Pacific Excel Wealth Advisors, Inc.
CIK
2110884
Location
WALNUT CREEK, CA
Portfolio Value
Small
$117,123,481
Diversification
Diversified
Filing Date
Global Rank
#154
/ 295
▲ 7494
Top Industry
Semiconductors
16.6%
3Y Alpha vs SPY
-5.8%
Period ended 9 days ago
Filed Jul 6, 2026 · 3d
3 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.2%
SPY
+10.0%
Annualised alpha
-5.0%
Max drawdown
−9.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
137 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.0%
−6.1 pts
Top 5
23.6%
−12.6 pts
Top 10
37.2%
−17.6 pts
HHI
205
Diversified−256
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.2% | $42,426,834 |
| Consumer Cyclical | 11.8% | $13,814,184 |
| Financial Services | 11.4% | $13,321,933 |
| Unclassified | 9.4% | $10,965,804 |
| Industrials | 9.0% | $10,513,633 |
| Healthcare | 8.7% | $10,135,109 |
| Communication Services | 4.6% | $5,359,198 |
| Consumer Defensive | 4.4% | $5,142,127 |
| Energy | 2.5% | $2,918,595 |
| Utilities | 0.9% | $1,031,988 |
| Basic Materials | 0.8% | $953,144 |
| Real Estate | 0.5% | $540,932 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +27,366 | 34,193 | $6,841,677 | |
| AAPL | Apple Inc. | +15,554 | 24,145 | $6,986,597 | |
| AMZN | Amazon Com Inc | +10,111 | 14,490 | $3,453,546 | |
| MSFT | Microsoft Corp | +8,885 | 11,842 | $4,417,302 | |
| GOOGL | Alphabet Inc. | +7,311 | 8,788 | $3,140,567 | |
| AVGO | Broadcom Inc. | +5,964 | 8,981 | $3,392,572 | |
| 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 | Exxon Mobil 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 | |
| LLY | ELI LILLY & Co | +1,394 | 1,911 | $2,292,110 | |
| C | Citigroup Inc | +1,281 | 3,214 | $449,831 | |
| META | Meta Platforms, Inc. | +974 | 2,801 | $1,577,775 | |
| MU | Micron Technology Inc | +904 | 1,529 | $1,764,909 | |
| GE | General Electric Co | +633 | 1,531 | $572,180 | |
| COST | Costco Wholesale Corp /New | +470 | 796 | $744,634 | |
| ISRG | Intuitive Surgical Inc | +384 | 886 | $352,344 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BTC | Grayscale Bitcoin Mini Trust ETF | 205,477 | $5,332,128 | |
| XPEL | XPEL, Inc. | 81,802 | $4,057,379 | |
| GLDM | World Gold Trust | 41,784 | $3,318,485 | |
| KLAC | Kla Corp | 8,737 | $2,636,040 | |
| APH | Amphenol Corp /De/ | 10,928 | $1,926,824 | |
| WFC | Wells Fargo & Company/Mn | 22,998 | $1,900,554 | |
| BRK-B | Berkshire Hathaway Inc | 3,213 | $1,607,753 | |
| RTX | RTX Corp | 8,009 | $1,519,547 | |
| ADI | Analog Devices Inc | 3,473 | $1,379,371 | |
| ETN | Eaton Corp plc | 3,149 | $1,341,851 | |
| MCK | Mckesson Corp | 1,769 | $1,336,656 | |
| WMT | Walmart Inc. | 11,747 | $1,330,465 | |
| HD | Home Depot, Inc. | 3,772 | $1,330,308 | |
| TXN | Texas Instruments Inc | 4,451 | $1,326,709 | |
| UNH | Unitedhealth Group Inc | 2,797 | $1,162,517 | |
| AMD | Advanced Micro Devices Inc | 1,984 | $1,152,525 | |
| AMAT | Applied Materials Inc /De | 1,496 | $1,081,608 | |
| BA | Boeing Co | 4,856 | $1,051,178 | |
| EMR | Emerson Electric Co | 6,933 | $992,458 | |
| STT | State Street Corp | 5,819 | $986,902 | |
| GS | Goldman Sachs Group Inc | 972 | $983,051 | |
| WMB | Williams Companies, Inc. | 13,158 | $978,165 | |
| IBIT | iShares Bitcoin Trust ETF | 26,359 | $877,491 | |
| LOW | Lowes Companies Inc | 3,813 | $840,728 | |
| WEC | Wec Energy Group, Inc. | 6,852 | $800,108 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 3,121 | $1,054,741 | |
| BAR | GraniteShares Gold Trust | 14,351 | $662,011 | |
| IAU | Ishares Gold Trust | 7,252 | $639,336 | |
| GLD | Spdr Gold Trust | 1,014 | $436,314 | |
| RCL | Royal Caribbean Cruises Ltd | 1,261 | $347,001 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 625 | $279,087 | |
| SHOP | Shopify Inc. | 2,304 | $273,300 | |
| TTE | TotalEnergies SE | 2,831 | $257,564 | |
| CARR | CARRIER GLOBAL Corp | 4,532 | $255,196 | |
| CB | Chubb Ltd | 692 | $225,543 | |
| NET | Cloudflare, Inc. | 1,046 | $215,831 | |
| NOC | Northrop Grumman Corp /De/ | 306 | $208,765 | |
| ABT | Abbott Laboratories | 2,024 | $207,804 | |
| UTHR | UNITED THERAPEUTICS Corp | 344 | $203,985 | |
