Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 79 positions in its portfolio as reported in the December 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) 32.0 $187M 274k 681.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.1 $76M 1.0M 74.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.5 $44M 72k 614.31
Ishares Tr Core Msci Eafe (IEFA) 7.5 $44M 487k 89.46
Vanguard Whitehall Fds High Div Yld (VYM) 4.7 $28M 191k 143.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.6 $27M 323k 83.75
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $15M 46k 335.27
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $15M 173k 88.49
Spdr Series Trust State Street Spd (BIL) 2.6 $15M 163k 91.38
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $15M 187k 77.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $14M 498k 27.43
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.7 $10M 100k 100.38
Spdr Series Trust State Street Spd (SPSB) 1.4 $7.9M 263k 30.20
Ishares Tr Rus 1000 Etf (IWB) 1.2 $7.2M 19k 373.44
Ishares Gold Tr Ishares New (IAU) 1.2 $7.0M 86k 81.17
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.8 $4.9M 53k 91.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $4.6M 191k 24.04
Apple (AAPL) 0.8 $4.5M 17k 271.86
Strategy Cl A New (MSTR) 0.8 $4.4M 29k 151.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $3.9M 145k 26.91
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $3.0M 92k 32.62
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.6M 11k 246.16
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $2.3M 29k 79.73
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.2M 22k 99.88
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $2.1M 100k 20.89
Microsoft Corporation (MSFT) 0.3 $2.0M 4.1k 483.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.0M 3.1k 627.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $2.0M 10k 191.56
Tesla Motors (TSLA) 0.3 $1.8M 4.1k 449.67
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.7M 14k 121.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.5M 3.3k 473.30
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.4M 51k 26.49
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $1.3M 28k 45.21
Vanguard Index Fds Value Etf (VTV) 0.2 $1.3M 6.6k 190.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.2M 8.3k 148.69
Amazon (AMZN) 0.2 $1.1M 4.9k 230.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.1M 44k 24.37
Visa Com Cl A (V) 0.2 $1.1M 3.0k 350.65
Meta Platforms Cl A (META) 0.2 $992k 1.5k 660.14
NVIDIA Corporation (NVDA) 0.2 $933k 5.0k 186.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $880k 30k 29.61
Costco Wholesale Corporation (COST) 0.1 $854k 990.00 862.32
Godaddy Cl A (GDDY) 0.1 $800k 6.4k 124.08
Pacs Group Com Shs (PACS) 0.1 $789k 21k 38.39
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $708k 27k 26.23
Select Sector Spdr Tr State Street Con (XLP) 0.1 $660k 8.5k 77.68
Take-Two Interactive Software (TTWO) 0.1 $626k 2.4k 256.03
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $620k 10k 59.93
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $596k 11k 52.28
Wal-Mart Stores (WMT) 0.1 $594k 5.3k 111.41
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $565k 9.8k 57.46
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $563k 25k 22.97
Alphabet Cap Stk Cl A (GOOGL) 0.1 $503k 1.6k 312.93
Eli Lilly & Co. (LLY) 0.1 $477k 444.00 1074.68
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $451k 18k 25.08
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $420k 4.9k 85.37
American Express Company (AXP) 0.1 $418k 1.1k 369.95
Ishares Tr Msci Eafe Etf (EFA) 0.1 $392k 4.1k 96.03
Chubb (CB) 0.1 $375k 1.2k 312.12
Raytheon Technologies Corp (RTX) 0.1 $365k 2.0k 183.40
Ishares Tr Core 60/40 Balan (AOR) 0.1 $345k 5.3k 65.01
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $321k 2.1k 154.80
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $313k 2.0k 156.63
Ishares Tr Select Divid Etf (DVY) 0.1 $312k 2.2k 141.14
American Water Works (AWK) 0.1 $309k 2.4k 130.50
Mastercard Incorporated Cl A (MA) 0.1 $297k 521.00 570.88
Vanguard World Mega Cap Val Etf (MGV) 0.1 $296k 2.1k 141.16
International Business Machines (IBM) 0.1 $294k 993.00 296.21
JPMorgan Chase & Co. (JPM) 0.0 $248k 770.00 322.22
Sap Se Spon Adr (SAP) 0.0 $242k 996.00 242.91
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $242k 5.4k 45.02
McDonald's Corporation (MCD) 0.0 $232k 760.00 305.63
Ishares Tr Tips Bd Etf (TIP) 0.0 $223k 2.0k 109.91
Broadcom (AVGO) 0.0 $220k 635.00 346.10
Select Sector Spdr Tr State Street Rea (XLRE) 0.0 $217k 5.4k 40.35
Pennant Group (PNTG) 0.0 $213k 7.6k 28.15
Wells Fargo & Company (WFC) 0.0 $209k 2.2k 93.20
Wec Energy Group (WEC) 0.0 $201k 1.9k 105.46
Angel Studios Cl A Com 0.0 $188k 40k 4.67