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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, QQQ, IEFA, VYM, and represent 64.80% of Pacific Capital Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BND, SGOV, QQQ, VTV, TSLA, VCSH, IEFA, ITOT, PNTG, WFC.
Started 2 new stock positions in PNTG, WFC.
Reduced shares in these 10 stocks: SPY, IAU, VNQ, SCHD, BIL, RSP, VYM, , LLY, NVDA.
Sold out of its positions in ONCO, VGSH.
Pacific Capital Wealth Advisors was a net buyer of stock by $1.7M.
Pacific Capital Wealth Advisors has $584M in assets under management (AUM), dropping by 0.95%.
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 December 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)	32.0	$187M		274k	681.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	13.1	$76M		1.0M	74.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.5	$44M	+2%	72k	614.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.5	$44M		487k	89.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.7	$28M		191k	143.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.6	$27M		323k	83.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$15M		46k	335.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.6	$15M	-3%	173k	88.49	View chart
Spdr Series Trust State Street Spd (BIL)	2.6	$15M		163k	91.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.5	$15M		187k	77.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$14M	-2%	498k	27.43	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.7	$10M	+14%	100k	100.38	View chart
Spdr Series Trust State Street Spd (SPSB)	1.4	$7.9M		263k	30.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$7.2M		19k	373.44	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$7.0M	-9%	86k	81.17	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.8	$4.9M		53k	91.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$4.6M	+4%	191k	24.04	View chart
Apple (AAPL)	0.8	$4.5M	-2%	17k	271.86	View chart
Strategy Cl A New (MSTR)	0.8	$4.4M		29k	151.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$3.9M		145k	26.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$3.0M		92k	32.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.6M		11k	246.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$2.3M	+20%	29k	79.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.2M		22k	99.88	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$2.1M		100k	20.89	View chart
Microsoft Corporation (MSFT)	0.3	$2.0M	-5%	4.1k	483.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.0M		3.1k	627.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$2.0M	-11%	10k	191.56	View chart
Tesla Motors (TSLA)	0.3	$1.8M	+28%	4.1k	449.67	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.7M		14k	121.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.5M	-2%	3.3k	473.30	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$1.4M		51k	26.49	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.3M		28k	45.21	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.3M	+206%	6.6k	190.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M	+39%	8.3k	148.69	View chart
Amazon (AMZN)	0.2	$1.1M	-3%	4.9k	230.83	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.1M		44k	24.37	View chart
Visa Com Cl A (V)	0.2	$1.1M	-2%	3.0k	350.65	View chart
Meta Platforms Cl A (META)	0.2	$992k	-2%	1.5k	660.14	View chart
NVIDIA Corporation (NVDA)	0.2	$933k	-11%	5.0k	186.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$880k		30k	29.61	View chart
Costco Wholesale Corporation (COST)	0.1	$854k	-3%	990.00	862.32	View chart
Godaddy Cl A (GDDY)	0.1	$800k	+9%	6.4k	124.08	View chart
Pacs Group Com Shs (PACS)	0.1	$789k		21k	38.39	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$708k		27k	26.23	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$660k		8.5k	77.68	View chart
Take-Two Interactive Software (TTWO)	0.1	$626k		2.4k	256.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$620k	-6%	10k	59.93	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.1	$596k		11k	52.28	View chart
Wal-Mart Stores (WMT)	0.1	$594k		5.3k	111.41	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$565k		9.8k	57.46	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$563k		25k	22.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$503k	-12%	1.6k	312.93	View chart
Eli Lilly & Co. (LLY)	0.1	$477k	-30%	444.00	1074.68	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$451k		18k	25.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$420k	+57%	4.9k	85.37	View chart
American Express Company (AXP)	0.1	$418k		1.1k	369.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$392k		4.1k	96.03	View chart
Chubb (CB)	0.1	$375k		1.2k	312.12	View chart
Raytheon Technologies Corp (RTX)	0.1	$365k		2.0k	183.40	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$345k		5.3k	65.01	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$321k		2.1k	154.80	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$313k		2.0k	156.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$312k		2.2k	141.14	View chart
American Water Works (AWK)	0.1	$309k		2.4k	130.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$297k	-8%	521.00	570.88	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$296k		2.1k	141.16	View chart
International Business Machines (IBM)	0.1	$294k		993.00	296.21	View chart
JPMorgan Chase & Co. (JPM)	0.0	$248k	-6%	770.00	322.22	View chart
Sap Se Spon Adr (SAP)	0.0	$242k	-6%	996.00	242.91	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$242k		5.4k	45.02	View chart
McDonald's Corporation (MCD)	0.0	$232k		760.00	305.63	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$223k		2.0k	109.91	View chart
Broadcom (AVGO)	0.0	$220k	-23%	635.00	346.10	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$217k		5.4k	40.35	View chart
Pennant Group (PNTG)	0.0	$213k	NEW	7.6k	28.15	View chart
Wells Fargo & Company (WFC)	0.0	$209k	NEW	2.2k	93.20	View chart
Wec Energy Group (WEC)	0.0	$201k		1.9k	105.46	View chart
Angel Studios Cl A Com	0.0	$188k	+2%	40k	4.67	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 Q4 filed Jan. 26, 2026
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

View all past filings

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