Pacific Excel Wealth Advisors, Inc. - Portfolio Stock Holdings
Pacific Excel Wealth Advisors, Inc. disclosed 325 stock positions in a recent SEC 13F filing. $258,776,454 of stock holdings were filed, with the largest holdings including VEA, AVDE, and AVEM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $110,790,269 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
325Est. Stock Holding Value:
$258,776,454Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pacific Excel Wealth Advisors, Inc.
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