Pacific Excel Wealth Advisors, Inc.
Pacific Excel Wealth Advisors, Inc. reported 228 holdings worth US$258M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 6, 2026
Pacific Excel Wealth Advisors, Inc. reported 228 holdings worth US$258M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 6, 2026 (Form 13F).
- Holdings
- 228
- Value as reported
- US$258M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 24,145 | US$6.99M | 2.7% |
| Nvidia Corporation | 34,193 | US$6.84M | 2.6% |
| Alphabet Inc (google) Class C | 15,850 | US$5.66M | 2.2% |
| Microsoft Corp. | 11,842 | US$4.42M | 1.7% |
| Xpel, Inc. | 81,802 | US$4.06M | 1.6% |
| Amazon.com, Inc. | 14,490 | US$3.45M | 1.3% |
| Broadcom Inc. | 8,981 | US$3.39M | 1.3% |
| Kla Corporation | 8,737 | US$2.64M | 1.0% |
| Eli Lilly And Company | 1,911 | US$2.29M | 0.89% |
| Amphenol Corporation | 10,928 | US$1.93M | 0.75% |
| Wells Fargo & Company | 22,998 | US$1.9M | 0.74% |
| Micron Technology, Inc. | 1,529 | US$1.76M | 0.68% |
| Tesla, Inc. | 4,052 | US$1.7M | 0.66% |
| Berkshire Hathaway Inc. | 3,213 | US$1.61M | 0.62% |
| Meta Platforms, Inc. | 2,801 | US$1.58M | 0.61% |
| Rtx Corporation | 8,009 | US$1.52M | 0.59% |
| Abbvie Inc. | 5,697 | US$1.43M | 0.55% |
| Analog Devices, Inc. | 3,473 | US$1.38M | 0.53% |
| Mckesson Corporation | 1,769 | US$1.34M | 0.52% |
| Walmart Inc. | 11,747 | US$1.33M | 0.51% |
| Home Depot, Inc. (the) | 3,772 | US$1.33M | 0.51% |
| Texas Instruments Incorporated | 4,451 | US$1.33M | 0.51% |
| Visa Inc. | 3,565 | US$1.22M | 0.47% |
| Unitedhealth Group Incorporated | 2,797 | US$1.16M | 0.45% |
| Advanced Micro Devices Inc | 1,984 | US$1.15M | 0.45% |
| Jp Morgan Chase & Co. | 3,425 | US$1.12M | 0.43% |
| Applied Materials, Inc. | 1,496 | US$1.08M | 0.42% |
| Philip Morris International Inc | 5,860 | US$1.06M | 0.41% |
| Boeing Company (the) | 4,856 | US$1.05M | 0.41% |
| Emerson Electric Company | 6,933 | US$992K | 0.38% |
| State Street Corporation | 5,819 | US$987K | 0.38% |
| Goldman Sachs Group, Inc. (the) | 972 | US$983K | 0.38% |
| Williams Companies, Inc. (the) | 13,158 | US$978K | 0.38% |
| Exxon Mobil Corporation | 6,733 | US$921K | 0.36% |
| Lowe's Companies, Inc. | 3,813 | US$841K | 0.33% |
| Asml Holding Nv | 408 | US$811K | 0.31% |
| Wec Energy Group, Inc. | 6,852 | US$800K | 0.31% |
| Caterpillar, Inc. | 724 | US$771K | 0.30% |
| Johnson & Johnson | 2,952 | US$750K | 0.29% |
| Costco Wholesale Corporation | 796 | US$745K | 0.29% |
| Marriott International | 1,972 | US$731K | 0.28% |
| Intel Corporation | 5,192 | US$725K | 0.28% |
| Lam Research Corporation | 1,659 | US$719K | 0.28% |
| Altria Group, Inc. | 9,867 | US$710K | 0.27% |
| Mastercard Incorporated | 1,359 | US$698K | 0.27% |
| Starbucks Corporation | 6,474 | US$662K | 0.26% |
| Pepsico, Inc. | 4,252 | US$576K | 0.22% |
| Ge Aerospace | 1,531 | US$572K | 0.22% |
| Interactive Brokers Group, Inc. | 6,491 | US$565K | 0.22% |
