Long-term investor
Pacific Excel Wealth Advisors, Inc. @pacificexcelwealthadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110884).
Record
- Tracked since 2025-12-31 (262 days), 382 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.8%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 4.7% · long · since 2026-03-31
- 025072703 · 4.6% · long · since 2026-06-30
- 025072604 · 3.8% · long · since 2025-12-31
- 46435G268 · 3.2% · long · since 2026-06-30
- 78463X509 · 3.1% · long · since 2025-12-31
- 808524839 · 2.8% · long · since 2026-06-30
- AAPL · 2.7% · long · since 2025-12-31
- NVDA · 2.6% · long · since 2025-12-31
- 464287465 · 2.4% · long · since 2026-06-30
- 78464A854 · 2.3% · long · since 2025-12-31
- 464287200 · 2.3% · long · since 2025-12-31
- 92203J407 · 2.1% · long · since 2026-03-31