Pacific Capital Wealth Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Pacific Capital Wealth Advisors, Inc. 13F Holdings
CIK 0001803523 · CORONA, CA
As of Sep 30, 2025, Pacific Capital Wealth Advisors, Inc. reported
79 positions worth $578.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 276,325 |
|
84.1M31.85% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 1,012,321 | $75.3M | 13.03% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 482,295 | $42.1M | 7.29% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 69,790 | $41.9M | 7.25% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 192,945 | $27.2M | 4.71% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 322,011 | $27.1M | 4.69% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 179,695 |
6.4M | 2.84% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 165,914 |
5.2M | 2.63% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 45,681 |
5.0M | 2.59% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 187,347 |
4.6M | 2.53% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 511,618 |
4.0M | 2.42% |
| STRATEGY INC | MSTR | Technology | 29,095 | $9.4M | 1.62% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 87,415 | $8.8M | 1.52% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 263,178 | $8.0M | 1.38% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 19,234 | $7.0M | 1.22% |
| ISHARES GOLD TRUST | IAU | — | 95,011 | $6.9M | 1.20% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 53,391 | $4.8M | 0.82% |
| APPLE INC | AAPL | Technology | 17,000 | $4.3M | 0.75% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 183,398 | $4.3M | 0.74% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 146,703 | $3.9M | 0.67% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 92,195 | $2.9M | 0.51% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 10,728 | $2.6M | 0.45% |
| MICROSOFT CORP | MSFT | Technology | 4,329 | $2.2M | 0.39% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 11,560 | $2.2M | 0.38% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 21,646 | $2.2M | 0.38% |