Pacific Capital Wealth Advisors, Inc Top Holdings and 13F Report (2025) About Pacific Capital Wealth Advisors, IncInvestment ActivityPacific Capital Wealth Advisors, Inc has $545.04 million in total holdings as of June 30, 2025.Pacific Capital Wealth Advisors, Inc owns shares of 73 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 15.87% of the portfolio was sold this quarter.This quarter, Pacific Capital Wealth Advisors, Inc has purchased 82 new stocks and bought additional shares in 7 stocks.Pacific Capital Wealth Advisors, Inc sold shares of 49 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $180,018,959Vanguard Total Bond Market ETF $63,175,112iShares Core MSCI EAFE ETF $39,583,305Invesco QQQ $36,340,732Vanguard High Dividend Yield ETF $25,770,422 Largest New Holdings this Quarter 808524300 - Schwab U.S. Large-Cap Growth ETF $2,692,269 Holding380237107 - GoDaddy $1,054,217 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 7,709 shares (about $4.78M)Vanguard Intermediate-Term Bond ETF 39,893 shares (about $3.05M)Schwab U.S. Large-Cap Growth ETF 92,201 shares (about $2.69M)Schwab US Dividend Equity ETF 39,274 shares (about $1.06M)GoDaddy 5,903 shares (about $1.05M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 134,226 shares (about $12.28M)Vanguard Total Bond Market ETF 144,132 shares (about $10.50M)iShares Core MSCI EAFE ETF 94,559 shares (about $7.81M)Vanguard Intermediate-Term Corporate Bond ETF 91,352 shares (about $7.51M)Schwab US Large-Cap ETF 201,102 shares (about $4.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Capital Wealth Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$180,018,959$4,784,823 ▲2.7%290,03533.0%FinanceBNDVanguard Total Bond Market ETF$63,175,112$10,498,580 ▼-14.3%867,31311.6%ETFIEFAiShares Core MSCI EAFE ETF$39,583,305$7,813,880 ▼-16.5%479,0147.3%ETFQQQInvesco QQQ$36,340,732$4,400,237 ▼-10.8%65,8316.7%FinanceVYMVanguard High Dividend Yield ETF$25,770,422$4,330,347 ▼-14.4%191,2754.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$23,175,664$7,507,307 ▼-24.5%282,0114.3%ETFVNQVanguard Real Estate ETF$19,972,424$3,386,408 ▼-14.5%223,7813.7%ETFSCHDSchwab US Dividend Equity ETF$17,278,053$1,062,754 ▲6.6%638,5093.2%ETFVTIVanguard Total Stock Market ETF$15,904,037$290,626 ▼-1.8%52,0422.9%ETFBIVVanguard Intermediate-Term Bond ETF$15,318,309$3,052,612 ▲24.9%200,1872.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$12,528,909$12,283,022 ▼-49.5%136,9132.3%ETFMSTRMicroStrategy$11,509,645$145,607 ▲1.3%29,0892.1%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$6,722,198$698,325 ▲11.6%223,9241.2%ETFIWBiShares Russell 1000 ETF$6,565,9110.0%19,2341.2%ETFIAUiShares Gold Trust$5,968,025$442,202 ▼-6.9%94,8511.1%FinanceAAPLApple$5,094,314$2,926,753 ▼-36.5%24,2640.9%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$4,393,2320.0%54,6830.8%ETFSCHFSchwab International Equity ETF$4,034,113$1,753,129 ▼-30.3%184,1220.7%ETFSCHXSchwab US Large-Cap ETF$3,757,391$4,945,085 ▼-56.8%152,8020.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,692,269$2,692,269 ▲New Holding92,2010.5%ETFSCHHSchwab U.S. REIT ETF$2,499,800$130,261 ▼-5.0%118,1380.5%ETFRSPInvesco S&P 500 Equal Weight ETF$2,407,0210.0%13,1030.4%ETFIWMiShares Russell 2000 ETF$2,387,147$1,714,553 ▼-41.8%10,8640.4%FinanceMSFTMicrosoft$2,247,723$886,447 ▼-28.3%4,5160.4%Computer and TechnologyCALFPacer US Small Cap Cash Cows ETF$2,190,450$13,069 ▼-0.6%53,6350.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,139,688$2,445,035 ▼-53.3%21,8070.4%FinanceVOOVanguard S&P 500 ETF$1,948,063$103,851 ▲5.6%3,4140.4%ETFSCHPSchwab U.S. TIPS ETF$1,691,524$3,029,194 ▼-64.2%63,8790.