Pacific Capital Wealth Advisors, Inc Top Holdings and 13F Report (2026) About Pacific Capital Wealth Advisors, IncInvestment ActivityPacific Capital Wealth Advisors, Inc has $595.40 million in total holdings as of March 31, 2026.Pacific Capital Wealth Advisors, Inc owns shares of 87 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.70% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Pacific Capital Wealth Advisors, Inc has purchased 79 new stocks and bought additional shares in 36 stocks.Pacific Capital Wealth Advisors, Inc sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $182,165,234Vanguard Total Bond Market ETF $81,188,805Invesco QQQ $55,234,821iShares Core MSCI EAFE ETF $45,211,974Vanguard High Dividend Yield ETF $28,112,739 Largest New Holdings this Quarter 67059N108 - Nutanix $1,820,945 Holding205887102 - Conagra Brands $833,160 Holding370334104 - General Mills $590,086 Holding91823B109 - UWM $517,660 Holding64828T201 - Rithm Capital $379,200 Holding Largest Purchases this Quarter Invesco QQQ 24,154 shares (about $13.94M)Vanguard Total Bond Market ETF 70,597 shares (about $5.20M)SPDR S&P 500 ETF Trust 6,219 shares (about $4.04M)Vanguard Short-Term Corporate Bond ETF 33,244 shares (about $2.64M)Nutanix 47,907 shares (about $1.82M) Largest Sales this Quarter Vanguard Real Estate ETF 123,679 shares (about $10.97M)Schwab US Dividend Equity ETF 20,543 shares (about $630.26K)Schwab U.S. TIPS ETF 17,208 shares (about $457.91K)Vanguard Total Stock Market ETF 1,167 shares (about $374.39K)Vanguard High Dividend Yield ETF 1,598 shares (about $236.66K) 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$182,165,234$4,044,460 ▲2.3%280,10830.6%FinanceBNDVanguard Total Bond Market ETF$81,188,805$5,198,761 ▲6.8%1,102,51013.6%ETFQQQInvesco QQQ$55,234,821$13,941,168 ▲33.8%95,6989.3%FinanceIEFAiShares Core MSCI EAFE ETF$45,211,974$1,170,191 ▲2.7%499,4147.6%ETFVYMVanguard High Dividend Yield ETF$28,112,739$236,663 ▼-0.8%189,8234.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$27,785,428$1,028,995 ▲3.8%335,7764.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$14,769,477$159,454 ▼-1.1%161,1682.5%ETFSCHDSchwab US Dividend Equity ETF$14,651,376$630,259 ▼-4.1%477,5552.5%ETFBIVVanguard Intermediate-Term Bond ETF$14,551,749$100,257 ▲0.7%188,5432.4%ETFVTIVanguard Total Stock Market ETF$14,313,396$374,389 ▼-2.5%44,6162.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$11,540,900$1,496,214 ▲14.9%114,6521.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$7,886,820$21,680 ▼-0.3%262,2821.3%ETFIAUiShares Gold Trust$7,833,104$280,261 ▲3.7%88,8511.3%FinanceIWBiShares Russell 1000 ETF$6,858,0750.0%19,2341.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,940,106$2,635,252 ▲114.3%62,3200.8%ETFMSTRStrategy$4,879,306$1,248,999 ▲34.4%39,0970.8%Computer and TechnologySCHFSchwab International Equity ETF$4,722,919$965 ▼0.0%190,8250.8%ETFONEQFidelity NASDAQ Composite Index ETF$4,533,4300.0%53,3910.8%ETFVNQVanguard Real Estate ETF$4,408,838$10,970,338 ▼-71.3%49,7050.7%ETFAAPLApple$4,393,736$170,805 ▲4.0%17,3120.7%Computer and TechnologySCHXSchwab US Large-Cap ETF$3,663,250$48,229 ▼-1.3%142,8720.6%ETFIWMiShares Russell 2000 ETF$2,773,384$125,736 ▲4.7%11,1830.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,688,087$2,068 ▲0.1%92,2790.5%ETFVTVVanguard Value ETF$2,520,651$1,218,436 ▲93.6%12,8470.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,128,235$28,590 ▼-1.3%21,4390.4%FinanceSCHHSchwab U.S. REIT ETF$1,957,825$189,370 ▼-8.8%91,1040.3%ETFVOOVanguard S&P 500 ETF$1,880,490$598 ▼0.0%3,1470.3%ETFNTNXNutanix$1,820,945$1,820,945 ▲New Holding47,9070.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,734,957$232,799 ▼-11.8%9,0400.3%ETFTSLATesla$1,645,207$124,524 ▲8.2%4,4260.3%Auto/Tires/TrucksMSFTMicrosoft$1,610,646$91,434 ▲6.0%4,3510.3%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$1,492,8810.0%13,6100.3%ETFIWFiShares Russell 1000 Growth ETF$1,382,389$12,366 ▼-0.9%3,2420.2%ETFFNDFSchwab Fundamental International Equity ETF$1,376,6940.0%28,1360.