Pacific Capital Wealth Advisors, Inc Top Holdings and 13F Report (2026) About Pacific Capital Wealth Advisors, IncInvestment ActivityPacific Capital Wealth Advisors, Inc has $663.35 million in total holdings as of June 30, 2026.Pacific Capital Wealth Advisors, Inc owns shares of 92 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.81% of the portfolio was purchased this quarter.About 2.81% of the portfolio was sold this quarter.This quarter, Pacific Capital Wealth Advisors, Inc has purchased 87 new stocks and bought additional shares in 17 stocks.Pacific Capital Wealth Advisors, Inc sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $209,361,093Vanguard Total Bond Market ETF $88,275,958Invesco QQQ $74,479,744iShares Core MSCI EAFE ETF $50,067,914Vanguard Intermediate-Term Corporate Bond ETF $29,803,687 Largest New Holdings this Quarter 963320106 - Whirlpool $394,200 Holding665531307 - Northern Oil and Gas $363,000 Holding302491303 - FMC $287,500 Holding007903107 - Advanced Micro Devices $268,380 Holding595112103 - Micron Technology $258,561 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 99,996 shares (about $7.34M)Vanguard Value ETF 18,699 shares (about $4.08M)Invesco QQQ 5,442 shares (about $4.01M)iShares 0-3 Month Treasury Bond ETF 22,260 shares (about $2.24M)Vanguard Intermediate-Term Corporate Bond ETF 24,825 shares (about $2.05M) Largest Sales this Quarter Vanguard Total Stock Market ETF 12,294 shares (about $4.55M)Schwab US Dividend Equity ETF 63,726 shares (about $2.02M)Vanguard Real Estate ETF 17,496 shares (about $1.69M)Schwab U.S. REIT ETF 61,593 shares (about $1.46M)SPDR Portfolio Short Term Corporate Bond ETF 37,278 shares (about $1.12M) 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$209,361,093$185,199 â–²0.1%280,35631.6%FinanceBNDVanguard Total Bond Market ETF$88,275,958$7,340,706 â–²9.1%1,202,50613.3%ETFQQQInvesco QQQ$74,479,744$4,007,502 â–²5.7%101,14011.2%FinanceIEFAiShares Core MSCI EAFE ETF$50,067,914$1,834,536 â–²3.8%518,4097.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$29,803,687$2,051,787 â–²7.4%360,6014.5%ETFVYMVanguard High Dividend Yield ETF$28,884,737$1,113,006 â–¼-3.7%182,7804.4%Financial ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$14,366,830$402,574 â–¼-2.7%156,7752.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$13,782,890$2,240,908 â–²19.4%136,9122.1%ETFBIVVanguard Intermediate-Term Bond ETF$13,461,387$999,861 â–¼-6.9%175,5072.0%ETFSCHDSchwab US Dividend Equity ETF$13,122,506$2,020,750 â–¼-13.3%413,8292.0%ETFVTIVanguard Total Stock Market ETF$11,960,591$4,549,332 â–¼-27.6%32,3221.8%ETFIWBiShares Russell 1000 ETF$7,876,3230.0%19,2341.2%ETFVTVVanguard Value ETF$6,874,715$4,075,011 â–²145.6%31,5461.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$6,752,370$1,118,713 â–¼-14.2%225,0041.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,584,147$1,658,998 â–²33.7%83,3121.0%ETFIAUiShares Gold Trust$6,376,668$332,471 â–¼-5.0%84,4481.0%FinanceSCHFSchwab International Equity ETF$5,285,8530.0%190,8250.8%ETFAAPLApple$4,835,994$173,324 â–¼-3.5%16,7130.7%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$4,658,938$852,081 â–¼-15.5%45,1360.7%ETFSCHXSchwab US Large-Cap ETF$3,929,624$275,113 â–¼-6.5%133,5240.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,122,552$169 â–¼0.0%92,2740.5%ETFVNQVanguard Real Estate ETF$3,105,933$1,687,150 â–¼-35.2%32,2090.5%ETFMSTRStrategy$3,085,928$312,774 â–¼-9.2%35,4990.5%Computer and TechnologyIWMiShares Russell 2000 ETF$2,999,092$360,840 â–¼-10.7%9,9820.5%FinanceNTNXNutanix$2,224,761$216,580 â–¼-8.9%43,6570.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$2,118,058$3,959 â–¼-0.2%21,3990.3%FinanceGDDYGoDaddy$2,062,499$1,515,447 â–²277.0%24,2990.3%Computer and TechnologyVOOVanguard S&P 500 ETF$2,015,787$145,604 â–¼-6.7%2,9350.3%ETFGLDMSPDR Gold MiniShares Trust$1,967,710$1,321,708 â–²204.6%24,7760.3%FinanceTSLATesla$1,836,160$25,234 â–¼-1.4%4,3660.3%Auto/Tires/TrucksVONGVanguard Russell 1000 Growth ETF$1,739,4940.0%13,6100.3%ETFMSFTMicrosoft$1,625,661$2,611 â–²0.2%4,3580.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,519,841$1,117,282 â–²277.5%12,2400.2%ETFFNDFSchwab Fundamental International Equity ETF$1,484,4550.0%28,1360.2%ETFGISGeneral Mills$1,421,719$870,000 â–²157.7%40,8540.2%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$1,365,2480.0%8,3110.2%ETFNVDANVIDIA$1,220,3040.0%6,0990.2%Computer and TechnologyAMZNAmazon.com$1,202,2210.0%5,0440.2%Retail/WholesaleVGITVanguard Intermediate-Term Treasury ETF$1,161,080$466,945 â–²67.3%19,6860.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,132,697$71,479 â–²6.7%46,9220.2%ETFVVisa$1,048,6560.0%3,0570.2%Business ServicesSCHVSchwab U.S. Large-Cap Value ETF$1,034,7430.0%29,7250.2%ETFRSPInvesco S&P 500 Equal Weight ETF$997,253$926,188 â–¼-48.2%4,6870.2%ETFUWMCUWM$984,700$657,230 â–²200.7%430,0000.1%FinanceKNXKnight-Swift Transportation$890,9110.0%11,4410.1%TransportationCOSTCostco Wholesale$882,124$36,482 â–¼-4.0%9430.1%Retail/WholesalePACS GROUP INC$876,6780.0%20,5600.1%COM SHSMETAMeta Platforms$860,2620.0%1,5270.1%Computer and TechnologySCHPSchwab U.S. TIPS ETF$823,025$81,539 â–¼-9.0%31,0580.1%ETFSCHBSchwab US Broad Market ETF$776,963$4,952 â–¼-0.6%26,8290.1%ETFSCHHSchwab U.S. REIT ETF$698,820$1,458,521 â–¼-67.6%29,5110.1%ETFEFAiShares MSCI EAFE ETF$679,998$6,233 â–¼-0.9%6,5460.1%FinanceGOOGLAlphabet$662,0770.0%1,8530.1%Computer and TechnologyTTWOTake-Two Interactive Software$615,2010.0%2,4610.1%Consumer DiscretionaryWALMART INC$595,748$21,406 â–¼-3.5%5,2600.1%COMLLYEli Lilly and Company$569,729$1,199 â–¼-0.2%4750.1%MedicalCMFiShares California Muni Bond ETF$566,4860.0%9,8280.1%ETFSCHISchwab 5-10 Year Corporate Bond ETF$546,054$8,399 â–¼-1.5%24,1190.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$443,1160.0%17,9690.1%ETFCBChubb$412,9770.0%1,2120.1%FinanceCAGConagra Brands$403,800$309,580 â–¼-43.4%30,0000.1%Consumer StaplesVGSHVanguard Short-Term Treasury ETF$398,670$96,903 â–²32.1%6,8500.1%ETFWHRWhirlpool$394,200$394,200 â–²New Holding10,0000.1%Consumer DiscretionaryAXPAmerican Express$386,620$1,353 â–¼-0.3%1,1430.1%FinanceRTXRTX$381,3570.0%2,0100.1%AerospaceNOGNorthern Oil and Gas$363,000$363,000 â–²New Holding20,0000.1%EnergyAORiShares Core 60/40 Balanced Allocation ETF$356,396$7,506 â–¼-2.1%5,1280.1%ETFPPAInvesco Aerospace & Defense ETF$353,3000.0%2,0000.1%ETFAVGOBroadcom$349,5360.0%9250.1%Computer and TechnologyDVYiShares Select Dividend ETF$345,2670.0%2,2090.1%ETFMGVVanguard Mega Cap Value ETF$343,0820.0%2,0990.1%ETFXLVHealth Care Select Sector SPDR Fund$328,9020.0%2,0730.0%ETFAWKAmerican Water Works$305,134$6,316 â–¼-2.0%2,3190.0%UtilitiesFMCFMC$287,500$287,500 â–²New Holding25,0000.0%Consumer StaplesIBMInternational Business Machines$285,1470.0%1,0140.0%Computer and TechnologyPNTGThe Pennant Group$279,8960.0%7,5750.0%MedicalMAMastercard$276,830$2,568 â–¼-0.9%5390.0%Business ServicesJPMJPMorgan Chase & Co.$273,651$7,856 â–¼-2.8%8360.0%FinanceGOOGAlphabet$270,0220.0%7640.0%Computer and TechnologyAMDAdvanced Micro Devices$268,380$268,380 â–²New Holding4620.0%Computer and TechnologyRWOSPDR Dow Jones Global Real Estate ETF$267,0420.0%5,3720.0%ETFMUMicron Technology$258,561$258,561 â–²New Holding2240.0%Computer and TechnologyWECWEC Energy Group$222,4470.0%1,9050.0%UtilitiesXLEEnergy Select Sector SPDR Fund$221,4690.0%4,1700.0%ETFIUSBiShares Core Total USD Bond Market ETF$219,4430.0%4,7550.0%ManufacturingIVViShares Core S&P 500 ETF$218,676$218,676 â–²New Holding2920.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$211,002$211,002 â–²New Holding3000.0%ETFEA SERIES TRUST$210,113$210,113 â–²New Holding6,5560.0%TOWLE VALUE ETFMCDMcDonald's$203,543$5,947 â–¼-2.8%7530.0%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$203,066$34,167 â–¼-14.4%4,6120.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$201,408$201,408 â–²New Holding1,8680.0%ETFANGEL STUDIOS INC.$147,6000.0%40,2180.0%CL A COMRITMRithm Capital$0$379,200 â–¼-100.0%00.0%FinanceWPPWPP$0$311,000 â–¼-100.0%00.0%Business ServicesFSKFS KKR Capital$0$305,400 â–¼-100.0%00.0%FinanceABRArbor Realty Trust$0$131,070 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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