Pacific Capital Wealth Advisors, Inc.
CIK: 0001803523SEC EDGAR →
Portfolio Value
$583.5M
Holdings
79
As of
Q4 2025
New Positions
79
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 273,889 | $186.8M | 32.01% |
| 2 | VANGUARD BD INDEX FDS | 1,031,913 | $76.4M | 13.10% |
| 3 | INVESCO QQQ TR | 71,544 | $44.0M | 7.53% |
| 4 | ISHARES TR | 486,488 | $43.5M | 7.46% |
| 5 | VANGUARD WHITEHALL FDS | 191,421 | $27.5M | 4.71% |
| 6 | VANGUARD SCOTTSDALE FDS | 323,341 | $27.1M | 4.64% |
| 7 | VANGUARD INDEX FDS | 45,783 | $15.3M | 2.63% |
| 8 | VANGUARD INDEX FDS | 173,384 | $15.3M | 2.63% |
| 9 | SPDR SERIES TRUST | 162,908 | $14.9M | 2.55% |
| 10 | VANGUARD BD INDEX FDS | 187,244 | $14.6M | 2.50% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (79)
$186.8M · 274K shares
$76.4M · 1.0M shares
$44.0M · 72K shares
$43.5M · 486K shares
$27.5M · 191K shares
$27.1M · 323K shares
$15.3M · 46K shares
$15.3M · 173K shares
$14.9M · 163K shares
$14.6M · 187K shares
$13.7M · 498K shares
$10.0M · 100K shares
$7.9M · 263K shares
$7.2M · 19K shares
$7.0M · 86K shares
$4.9M · 53K shares
$4.6M · 191K shares
$4.5M · 17K shares
$4.4M · 29K shares
$3.9M · 145K shares
$3.0M · 92K shares
$2.6M · 11K shares
$2.3M · 29K shares
$2.2M · 22K shares
$2.1M · 100K shares
$2.0M · 4K shares
$2.0M · 3K shares
$2.0M · 10K shares
$1.8M · 4K shares
$1.7M · 14K shares
$1.5M · 3K shares
$1.4M · 51K shares
$1.3M · 28K shares
$1.3M · 7K shares
$1.2M · 8K shares
$1.1M · 5K shares
$1.1M · 44K shares
$1.1M · 3K shares
$991K · 2K shares
$932K · 5K shares
$880K · 30K shares
$853K · 990 shares
$799K · 6K shares
$789K · 21K shares
$708K · 27K shares
$660K · 8K shares
$625K · 2K shares
$620K · 10K shares
$595K · 11K shares
$593K · 5K shares
$564K · 10K shares
$562K · 24K shares
$502K · 2K shares
$477K · 444 shares
$450K · 18K shares
$419K · 5K shares
$417K · 1K shares
$392K · 4K shares
$375K · 1K shares
$364K · 2K shares
$344K · 5K shares
$320K · 2K shares
$313K · 2K shares
$311K · 2K shares
$308K · 2K shares
$297K · 521 shares
$296K · 2K shares
$294K · 993 shares
$248K · 770 shares
$241K · 5K shares
$241K · 996 shares
$232K · 760 shares
$222K · 2K shares
$219K · 635 shares
$217K · 5K shares
$213K · 8K shares
$209K · 2K shares
$200K · 2K shares
$187K · 40K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 50 | $465.2M | 79.7% |
| Unknown | 7 | $100.1M | 17.2% |
| Technology | 8 | $9.4M | 1.6% |
| Consumer Cyclical | 3 | $3.2M | 0.5% |
| Communication Services | 4 | $2.3M | 0.4% |
| Consumer Defensive | 2 | $1.4M | 0.2% |
| Industrials | 2 | $959K | 0.2% |
| Healthcare | 2 | $690K | 0.1% |
| Utilities | 1 | $200K | 0.0% |