Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of March 31, 2023

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 87 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 19.4 $75M 184k 409.39
Ishares Tr Core Msci Eafe (IEFA) 8.4 $33M 486k 66.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.3 $25M 333k 73.83
Vanguard Index Fds Total Stk Mkt (VTI) 5.1 $20M 98k 204.10
Vanguard Index Fds Real Estate Etf (VNQ) 4.8 $19M 224k 83.04
Vanguard Whitehall Fds High Div Yld (VYM) 4.8 $19M 176k 105.50
Schwab Strategic Tr Us Tips Etf (SCHP) 3.7 $14M 265k 53.61
Vanguard Bd Index Fds Intermed Term (BIV) 3.3 $13M 167k 76.74
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.2 $13M 168k 74.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $13M 39k 320.93
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.1 $12M 85k 144.62
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.9 $11M 113k 99.23
Ishares Tr Ishares Biotech (IBB) 2.4 $9.2M 71k 129.16
Ishares Tr Russell 2000 Etf (IWM) 1.9 $7.5M 42k 178.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $6.6M 137k 48.37
Apple (AAPL) 1.4 $5.6M 34k 164.90
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $5.5M 113k 48.92
Ishares Gold Tr Ishares New (IAU) 1.4 $5.3M 141k 37.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $5.1M 146k 34.80
Ishares Tr Rus 1000 Etf (IWB) 1.2 $4.8M 22k 225.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $4.7M 80k 59.51
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $4.6M 46k 99.64
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.2 $4.5M 94k 47.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $4.2M 58k 73.16
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $3.3M 171k 19.50
Match Group (MTCH) 0.8 $3.3M 86k 38.39
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.8 $3.2M 35k 91.21
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.7 $2.9M 60k 47.95
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $2.9M 50k 57.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $2.6M 54k 47.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $2.4M 9.6k 244.32
Chevron Corporation (CVX) 0.5 $2.1M 13k 163.16
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $1.8M 157k 11.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.6M 22k 76.23
Microsoft Corporation (MSFT) 0.4 $1.5M 5.2k 288.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.5M 30k 50.66
Vanguard World Fds Health Car Etf (VHT) 0.4 $1.5M 6.2k 238.46
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $1.4M 32k 43.69
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $1.4M 20k 67.69
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $1.2M 26k 46.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $1.2M 16k 76.49
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.1M 21k 50.03
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $1.0M 31k 33.71
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $990k 24k 40.57
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $979k 15k 65.58
Sunrun (RUN) 0.2 $914k 45k 20.15
Costco Wholesale Corporation (COST) 0.2 $862k 1.7k 496.87
Airbnb Com Cl A (ABNB) 0.2 $729k 5.9k 124.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $722k 17k 41.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $676k 13k 50.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $667k 7.4k 90.55
Visa Com Cl A (V) 0.2 $634k 2.8k 225.46
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $629k 13k 48.79
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $617k 6.2k 99.25
Tesla Motors (TSLA) 0.2 $602k 2.9k 207.48
Amazon (AMZN) 0.1 $494k 4.8k 103.29
American Water Works (AWK) 0.1 $481k 3.3k 146.49
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $469k 11k 41.16
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $459k 5.3k 86.28
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $377k 7.4k 51.04
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $374k 20k 19.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $360k 3.4k 104.67
Ishares Tr Core High Dv Etf (HDV) 0.1 $323k 3.2k 101.66
Vanguard Index Fds Growth Etf (VUG) 0.1 $308k 1.2k 249.44
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $292k 9.3k 31.22
Take-Two Interactive Software (TTWO) 0.1 $291k 2.4k 119.30
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $287k 3.1k 92.82
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $286k 1.5k 193.52
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $278k 6.1k 45.24
Chubb (CB) 0.1 $275k 1.4k 194.18
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $274k 11k 25.04
Honeywell International (HON) 0.1 $271k 1.4k 191.15
Wal-Mart Stores (WMT) 0.1 $238k 1.6k 147.45
Wec Energy Group (WEC) 0.1 $236k 2.5k 94.79
Exxon Mobil Corporation (XOM) 0.1 $231k 2.1k 109.66
Nike CL B (NKE) 0.1 $228k 1.9k 122.64
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $227k 3.4k 67.07
Meta Platforms Cl A (META) 0.1 $227k 1.1k 211.94
McDonald's Corporation (MCD) 0.1 $216k 772.00 279.61
Ishares Tr Msci Eafe Etf (EFA) 0.1 $216k 3.0k 71.52
UnitedHealth (UNH) 0.1 $214k 453.00 472.59
Broadcom (AVGO) 0.1 $213k 332.00 641.54
Ishares Tr Tips Bd Etf (TIP) 0.1 $209k 1.9k 110.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $209k 3.8k 55.21
American Express Company (AXP) 0.1 $207k 1.3k 164.95
MPLX Com Unit Rep Ltd (MPLX) 0.1 $202k 5.9k 34.45
Bitnile Metaverse Com New 0.0 $13k 109k 0.12