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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, VCIT, and represent 68.14% of Pacific Capital Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BND (+$7.3M), VTV, QQQ, SGOV, VCIT, IEFA, VCSH, GDDY, GLDM, IWF.
Started 9 new stock positions in IVV, AMD, MU, CWB, NOG, TCV, MDY, WHR, FMC.
Reduced shares in these 10 stocks: VTI, SCHD, VNQ, SCHH, SPSB, VYM, BIV, RSP, ONEQ, BIL.
Sold out of its positions in ABR, FSK, RITM, WPP.
Pacific Capital Wealth Advisors was a net buyer of stock by $13M.
Pacific Capital Wealth Advisors has $663M in assets under management (AUM), dropping by 11.41%.
Central Index Key (CIK): 0001803523

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Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 92 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	31.6	$209M		280k	746.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	13.3	$88M	+9%	1.2M	73.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.2	$75M	+5%	101k	736.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.5	$50M	+3%	518k	96.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.5	$30M	+7%	361k	82.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.4	$29M	-3%	183k	158.03	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.2	$14M	-2%	157k	91.64	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.1	$14M	+19%	137k	100.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.0	$14M	-6%	176k	76.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$13M	-13%	414k	31.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$12M	-27%	32k	370.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$7.9M		19k	409.50	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$6.9M	+145%	32k	217.93	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	1.0	$6.8M	-14%	225k	30.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$6.6M	+33%	83k	79.03	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$6.4M	-4%	84k	75.51	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$5.3M		191k	27.70	View chart
Apple (AAPL)	0.7	$4.8M	-3%	17k	289.36	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$4.7M	-15%	45k	103.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$3.9M	-6%	134k	29.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$3.1M		92k	33.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$3.1M	-35%	32k	96.43	View chart
Strategy Cl A New (MSTR)	0.5	$3.1M	-9%	36k	86.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$3.0M	-10%	10k	300.45	View chart
Nutanix Cl A (NTNX)	0.3	$2.2M	-8%	44k	50.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.1M		21k	98.98	View chart
Godaddy Cl A (GDDY)	0.3	$2.1M	+277%	24k	84.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.0M	-6%	2.9k	686.81	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$2.0M	+204%	25k	79.42	View chart
Tesla Motors (TSLA)	0.3	$1.8M		4.4k	420.56	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.7M		14k	127.81	View chart
Microsoft Corporation (MSFT)	0.2	$1.6M		4.4k	373.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.5M	+277%	12k	124.17	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.5M		28k	52.76	View chart
General Mills (GIS)	0.2	$1.4M	+157%	41k	34.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.4M		8.3k	164.27	View chart
NVIDIA Corporation (NVDA)	0.2	$1.2M		6.1k	200.08	View chart
Amazon (AMZN)	0.2	$1.2M		5.0k	238.35	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.2M	+67%	20k	58.98	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.1M	+6%	47k	24.14	View chart
Visa Com Cl A (V)	0.2	$1.0M		3.1k	343.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.0M		30k	34.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$997k	-48%	4.7k	212.77	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.1	$985k	+200%	430k	2.29	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.1	$891k		11k	77.87	View chart
Costco Wholesale Corporation (COST)	0.1	$882k	-3%	943.00	935.44	View chart
Pacs Group Com Shs (PACS)	0.1	$877k		21k	42.64	View chart
Meta Platforms Cl A (META)	0.1	$860k		1.5k	563.37	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$823k	-9%	31k	26.50	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$777k		27k	28.96	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$699k	-67%	30k	23.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$680k		6.5k	103.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$662k		1.9k	357.30	View chart
Take-Two Interactive Software (TTWO)	0.1	$615k		2.5k	249.98	View chart
Wal-Mart Stores (WMT)	0.1	$596k	-3%	5.3k	113.26	View chart
Eli Lilly & Co. (LLY)	0.1	$570k		475.00	1199.43	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$567k		9.8k	57.64	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$546k		24k	22.64	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$443k		18k	24.66	View chart
Chubb (CB)	0.1	$413k		1.2k	340.74	View chart
ConAgra Foods (CAG)	0.1	$404k	-43%	30k	13.46	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$399k	+32%	6.9k	58.20	View chart
Whirlpool Corporation (WHR)	0.1	$394k	NEW	10k	39.42	View chart
American Express Company (AXP)	0.1	$387k		1.1k	338.25	View chart
Raytheon Technologies Corp (RTX)	0.1	$381k		2.0k	189.73	View chart
Northern Oil And Gas Inc Mn (NOG)	0.1	$363k	NEW	20k	18.15	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$356k	-2%	5.1k	69.50	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$353k		2.0k	176.65	View chart
Broadcom (AVGO)	0.1	$350k		925.00	377.88	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$345k		2.2k	156.30	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$343k		2.1k	163.45	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$329k		2.1k	158.66	View chart
American Water Works (AWK)	0.0	$305k	-2%	2.3k	131.58	View chart
Fmc Corp Com New (FMC)	0.0	$288k	NEW	25k	11.50	View chart
International Business Machines (IBM)	0.0	$285k		1.0k	281.21	View chart
Pennant Group (PNTG)	0.0	$280k		7.6k	36.95	View chart
Mastercard Incorporated Cl A (MA)	0.0	$277k		539.00	513.60	View chart
JPMorgan Chase & Co. (JPM)	0.0	$274k	-2%	836.00	327.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$270k		764.00	353.43	View chart
Advanced Micro Devices (AMD)	0.0	$268k	NEW	462.00	580.91	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.0	$267k		5.4k	49.71	View chart
Micron Technology (MU)	0.0	$259k	NEW	224.00	1154.29	View chart
Wec Energy Group (WEC)	0.0	$222k		1.9k	116.77	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$222k		4.2k	53.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$219k		4.8k	46.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$219k	NEW	292.00	748.89	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$211k	NEW	300.00	703.34	View chart
Ea Series Trust Towle Value Etf (TCV)	0.0	$210k	NEW	6.6k	32.05	View chart
McDonald's Corporation (MCD)	0.0	$204k	-2%	753.00	270.31	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$203k	-14%	4.6k	44.03	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$201k	NEW	1.9k	107.82	View chart
Angel Studios Cl A Com (ANGX)	0.0	$148k		40k	3.67	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 2026 Q2 filed July 9, 2026
Pacific Capital Wealth Advisors 2026 Q1 filed April 14, 2026
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

View all past filings

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