Pacific Capital Wealth Advisors, Inc. 13F Holdings · Q2 2026
Pacific Capital Wealth Advisors, Inc. reported 92 securities worth $663.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (31.56%), BND (13.31%), QQQ (11.23%). Among its top 25 positions this quarter: 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $209.4M | 31.56% | 280,356 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $88.3M | 13.31% | 1.2M | Added |
| 3 | QQQ | INVESCO QQQ TR | $74.5M | 11.23% | 101,140 | Added |
| 4 | IEFA | ISHARES TR | $50.1M | 7.55% | 518,409 | Added |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $29.8M | 4.49% | 360,601 | Added |
| 6 | VYM | VANGUARD WHITEHALL FDS | $28.9M | 4.35% | 182,780 | Trimmed |
| 7 | BIL | SPDR SERIES TRUST | $14.4M | 2.17% | 156,775 | Trimmed |
| 8 | SGOV | ISHARES TR | $13.8M | 2.08% | 136,912 | Added |
| 9 | BIV | VANGUARD BD INDEX FDS | $13.5M | 2.03% | 175,507 | Trimmed |
| 10 | SCHD | SCHWAB STRATEGIC TR | $13.1M | 1.98% | 413,829 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $12.0M | 1.80% | 32,322 | Trimmed |
| 12 | IWB | ISHARES TR | $7.9M | 1.19% | 19,234 | Hold |
| 13 | VTV | VANGUARD INDEX FDS | $6.9M | 1.04% | 31,546 | Added |
| 14 | SPSB | SPDR SERIES TRUST | $6.8M | 1.02% | 225,004 | Trimmed |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $6.6M | 0.99% | 83,312 | Added |
| 16 | IAU | ISHARES GOLD TR | $6.4M | 0.96% | 84,448 | Trimmed |
| 17 | SCHF | SCHWAB STRATEGIC TR | $5.3M | 0.80% | 190,825 | Hold |
| 18 | AAPL | APPLE INC | $4.8M | 0.73% | 16,713 | Trimmed |
| 19 | ONEQ | FIDELITY COMWLTH TR | $4.7M | 0.70% | 45,136 | Trimmed |
| 20 | SCHX | SCHWAB STRATEGIC TR | $3.9M | 0.59% | 133,524 | Trimmed |
| 21 | MSTR | STRATEGY INC | $3.1M | 0.47% | 35,499 | Trimmed |
| 22 | SCHG | SCHWAB STRATEGIC TR | $3.1M | 0.47% | 92,274 | Trimmed |
| 23 | VNQ | VANGUARD INDEX FDS | $3.1M | 0.47% | 32,209 | Trimmed |
| 24 | IWM | ISHARES TR | $3.0M | 0.45% | 9,982 | Trimmed |
| 25 | NTNX | NUTANIX INC | $2.2M | 0.34% | 43,657 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR