Pacific Capital Wealth Advisors »

Towle Value Etf shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Towle Value Etf (TCV) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Towle Value Etf

Tip: Access up to 7 years of quarterly data

All positions including Towle Value Etf held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Towle Value Etf by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 6.6k 32.05

More positions owned by Pacific Capital Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust St Shor Corp Etf (SPSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Towle Value Etf

Well Done
Towle & Co
Raymond James Financial
Commonwealth Equity Services
Moneta Group Investment Advisors
Mirae Asset Securities
Pnc Financial Services
Mariner Wealth Advisors
Plan
Archford Capital Strategies
Apollon Wealth Management
Amg National Trust Bank
Mountain Capital Investment Advisors
Pacific Capital Wealth Advisors
Farther Finance Advisors

View all funds holding Towle Value Etf