Pacific Capital Wealth Advisors, Inc Portfolio Holdings

Pacific Capital Wealth Advisors, Inc

  • $577 Million
  • Q3 2025

Pacific Capital Wealth Advisors, Inc has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $577 Million distributed in 79 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 $184M, Vanguard Bd Index Fd Inc Total with a value of $75.3M, Ishares Tr with a value of $42.1M, Invesco Qqq Trust, Series 1 with a value of $41.9M, and Vanguard Whitehall Fds (Vangua with a value of $27.2M.

Examining the 13F form we can see an increase of $33.1M in the current position value, from $544M to 577M.

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

Portfolio value $577 Million
ETFs: $548 Million
Technology: $18.7 Million
Consumer Cyclical: $2.76 Million
Financial Services: $2.36 Million
Communication Services: $2.21 Million
Consumer Defensive: $1.5 Million
Industrials: $782,000
Utilities: $551,000
Other: $489,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$184 Million 31.88% of portfolio
276,325
Q3 2025 Reduced 4.73%
$0
$75.3 Million 13.04% of portfolio
1,012,321
Q3 2025 Added 16.72%
$0
$42.1 Million 7.29% of portfolio
482,295
Q3 2025 Added 0.68%
$0
$41.9 Million 7.26% of portfolio
69,790
Q3 2025 Added 6.01%
$0
$27.2 Million 4.71% of portfolio
192,945
Q3 2025 Added 0.87%
$0
$27.1 Million 4.69% of portfolio
322,011
Q3 2025 Added 14.18%
$0
$16.4 Million 2.84% of portfolio
179,695
Q3 2025 Reduced 19.7%
$0
$15.2 Million 2.64% of portfolio
165,914
Q3 2025 Added 21.18%
$0
$15 Million 2.6% of portfolio
45,681
Q3 2025 Reduced 12.22%
$0
$14.6 Million 2.53% of portfolio
187,347
Q3 2025 Reduced 6.41%
$0
$14 Million 2.42% of portfolio
511,618
Q3 2025 Reduced 19.87%
$2.52B
$9.37 Million 1.62% of portfolio
29,095
Q3 2025 Added 0.02%
$0
$8.8 Million 1.52% of portfolio
87,415
Q3 2025 New
$0
$7.97 Million 1.38% of portfolio
263,178
Q3 2025 Added 17.53%
$0
$7.03 Million 1.22% of portfolio
19,234
Q3 2023 Reduced 10.35%
$63.9B
$6.91 Million 1.2% of portfolio
95,011
Q3 2025 Added 0.17%
$4.35T
$4.33 Million 0.75% of portfolio
17,000
Q3 2025 Reduced 29.94%
$0
$4.27 Million 0.74% of portfolio
183,398
Q3 2025 Reduced 0.39%
$0
$3.86 Million 0.67% of portfolio
146,703
Q3 2025 Reduced 3.99%
$0
$2.94 Million 0.51% of portfolio
92,195
Q3 2025 Reduced 0.01%
$0
$2.6 Million 0.45% of portfolio
10,728
Q3 2025 Reduced 1.25%
$3.86T
$2.24 Million 0.39% of portfolio
4,329
Q3 2025 Reduced 4.14%
$0
$2.19 Million 0.38% of portfolio
11,560
Q3 2025 Reduced 11.78%
$0
$2.17 Million 0.38% of portfolio
21,646
Q3 2025 Reduced 0.74%
$0
$2.16 Million 0.37% of portfolio
99,916
Q3 2025 Reduced 15.42%
$0
$1.96 Million 0.34% of portfolio
3,202
Q3 2025 Reduced 6.21%
$0
$1.92 Million 0.33% of portfolio
24,064
Q3 2025 New
$0
$1.64 Million 0.28% of portfolio
13,610
Q1 2025 New
$0
$1.57 Million 0.27% of portfolio
3,342
Q2 2025 Reduced 54.64%
$1.44T
$1.42 Million 0.25% of portfolio
3,185
Q3 2025 Added 4.12%
$0
$1.38 Million 0.24% of portfolio
51,343
Q3 2025 Reduced 19.62%
$0
$1.23 Million 0.21% of portfolio
28,674
Q2 2025 Reduced 8.49%
$1.46T
$1.13 Million 0.2% of portfolio
1,542
Q3 2025 Added 9.99%
$2.49T
$1.11 Million 0.19% of portfolio
5,060
Q3 2025 Reduced 15.64%
$0
$1.06 Million 0.18% of portfolio
43,632
Q3 2025 Added 31.15%
$505B
$1.06 Million 0.18% of portfolio
5,676
Q3 2025 Reduced 9.2%
$557B
$1.05 Million 0.18% of portfolio
3,088
Q3 2025 Added 2.22%
$403B
$947,000 0.16% of portfolio
1,024
Q3 2025 Reduced 20.93%
$0
$868,000 0.15% of portfolio
5,962
Q2 2025 Reduced 18.93%
$0
$865,000 0.15% of portfolio
29,725
Q2 2025 Reduced 40.85%
$20.8B
$807,000 0.14% of portfolio
5,903
Q2 2025 New
$0
$694,000 0.12% of portfolio
27,000
Q3 2025 Reduced 5.26%
$0
$666,000 0.12% of portfolio
11,109
Q3 2025 Added 59.52%
$42.7B
$631,000 0.11% of portfolio
2,443
Q2 2024 Reduced 1.37%
$0
$646,000 0.11% of portfolio
8,501
Q3 2025 Reduced 55.88%
$0
$560,000 0.1% of portfolio
9,828
Q3 2025 Reduced 3.54%
$0
$565,000 0.1% of portfolio
24,490
Q3 2025 Reduced 1.09%
$275B
$551,000 0.1% of portfolio
5,349
Q3 2025 Added 0.39%
$820B
$489,000 0.08% of portfolio
642
Q3 2025 Added 9.37%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $577 Million
  • Prior Value $544 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email