Pacific Excel Wealth Advisors, Inc. holds a diversified book of 228 reported positions worth $258.4M as of Q2 2026 (disclosed Jul 6, 2026, a ~6-day 13F lag). This quarter they opened Avantis International Equity and trimmed ASML Holding NV-NY Reg SHS. Their largest long position is Vanguard Ftse Developed ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2026 would be +6% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Pacific Excel Wealth Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Pacific Excel Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~6 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pacific Excel Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Swiss Re Ltd | 41 / 80 | $1.1B |
| Uhlmann Price Securities, LLC | 37 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 9 / 80 | $173.2M |
| Ardent Capital Management, Inc. | 18 / 80 | $204.2M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Pacific Excel Wealth Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $12.0M | 168.7K | 4.7% | ▲47× Added · +165K sh | |
| 2 | American Centy ETF TR INTL EQT ETF | $11.8M | 132.4K | 4.6% | ▲New New position | |
| 3 | American Centy ETF TR AVANTIS EMGMKT | $9.8M | 101.2K | 3.8% | ▲14× Added · +94K sh | |
| 4 | Ishares TR RUSEL 2500 ETF | $8.2M | 90.0K | 3.2% | ▲New New position | |
| 5 | SPDR Index SHS FDS ST PORT MARK ETF | $7.9M | 153.5K | 3.1% | ▲30× Added · +148K sh | |
| 6 | Schwab Strategic TR US AGGREGATE B | $7.3M | 314.2K | 2.8% | ▲New New position | |
| 7 | Apple Inc COM | $7.0M | 24.1K | 2.7% | ▲+181% Added · +16K sh | |
| 8 | Nvidia Corporation COM | $6.8M | 34.2K | 2.6% | ▲+401% Added · +27K sh | |
| 9 | Ishares TR MSCI EAFE ETF | $6.1M | 58.8K | 2.4% | ▲New New position | |
| 10 | SPDR Series Trust ST STR P500ETF | $6.0M | 68.3K | 2.3% | ▲+496% Added · +57K sh | |
| 11 | Ishares TR CORE S&P500 ETF | $5.9M | 7.9K | 2.3% | ▲+234% Added · +6K sh | |
| 12 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.4M | 110.6K | 2.1% | ▲19× Added · +105K sh | |
| 13 | Grayscale Bitcoin Mini TR Et SHS NEW | $5.3M | 205.5K | 2.1% | ▲New New position | |
| 14 | Microsoft Corp COM | $4.4M | 11.8K | 1.7% | ▲+300% Added · +9K sh | |
| 15 | Ishares TR BROAD USD HIGH | $4.1M | 111.3K | 1.6% | ▲New New position | |
| 16 | Xpel Inc COM | $4.1M | 81.8K | 1.6% | ▲New New position | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 10.6K | 1.5% | ▲13× Added · +10K sh | |
| 18 | Amazon Com Inc COM | $3.5M | 14.5K | 1.3% | ▲+231% Added · +10K sh | |
| 19 | Broadcom Inc COM | $3.4M | 9.0K | 1.3% | ▲+198% Added · +6K sh | |
| 20 | World Gold TR SPDR GLD MINIS | $3.3M | 41.8K | 1.3% | ▲New New position | |
| 21 | Alphabet Inc CAP STK CL A | $3.1M | 8.8K | 1.2% | ▲+495% Added · +7K sh | |
| 22 | Ishares TR CORE US AGGBD ET | $2.8M | 28.1K | 1.1% | ▲New New position | |
| 23 | Ishares TR CORE MSCI EAFE | $2.8M | 28.6K | 1.1% | ▲New New position | |
| 24 | Kla Corp COM NEW | $2.6M | 8.7K | 1.0% | ▲New New position | |
| 25 | Ishares TR JPMORGAN USD EMG | $2.5M | 26.3K | 1.0% | ▲New New position | |
| 26 | Alphabet Inc CAP STK CL C | $2.5M | 7.1K | 1.0% | ▲+215% Added · +5K sh | |
| 27 | Eli Lilly & Co COM | $2.3M | 1.9K | 0.9% | ▲+270% Added · +1K sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $2.1M | 26.6K | 0.8% | ▲New New position | |
| 29 | Ishares Inc CORE MSCI EMKT | $1.9M | 23.5K | 0.8% | ▲+523% Added · +20K sh | |
| 30 | Amphenol Corp CL A | $1.9M | 10.9K | 0.7% | ▲New New position | |
| 31 | Wells Fargo & Co COM | $1.9M | 23.0K | 0.7% | ▲New New position | |
| 32 | Vanguard Index FDS SMALL CP ETF | $1.9M | 6.1K | 0.7% | ▲New New position | |
| 33 | Vanguard Whitehall FDS EM MK GOV BD ETF | $1.9M | 27.6K | 0.7% | ▲New New position | |
| 34 | SPDR Series Trust ST PORT HIGH ETF | $1.8M | 76.5K | 0.7% | ▲New New position | |
| 35 | Micron Technology Inc COM | $1.8M | 1.5K | 0.7% | ▲+145% Added · +904 sh | |
| 36 | Abrdn Etfs BBRG ALL COMD K1 | $1.7M | 77.5K | 0.7% | ▲New New position | |
| 37 | Tesla Inc COM | $1.7M | 4.1K | 0.7% | ▲+104% Added · +2K sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.2K | 0.6% | ▲New New position | |
| 39 | Meta Platforms Inc CL A | $1.6M | 2.8K | 0.6% | ▲+53% Added · +974 sh | |
| 40 | Vaneck ETF Trust URANI NUCLE ETF | $1.5M | 13.3K | 0.6% | ▲New New position | |
| 41 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.5M | 30.4K | 0.6% | ▲New New position | |
| 42 | RTX Corporation COM | $1.5M | 8.0K | 0.6% | ▲New New position | |
| 43 | Abbvie Inc COM | $1.4M | 5.7K | 0.6% | ▲+151% Added · +3K sh | |
| 44 | Ishares TR RUSSELL 2000 ETF | $1.4M | 4.7K | 0.6% | ▲New New position | |
| 45 | Analog Devices Inc COM | $1.4M | 3.5K | 0.5% | ▲New New position | |
| 46 | Eaton Corp PLC SHS | $1.3M | 3.1K | 0.5% | ▲New New position | |
| 47 | McKesson Corp COM | $1.3M | 1.8K | 0.5% | ▲New New position | |
| 48 | Walmart Inc COM | $1.3M | 11.7K | 0.5% | ▲New New position | |
| 49 | Home Depot Inc COM | $1.3M | 3.8K | 0.5% | ▲New New position | |
| 50 | Texas Instrs Inc COM | $1.3M | 4.5K | 0.5% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.