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
$3.98B
$11.8 Million 2.16% of portfolio
29,089
Q2 2025 Added 1.28%
$2.22B
$740,000 0.14% of portfolio
90,536
Q1 2025 Added 12.14%
$7.14B
$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
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