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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002110884

Pacific Excel Wealth Advisors, Inc.

WALNUT CREEK, CA · File #028-26639

Latest AUM
$52.9M
Positions
90
Top-10 Concentration
34.6%
Filings
1

Sector Allocation

Technology
9.0%$4.8M
Financials
6.4%$3.4M
Energy
2.5%$1.3M
Healthcare
2.3%$1.2M
Materials
0.5%$265,850

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL8,040$2.1M5.25%
2VANGUARD WORLD FD9219108164,953$2.0M5.02%
3FIRST TR EXCHANGE-TRADED FD33738D78894,962$2.0M4.95%
4FIRST TR EXCHANGE TRADED FD33738R11814,581$1.4M3.47%
5VANGUARD WORLD FD9219108408,832$1.2M3.06%
6FIRST TR EXCHANGE-TRADED FD33739Q20021,638$1.1M2.65%
7CHEVRON CORP NEWCVX6,951$1.1M2.61%
8FIRST TR EXCHANGE-TRADED FD33738D80455,335$1.1M2.61%
9SPDR SERIES TRUST78464A50818,319$1.0M2.55%
10ISHARES TR4642872001,479$1.0M2.49%
11FIRST TR EXCHANGE TRADED FD33738R50614,222$988,0012.42%
12BLACKROCK ETF TRUSTBLK16,072$977,3352.40%
13FIRST TR EXCHANGE-TRADED FD33733E82325,879$914,8482.25%
14MICROSOFT CORPMSFT1,870$896,5132.20%
15FIRST TR EXCHANGE-TRADED ALP33735J10110,055$866,2152.13%
16SPDR SERIES TRUST78464A85410,342$829,6112.04%
17FIRST TR EXCHNG TRADED FD VI33740F82120,843$814,9612.00%
18FIRST TR EXCH TRD ALPHDX FD33737J17410,219$811,8631.99%
19FIRST TR EXCHANGE-TRADED FD33733E3022,985$803,5021.97%
20FIRST TR EXCHNG TRADED FD VI33740U77829,194$803,4221.97%