Pacific Excel Wealth Advisors, Inc.

Pacific Excel Wealth Advisors, Inc. reported 140 holdings worth US$95.1M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 13, 2026

Pacific Excel Wealth Advisors, Inc. reported 140 holdings worth US$95.1M as of Mar 31, 2026. Filed May 13, 2026 (Form 13F).

Holdings
140
Value as reported
US$95.1M

Source

View original at SEC

Related

  • Pacific Excel Wealth Advisors, Inc.
  • Form 13F · Pacific Excel Wealth Advisors, Inc. · Jul 6, 2026