Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of June 30, 2025

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 73 positions in its portfolio as reported in the June 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) 33.0 $180M 290k 620.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.6 $63M 867k 72.84
Ishares Tr Core Msci Eafe (IEFA) 7.3 $40M 479k 82.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.7 $36M 66k 552.03
Vanguard Whitehall Fds High Div Yld (VYM) 4.7 $26M 191k 134.73
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.3 $23M 282k 82.18
Vanguard Index Fds Real Estate Etf (VNQ) 3.7 $20M 224k 89.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $17M 639k 27.06
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $16M 52k 305.60
Vanguard Bd Index Fds Intermed Term (BIV) 2.8 $15M 200k 76.52
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.3 $13M 137k 91.51
Microstrategy Cl A New (MSTR) 2.1 $12M 29k 395.67
Spdr Series Trust Portfolio Short (SPSB) 1.2 $6.7M 224k 30.02
Ishares Tr Rus 1000 Etf (IWB) 1.2 $6.6M 19k 341.37
Ishares Gold Tr Ishares New (IAU) 1.1 $6.0M 95k 62.92
Apple (AAPL) 0.9 $5.1M 24k 209.95
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.8 $4.4M 55k 80.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $4.0M 184k 21.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $3.8M 153k 24.59
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $2.7M 92k 29.20
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $2.5M 118k 21.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.4M 13k 183.70
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.4M 11k 219.73
Microsoft Corporation (MSFT) 0.4 $2.2M 4.5k 497.72
Pacer Fds Tr Us Small Cap Cas (CALF) 0.4 $2.2M 54k 40.84
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.1M 22k 98.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.9M 3.4k 570.61
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.7M 64k 26.48
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.6M 19k 82.11
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.5M 14k 109.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.4M 3.3k 425.26
Amazon (AMZN) 0.2 $1.3M 6.0k 223.48
Costco Wholesale Corporation (COST) 0.2 $1.3M 1.3k 992.16
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $1.1M 29k 39.84
Visa Com Cl A (V) 0.2 $1.1M 3.0k 356.64
Godaddy Cl A (GDDY) 0.2 $1.1M 5.9k 178.59
Meta Platforms Cl A (META) 0.2 $1.0M 1.4k 718.41
Sunrun (RUN) 0.2 $1.0M 91k 11.11
NVIDIA Corporation (NVDA) 0.2 $989k 6.3k 158.24
Tesla Motors (TSLA) 0.2 $899k 3.1k 293.90
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $831k 30k 27.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $810k 6.0k 135.81
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $807k 33k 24.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $683k 29k 23.97
Take-Two Interactive Software (TTWO) 0.1 $593k 2.4k 242.53
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $567k 10k 55.61
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $559k 25k 22.56
Wal-Mart Stores (WMT) 0.1 $529k 5.3k 99.35
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $524k 11k 46.18
Ishares Tr Core 60/40 Balan (AOR) 0.1 $490k 8.0k 60.99
Eli Lilly & Co. (LLY) 0.1 $454k 587.00 772.87
Netflix (NFLX) 0.1 $445k 345.00 1289.62
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $412k 7.0k 59.17
Ishares Tr Msci Eafe Etf (EFA) 0.1 $400k 4.5k 88.55
American Express Company (AXP) 0.1 $364k 1.1k 322.73
Chubb (CB) 0.1 $337k 1.2k 279.97
American Water Works (AWK) 0.1 $331k 2.4k 139.96
Sap Se Spon Adr (SAP) 0.1 $326k 1.1k 305.53
Ishares Tr Select Divid Etf (DVY) 0.1 $299k 2.2k 135.48
Alphabet Cap Stk Cl A (GOOGL) 0.1 $293k 1.7k 176.75
Ishares Tr Tips Bd Etf (TIP) 0.1 $293k 2.7k 109.22
International Business Machines (IBM) 0.1 $290k 993.00 292.47
Raytheon Technologies Corp (RTX) 0.1 $290k 2.0k 145.92
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $290k 6.6k 44.13
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $288k 6.9k 41.48
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $285k 2.0k 142.30
Ishares Tr Ishares Biotech (IBB) 0.1 $283k 2.2k 128.12
Mastercard Incorporated Cl A (MA) 0.1 $280k 496.00 565.12
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $279k 2.1k 134.36
Vanguard World Mega Cap Val Etf (MGV) 0.1 $278k 2.1k 132.38
Pacs Group Com Shs (PACS) 0.0 $257k 21k 12.48
McDonald's Corporation (MCD) 0.0 $223k 760.00 293.53
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $46k 11k 4.24