Pacific Excel Wealth Advisors, Inc. - Q12026 Holdings

Pacific Excel Wealth Advisors, Inc. holds 140 stocks with a total portfolio value of $ 95.1M as of Q12026. In Q12026, Pacific Excel Wealth Advisors, Inc. added 54 new positions, increased stakes in 80 stocks, reduced 6 holdings, and fully exited 4 positions. The largest holding is First Tr Exchange-Traded Fd (FTCB), representing 3.62% of the total portfolio.