN	First Trust Dow Jones Internet Index Fund	5,890	$1,378,436
FIIG	First Trust Intermediate Duration Investment Grade Corporate ETF	65,437	$1,357,817
—		14,581	$1,336,202
FBT	First Trust NYSE Arca Biotechnology Index Fund	6,429	$1,291,071
FVD	First Trust Value Line Dividend Index Fund	26,360	$1,239,710
FDT	First Trust Developed Markets ex-US AlphaDEX Fund	12,656	$1,100,186
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	10,845	$1,090,681
FEM	First Trust Emerging Markets AlphaDEX Fund	35,240	$1,055,438
TSM	Taiwan Semiconductor Manufacturing Co Ltd	3,121	$1,054,741
FIXD	First Trust Smith Opportunistic Fixed Income ETF	24,184	$1,054,180
FTCS	First Trust Capital Strength ETF	10,225	$948,471
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	4,031	$870,615
BUFT	FT Vest Buffered Allocation Defensive ETF	34,841	$864,405
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	3,777	$820,553
CORO		24,128	$775,787
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

228 tracked positions · $260,351,704 total · filing declares 228 positions · $258,424,156 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 228 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	168,696	+165,118	$12,019,590	+5142.4%	2	$69.58	4.62%
AVDE	Avantis International Equity ETF	NEW	132,413	NEW	$11,811,239	NEW	1	$89.68	4.54%
AVEM	Avantis Emerging Markets Equity ETF	Added	101,232	+93,835	$9,767,875	+1538.8%	3	before history	3.75%
SMMD	iShares Russell 2500 ETF	NEW	89,987	NEW	$8,245,508	NEW	1	unpriced	3.17%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	153,497	+148,314	$7,948,074	+3169.0%	3	before history	3.05%
SCHZ	Schwab U.S. Aggregate Bond ETF	NEW	314,239	NEW	$7,268,348	NEW	1	$23.14	2.79%
AAPL	Apple Inc. Technology	Added	24,145	+15,554	$6,986,597	+220.4%	3	before history	2.68%
NVDA	Nvidia Corp Technology	Added	34,193	+27,366	$6,841,677	+474.6%	3	before history	2.63%
EFA	iShares MSCI EAFE ETF	NEW	58,846	NEW	$6,112,922	NEW	1	unpriced	2.35%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	68,319	+56,861	$6,003,873	+584.6%	3	before history	2.31%
IVV	iShares Core S&P 500 ETF	Added	7,931	+5,553	$5,939,446	—	3	before history	2.28%
BNDX	Vanguard Total International Bond ETF	Added	110,573	+104,751	$5,355,050	+1814.2%	2	$48.12	2.06%
BTC	Grayscale Bitcoin Mini Trust ETF	NEW	205,477	NEW	$5,332,128	NEW	1	$31.75	2.05%
MSFT	Microsoft Corp Technology	Added	11,842	+8,885	$4,417,302	+303.6%	3	before history	1.70%
USHY	iShares Broad USD High Yield Corporate Bond ETF	NEW	111,311	NEW	$4,120,733	NEW	1	unpriced	1.58%
XPEL	XPEL, Inc. Consumer Cyclical	NEW	81,802	NEW	$4,057,379	NEW	1	$45.55	1.56%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	10,603	+9,767	$3,923,534	+1362.9%	2	unpriced	1.51%
APH	Amphenol Corp /De/ Technology	NEW	10,928	NEW	$3,853,649	NEW	1	unpriced	1.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,490	+10,111	$3,453,546	+278.7%	3	before history	1.33%
AVGO	Broadcom Inc. Technology	Added	8,981	+5,964	$3,392,572	+263.3%	3	before history	1.30%
GLDM	World Gold Trust	NEW	41,784	NEW	$3,318,485	NEW	1	$89.29	1.27%
GOOGL	Alphabet Inc. Communication Services	Added	8,788	+7,311	$3,140,567	+639.4%	3	before history	1.21%
AGG	iShares Core U.S. Aggregate Bond ETF	NEW	28,089	NEW	$2,780,249	NEW	1	unpriced	1.07%
IEFA	iShares Core MSCI EAFE ETF	NEW	28,617	NEW	$2,763,829	NEW	1	unpriced	1.06%
KLAC	Kla Corp Technology	NEW	8,737	NEW	$2,636,040	NEW	1	unpriced	1.01%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	NEW	26,282	NEW	$2,534,636	NEW	1	unpriced	0.97%
GOOG	Alphabet Inc. Communication Services	Added	7,143	+4,872	$2,523,836	+287.4%	3	before history	0.97%
LLY	ELI LILLY & Co Healthcare	Added	1,911	+1,394	$2,292,110	+382.0%	3	before history	0.88%
VO	VANGUARD MID-CAP INDEX FUND	NEW	26,580	NEW	$2,141,550	NEW	1	unpriced	0.82%
IEMG	iShares Trust	Added	23,484	+19,714	$1,945,414	—	2	unpriced	0.75%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	22,998	NEW	$1,900,554	NEW	1	$80.36	0.73%
VB	Vanguard Index Funds	NEW	6,137	NEW	$1,860,247	NEW	1	unpriced	0.71%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	NEW	27,649	NEW	$1,859,118	NEW	1	$66.83	0.71%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	NEW	76,483	NEW	$1,792,761	NEW	1	$23.43	0.69%
MU	Micron Technology Inc Technology	Added	1,529	+904	$1,764,909	+735.9%	2	$603.48	0.68%
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	NEW	77,454	NEW	$1,730,322	NEW	1	$24.25	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,052	+2,069	$1,704,271	+131.2%	3	before history	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	3,213	NEW	$1,607,753	NEW	1	$480.75	0.62%
META	Meta Platforms, Inc. Communication Services	Added	2,801	+974	$1,577,775	+50.9%	3	before history	0.61%
NLR	VanEck Uranium and Nuclear ETF	NEW	13,348	NEW	$1,548,101	NEW	1	$133.43	0.59%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	NEW	30,427	NEW	$1,538,997	NEW	1	$50.25	0.59%
RTX	RTX Corp Industrials	NEW	8,009	NEW	$1,519,547	NEW	1	$183.40	0.58%
ABBV	AbbVie Inc. Healthcare	Added	5,697	+3,424	$1,433,593	+190.0%	3	before history	0.55%
IWM	iShares Russell 2000 ETF	NEW	4,741	NEW	$1,424,433	NEW	1	unpriced	0.55%
ADI	Analog Devices Inc Technology	NEW	3,473	NEW	$1,379,371	NEW	1	$395.80	0.53%
ETN	Eaton Corp plc Industrials	NEW	3,149	NEW	$1,341,851	NEW	1	$403.27	0.52%
MCK	Mckesson Corp Healthcare	NEW	1,769	NEW	$1,336,656	NEW	1	$792.84	0.51%
WMT	Walmart Inc. Consumer Defensive	NEW	11,747	NEW	$1,330,465	NEW	1	$124.14	0.51%
HD	Home Depot, Inc. Consumer Cyclical	NEW	3,772	NEW	$1,330,308	NEW	1	$325.33	0.51%
TXN	Texas Instruments Inc Technology	NEW	4,451	NEW	$1,326,709	NEW	1	$277.43	0.51%

Showing the top 50 of 228 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.