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,183,7360.0%8,3110.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,066,9330.0%43,9610.2%ETFNVDANVIDIA$1,063,620$191,309 ▲21.9%6,0990.2%Computer and TechnologyAMZNAmazon.com$1,050,543$32,908 ▲3.2%5,0440.2%Retail/WholesaleCOSTCostco Wholesale$978,468$7,971 ▼-0.8%9820.2%Retail/WholesaleVVisa$923,798$10,577 ▲1.2%3,0570.2%Business ServicesSCHPSchwab U.S. TIPS ETF$908,342$457,910 ▼-33.5%34,1350.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$906,6270.0%29,7250.2%ETFMETAMeta Platforms$873,762$14,305 ▲1.7%1,5270.1%Computer and TechnologyCAGConagra Brands$833,160$833,160 ▲New Holding53,0000.1%Consumer StaplesGLDMSPDR Gold MiniShares Trust$753,940$297,998 ▲65.4%8,1340.1%FinanceVGITVanguard Intermediate-Term Treasury ETF$700,844$84,501 ▲13.7%11,7690.1%ETFSCHBSchwab US Broad Market ETF$677,6960.0%27,0000.1%ETFWALMART INC$677,202$15,038 ▲2.3%5,4490.1%COMPACS GROUP INC$660,3870.0%20,5600.1%COM SHSKNXKnight-Swift Transportation$658,773$2,821 ▲0.4%11,4410.1%TransportationEFAiShares MSCI EAFE ETF$641,641$244,768 ▲61.7%6,6060.1%FinanceGISGeneral Mills$590,086$590,086 ▲New Holding15,8540.1%Consumer StaplesCMFiShares California Muni Bond ETF$558,8200.0%9,8280.1%ETFSCHISchwab 5-10 Year Corporate Bond ETF$555,4330.0%24,4900.1%ETFGDDYGoDaddy$532,8080.0%6,4450.1%Computer and TechnologyGOOGLAlphabet$532,745$71,013 ▲15.4%1,8530.1%Computer and TechnologyUWMCUWM$517,660$517,660 ▲New Holding143,0000.1%FinanceTTWOTake-Two Interactive Software$486,048$3,555 ▲0.7%2,4610.1%Consumer DiscretionarySCHRSchwab Intermediate-Term U.S. Treasury ETF$447,6080.0%17,9690.1%ETFLLYEli Lilly and Company$437,811$29,433 ▲7.2%4760.1%MedicalCBChubb$395,027$3,259 ▲0.8%1,2120.1%FinanceRTXRTX$387,729$3,858 ▲1.0%2,0100.1%AerospaceRITMRithm Capital$379,200$379,200 ▲New Holding40,0000.1%FinanceAXPAmerican Express$346,945$5,445 ▲1.6%1,1470.1%FinanceAORiShares Core 60/40 Balanced Allocation ETF$336,937$4,311 ▼-1.3%5,2360.1%ETFDVYiShares Select Dividend ETF$334,4650.0%2,2090.1%ETFPPAInvesco Aerospace & Defense ETF$331,4000.0%2,0000.1%ETFAWKAmerican Water Works$322,1250.0%2,3670.1%UtilitiesWPPWPP$311,000$311,000 ▲New Holding20,0000.1%Business ServicesFSKFS KKR Capital$305,400$305,400 ▲New Holding30,0000.1%FinanceMGVVanguard Mega Cap Value ETF$304,2500.0%2,0990.1%ETFXLVHealth Care Select Sector SPDR Fund$303,9230.0%2,0730.1%ETFVGSHVanguard Short-Term Treasury ETF$303,530$303,530 ▲New Holding5,1850.1%ETFAVGOBroadcom$286,393$89,788 ▲45.7%9250.0%Computer and TechnologyMAMastercard$271,815$11,492 ▲4.4%5440.0%Business ServicesXLEEnergy Select Sector SPDR Fund$255,454$255,454 ▲New Holding4,1700.0%ETFJPMJPMorgan Chase & Co.$252,979$26,475 ▲11.7%8600.0%FinanceRWOSPDR Dow Jones Global Real Estate ETF$245,8760.0%5,3720.0%ETFIBMInternational Business Machines$245,783$5,090 ▲2.1%1,0140.0%Computer and TechnologyMCDMcDonald's$240,862$4,662 ▲2.0%7750.0%Retail/WholesalePNTGThe Pennant Group$230,8860.0%7,5750.0%MedicalWECWEC Energy Group$220,5420.0%1,9050.0%UtilitiesXLREReal Estate Select Sector SPDR Fund$219,9920.0%5,3880.0%ETFIUSBiShares Core Total USD Bond Market ETF$219,633$219,633 ▲New Holding4,7550.0%ManufacturingGOOGAlphabet$219,225$219,225 ▲New Holding7640.0%Computer and TechnologyABRArbor Realty Trust$131,070$131,070 ▲New Holding17,0000.0%FinanceANGEL STUDIOS INC$122,6650.0%40,2180.0%CL A COMXLPConsumer Staples Select Sector SPDR Fund$0$660,125 ▼-100.0%00.0%ETFSAPSAP$0$241,938 ▼-100.0%00.0%Computer and TechnologyTIPiShares TIPS Bond ETF$0$222,678 ▼-100.0%00.0%ETFWFCWells Fargo & Company$0$209,234 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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