Pacific Excel Wealth Advisors, Inc. has filed its quarterly holdings report for the third quarter of 2026. The report, submitted on October 27, 2026, reveals that the firm manages approximately $90 million in assets. This disclosure is significant as it highlights the company's investment strategies and positions within the competitive financial advisory landscape.
The filing indicates that Pacific Excel Wealth Advisors has made substantial investments in well-known companies, including Apple Inc., Amazon.com Inc., and Alphabet Inc. Such investments reflect a strategic focus on technology and consumer sectors, which are often seen as growth drivers in the current market environment.
Background
Pacific Excel Wealth Advisors, Inc. is a California-based financial advisory firm. According to its EDGAR submissions, the company has been active in filing reports, including its most recent 13F-HR on October 27, 2026, and prior filings throughout the year. The firm operates under the Central Index Key (CIK) number 0002110884.
What the Filing Says
The 13F-HR filing provides a detailed account of the firm's holdings as of September 30, 2026. It lists a total of 116 securities, with a reported total value of $90,091,813. The filing is signed by Nathan Sadowski, the Chief Compliance Officer, confirming the accuracy of the reported information.
Impact
This report may affect various stakeholders, including investors, analysts, and competitors in the financial advisory industry. By disclosing its holdings, Pacific Excel Wealth Advisors enhances transparency, allowing clients and potential investors to assess the firm's investment strategies and performance. Competitors may also analyze these holdings to gauge market trends and client preferences.
What's Next
The filing does not specify what happens next. However, it is expected that Pacific Excel Wealth Advisors will continue to monitor its investments and may provide further disclosures in upcoming filings.
Source: SEC Filing, Accession Number 0002110884-26-000005