§ 13F · FUND PROFILE
Pacific Excel Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 90Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$52.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 8K | $2.1T | 4.0% | NEW |
| 2 | MGK | VANGUARD WORLD FD | 5K | $2.0T | 3.9% | NEW |
| 3 | FTCB | FIRST TR EXCHANGE-TRADED FD | 95K | $2.0T | 3.8% | NEW |
| 4 | TDIV | FIRST TR EXCHANGE TRADED FD | 15K | $1.4T | 2.7% | NEW |
| 5 | MGV | VANGUARD WORLD FD | 9K | $1.2T | 2.4% | NEW |
| 6 | LMBS | FIRST TR EXCHANGE-TRADED FD | 22K | $1.1T | 2.0% | NEW |
| 7 | CVX | CHEVRON CORP NEW | 7K | $1.1T | 2.0% | NEW |
| 8 | FSIG | FIRST TR EXCHANGE-TRADED FD | 55K | $1.1T | 2.0% | NEW |
| 9 | SPYV | SPDR SERIES TRUST | 18K | $1.0T | 2.0% | NEW |
| 10 | IVV | ISHARES TR | 1K | $1.0T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PACIFIC SIGNAL
AC read
Pacific Excel Wealth Advisors, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed