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 51–79 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CMF | ISHARES TR | 10K | $500K+ | SH |
| SCHI | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 444 | $100K–$500K | SH |
| SCHR | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| AOR | ISHARES TR | 5K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 521 | $100K–$500K | SH |
| MGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 993 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 770 | $100K–$500K | SH |
| SAP | SAP SE | 996 | $100K–$500K | SH |
| RWO | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 760 | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 635 | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| PNTG | PENNANT GROUP INC | 8K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 2K | $100K–$500K | SH |
| ANGX | ANGEL STUDIOS INC | 40K | $100K–$500K | SH |