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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.8B
$807,000 0.14% of portfolio
5,903
Q2 2025 New
$42.7B
$631,000 0.11% of portfolio
2,443
Q2 2024 Reduced 1.37%
$115B
$345,000 0.06% of portfolio
1,225
Q3 2025 Added 1.91%
$23.3B
$329,000 0.06% of portfolio
2,367
Q2 2025 Reduced 24.81%
$150B
$275,000 0.05% of portfolio
835
Q3 2025 New
$35.2B
$222,000 0.04% of portfolio
1,940
Q3 2025 New

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
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