Pacific Capital Wealth Advisors, Inc Portfolio Holdings

Pacific Capital Wealth Advisors, Inc

  • $544 Million
  • Q2 2025

Pacific Capital Wealth Advisors, Inc has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $544 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $179M, Vanguard Bd Index Fd Inc Total with a value of $63.9M, Ishares Tr with a value of $40M, Invesco Qqq Trust, Series 1 with a value of $36.3M, and Vanguard Whitehall Fds (Vangua with a value of $25.5M.

Examining the 13F form we can see an decrease of $32.1M in the current position value, from $576M to 544M.

Below you can find more details about Pacific Capital Wealth Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $544 Million
ETFs: $512 Million
Technology: $22.4 Million
Consumer Cyclical: $2.51 Million
Communication Services: $2.38 Million
Financial Services: $2.06 Million
Consumer Defensive: $1.8 Million
Industrials: $791,000
Healthcare: $457,000
Other: $374,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$179 Million 32.92% of portfolio
290,035
Q2 2025 Added 2.73%
$0
$63.9 Million 11.73% of portfolio
867,313
Q2 2025 Reduced 14.25%
$0
$40 Million 7.35% of portfolio
479,014
Q2 2025 Reduced 16.49%
$0
$36.3 Million 6.67% of portfolio
65,831
Q2 2025 Reduced 10.8%
$0
$25.5 Million 4.68% of portfolio
191,275
Q2 2025 Reduced 14.39%
$0
$23.4 Million 4.3% of portfolio
282,011
Q2 2025 Reduced 24.47%
$0
$19.9 Million 3.66% of portfolio
223,781
Q2 2025 Reduced 14.5%
$0
$16.9 Million 3.11% of portfolio
638,509
Q2 2025 Added 6.55%
$0
$15.8 Million 2.91% of portfolio
52,042
Q2 2025 Reduced 1.79%
$0
$15.5 Million 2.84% of portfolio
200,187
Q2 2025 Added 24.89%
$0
$12.6 Million 2.31% of portfolio
136,913
Q2 2025 Reduced 49.5%
$3.98B
$11.8 Million 2.16% of portfolio
29,089
Q2 2025 Added 1.28%
$0
$6.76 Million 1.24% of portfolio
223,924
Q2 2025 Added 11.59%
$0
$6.53 Million 1.2% of portfolio
19,234
Q3 2023 Reduced 10.35%
$54.4B
$5.91 Million 1.09% of portfolio
94,851
Q2 2025 Reduced 6.9%
$3.41T
$4.98 Million 0.91% of portfolio
24,264
Q2 2025 Reduced 36.49%
$0
$4.07 Million 0.75% of portfolio
184,122
Q2 2025 Reduced 30.29%
$0
$3.73 Million 0.69% of portfolio
152,802
Q2 2025 Reduced 56.82%
$0
$2.69 Million 0.49% of portfolio
92,201
Q2 2025 New
$0
$2.5 Million 0.46% of portfolio
118,138
Q2 2025 Reduced 4.95%
$0
$2.38 Million 0.44% of portfolio
13,103
Q1 2025 Reduced 6.07%
$0
$2.34 Million 0.43% of portfolio
10,864
Q2 2025 Reduced 41.8%
$3.8T
$2.25 Million 0.41% of portfolio
4,516
Q2 2025 Reduced 28.28%
$0
$2.16 Million 0.4% of portfolio
21,807
Q2 2025 Reduced 53.33%
$0
$2.14 Million 0.39% of portfolio
53,635
Q2 2025 Reduced 0.59%
$0
$1.94 Million 0.36% of portfolio
3,414
Q2 2025 Added 5.63%
$0
$1.7 Million 0.31% of portfolio
63,879
Q2 2025 Reduced 64.17%
$0
$1.47 Million 0.27% of portfolio
19,267
Q2 2025 Reduced 62.65%
$0
$1.49 Million 0.27% of portfolio
13,610
Q1 2025 New
$0
$1.41 Million 0.26% of portfolio
3,342
Q2 2025 Reduced 54.64%
$2.34T
$1.32 Million 0.24% of portfolio
5,998
Q2 2025 Reduced 5.38%
$419B
$1.28 Million 0.24% of portfolio
1,295
Q2 2025 Reduced 26.34%
$0
$1.15 Million 0.21% of portfolio
28,674
Q2 2025 Reduced 8.49%
$574B
$1.07 Million 0.2% of portfolio
3,021
Q2 2025 Reduced 2.45%
$26.3B
$1.06 Million 0.2% of portfolio
5,903
Q2 2025 New
$1.62T
$1.03 Million 0.19% of portfolio
1,402
Q2 2025 Reduced 4.1%
$427B
$987,000 0.18% of portfolio
6,251
Q2 2025 Reduced 3.8%
$1.04T
$971,000 0.18% of portfolio
3,059
Q2 2025 Reduced 25.06%
$0
$805,000 0.15% of portfolio
5,962
Q2 2025 Reduced 18.93%
$0
$822,000 0.15% of portfolio
29,725
Q2 2025 Reduced 40.85%
$0
$811,000 0.15% of portfolio
33,269
Q2 2025 Added 19.37%
$2.22B
$740,000 0.14% of portfolio
90,536
Q1 2025 Added 12.14%
$0
$679,000 0.12% of portfolio
28,500
Q2 2025 Reduced 53.58%
$38.6B
$593,000 0.11% of portfolio
2,443
Q2 2024 Reduced 1.37%
$0
$567,000 0.1% of portfolio
10,189
Q2 2025 Reduced 57.18%
$0
$563,000 0.1% of portfolio
24,761
Q2 2025 Reduced 31.95%
$260B
$520,000 0.1% of portfolio
5,328
Q2 2025 Reduced 1.66%
$7.14B
$501,000 0.09% of portfolio
11,340
Q4 2024 Reduced 6.3%
$0
$494,000 0.09% of portfolio
8,032
Q2 2025 Reduced 50.67%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $544 Million
  • Prior Value $576 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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