Pacific Excel Wealth Advisors, Inc.

Position in PLTR — Palantir Technologies Inc.

CIK 2110884 WALNUT CREEK, CA

Position in PLTR

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

Position Value

$324,109

New position

Shares Held

2,778

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,117

of 2,821 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Pacific Excel Wealth Advisors, Inc. holds $5,614,080 across 5 Software - Infrastructure names. PLTR ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	11,842	$4,417,302
2	ORCL	Oracle Corp	2,355	$345,125
3	PLTR	Palantir Technologies Inc. This page	2,778	$324,109
4	PANW	Palo Alto Networks Inc	819	$279,295
5	FTNT	Fortinet, Inc.	1,616	$248,249

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,109	2,778	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.