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NATHAN SADOWSKI

Pacific Excel Wealth Advisors, Inc.

Assets Managed
$95.099M
Holdings
140
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
79.65%(2Q avg: 39.83%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Excel Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Pacific Excel Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 95.099M in assets, with a quarterly growth rate of 79.65% and a 2-quarter average growth rate of 39.83%. The portfolio is managed by NATHAN SADOWSKI, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FTCB
Ft Core Investment Grade Etf
Recent Activity
Increased 73.12%
3.63%
$3.446M
164,390 shares@ $20.97 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 63.52%
3.13%
$2.976M
8,099 shares@ $367.46 avg price
CVX
Chevron Corp
Recent Activity
Increased 92.88%
2.92%
$2.774M
13,407 shares@ $206.91 avg price
TDIV
Ft Nasdaq Tech Dvd Index Fd
Recent Activity
Increased 77.12%
2.55%
$2.419M
25,825 shares@ $93.67 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.86%
2.3%
$2.18M
8,591 shares@ $253.8 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 68.63%
2.27%
$2.159M
14,893 shares@ $144.95 avg price
AFLG
First Trust Active Factor La
Recent Activity
Increased 130.41%
1.95%
$1.853M
48,024 shares@ $38.58 avg price
FTGS
First Trust Grwth Strgth Etf
Recent Activity
Increased 87.17%
1.74%
$1.649M
48,436 shares@ $34.05 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 60.79%
1.64%
$1.555M
2,378 shares@ $653.71 avg price
LMBS
First Trust Low Duration Opp
Recent Activity
Increased 44.02%
1.64%
$1.552M
31,163 shares@ $49.81 avg price

1-10 of 140