Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 65.82% of Pacific Capital Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$14M), BND (+$5.2M), SPY, VCSH, NTNX, SGOV, MSTR, VTV, IEFA, VCIT.
Started 12 new stock positions in GOOG, RITM, IUSB, NTNX, XLE, UWMC, FSK, ABR, GIS, CAG. VGSH, WPP.
Reduced shares in these 10 stocks: VNQ (-$11M), , SCHD, SCHP, VTI, SAP, VYM, RSP, TIP, WFC.
Sold out of its positions in TIP, SAP, XLP, WFC.
Pacific Capital Wealth Advisors was a net buyer of stock by $25M.
Pacific Capital Wealth Advisors has $595M in assets under management (AUM), dropping by 2.03%.
Central Index Key (CIK): 0001803523

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 87 positions in its portfolio as reported in the March 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)	30.6	$182M	+2%	280k	650.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	13.6	$81M	+6%	1.1M	73.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.3	$55M	+33%	96k	577.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.6	$45M	+2%	499k	90.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	4.7	$28M		190k	148.10	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.7	$28M	+3%	336k	82.75	View chart
Spdr Series Trust State Street Spd (BIL)	2.5	$15M		161k	91.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$15M	-4%	478k	30.68	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.4	$15M		189k	77.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$14M	-2%	45k	320.81	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.9	$12M	+14%	115k	100.66	View chart
Spdr Series Trust State Street Spd (SPSB)	1.3	$7.9M		262k	30.07	View chart
Ishares Gold Tr Ishares New (IAU)	1.3	$7.8M	+3%	89k	88.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$6.9M		19k	356.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$4.9M	+114%	62k	79.27	View chart
Strategy Cl A New (MSTR)	0.8	$4.9M	+34%	39k	124.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$4.7M		191k	24.75	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.8	$4.5M		53k	84.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$4.4M	-71%	50k	88.70	View chart
Apple (AAPL)	0.7	$4.4M	+4%	17k	253.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$3.7M		143k	25.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.8M	+4%	11k	248.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$2.7M		92k	29.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.5M	+93%	13k	196.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$2.1M		21k	99.27	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$2.0M	-8%	91k	21.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.9M		3.1k	597.55	View chart
Nutanix Cl A (NTNX)	0.3	$1.8M	NEW	48k	38.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.7M	-11%	9.0k	191.92	View chart
Tesla Motors (TSLA)	0.3	$1.6M	+8%	4.4k	371.71	View chart
Microsoft Corporation (MSFT)	0.3	$1.6M	+6%	4.4k	370.18	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$1.5M		14k	109.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.4M		3.2k	426.40	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.4M		28k	48.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M		8.3k	142.43	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.1M		44k	24.27	View chart
NVIDIA Corporation (NVDA)	0.2	$1.1M	+21%	6.1k	174.39	View chart
Amazon (AMZN)	0.2	$1.1M	+3%	5.0k	208.28	View chart
Costco Wholesale Corporation (COST)	0.2	$979k		982.00	996.40	View chart
Visa Com Cl A (V)	0.2	$924k		3.1k	302.19	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$908k	-33%	34k	26.61	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$907k		30k	30.50	View chart
Meta Platforms Cl A (META)	0.1	$874k		1.5k	572.21	View chart
ConAgra Foods (CAG)	0.1	$833k	NEW	53k	15.72	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$754k	+65%	8.1k	92.69	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$701k	+13%	12k	59.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$678k		27k	25.10	View chart
Wal-Mart Stores (WMT)	0.1	$677k	+2%	5.4k	124.28	View chart
Pacs Group Com Shs (PACS)	0.1	$660k		21k	32.12	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.1	$659k		11k	57.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$642k	+61%	6.6k	97.13	View chart
General Mills (GIS)	0.1	$590k	NEW	16k	37.22	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$559k		9.8k	56.86	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$555k		25k	22.68	View chart
Godaddy Cl A (GDDY)	0.1	$533k		6.4k	82.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$533k	+15%	1.9k	287.50	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.1	$518k	NEW	143k	3.62	View chart
Take-Two Interactive Software (TTWO)	0.1	$486k		2.5k	197.50	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$448k		18k	24.91	View chart
Eli Lilly & Co. (LLY)	0.1	$438k	+7%	476.00	919.77	View chart
Chubb (CB)	0.1	$395k		1.2k	325.93	View chart
Raytheon Technologies Corp (RTX)	0.1	$388k		2.0k	192.90	View chart
Rithm Capital Corp Com New (RITM)	0.1	$379k	NEW	40k	9.48	View chart
American Express Company (AXP)	0.1	$347k		1.1k	302.48	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$337k		5.2k	64.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$335k		2.2k	151.41	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$331k		2.0k	165.70	View chart
American Water Works (AWK)	0.1	$322k		2.4k	136.09	View chart
WPP Adr (WPP)	0.1	$311k	NEW	20k	15.55	View chart
Fs Kkr Capital Corp (FSK)	0.1	$305k	NEW	30k	10.18	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$304k		2.1k	144.95	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$304k		2.1k	146.61	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$304k	NEW	5.2k	58.54	View chart
Broadcom (AVGO)	0.0	$286k	+45%	925.00	309.61	View chart
Mastercard Incorporated Cl A (MA)	0.0	$272k	+4%	544.00	499.66	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$256k	NEW	4.2k	61.26	View chart
JPMorgan Chase & Co. (JPM)	0.0	$253k	+11%	860.00	294.16	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.0	$246k		5.4k	45.77	View chart
International Business Machines (IBM)	0.0	$246k	+2%	1.0k	242.39	View chart
McDonald's Corporation (MCD)	0.0	$241k		775.00	310.79	View chart
Pennant Group (PNTG)	0.0	$231k		7.6k	30.48	View chart
Wec Energy Group (WEC)	0.0	$221k		1.9k	115.77	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$220k		5.4k	40.83	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$220k	NEW	4.8k	46.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$219k	NEW	764.00	286.94	View chart
Arbor Realty Trust (ABR)	0.0	$131k	NEW	17k	7.71	View chart
Angel Studios Cl A Com (ANGX)	0.0	$123k		40k	3.05	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 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
Pacific Capital Wealth Advisors 2022 Q2 filed Aug. 5, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z