Pacific Excel Wealth Advisors, Inc.
CIK 2110884 · Holdings on Dec 31, 2025 · First reported Feb 18, 2026
Top ten holdings
Q4 2025- AAPL4.04%
- MGK3.86%
- FTCB3.81%
- TDIV2.67%
- MGV2.36%
- LMBS2.04%
- CVX2.01%
- FSIG2.01%
- SPYV1.97%
- IVV1.91%
Share classes counted separately26.68%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $2.14M | 4.04% | 8.04K shares | Prior unavailable — | — | ↗▾ |
| 02 | MGKVNGRD MRGSTR MG CP GR ETF-UIMEGA GRWTH IND View history and evidence | $2.04M | 3.86% | 4.95K shares | Prior unavailable — | — | ↗▾ |
| 03 | FTCBFT CORE INVESTMENT GRADE ETFCORE INVESTMENT View history and evidence | $2.02M | 3.81% | 94.96K shares | Prior unavailable — | — | ↗▾ |
| 04 | TDIVFT NASDAQ TECH DVD INDEX FDNASD TECH DIV View history and evidence | $1.41M | 2.67% | 14.58K shares | Prior unavailable — | — | ↗▾ |
| 05 | MGVVNGRD MRGSTR MG CP VL ETF-UIMEGA CAP VAL ETF View history and evidence | $1.25M | 2.36% | 8.83K shares | Prior unavailable — | — | ↗▾ |
| 06 | LMBSFIRST TRUST LOW DURATION OPPFST LOW OPPT EFT View history and evidence | $1.08M | 2.04% | 21.64K shares | Prior unavailable — | — | ↗▾ |
| 07 | CVXCHEVRON CORP View history and evidence | $1.06M | 2.01% | 6.95K shares | Prior unavailable — | — | ↗▾ |
| 08 | FSIGFT LTD DURATION INV GRADELIMITED DURATION View history and evidence | $1.06M | 2.01% | 55.34K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPYVSS SPDR P S&P 500 VALUE ETFSTATE STREET SPD View history and evidence | $1.04M | 1.97% | 18.32K shares | Prior unavailable — | — | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $1.01M | 1.91% | 1.48K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2110884 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 52935922
}Research all 90 reported holdings.
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