Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of June 30, 2026

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 92 positions in its portfolio as reported in the June 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) 31.6 $209M 280k 746.77
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.3 $88M 1.2M 73.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.2 $75M 101k 736.40
Ishares Tr Core Msci Eafe (IEFA) 7.5 $50M 518k 96.58
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.5 $30M 361k 82.65
Vanguard Whitehall Fds High Div Yld (VYM) 4.4 $29M 183k 158.03
Spdr Series Trust St Str Blo 1 Etf (BIL) 2.2 $14M 157k 91.64
Ishares Tr 0-3 Mth Treasury (SGOV) 2.1 $14M 137k 100.67
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $14M 176k 76.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $13M 414k 31.71
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $12M 32k 370.04
Ishares Tr Rus 1000 Etf (IWB) 1.2 $7.9M 19k 409.50
Vanguard Index Fds Value Etf (VTV) 1.0 $6.9M 32k 217.93
Spdr Series Trust St Shor Corp Etf (SPSB) 1.0 $6.8M 225k 30.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $6.6M 83k 79.03
Ishares Gold Tr Ishares New (IAU) 1.0 $6.4M 84k 75.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $5.3M 191k 27.70
Apple (AAPL) 0.7 $4.8M 17k 289.36
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.7 $4.7M 45k 103.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $3.9M 134k 29.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $3.1M 92k 33.84
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $3.1M 32k 96.43
Strategy Cl A New (MSTR) 0.5 $3.1M 36k 86.93
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.0M 10k 300.45
Nutanix Cl A (NTNX) 0.3 $2.2M 44k 50.96
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $2.1M 21k 98.98
Godaddy Cl A (GDDY) 0.3 $2.1M 24k 84.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.0M 2.9k 686.81
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $2.0M 25k 79.42
Tesla Motors (TSLA) 0.3 $1.8M 4.4k 420.56
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.7M 14k 127.81
Microsoft Corporation (MSFT) 0.2 $1.6M 4.4k 373.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.5M 12k 124.17
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $1.5M 28k 52.76
General Mills (GIS) 0.2 $1.4M 41k 34.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.4M 8.3k 164.27
NVIDIA Corporation (NVDA) 0.2 $1.2M 6.1k 200.08
Amazon (AMZN) 0.2 $1.2M 5.0k 238.35
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.2M 20k 58.98
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.1M 47k 24.14
Visa Com Cl A (V) 0.2 $1.0M 3.1k 343.03
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.0M 30k 34.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $997k 4.7k 212.77
Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $985k 430k 2.29
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $891k 11k 77.87
Costco Wholesale Corporation (COST) 0.1 $882k 943.00 935.44
Pacs Group Com Shs (PACS) 0.1 $877k 21k 42.64
Meta Platforms Cl A (META) 0.1 $860k 1.5k 563.37
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $823k 31k 26.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $777k 27k 28.96
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $699k 30k 23.68
Ishares Tr Msci Eafe Etf (EFA) 0.1 $680k 6.5k 103.88
Alphabet Cap Stk Cl A (GOOGL) 0.1 $662k 1.9k 357.30
Take-Two Interactive Software (TTWO) 0.1 $615k 2.5k 249.98
Wal-Mart Stores (WMT) 0.1 $596k 5.3k 113.26
Eli Lilly & Co. (LLY) 0.1 $570k 475.00 1199.43
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $567k 9.8k 57.64
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $546k 24k 22.64
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $443k 18k 24.66
Chubb (CB) 0.1 $413k 1.2k 340.74
ConAgra Foods (CAG) 0.1 $404k 30k 13.46
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $399k 6.9k 58.20
Whirlpool Corporation (WHR) 0.1 $394k 10k 39.42
American Express Company (AXP) 0.1 $387k 1.1k 338.25
Raytheon Technologies Corp (RTX) 0.1 $381k 2.0k 189.73
Northern Oil And Gas Inc Mn (NOG) 0.1 $363k 20k 18.15
Ishares Tr Core 60 Bala Etf (AOR) 0.1 $356k 5.1k 69.50
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $353k 2.0k 176.65
Broadcom (AVGO) 0.1 $350k 925.00 377.88
Ishares Tr Select Divid Etf (DVY) 0.1 $345k 2.2k 156.30
Vanguard World Mega Cap Val Etf (MGV) 0.1 $343k 2.1k 163.45
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $329k 2.1k 158.66
American Water Works (AWK) 0.0 $305k 2.3k 131.58
Fmc Corp Com New (FMC) 0.0 $288k 25k 11.50
International Business Machines (IBM) 0.0 $285k 1.0k 281.21
Pennant Group (PNTG) 0.0 $280k 7.6k 36.95
Mastercard Incorporated Cl A (MA) 0.0 $277k 539.00 513.60
JPMorgan Chase & Co. (JPM) 0.0 $274k 836.00 327.33
Alphabet Cap Stk Cl C (GOOG) 0.0 $270k 764.00 353.43
Advanced Micro Devices (AMD) 0.0 $268k 462.00 580.91
Spdr Index Shs Fds St Dow Globa Etf (RWO) 0.0 $267k 5.4k 49.71
Micron Technology (MU) 0.0 $259k 224.00 1154.29
Wec Energy Group (WEC) 0.0 $222k 1.9k 116.77
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $222k 4.2k 53.11
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $219k 4.8k 46.15
Ishares Tr Core S&p500 Etf (IVV) 0.0 $219k 292.00 748.89
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $211k 300.00 703.34
Ea Series Trust Towle Value Etf (TCV) 0.0 $210k 6.6k 32.05
McDonald's Corporation (MCD) 0.0 $204k 753.00 270.31
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.0 $203k 4.6k 44.03
Spdr Series Trust St Str Conv Etf (CWB) 0.0 $201k 1.9k 107.82
Angel Studios Cl A Com (ANGX) 0.0 $148k 40k 3.67