§ 13F · FUND PROFILE
Pacific Capital Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $578M (13F)Positions · 79Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 280K | $182M | 30.6% | +2% |
| 2 | BND | VANGUARD BD INDEX FDS | 1.10M | $81M | 13.6% | +7% |
| 3 | QQQ | INVESCO QQQ TR | 96K | $55M | 9.3% | +34% |
| 4 | IEFA | ISHARES TR | 499K | $45M | 7.6% | +3% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 190K | $28M | 4.7% | −1% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 336K | $28M | 4.7% | +4% |
| 7 | BIL | SPDR SERIES TRUST | 161K | $15M | 2.5% | −1% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 478K | $15M | 2.5% | −4% |
| 9 | BIV | VANGUARD BD INDEX FDS | 189K | $15M | 2.4% | +1% |
| 10 | VTI | VANGUARD INDEX FDS | 45K | $14M | 2.4% | −3% |
§ 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 $578 million in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed