CIK 1803523
Pacific Capital Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
79
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 274K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 1.0M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 72K | $1M+ | SH |
| IEFA | ISHARES TR | 486K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 191K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 323K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 46K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 173K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 163K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 187K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 498K | $1M+ | SH |
| SGOV | ISHARES TR | 100K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 263K | $1M+ | SH |
| IWB | ISHARES TR | 19K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 86K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 53K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 191K | $1M+ | SH |
| AAPL | APPLE INC | 17K | $1M+ | SH |
| MSTR | STRATEGY INC | 29K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 145K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 92K | $1M+ | SH |
| IWM | ISHARES TR | 11K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| AGG | ISHARES TR | 22K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 100K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 10K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 14K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 51K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 28K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| ITOT | ISHARES TR | 8K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 5K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 990 | $500K+ | SH |
| GDDY | GODADDY INC | 6K | $500K+ | SH |
| PACS | PACS GROUP INC | 21K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 8K | $500K+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 11K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |