Pacific Excel Wealth Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 116 individual equity positions held by the firm.
The firm's principal executive officer, Nathan Sadowski, is listed as the authorized signatory for the report, which was filed on October 27, 2026. The filing provides a detailed breakdown of the securities held, including specific share counts and the names of the issuers.
The portfolio includes a mix of large-cap technology companies, healthcare firms, and exchange-traded funds. Notable holdings include Apple Inc., with 13,621 shares; Microsoft Corporation, with 3,454 shares; and NVIDIA Corporation, with 8,827 shares. The portfolio also features significant positions in Alphabet Inc. Class A and Class C shares, Amazon.com Inc., and Meta Platforms Inc.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). Major ETF holdings include the iShares Core S&P 500 ETF, the iShares Core MSCI Emerging Markets ETF, and various First Trust exchange-traded funds covering sectors such as technology, healthcare, and global markets. The filing also lists positions in Mastercard Incorporated, Visa Inc., and Taiwan Semiconductor Manufacturing Company.
