Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of March 31, 2026

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