Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of March 31, 2025

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 82 positions in its portfolio as reported in the March 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) 27.3 $158M 282k 559.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.8 $74M 1.0M 73.45
Ishares Tr Core Msci Eafe (IEFA) 7.5 $43M 574k 75.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.0 $35M 74k 468.92
Vanguard Scottsdale Fds Int-term Corp (VCIT) 5.3 $31M 373k 81.76
Vanguard Whitehall Fds High Div Yld (VYM) 5.0 $29M 223k 128.96
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 4.3 $25M 271k 91.73
Vanguard Index Fds Real Estate Etf (VNQ) 4.1 $24M 262k 90.54
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $17M 599k 27.96
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $15M 53k 274.84
Vanguard Bd Index Fds Intermed Term (BIV) 2.1 $12M 160k 76.57
Apple (AAPL) 1.5 $8.5M 38k 222.13
Microstrategy Cl A New (MSTR) 1.4 $8.3M 29k 288.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $7.8M 354k 22.08
Spdr Ser Tr Portfolio Short (SPSB) 1.0 $6.0M 201k 30.10
Ishares Gold Tr Ishares New (IAU) 1.0 $6.0M 102k 58.96
Ishares Tr Rus 1000 Etf (IWB) 1.0 $5.9M 19k 306.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $5.2M 264k 19.78
Schwab Strategic Tr Us Tips Etf (SCHP) 0.8 $4.8M 178k 26.89
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $4.6M 47k 98.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $4.2M 52k 81.67
Ishares Tr Russell 2000 Etf (IWM) 0.6 $3.7M 19k 199.49
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.6 $3.7M 55k 68.06
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $2.7M 124k 21.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.7M 7.4k 361.07
Ishares Tr Ishares Biotech (IBB) 0.4 $2.5M 20k 127.90
Microsoft Corporation (MSFT) 0.4 $2.4M 6.3k 375.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.3M 13k 173.23
Chevron Corporation (CVX) 0.4 $2.1M 13k 167.29
Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $2.0M 54k 37.50
Costco Wholesale Corporation (COST) 0.3 $1.7M 1.8k 945.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.7M 3.2k 513.91
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $1.3M 24k 56.28
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.3M 50k 26.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.3M 61k 21.53
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $1.3M 14k 92.79
Amazon (AMZN) 0.2 $1.2M 6.3k 190.26
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $1.2M 24k 48.82
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $1.1M 31k 36.14
Visa Com Cl A (V) 0.2 $1.1M 3.1k 350.46
Tesla Motors (TSLA) 0.2 $1.1M 4.1k 259.13
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $940k 16k 59.40
Ishares Tr Core 60/40 Balan (AOR) 0.2 $937k 16k 57.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $897k 7.4k 122.01
Meta Platforms Cl A (META) 0.1 $843k 1.5k 576.41
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $817k 36k 22.46
NVIDIA Corporation (NVDA) 0.1 $704k 6.5k 108.38
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $678k 28k 24.34
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $579k 25k 23.16
Sunrun (RUN) 0.1 $531k 91k 5.86
Take-Two Interactive Software (TTWO) 0.1 $506k 2.4k 207.25
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $493k 11k 43.49
Eli Lilly & Co. (LLY) 0.1 $485k 587.00 825.91
Wal-Mart Stores (WMT) 0.1 $476k 5.4k 87.79
American Water Works (AWK) 0.1 $464k 3.1k 147.52
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $453k 10k 43.64
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $436k 3.0k 146.01
Ishares Tr Msci Eafe Etf (EFA) 0.1 $422k 5.2k 81.73
Chubb (CB) 0.1 $368k 1.2k 301.99
American Express Company (AXP) 0.1 $358k 1.3k 269.05
Netflix (NFLX) 0.1 $343k 368.00 932.53
Ishares Tr Tips Bd Etf (TIP) 0.1 $338k 3.0k 111.09
Ea Series Trust Strive 500 Etf (STRV) 0.1 $334k 9.3k 36.06
Ishares Tr Select Divid Etf (DVY) 0.1 $297k 2.2k 134.29
Mastercard Incorporated Cl A (MA) 0.1 $296k 540.00 548.12
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $290k 6.9k 41.85
Sap Se Spon Adr (SAP) 0.0 $286k 1.1k 268.44
Honeywell International (HON) 0.0 $286k 1.3k 211.78
Alphabet Cap Stk Cl A (GOOGL) 0.0 $277k 1.8k 154.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $276k 517.00 532.95
Vanguard World Mega Cap Val Etf (MGV) 0.0 $270k 2.1k 128.84
Raytheon Technologies Corp (RTX) 0.0 $267k 2.0k 132.46
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $263k 3.4k 76.62
International Business Machines (IBM) 0.0 $251k 1.0k 248.66
McDonald's Corporation (MCD) 0.0 $241k 772.00 312.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $235k 3.8k 62.10
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $233k 2.0k 116.55
Pacs Group Com Shs (PACS) 0.0 $231k 21k 11.24
Wec Energy Group (WEC) 0.0 $230k 2.1k 108.98
Amgen (AMGN) 0.0 $208k 666.00 311.55
Agnc Invt Corp Com reit (AGNC) 0.0 $96k 10k 9.58
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $49k 11k 4.54