| SAN | Banco Santander, S.A. | 11,191 | $126,234 | |
| No positions match the current search. | ||||
137 positions ·
$117,123,481 total
· 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 137 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 24,145 | $6,986,597 | 5.97% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 34,193 | $6,841,677 | 5.84% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
NEW | 205,477 | $5,332,128 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 11,842 | $4,417,302 | 3.77% | |
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
NEW | 81,802 | $4,057,379 | 3.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 14,490 | $3,453,546 | 2.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 8,981 | $3,392,572 | 2.90% | |
| GLDM |
World Gold Trust
|
NEW | 41,784 | $3,318,485 | 2.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 8,788 | $3,140,567 | 2.68% | |
| KLAC |
Kla Corp
Technology
|
NEW | 8,737 | $2,636,040 | 2.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,911 | $2,292,110 | 1.96% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 10,928 | $1,926,824 | 1.65% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
NEW | 22,998 | $1,900,554 | 1.62% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,529 | $1,764,909 | 1.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,052 | $1,704,271 | 1.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 3,213 | $1,607,753 | 1.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,801 | $1,577,775 | 1.35% | |
| RTX |
RTX Corp
Industrials
|
NEW | 8,009 | $1,519,547 | 1.30% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,697 | $1,433,593 | 1.22% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 3,473 | $1,379,371 | 1.18% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 3,149 | $1,341,851 | 1.15% | |
| MCK |
Mckesson Corp
Healthcare
|
NEW | 1,769 | $1,336,656 | 1.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 11,747 | $1,330,465 | 1.14% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 3,772 | $1,330,308 | 1.14% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 4,451 | $1,326,709 | 1.13% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,565 | $1,223,115 | 1.04% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 2,797 | $1,162,517 | 0.99% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,984 | $1,152,525 | 0.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 3,425 | $1,121,105 | 0.96% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 1,496 | $1,081,608 | 0.92% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 5,860 | $1,060,132 | 0.91% | |
| BA |
Boeing Co
Industrials
|
NEW | 4,856 | $1,051,178 | 0.90% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 6,933 | $992,458 | 0.85% | |
| STT |
State Street Corp
Financial Services
|
NEW | 5,819 | $986,902 | 0.84% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 972 | $983,051 | 0.84% | |
| WMB |
Williams Companies, Inc.
Energy
|
NEW | 13,158 | $978,165 | 0.84% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 6,733 | $920,535 | 0.79% | |
| IBIT |
iShares Bitcoin Trust ETF
|
NEW | 26,359 | $877,491 | 0.75% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
NEW | 3,813 | $840,728 | 0.72% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 408 | $811,691 | 0.69% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
NEW | 6,852 | $800,108 | 0.68% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 724 | $770,987 | 0.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 2,952 | $749,719 | 0.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 796 | $744,634 | 0.64% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
NEW | 1,972 | $730,803 | 0.62% | |
| INTC |
Intel Corp
Technology
|
NEW | 5,192 | $724,958 | 0.62% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,659 | $718,894 | 0.61% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 9,867 | $709,930 | 0.61% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 1,359 | $697,982 | 0.60% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
NEW | 6,474 | $661,578 | 0.56% |