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Pacific Excel Wealth Advisors, Inc.
ETF
Concentrated trader
CIK: 0002110884 | WALNUT CREEK, CA
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
116
$90.1M
2026-10-27
SEC ↗
Q2 2026
13F-HR
228
$258.4M
2026-07-06
SEC ↗
Q1 2026
13F-HR
140
$95.1M
2026-05-13
SEC ↗
Q4 2025
13F-HR
90
$52.9M
2026-02-18
SEC ↗