Pacific Capital Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Pacific Capital Wealth Advisors, Inc. held in its portfolio 78 assets valued at $583,530,668 (i.e. $583.53M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($186.77M), VANGUARD BD INDEX FDS ($76.43M), and INVESCO QQQ TR ($43.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pacific Capital Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 273889 | 186770678 | TR UNIT |
| VANGUARD BD INDEX FDS | 1031913 | 76433776 | TOTAL BND MRKT |
| INVESCO QQQ TR | 71544 | 43950008 | UNIT SER 1 |
| ISHARES TR | 486488 | 43521241 | CORE MSCI EAFE |
| VANGUARD WHITEHALL FDS | 191421 | 27472802 | HIGH DIV YLD |
| VANGUARD SCOTTSDALE FDS | 323341 | 27079825 | INT-TERM CORP |
| SPDR SERIES TRUST | 425911 | 22829253 | STATE STREET SPD |
| VANGUARD INDEX FDS | 45783 | 15349810 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 173384 | 15342710 | REAL ESTATE ETF |
| VANGUARD BD INDEX FDS | 187244 | 14582563 | INTERMED TERM |
| SCHWAB STRATEGIC TR | 498098 | 13662818 | US DIVIDEND EQ |
| ISHARES TR | 99788 | 10016730 | 0-3 MNTH TREASRY |
| ISHARES TR | 19234 | 7182745 | RUS 1000 ETF |
| ISHARES GOLD TR | 85672 | 6953996 | ISHARES NEW |
| FIDELITY COMWLTH TR | 53391 | 4879937 | NASDAQ COMPSIT |
| SCHWAB STRATEGIC TR | 190864 | 4588371 | INTL EQTY ETF |
| APPLE INC | 16639 | 4523513 | COM |
| STRATEGY INC | 29089 | 4420074 | CL A NEW |
| SCHWAB STRATEGIC TR | 144753 | 3895315 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 92208 | 3007825 | US LCAP GR ETF |
| ISHARES TR | 10676 | 2628004 | RUSSELL 2000 ETF |
| VANGUARD SCOTTSDALE FDS | 29076 | 2318229 | SHRT TRM CORP BD |
| ISHARES TR | 21727 | 2170078 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 99916 | 2087245 | US REIT ETF |
| MICROSOFT CORP | 4104 | 1984819 | COM |
| VANGUARD INDEX FDS | 3148 | 1974205 | S&P 500 ETF SHS |
| INVESCO EXCHANGE TRADED FD T | 10253 | 1964065 | S&P500 EQL WGT |
| TESLA INC | 4091 | 1839612 | COM |
| VANGUARD SCOTTSDALE FDS | 13610 | 1657018 | VNG RUS1000GRW |
| ISHARES TR | 3271 | 1548164 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 51343 | 1360085 | US TIPS ETF |
| SCHWAB STRATEGIC TR | 28136 | 1272029 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 6637 | 1267633 | VALUE ETF |
| ISHARES TR | 8311 | 1235763 | CORE S&P TTL STK |
| AMAZON COM INC | 4886 | 1127819 | COM |
| SCHWAB STRATEGIC TR | 43961 | 1071330 | SHT TM US TRES |
| VISA INC | 3022 | 1059671 | COM CL A |
| META PLATFORMS INC | 1502 | 991537 | CL A |
| NVIDIA CORPORATION | 5002 | 932839 | COM |
| SCHWAB STRATEGIC TR | 29725 | 880171 | US LCAP VA ETF |
| COSTCO WHSL CORP NEW | 990 | 853694 | COM |
| GODADDY INC | 6445 | 799696 | CL A |
| PACS GROUP INC | 20560 | 789298 | COM SHS |
| SCHWAB STRATEGIC TR | 27000 | 708206 | US BRD MKT ETF |
| SELECT SECTOR SPDR TR | 8498 | 660125 | STATE STREET CON |
| TAKE-TWO INTERACTIVE SOFTWAR | 2443 | 625481 | COM |
| VANGUARD SCOTTSDALE FDS | 10350 | 620276 | INTER TERM TREAS |
| KNIGHT-SWIFT TRANSN HLDGS IN | 11392 | 595574 | CL A |
| WALMART INC | 5328 | 593592 | COM |
| ISHARES TR | 9828 | 564717 | CALIF MUN BD ETF |
| SCHWAB STRATEGIC TR | 24490 | 562535 | 5 10YR CORP BD |
| ALPHABET INC | 1606 | 502565 | CAP STK CL A |
| ELI LILLY & CO | 444 | 477158 | COM |
| SCHWAB STRATEGIC TR | 17969 | 450663 | INT-TRM U.S TRES |
| WORLD GOLD TR | 4919 | 419935 | SPDR GLD MINIS |
| AMERICAN EXPRESS CO | 1129 | 417674 | COM |
| ISHARES TR | 4086 | 392379 | MSCI EAFE ETF |
| CHUBB LIMITED | 1202 | 375168 | COM |
| RTX CORPORATION | 1990 | 364966 | COM |
| ISHARES TR | 5303 | 344748 | CORE 60/40 BALAN |
| SELECT SECTOR SPDR TR | 2073 | 320900 | STATE STREET HEA |
| INVESCO EXCHANGE TRADED FD T | 2000 | 313260 | AEROSPACE DEFN |
| ISHARES TR | 2209 | 311778 | SELECT DIVID ETF |
| AMERICAN WTR WKS CO INC NEW | 2367 | 308894 | COM |
| MASTERCARD INCORPORATED | 521 | 297428 | CL A |
| VANGUARD WORLD FD | 2099 | 296295 | MEGA CAP VAL ETF |
| INTERNATIONAL BUSINESS MACHS | 993 | 294137 | COM |
| JPMORGAN CHASE & CO. | 770 | 248109 | COM |
| SAP SE | 996 | 241938 | SPON ADR |
| SPDR INDEX SHS FDS | 5372 | 241847 | DJ GLB RL ES ETF |
| MCDONALDS CORP | 760 | 232279 | COM |
| ISHARES TR | 2026 | 222678 | TIPS BD ETF |
| BROADCOM INC | 635 | 219774 | COM |
| SELECT SECTOR SPDR TR | 5388 | 217406 | STATE STREET REA |
| PENNANT GROUP INC | 7575 | 213236 | COM |
| WELLS FARGO CO NEW | 2245 | 209234 | COM |
| WEC ENERGY GROUP INC | 1905 | 200901 | COM |
| ANGEL STUDIOS INC | 40218 | 187818 | CL A COM |
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