§ 13F · FUND PROFILE
Pacific Capital Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $545.0T (13F)Positions · 73Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$422.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 274K | $186.8T | 32.0% | −1% |
| 2 | BND | VANGUARD BD INDEX FDS | 1.03M | $76.4T | 13.1% | +2% |
| 3 | QQQ | INVESCO QQQ TR | 72K | $44.0T | 7.5% | +3% |
| 4 | IEFA | ISHARES TR | 486K | $43.5T | 7.5% | +1% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 191K | $27.5T | 4.7% | −1% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 323K | $27.1T | 4.6% | ±0% |
| 7 | VTI | VANGUARD INDEX FDS | 46K | $15.3T | 2.6% | ±0% |
| 8 | VNQ | VANGUARD INDEX FDS | 173K | $15.3T | 2.6% | −4% |
| 9 | BIL | SPDR SERIES TRUST | 163K | $14.9T | 2.6% | −2% |
| 10 | BIV | VANGUARD BD INDEX FDS | 187K | $14.6T | 2.5% | ±0% |
§ 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 $545041.7 trillion in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed