Pacific Capital Wealth Advisors, Inc.

Est. AUM

$595.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$182.2M	280108	30.60%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$81.2M	1102510	13.64%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$55.2M	95698	9.28%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$45.2M	499414	7.59%	SOLE
5	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$28.1M	189823	4.72%	SOLE
6	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$27.8M	335776	4.67%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$14.8M	161168	2.48%	SOLE
8	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.7M	477555	2.46%	SOLE
9	VANGUARD BD INDEX FDS	INTERMED TERM	$14.6M	188543	2.44%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$14.3M	44616	2.40%	SOLE
11	ISHARES TR	0-3 MNTH TREASRY	$11.5M	114652	1.94%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$7.9M	262282	1.32%	SOLE
13	ISHARES GOLD TR	ISHARES NEW	$7.8M	88851	1.32%	SOLE
14	ISHARES TR	RUS 1000 ETF	$6.9M	19234	1.15%	SOLE
15	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$4.9M	62320	0.83%	SOLE
16	STRATEGY INC	CL A NEW	$4.9M	39097	0.82%	SOLE
17	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.7M	190825	0.79%	SOLE
18	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$4.5M	53391	0.76%	SOLE
19	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.4M	49705	0.74%	SOLE
20	APPLE INC	COM	$4.4M	17312	0.74%	SOLE
21	SCHWAB STRATEGIC TR	US LRG CAP ETF	$3.7M	142872	0.62%	SOLE
22	ISHARES TR	RUSSELL 2000 ETF	$2.8M	11183	0.47%	SOLE
23	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.7M	92279	0.45%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$2.5M	12847	0.42%	SOLE
25	ISHARES TR	CORE US AGGBD ET	$2.1M	21439	0.36%	SOLE
26	SCHWAB STRATEGIC TR	US REIT ETF	$2.0M	91104	0.33%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	3147	0.32%	SOLE
28	NUTANIX INC	CL A	$1.8M	47907	0.31%	SOLE
29	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	9040	0.29%	SOLE
30	TESLA INC	COM	$1.6M	4426	0.28%	SOLE
31	MICROSOFT CORP	COM	$1.6M	4351	0.27%	SOLE
32	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.5M	13610	0.25%	SOLE
33	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3242	0.23%	SOLE
34	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.4M	28136	0.23%	SOLE
35	ISHARES TR	CORE S&P TTL STK	$1.2M	8311	0.20%	SOLE
36	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.1M	43961	0.18%	SOLE
37	NVIDIA CORPORATION	COM	$1.1M	6099	0.18%	SOLE
38	AMAZON COM INC	COM	$1.1M	5044	0.18%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$978K	982	0.16%	SOLE
40	VISA INC	COM CL A	$924K	3057	0.16%	SOLE
41	SCHWAB STRATEGIC TR	US TIPS ETF	$908K	34135	0.15%	SOLE
42	SCHWAB STRATEGIC TR	US LCAP VA ETF	$907K	29725	0.15%	SOLE
43	META PLATFORMS INC	CL A	$874K	1527	0.15%	SOLE
44	CONAGRA BRANDS INC	COM	$833K	53000	0.14%	SOLE
45	WORLD GOLD TR	SPDR GLD MINIS	$754K	8134	0.13%	SOLE
46	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$701K	11769	0.12%	SOLE
47	SCHWAB STRATEGIC TR	US BRD MKT ETF	$678K	27000	0.11%	SOLE
48	WALMART INC	COM	$677K	5449	0.11%	SOLE
49	PACS GROUP INC	COM SHS	$660K	20560	0.11%	SOLE
50	KNIGHT-SWIFT TRANSN HLDGS IN	CL A	$659K	11441	0.11%	SOLE

1–50 of 87

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.