13F Filings History of Pacific Excel Wealth Advisors, Inc.

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$52,935,922
Signature - Title
Nathan Sadowski - CCO
Location
Walnut Creek, CA
Summary
This page shows a list of all the recent 13F filings made by Pacific Excel Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pacific Excel Wealth Advisors, Inc. reported 90 stock holdings with total value $52,935,922 as of Q4 2025. Top holdings included AAPL, MGK, FTCB, TDIV, and MGV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 90 $52,935,922 $0 $0 $0 AAPL, MGK, FTCB, TDIV, MGV 13F-HR 18 Feb 2026, 11:44