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Pacific Capital Wealth Advisors

Latest statistics and disclosures from Pacific Capital Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BND, IEFA, QQQ, VYM, and represent 64.11% of Pacific Capital Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BND (+$11M), SGOV (+$8.8M), VCIT, BIL, QQQ, VCSH, SPSB, SCHR, VTV, IEFA.
Started 11 new stock positions in AVGO, SCHR, SGOV, ONCO, Angel Studios, WEC, JPM, VCSH, GLDM, VGSH. VTV.
Reduced shares in these 10 stocks: SPY (-$9.1M), VNQ, SCHD, CALF, VTI, AAPL, RUN, BIV, XLP, NFLX.
Sold out of its positions in IBB, NGL, NFLX, CALF, RUN.
Pacific Capital Wealth Advisors was a net buyer of stock by $5.8M.
Pacific Capital Wealth Advisors has $578M in assets under management (AUM), dropping by 6.05%.
Central Index Key (CIK): 0001803523

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Positions held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 79 positions in its portfolio as reported in the September 2025 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)	31.8	$184M	-4%	276k	666.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	13.0	$75M	+16%	1.0M	74.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.3	$42M		482k	87.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.2	$42M	+6%	70k	600.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.7	$27M		193k	140.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.7	$27M	+14%	322k	84.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.8	$16M	-19%	180k	91.42	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	2.6	$15M	+21%	166k	91.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$15M	-12%	46k	328.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.5	$15M	-6%	187k	78.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.4	$14M	-19%	512k	27.30	View chart
Strategy Cl A New (MSTR)	1.6	$9.4M		29k	322.21	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.5	$8.8M	NEW	87k	100.70	View chart
Spdr Series Trust Portfolio Short (SPSB)	1.4	$8.0M	+17%	263k	30.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$7.0M		19k	365.48	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$6.9M		95k	72.77	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.8	$4.8M	-2%	53k	89.13	View chart
Apple (AAPL)	0.7	$4.3M	-29%	17k	254.64	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$4.3M		183k	23.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$3.9M	-3%	147k	26.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$2.9M		92k	31.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$2.6M		11k	241.96	View chart
Microsoft Corporation (MSFT)	0.4	$2.2M	-4%	4.3k	517.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$2.2M	-11%	12k	189.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.2M		22k	100.25	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$2.2M	-15%	100k	21.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.0M	-6%	3.2k	612.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.9M	NEW	24k	79.93	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.6M		14k	120.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.6M		3.3k	468.41	View chart
Tesla Motors (TSLA)	0.2	$1.4M	+4%	3.2k	444.66	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$1.4M	-19%	51k	26.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.2M		29k	42.96	View chart
Meta Platforms Cl A (META)	0.2	$1.1M	+9%	1.5k	734.44	View chart
Amazon (AMZN)	0.2	$1.1M	-15%	5.1k	219.58	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.1M	+31%	44k	24.40	View chart
NVIDIA Corporation (NVDA)	0.2	$1.1M	-9%	5.7k	186.57	View chart
Visa Com Cl A (V)	0.2	$1.1M	+2%	3.1k	341.38	View chart
Costco Wholesale Corporation (COST)	0.2	$948k	-20%	1.0k	925.61	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$868k		6.0k	145.65	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$865k		30k	29.11	View chart
Godaddy Cl A (GDDY)	0.1	$808k		5.9k	136.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$694k	-5%	27k	25.71	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$667k	+59%	11k	60.03	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$666k	-55%	8.5k	78.37	View chart
Take-Two Interactive Software (TTWO)	0.1	$631k		2.4k	258.36	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$565k		25k	23.08	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$561k	-3%	9.8k	57.04	View chart
Wal-Mart Stores (WMT)	0.1	$551k		5.3k	103.06	View chart
Eli Lilly & Co. (LLY)	0.1	$490k	+9%	642.00	763.00	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$452k	NEW	18k	25.13	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.1	$448k		11k	39.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$448k	+10%	1.8k	243.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$404k	NEW	2.2k	186.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$382k	-9%	4.1k	93.37	View chart
American Express Company (AXP)	0.1	$375k		1.1k	332.16	View chart
Chubb (CB)	0.1	$346k		1.2k	282.25	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$341k	-33%	5.3k	64.38	View chart
Raytheon Technologies Corp (RTX)	0.1	$335k		2.0k	167.33	View chart
American Water Works (AWK)	0.1	$330k		2.4k	139.19	View chart
Mastercard Incorporated Cl A (MA)	0.1	$323k	+14%	568.00	568.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$314k		2.2k	142.10	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$311k		2.0k	155.45	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$289k		2.1k	137.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$289k		2.1k	139.17	View chart
Sap Se Spon Adr (SAP)	0.0	$285k		1.1k	267.21	View chart
Pacs Group Com Shs (PACS)	0.0	$282k		21k	13.73	View chart
International Business Machines (IBM)	0.0	$281k		997.00	282.16	View chart
Broadcom (AVGO)	0.0	$276k	NEW	835.00	329.91	View chart
JPMorgan Chase & Co. (JPM)	0.0	$261k	NEW	827.00	315.43	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$246k	-18%	5.4k	45.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$239k	NEW	3.1k	76.45	View chart
McDonald's Corporation (MCD)	0.0	$234k		769.00	303.89	View chart
Angel Studios Cl A Com	0.0	$227k	NEW	39k	5.81	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$227k	-22%	5.4k	42.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$225k	-24%	2.0k	111.22	View chart
Wec Energy Group (WEC)	0.0	$222k	NEW	1.9k	114.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$216k	NEW	3.7k	58.85	View chart
Onconetix Com New (ONCO)	0.0	$40k	NEW	13k	3.11	View chart

Past Filings by Pacific Capital Wealth Advisors

SEC 13F filings are viewable for Pacific Capital Wealth Advisors going back to 2019

Pacific Capital Wealth Advisors 2025 Q3 filed Oct. 29, 2025
Pacific Capital Wealth Advisors 2025 Q2 filed July 9, 2025
Pacific Capital Wealth Advisors 2025 Q1 filed April 18, 2025
Pacific Capital Wealth Advisors 2024 Q4 filed Jan. 22, 2025
Pacific Capital Wealth Advisors 2024 Q3 filed Oct. 15, 2024
Pacific Capital Wealth Advisors 2024 Q2 filed Aug. 6, 2024
Pacific Capital Wealth Advisors 2024 Q1 filed May 15, 2024
Pacific Capital Wealth Advisors 2023 Q4 filed Feb. 6, 2024
Pacific Capital Wealth Advisors 2023 Q3 filed Nov. 3, 2023
Pacific Capital Wealth Advisors 2023 Q2 filed Aug. 1, 2023
Pacific Capital Wealth Advisors 2023 Q1 filed May 5, 2023
Pacific Capital Wealth Advisors 2022 Q4 filed Feb. 15, 2023
Pacific Capital Wealth Advisors 2022 Q3 filed Nov. 14, 2022
Pacific Capital Wealth Advisors 2022 Q2 filed Aug. 5, 2022
Pacific Capital Wealth Advisors 2022 Q1 filed May 16, 2022
Pacific Capital Wealth Advisors 2021 Q4 filed March 8, 2022

View all past filings

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