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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.88B
$11.8 Million 2.16% of portfolio
29,089
Q2 2025 Added 1.28%
$2.24B
$740,000 0.14% of portfolio
90,536
Q1 2025 Added 12.14%
$7.32B
$501,000 0.09% of portfolio
11,340
Q4 2024 Reduced 6.3%

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
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