§ 13F · FUND PROFILE
Pacific Capital Wealth Advisors, Inc..
AUM · $663M (13F)Positions · 92Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 280K | $209M | 31.6% | ±0% |
| 2 | BND | VANGUARD BD INDEX FDS | 1.20M | $88M | 13.3% | +9% |
| 3 | QQQ | INVESCO QQQ TR | 101K | $74M | 11.2% | +6% |
| 4 | IEFA | ISHARES TR | 518K | $50M | 7.5% | +4% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 361K | $30M | 4.5% | +7% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 183K | $29M | 4.4% | −4% |
| 7 | BIL | SPDR SERIES TRUST | 157K | $14M | 2.2% | −3% |
| 8 | SGOV | ISHARES TR | 137K | $14M | 2.1% | +19% |
| 9 | BIV | VANGUARD BD INDEX FDS | 176K | $13M | 2.0% | −7% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 414K | $13M | 2.0% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PACIFIC SIGNAL
AC read
Pacific Capital Wealth Advisors, Inc. is a Other fund managing $663 million in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →