Pacific Excel Wealth Advisors, Inc.

Name: Pacific Excel Wealth Advisors, Inc. 13F Holdings
Creator: 13F Insight

$258M in tracked AUM across 228 positions as of Q2 2026.

CIK 0002110884 · last filed Jun 30, 2026

Total AUM

$258M

as of Q2 2026

Holdings

228

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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