StockDriftsStockDriftsTop 50 Pacific Excel Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.14% | 13.6K | $4.6M | -43.59%(-10.52K) | $266.30(+30.34%) | 2026-09-30 | |
| MGK | VANGUARD WORLD FD | 4.39% | 42.7K | $4.0M | new | $80.68(+12.20%) | 2026-09-30 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 3.72% | 169.4K | $3.4M | new | $21.17(-5.15%) | 2026-09-30 | |
| MGV | VANGUARD WORLD FD | 2.68% | 15.0K | $2.4M | new | $141.01(+19.00%) | 2026-09-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 2.58% | 20.7K | $2.3M | new | $96.64(+20.29%) | 2026-09-30 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 2.33% | 47.4K | $2.1M | new | $38.88(+15.75%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.23% | 8.8K | $2.0M | -74.18%(-25.37K) | $182.91(+19.15%) | 2026-09-30 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 2.15% | 51.1K | $1.9M | new | $35.31(+8.23%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2% | 23.0K | $1.8M | new | $69.47(+13.92%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.98% | 3.5K | $1.8M | -70.83%(-8.39K) | $392.87(+35.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.85% |
Pacific Excel Wealth Advisors INC reports $90.09M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.1%), MGK (4.4%) and FTCB (3.7%). The top 20 holdings account for 44.52% of reported assets. Its disclosed equity book has returned +9.91% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pacific Excel Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110884). View Pacific Excel Wealth Advisors INC’s 13F filings on SEC