Pacific Capital Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Pacific Capital Wealth Advisors, Inc. disclosed 93 stock positions valued at approximately $697.73M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, INVESCO QQQ TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 93
- Portfolio Value
- $697.73M
Holdings by Sector
Pacific Capital Wealth Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 30.79% | 281,725 | +1,369 | +0.49% | $214,852,290 |
| INVESCO QQQ TR | QQQ | Other | 11.51% | 108,595 | +7,455 | +7.37% | $80,335,611 |
| ISHARES TR | IUSB | Other | 10.10% | 1,597,732 | +1,592,977 | +33501.09% | $70,444,004 |
| ISHARES TR | IEFA | Other | 7.60% | 547,467 | +29,058 | +5.61% | $53,038,575 |
| VANGUARD BD INDEX FDS | BND | Other | 6.03% | 600,034 | -602,472 | -50.10% | $42,092,390 |
| VANGUARD WHITEHALL FDS | VYM | Other | 4.22% | 189,915 | +7,135 | +3.90% | $29,474,822 |
| ISHARES TR | SGOV | Other | 3.27% | 226,949 | +90,037 | +65.76% | $22,849,215 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.04% | 181,869 | -178,732 | -49.57% | $14,242,146 |
| SPDR SERIES TRUST | BIL | Other | 2.03% | 154,594 | -2,181 | -1.39% | $14,166,969 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.80% | 386,210 | -27,619 | -6.67% | $12,563,400 |
| VANGUARD INDEX FDS | VTI | Other | 1.48% | 27,617 | -4,705 | -14.56% | $10,335,546 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.27% | 156,788 | +137,102 | +696.44% | $8,883,608 |
| VANGUARD INDEX FDS | VTV | Other | 1.18% | 38,048 | +6,502 | +20.61% | $8,221,342 |
| APPLE INC | AAPL | Technology | 1.16% | 24,264 | +7,551 | +45.18% | $8,080,499 |
| ISHARES TR | IWB | Other | 1.15% | 19,234 | - | - | $8,003,844 |
| WORLD GOLD TR | GLDM | Other | 0.96% | 81,810 | +57,034 | +230.20% | $6,723,146 |
| ISHARES GOLD TR | IAU | Other | 0.94% | 84,385 | -63 | -0.07% | $6,590,469 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.70% | 177,901 | -12,924 | -6.77% | $4,886,940 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.68% | 45,136 | - | - | $4,777,194 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.67% | 63,865 | -111,642 | -63.61% | $4,653,204 |
| STRATEGY INC | MSTR | Technology | 0.64% | 29,099 | -6,400 | -18.03% | $4,454,766 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.55% | 127,303 | -6,221 | -4.66% | $3,819,103 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.50% | 45,445 | -37,867 | -45.45% | $3,510,626 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.48% | 92,274 | - | - | $3,315,405 |
| SPDR SERIES TRUST | SPSB | Other | 0.41% | 95,779 | -129,225 | -57.43% | $2,834,101 |
| VANGUARD INDEX FDS | VNQ | Other | 0.39% | 30,059 | -2,150 | -6.68% | $2,694,153 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 5,237 | +879 | +20.17% | $2,686,274 |
| ISHARES TR | IWM | Other | 0.38% | 9,579 | -403 | -4.04% | $2,661,908 |
| GODADDY INC | GDDY | Technology | 0.34% | 24,667 | +368 | +1.51% | $2,355,945 |
| NVIDIA CORPORATION | NVDA | Technology | 0.32% | 9,797 | +3,698 | +60.63% | $2,237,424 |
Showing 30 of 93 holdings in the latest reporting period.