Pacific Excel Wealth Advisors, Inc.
Position in VRT — Vertiv Holdings Co
CIK 2110884
WALNUT CREEK, CA
Position in VRT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$222,655
New position
Shares Held
665
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,720
of 2,035 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $851,594 across 3 Electrical Equipment & Parts names. VRT ranks #3 (26.1% of the industry book) .
All Filings in VRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,655 | 665 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||