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Pacific Excel Wealth Advisors, Inc.

Q1 2026 Holdings

Filed 2026-05-13 | 140 holdings | $95.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
First TR Exchange-Traded FD(FTCB)CORE INVESTMENT33738D788$3.4M164,3903.6%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$3.0M8,0993.1%
Chevron Corporation(CVX)COM166764100$2.8M13,4072.9%
First TR Exchange Traded FD(TDIV)NASD TECH DIV33738R118$2.4M25,8252.5%
Apple Inc(AAPL)COM037833100$2.2M8,5912.3%
Vanguard World FD(MGV)MEGA CAP VAL ETF921910840$2.2M14,8932.3%
First TR Exchng Traded FD VI(AFLG)ACTV FCTR LGCP33740F821$1.9M48,0241.9%
First TR Exchange-Traded FD(FTGS)GROWTH STRENGTH33733E823$1.6M48,4361.7%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.6M2,3781.6%
First TR Exchange-Traded FD(LMBS)FST LOW OPPT EFT33739Q200$1.6M31,1631.6%
First TR Exchange-Traded FD(FSIG)LIMITED DURATION33738D804$1.5M80,8751.6%
First TR Exchange-Traded ALP(FTA)COM SHS33735J101$1.5M16,1391.6%
First TR Exchange Traded FD(RDVY)RISNG DIVD ACHIV33738R506$1.4M21,0451.5%
Spdr Series Trust(SPYV)STATE STREET SPD78464A508$1.4M25,1421.5%
First TR Exchng Traded FD VI(BUFG)VEST BUFFERED33740U778$1.4M51,5051.5%
First TR Exchange-Traded FD(FDN)DJ INTERNT IDX33733E302$1.4M5,8901.4%
First TR Exchange-Traded FD(FIIG)INTERMEDIATE DUR33738D796$1.4M65,4371.4%
Spdr Series Trust(BIL)STATE STREET SPD78468R663$1.3M14,5811.4%
BlackRock ETF Trust(DYNF)ISHARES US EQUIT09290C103$1.3M22,2021.4%
First TR Exchange-Traded FD(FBT)NY ARCA BIOTECH33733E203$1.3M6,4291.4%
First TR Exchange-Traded FD(FVD)SHS33734H106$1.2M26,3601.3%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$1.2M10,9281.3%
Nvidia Corporation(NVDA)COM67066G104$1.2M6,8271.3%
Ishares TR(GOVT)US TREAS BD ETF46429B267$1.2M51,4361.2%
First TR Exch TRD Alphdx FD(FDT)DEV MRK EX US33737J174$1.1M12,6561.2%
Microsoft Corp(MSFT)COM594918104$1.1M2,9571.2%
Pimco ETF TR(MINT)ENHAN SHRT MA AC72201R833$1.1M10,8451.1%
First TR Exch TRD Alphdx FD(FEM)EMERG MKT ALPH33737J182$1.1M35,2401.1%
Taiwan Semiconductor Manufac(TSM)SPONSORED ADS874039100$1.1M3,1211.1%
First TR Exchng Traded FD VI(FIXD)SMITH OPPORT FXD33740F805$1.1M24,1841.1%
Meta Platforms Inc(META)CL A30303M102$1.0M1,8271.1%
First TR Exchange-Traded FD(FTCS)CAP STRENGTH ETF33733E104$948.5K10,2251.0%
Broadcom Inc(AVGO)COM11135F101$933.8K3,0171.0%
Amazon COM Inc(AMZN)COM023135106$912.0K4,3791.0%
Spdr Series Trust(SPYM)STATE STREET SPD78464A854$876.9K11,4580.9%
First TR Exchange-Traded FD(QTEC)SHS337345102$870.6K4,0310.9%
First TR Exchng Traded FD VI(BUFT)VEST BUFFERED33740U760$864.4K34,8410.9%
Vanguard Index FDS(VBR)SM CP VAL ETF922908611$820.8K3,7770.9%
Ishares TR(USIG)USD INV GRDE ETF464288620$793.3K15,4850.8%
BlackRock ETF Trust(CORO)ISHARES INTL CTR09290C764$775.8K24,1280.8%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$764.9K4,1500.8%
Tesla Inc(TSLA)COM88160R101$737.2K1,9830.8%
Ishares TR(ACWX)MSCI ACWI EX US464288240$726.9K10,6160.8%
First TR Exchng Traded FD VI(ILDR)INNOVATION LEAD33740F565$698.0K23,4380.7%
First TR Exch TRD Alphdx FD(FJP)JAPAN ALPHADEX33737J158$678.2K9,3420.7%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$663.4K1,1100.7%
Exxon Mobil Corp(XOM)COM30231G102$662.1K3,9020.7%
Graniteshares Gold TR(BAR)SHS BEN INT38748G101$662.0K14,3510.7%
First TR Exch TRD Alphdx FD(FEP)EUROPE ALPHADEX33737J117$653.2K11,9610.7%
Alphabet Inc(GOOG)CAP STK CL C02079K107$651.5K2,2710.7%
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