Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 79 positions in its portfolio as reported in the September 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) 31.8 $184M 276k 666.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.0 $75M 1.0M 74.37
Ishares Tr Core Msci Eafe (IEFA) 7.3 $42M 482k 87.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.2 $42M 70k 600.37
Vanguard Whitehall Fds High Div Yld (VYM) 4.7 $27M 193k 140.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.7 $27M 322k 84.11
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $16M 180k 91.42
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.6 $15M 166k 91.75
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $15M 46k 328.17
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $15M 187k 78.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $14M 512k 27.30
Strategy Cl A New (MSTR) 1.6 $9.4M 29k 322.21
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $8.8M 87k 100.70
Spdr Series Trust Portfolio Short (SPSB) 1.4 $8.0M 263k 30.29
Ishares Tr Rus 1000 Etf (IWB) 1.2 $7.0M 19k 365.48
Ishares Gold Tr Ishares New (IAU) 1.2 $6.9M 95k 72.77
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.8 $4.8M 53k 89.13
Apple (AAPL) 0.7 $4.3M 17k 254.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.7 $4.3M 183k 23.28
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $3.9M 147k 26.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $2.9M 92k 31.91
Ishares Tr Russell 2000 Etf (IWM) 0.4 $2.6M 11k 241.96
Microsoft Corporation (MSFT) 0.4 $2.2M 4.3k 517.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $2.2M 12k 189.70
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.2M 22k 100.25
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $2.2M 100k 21.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.0M 3.2k 612.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.9M 24k 79.93
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.6M 14k 120.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.6M 3.3k 468.41
Tesla Motors (TSLA) 0.2 $1.4M 3.2k 444.66
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.4M 51k 26.95
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $1.2M 29k 42.96
Meta Platforms Cl A (META) 0.2 $1.1M 1.5k 734.44
Amazon (AMZN) 0.2 $1.1M 5.1k 219.58
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.1M 44k 24.40
NVIDIA Corporation (NVDA) 0.2 $1.1M 5.7k 186.57
Visa Com Cl A (V) 0.2 $1.1M 3.1k 341.38
Costco Wholesale Corporation (COST) 0.2 $948k 1.0k 925.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $868k 6.0k 145.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $865k 30k 29.11
Godaddy Cl A (GDDY) 0.1 $808k 5.9k 136.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $694k 27k 25.71
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $667k 11k 60.03
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $666k 8.5k 78.37
Take-Two Interactive Software (TTWO) 0.1 $631k 2.4k 258.36
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $565k 25k 23.08
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $561k 9.8k 57.04
Wal-Mart Stores (WMT) 0.1 $551k 5.3k 103.06
Eli Lilly & Co. (LLY) 0.1 $490k 642.00 763.00
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $452k 18k 25.13
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $448k 11k 39.51
Alphabet Cap Stk Cl A (GOOGL) 0.1 $448k 1.8k 243.05
Vanguard Index Fds Value Etf (VTV) 0.1 $404k 2.2k 186.49
Ishares Tr Msci Eafe Etf (EFA) 0.1 $382k 4.1k 93.37
American Express Company (AXP) 0.1 $375k 1.1k 332.16
Chubb (CB) 0.1 $346k 1.2k 282.25
Ishares Tr Core 60/40 Balan (AOR) 0.1 $341k 5.3k 64.38
Raytheon Technologies Corp (RTX) 0.1 $335k 2.0k 167.33
American Water Works (AWK) 0.1 $330k 2.4k 139.19
Mastercard Incorporated Cl A (MA) 0.1 $323k 568.00 568.81
Ishares Tr Select Divid Etf (DVY) 0.1 $314k 2.2k 142.10
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $311k 2.0k 155.45
Vanguard World Mega Cap Val Etf (MGV) 0.1 $289k 2.1k 137.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $289k 2.1k 139.17
Sap Se Spon Adr (SAP) 0.0 $285k 1.1k 267.21
Pacs Group Com Shs (PACS) 0.0 $282k 21k 13.73
International Business Machines (IBM) 0.0 $281k 997.00 282.16
Broadcom (AVGO) 0.0 $276k 835.00 329.91
JPMorgan Chase & Co. (JPM) 0.0 $261k 827.00 315.43
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $246k 5.4k 45.77
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $239k 3.1k 76.45
McDonald's Corporation (MCD) 0.0 $234k 769.00 303.89
Angel Studios Cl A Com 0.0 $227k 39k 5.81
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $227k 5.4k 42.13
Ishares Tr Tips Bd Etf (TIP) 0.0 $225k 2.0k 111.22
Wec Energy Group (WEC) 0.0 $222k 1.9k 114.59
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $216k 3.7k 58.85
Onconetix Com New (ONCO) 0.0 $40k 13k 3.11