Holdings
Pacific Excel Wealth Advisors, Inc.
As of Jun 30, 2026, Pacific Excel Wealth Advisors, Inc. reported 122 positions worth US$105M. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 24,145 | US$6.99M | +15,554 | Jun 30, 2026 |
| Nvidia Corporation | 34,193 | US$6.84M | +27,366 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,850 | US$5.66M | +12,108 | Jun 30, 2026 |
| Microsoft Corp. | 11,842 | US$4.42M | +8,885 | Jun 30, 2026 |
| Xpel, Inc. | 81,802 | US$4.06M | new | Jun 30, 2026 |
| Amazon.com, Inc. | 14,490 | US$3.45M | +10,111 | Jun 30, 2026 |
| Broadcom Inc. | 8,981 | US$3.39M | +5,964 | Jun 30, 2026 |
| Kla Corporation | 8,737 | US$2.64M | new | Jun 30, 2026 |
| Eli Lilly And Company | 1,911 | US$2.29M | +1,394 | Jun 30, 2026 |
| Amphenol Corporation | 10,928 | US$1.93M | new | Jun 30, 2026 |