Pacific Excel Wealth Advisors, Inc. - Q42025 Holdings

Pacific Excel Wealth Advisors, Inc. holds 90 stocks with a total portfolio value of $ 52.94M as of Q42025. In Q42025, Pacific Excel Wealth Advisors, Inc. added 90 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Apple Inc (AAPL), representing 4.04% of the total portfolio.