Pacific Excel Wealth Advisors, Inc.
•CIK: 2110884•Filing: Q4 2025
**Pacific Excel Wealth Advisors, Inc.** manages $53M across a diversified portfolio of 90 positions. The firm maintains significant exposure to technology and dividend-focused equities, highlighted by top holdings including AAPL ($2.1M) and MGK ($2.0M). Further concentration is evident in FTCB ($2.0M), TDIV ($1.4M), and MGV ($1.2M). This allocation suggests a tactical focus on established growth names alongside income-generating assets.
Total AUM
$52.9M
QoQ Performance
N/A
Positions
43
Top 10 Concentration
26.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.0%
MGK3.9%
FTCB3.8%
TDIV2.7%
MGV2.4%
LMBS2.0%
CHV2.0%
FSIG2.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other78.2%
Technology11.4%
ETF3.5%
Consumer2.9%
Healthcare2.1%
Financial1.3%
Energy0.5%