| Stryker Corporation | 1,785 | US$562K | 0.22% |
| Lennox International, Inc. | 976 | US$559K | 0.22% |
| Motorola Solutions, Inc. | 1,232 | US$512K | 0.20% |
| International Business Machines Corporation | 1,781 | US$501K | 0.19% |
| Procter & Gamble Company (the) | 3,329 | US$488K | 0.19% |
| Bank Of America Corporation | 8,378 | US$477K | 0.18% |
| Nasdaq, Inc. | 6,025 | US$475K | 0.18% |
| Novartis Ag | 3,012 | US$472K | 0.18% |
| Moody's Corporation | 1,036 | US$469K | 0.18% |
| Morgan Stanley | 2,160 | US$452K | 0.17% |
| Citigroup, Inc. | 3,214 | US$450K | 0.17% |
| Western Digital Corporation | 685 | US$438K | 0.17% |
| Netflix, Inc. | 5,943 | US$424K | 0.16% |
| Equinox Gold Corp. | 41,644 | US$405K | 0.16% |
| Cisco Systems, Inc. | 3,255 | US$382K | 0.15% |
| Tjx Companies, Inc. (the) | 2,394 | US$363K | 0.14% |
| Advanced Energy Industries, Inc. | 970 | US$362K | 0.14% |
| Intuitive Surgical, Inc. | 886 | US$352K | 0.14% |
| Oracle Corporation | 2,355 | US$345K | 0.13% |
| Cardinal Health, Inc. | 1,411 | US$335K | 0.13% |
| Allstate Corporation (the) | 1,408 | US$335K | 0.13% |
| Chevron Corporation | 2,001 | US$332K | 0.13% |
| Teledyne Technologies Incorporated | 494 | US$329K | 0.13% |
| American Healthcare Reit, Inc. | 6,238 | US$325K | 0.13% |
| Palantir Technologies Inc. | 2,778 | US$324K | 0.13% |
| Vulcan Materials Company (holding Company) | 1,066 | US$314K | 0.12% |
| Marvell Technology, Inc. | 1,053 | US$314K | 0.12% |
| Suncor Energy Inc. | 5,741 | US$308K | 0.12% |
| The Travelers Companies, Inc. | 933 | US$308K | 0.12% |
| Esco Technologies Inc. | 852 | US$298K | 0.12% |
| Enpro Inc. | 753 | US$284K | 0.11% |
| Palo Alto Networks, Inc. | 819 | US$279K | 0.11% |
| Merck & Company, Inc. | 2,167 | US$279K | 0.11% |
| Westinghouse Air Brake Technologies Corporation | 1,033 | US$278K | 0.11% |
| W.r. Berkley Corporation | 3,893 | US$275K | 0.11% |
| Sony Group Corporation | 13,563 | US$272K | 0.11% |
| Zurn Elkay Water Solutions Corporation | 5,338 | US$270K | 0.10% |
| Enersys | 1,143 | US$267K | 0.10% |
| Corning Incorporated | 1,037 | US$265K | 0.10% |
| Ul Solutions Inc. | 2,587 | US$264K | 0.10% |
| Nordson Corporation | 872 | US$263K | 0.10% |
| Comfort Systems Usa, Inc. | 129 | US$257K | 0.10% |
| Snowflake Inc. | 985 | US$251K | 0.10% |
| Ross Stores, Inc. | 1,176 | US$250K | 0.10% |
| Fortinet, Inc. | 1,616 | US$248K | 0.10% |
| Union Pacific Corporation | 899 | US$245K | 0.09% |
| Qualcomm Incorporated | 1,312 | US$242K | 0.09% |
| Cohu, Inc. | 3,213 | US$237K | 0.09% |
| Hewlett Packard Enterprise Company | 5,218 | US$235K | 0.09% |
| Pnc Financial Services Group, Inc. (the) | 950 | US$234K | 0.09% |
| Coca-cola Company (the) | 2,868 | US$233K | 0.09% |
Every holding of Pacific Excel Wealth Advisors, Inc.
Source
View original at SEC
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