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,582,013$2,654,041 ▼-62.7%19,2670.3%ETFVONGVanguard Russell 1000 Growth ETF$1,489,4780.0%13,6100.3%ETFIWFiShares Russell 1000 Growth ETF$1,421,219$1,711,672 ▼-54.6%3,3420.3%ETFAMZNAmazon.com$1,340,405$76,205 ▼-5.4%5,9980.2%Retail/WholesaleCOSTCostco Wholesale$1,284,846$459,370 ▼-26.3%1,2950.2%Retail/WholesaleFNDFSchwab Fundamental International Equity ETF$1,142,372$106,014 ▼-8.5%28,6740.2%ETFVVisa$1,077,409$27,105 ▼-2.5%3,0210.2%Business ServicesGDDYGoDaddy$1,054,217$1,054,217 ▲New Holding5,9030.2%Computer and TechnologyMETAMeta Platforms$1,007,216$43,105 ▼-4.1%1,4020.2%Computer and TechnologyRUNSunrun$1,005,8550.0%90,5360.2%EnergyNVDANVIDIA$989,148$39,085 ▼-3.8%6,2510.2%Computer and TechnologyTSLATesla$899,037$300,659 ▼-25.1%3,0590.2%Auto/Tires/TrucksSCHVSchwab U.S. Large-Cap Value ETF$831,124$573,972 ▼-40.8%29,7250.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$809,699$189,047 ▼-18.9%5,9620.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$806,773$130,901 ▲19.4%33,2690.1%ETFSCHBSchwab US Broad Market ETF$683,141$788,465 ▼-53.6%28,5000.1%ETFTTWOTake-Two Interactive Software$592,5010.0%2,4430.1%Consumer DiscretionaryCMFiShares California Muni Bond ETF$566,610$756,740 ▼-57.2%10,1890.1%ETFSCHISchwab 5-10 Year Corporate Bond ETF$558,612$262,307 ▼-32.0%24,7610.1%ETFWMTWalmart$529,337$8,942 ▼-1.7%5,3280.1%Retail/WholesaleKNXKnight-Swift Transportation$523,6810.0%11,3400.1%TransportationAORiShares Core 60/40 Balanced Allocation ETF$489,864$503,099 ▼-50.7%8,0320.1%ETFLLYEli Lilly and Company$453,6750.0%5870.1%MedicalNFLXNetflix$444,919$29,661 ▼-6.3%3450.1%Consumer DiscretionaryVGITVanguard Intermediate-Term Treasury ETF$412,060$524,187 ▼-56.0%6,9640.1%ETFEFAiShares MSCI EAFE ETF$399,538$57,823 ▼-12.6%4,5120.1%FinanceAXPAmerican Express$364,362$65,514 ▼-15.2%1,1290.1%FinanceCBChubb$336,524$5,039 ▼-1.5%1,2020.1%FinanceAWKAmerican Water Works$331,285$109,309 ▼-24.8%2,3670.1%UtilitiesSAPSAP$326,0010.0%1,0670.1%Computer and TechnologyDVYiShares Select Dividend ETF$299,2750.0%2,2090.1%ETFGOOGLAlphabet$293,407$22,801 ▼-7.2%1,6600.1%Computer and TechnologyTIPiShares TIPS Bond ETF$293,146$38,664 ▼-11.7%2,6840.1%ETFIBMInternational Business Machines$290,423$4,387 ▼-1.5%9930.1%Computer and TechnologyRTXRTX$290,381$3,502 ▼-1.2%1,9900.1%AerospaceRWOSPDR Dow Jones Global Real Estate ETF$290,277$167,600 ▼-36.6%6,5780.1%ETFXLREReal Estate Select Sector SPDR Fund$287,5810.0%6,9330.1%ETFPPAInvesco Aerospace & Defense ETF$284,6000.0%2,0000.1%ETFIBBiShares Biotechnology ETF$283,273$2,230,951 ▼-88.7%2,2110.1%FinanceMAMastercard$280,300$24,865 ▼-8.1%4960.1%Business ServicesXLVHealth Care Select Sector SPDR Fund$278,528$122,805 ▼-30.6%2,0730.1%ETFMGVVanguard Mega Cap Value ETF$277,8660.0%2,0990.1%ETFPACS GROUP INC$256,5890.0%20,5600.0%COM SHSMCDMcDonald's$223,083$3,522 ▼-1.6%7600.0%Retail/WholesaleNGLNGL Energy Partners$45,5800.0%10,7500.0%EnergyCVXChevron$0$2,112,371 ▼-100.0%00.0%EnergyBNDXVanguard Total International Bond ETF$0$1,191,609 ▼-100.0%00.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$0$578,907 ▼-100.0%00.0%ETFSTRVStrive 500 ETF$0$333,843 ▼-100.0%00.0%ETFHONHoneywell International$0$285,692 ▼-100.0%00.0%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$0$275,534 ▼-100.0%00.0%FinanceCWBSPDR Bloomberg Convertible Securities ETF$0$263,102 ▼-100.0%00.0%ETFVXUSVanguard Total International Stock ETF$0$235,359 ▼-100.0%00.0%ETFWECWEC Energy Group$0$230,057 ▼-100.0%00.0%UtilitiesAMGNAmgen$0$207,492 ▼-100.0%00.0%MedicalAGNCAGNC Investment$0$95,800 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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