Pacific Excel Wealth Advisors, Inc. - Q22026 Holdings

Pacific Excel Wealth Advisors, Inc. holds 225 stocks with a total portfolio value of $ 258.42M as of Q22026. In Q22026, Pacific Excel Wealth Advisors, Inc. added 181 new positions, increased stakes in 32 stocks, reduced 12 holdings, and fully exited 96 positions. The largest holding is Vanguard Tax-Managed Fds (VEA), representing 4.65% of the total portfolio.