Pacific Capital Wealth Advisors Portfolio Changes: Q2 2026 Focus on Growth and Risk Management

Pacific Capital Wealth Advisors Inc., with a portfolio value of $663 million as of June 30th, 2026, has shown notable shifts in its holdings compared to the previous period. The firm appears focused on balancing broad market exposure with targeted growth and defensive positions.

The most significant change involves an increase in allocation for Vanguard Balanced Index Fund (BND). This fund's portfolio percentage rose by 9.07% quarter-over-quarter, indicating strong confidence or strategic adjustment towards this diversified fixed income investment vehicle. Another major addition is the S&P 500 ETF (SPY), which saw its share count climb by a mere 0.09%, but given SPY's dominance in the portfolio, even small changes translate to substantial dollar amounts added.

Furthermore, Pacific Capital significantly boosted its position in Vanguard Total Stock Market Index Fund (VCIT) by approximately 7.39% in terms of share percentage change from prior period, adding shares and increasing allocation to this broad equity fund covering the entire US stock market.

The firm also demonstrated confidence in specific sectors through targeted purchases. For instance, Pacific Capital increased its stake in Godaddy Inc (GDDY), a Technology company, by over 277% in share count during Q2. This suggests a belief in growth potential within the technology space or diversification into individual tech stocks alongside ETFs.

Conversely, there were notable reductions and exits from certain holdings. The firm significantly reduced its position in SCHH (Schwab U.S. Small-Bond Fund) by over 67% in share count change from prior period, representing a major divestment or reallocation away from short-term fixed income investments.

Additionally, Pacific Capital decreased holdings in several other funds and stocks during the quarter. This includes reducing shares of SCHD (Schwab U.S. Small-Bond ETF) by 13.34%, SPSB (SPDR Series Trust - Short Term), GIS (General Mills Inc.), and others like CAG, FMC, and UWMC.

Overall, the portfolio adjustments reflect a strategic approach focused on growth assets within broad-based funds while managing fixed income exposure more actively. The specific changes in holdings provide insight into their current investment priorities for Q2 2026.