Pacific Excel Wealth Advisors, Inc.

CIK 0002110884 • 3 13F filings • Feb 18, 2026 – Jul 6, 2026

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Filer information

Filed by: Pacific Excel Wealth Advisors, Inc., CCO
Address: 925 YGNACIO VALLEY RD. STE 200, WALNUT CREEK, CA, 94596
Phone: (925) 464-7445
AUM: $52.9M

AUM over time

$258.4M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $52.9M85 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$256K	0.5%	2,041 SH	New
ABBVIE INC	COM	$516K	1.0%Prev: 0.6%	2,256 SH	Decreased-3,441 SH
ALPHABET INC	CAP STK CL A	$301K	0.6%Prev: 1.2%	963 SH	Decreased-7,825 SH
ALPHABET INC	CAP STK CL C	$467K	0.9%Prev: 1.0%	1,488 SH	Decreased-5,655 SH
AMAZON COM INC	COM	$697K	1.3%Prev: 1.3%	3,039 SH	Decreased-11,451 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$757K	1.4%Prev: 3.8%	9,831 SH	Decreased-91,401 SH
APPLE INC	COM	$2.1M	4.0%Prev: 2.7%	8,040 SH	Decreased-16,105 SH
ASML HOLDING N V	N Y REGISTRY SHS	$315K	0.6%	294 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$324K	0.6%	3,529 SH	New
BLACKROCK ETF TRUST	ISHARES A I INNO	$343K	0.6%	10,285 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$977K	1.8%Prev: 0.2%	16,072 SH	Increased+8,432 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$353K	0.7%	9,150 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$217K	0.4%	4,119 SH	New
BROADCOM INC	COM	$731K	1.4%Prev: 1.3%	2,118 SH	Decreased-6,863 SH
CHEVRON CORP NEW	COM	$1.1M	2.0%	6,951 SH	New
ELI LILLY & CO	COM	$365K	0.7%Prev: 0.9%	341 SH	Decreased-1,570 SH
EXXON MOBIL CORP	COM	$254K	0.5%Prev: 0.4%	2,062 SH	Decreased-4,671 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$812K	1.5%	10,219 SH	New
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$407K	0.8%	14,892 SH	New
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$366K	0.7%	6,817 SH	New
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$386K	0.7%	5,743 SH	New
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$205K	0.4%	1,574 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$1.4M	2.7%	14,581 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ BK ETF	$288K	0.5%	7,619 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$310K	0.6%	2,029 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$204K	0.4%	2,070 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$988K	1.9%	14,222 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$866K	1.6%	10,055 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$553K	1.0%	5,973 SH	New
FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$2.0M	3.8%	94,962 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$804K	1.5%	2,985 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$373K	0.7%	8,904 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.1M	2.0%	21,638 SH	New
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$915K	1.7%	25,879 SH	New
FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	$737K	1.4%	34,778 SH	New
FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	$1.1M	2.0%	55,335 SH	New
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$306K	0.6%	14,002 SH	New
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$647K	1.2%	3,135 SH	New
FIRST TR EXCHANGE-TRADED FD	SHS	$1.1M	2.1%	16,765 SH	New
FIRST TR EXCHNG TRADED FD VI	ACTV FCTR LGCP	$815K	1.5%	20,843 SH	New
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$410K	0.8%	12,418 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$589K	1.1%	13,294 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$1.3M	2.5%	49,366 SH	New
GRANITESHARES GOLD TR	SHS BEN INT	$526K	1.0%	10,604 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$266K	0.5%	6,357 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$197K	0.4%	13,892 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$366K	0.7%	3,071 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$485K	0.9%	23,109 SH	New
ISHARES GOLD TR	ISHARES NEW	$504K	1.0%	6,113 SH	New
ISHARES TR	0-5YR HI YL CP	$252K	0.5%Prev: 0.1%	5,880 SH	Decreased-989 SH
ISHARES TR	1 3 YR TREAS BD	$405K	0.8%	4,887 SH	New
ISHARES TR	20 YR TR BD ETF	$738K	1.4%	8,469 SH	New
ISHARES TR	CORE S&P500 ETF	$1.0M	1.9%Prev: 2.3%	1,479 SH	Decreased-6,452 SH
ISHARES TR	EAFE VALUE ETF	$533K	1.0%Prev: 0.4%	7,463 SH	Decreased-5,159 SH
ISHARES TR	ISHS 1-5YR INVS	$483K	0.9%	9,139 SH	New
ISHARES TR	MSCI USA MMENTM	$203K	0.4%	809 SH	New
ISHARES TR	MSCI USA QLT FCT	$404K	0.8%Prev: 0.2%	2,034 SH	Decreased-524 SH
ISHARES TR	S&P 100 ETF	$680K	1.3%	1,983 SH	New
ISHARES TR	S&P 500 GRWT ETF	$795K	1.5%Prev: 0.2%	6,453 SH	Increased+3,165 SH
ISHARES TR	US TREAS BD ETF	$540K	1.0%Prev: 0.2%	23,452 SH	Increased+3,170 SH
ISHARES TR	USD INV GRDE ETF	$479K	0.9%	9,256 SH	New
JPMORGAN CHASE & CO.	COM	$266K	0.5%	829 SH	New
META PLATFORMS INC	CL A	$773K	1.5%Prev: 0.6%	1,173 SH	Decreased-1,628 SH
MICROSOFT CORP	COM	$897K	1.7%Prev: 1.7%	1,870 SH	Decreased-9,972 SH
NVIDIA CORPORATION	COM	$749K	1.4%Prev: 2.6%	4,019 SH	Decreased-30,174 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$388K	0.7%	3,863 SH	New
ROYAL CARIBBEAN GROUP	COM	$213K	0.4%	757 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$237K	0.4%	1,485 SH	New
SPDR GOLD TR	GOLD SHS	$237K	0.4%	523 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$299K	0.6%	6,638 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$238K	0.4%	5,012 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$397K	0.7%	582 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.8M	5.2%	38,258 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$630K	1.2%	2,067 SH	New
TESLA INC	COM	$622K	1.2%Prev: 0.7%	1,388 SH	Decreased-2,664 SH
THOR FINL TECHNOLOGIES TR	INDEX ROTATION	$203K	0.4%	6,218 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$350K	0.7%	1,253 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$459K	0.9%	2,584 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$443K	0.8%Prev: 0.3%	706 SH	Decreased-364 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$513K	1.0%	2,421 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$245K	0.5%	812 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$371K	0.7%	7,889 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.2M	2.4%	8,832 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$2.0M	3.9%	4,953 SH	New
VISA INC	COM CL A	$429K	0.8%Prev: 0.5%	1,226 SH	Decreased-2,339 SH

Sold (vs prior filing)

ABRDN ETFS — $1.7M
ADVANCED ENERGY INDS — $362K
ADVANCED MICRO DEVICES INC — $1.2M
ADVISORSHARES TR — $111K
ALLEGION PLC — $315K
ALLSTATE CORP — $335K
ALTRIA GROUP INC — $710K
AMERICAN CENTY ETF TR — $11.8M
AMERICAN EXPRESS CO — $221K
AMERICAN HEALTHCARE REIT INC — $325K
AMGEN INC — $228K
AMPHENOL CORP — $1.9M
ANALOG DEVICES INC — $1.4M
AON PLC — $212K
APPLIED MATLS INC — $1.1M
ARISTA NETWORKS INC — $232K
ARK ETF TR — $218K
ARK ETF TR — $394K
ASML HLDG NV — $811K
ASTRAZENECA PLC — $405K
… and 185 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 18, 2026	Q4 2025	13F-HR	0002110884-26-000001	$52.9M	View
Jul 6, 2026	Q2 2026	13F-HR	0002110884-26-000004	$258.4M	View
May 13, 2026	Q1 2026