Pacific Excel Wealth Advisors, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 2110884 WALNUT CREEK, CA

Position in GS

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$983,051

New position

Shares Held

972

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,754

of 3,125 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $1,999,553 across 3 Capital Markets names. GS ranks #1 (49.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	972	$983,051
2	IBKR	Interactive Brokers Group, Inc.	6,491	$564,976
3	MS	Morgan Stanley	2,160	$451,526

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$983,051	972	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.