Sponsored

The Analysis of Pacific Capital Wealth Advisors, Inc.'s Holdings & P&L

Currently, Pacific Capital Wealth Advisors, Inc. holds 92 types of securities in its portfolio with a total value $663.4M. In the most recent quarter, they have increased their positions in BND (+100.0K shares, valued at $7.3M), VTV (+18.7K shares, valued at $4.1M), QQQ (+5.4K shares, valued at $4.0M); decreased their positions in N/A (-12.3K shares, valued at $4.5M), SCHD (-63.7K shares, valued at $2.0M), VNQ (-17.5K shares, valued at $1.7M); initiated new positions in WHR (+10.0K shares, valued at $394.2K), N/A (+20.0K shares, valued at $363.0K), FMC (+25.0K shares, valued at $287.5K).

1M P&L

-4.6M-1.24%

3M P&L

+1.5M+0.42%

HY P&L

+5.9M+1.65%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A354.4M

93.9%

2Consumer Electronics4.8M

1.3%

3Software - Infrastructure3.7M

1.0%

Top Industries by Stock Count

1N/A48 stocks

64.0%

2Semiconductors3 stocks

4.0%

3Internet Content & Information2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T280.4K shares0.09%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS1.2M shares9.07%2026-06-302026-07-09

QQQ INVESCO QQQ TR101.1K shares5.69%2026-06-302026-07-09

ISHARES TR ISHARES TR518.4K shares3.80%2026-06-302026-07-09

VCIT VANGUARD SCOTTSDALE FDS360.6K shares7.39%2026-06-302026-07-09

VYM VANGUARD WHITEHALL FDS182.8K shares-3.71%2026-06-302026-07-09

BIL SPDR SERIES TRUST156.8K shares-2.73%2026-06-302026-07-09

SGOV ISHARES TR136.9K shares19.42%2026-06-302026-07-09

Sponsored

BIV VANGUARD BD INDEX FDS175.5K shares-6.91%2026-06-302026-07-09

SCHD SCHWAB STRATEGIC TR413.8K shares-13.34%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS32.3K shares-27.56%2026-06-302026-07-09

IWB ISHARES TR19.2K shares0.00%2026-06-302026-07-09

VTV VANGUARD INDEX FDS31.5K shares145.55%2026-06-302026-07-09

SPSB SPDR SERIES TRUST225.0K shares-14.21%2026-06-302026-07-09

VCSH VANGUARD SCOTTSDALE FDS83.3K shares33.68%2026-06-302026-07-09

IAU ISHARES GOLD TR84.4K shares-4.96%2026-06-302026-07-09

Sponsored

SCHF SCHWAB STRATEGIC TR190.8K shares0.00%2026-06-302026-07-09

AAPL APPLE INC16.7K shares-3.46%2026-06-302026-07-09

ONEQ FIDELITY COMWLTH TR45.1K shares-15.46%2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR133.5K shares-6.54%2026-06-302026-07-09

SCHG SCHWAB STRATEGIC TR92.3K shares-0.01%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS32.2K shares-35.20%2026-06-302026-07-09

STRATEGY INC STRATEGY INC35.5K shares-9.20%2026-06-302026-07-09

IWM ISHARES TR10.0K shares-10.74%2026-06-302026-07-09

Sponsored

NUTANIX INC NUTANIX INC43.7K shares-8.87%2026-06-302026-07-09

ISHARES TR ISHARES TR21.4K shares-0.19%2026-06-302026-07-09

GDDY GODADDY INC24.3K shares277.02%2026-06-302026-07-09

VOO VANGUARD INDEX FDS2.9K shares-6.74%2026-06-302026-07-09

WORLD GOLD TR WORLD GOLD TR24.8K shares204.60%2026-06-302026-07-09

TSLA TESLA INC4.4K shares-1.36%2026-06-302026-07-09

VONG VANGUARD SCOTTSDALE FDS13.6K shares0.00%2026-06-302026-07-09

MSFT MICROSOFT CORP4.4K shares0.16%2026-06-302026-07-09

Sponsored

IWF ISHARES TR12.2K shares277.54%2026-06-302026-07-09

FNDF SCHWAB STRATEGIC TR28.1K shares0.00%2026-06-302026-07-09

GIS GENERAL MILLS INC40.9K shares157.69%2026-06-302026-07-09

ITOT ISHARES TR8.3K shares0.00%2026-06-302026-07-09

NVDA NVIDIA CORPORATION6.1K shares0.00%2026-06-302026-07-09

AMZN AMAZON COM INC5.0K shares0.00%2026-06-302026-07-09

VGIT VANGUARD SCOTTSDALE FDS19.7K shares67.27%2026-06-302026-07-09

SCHO SCHWAB STRATEGIC TR46.9K shares6.74%2026-06-302026-07-09

Sponsored

VISA INC VISA INC3.1K shares0.00%2026-06-302026-07-09

SCHV SCHWAB STRATEGIC TR29.7K shares0.00%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T4.7K shares-48.15%2026-06-302026-07-09

UWMC UWM HOLDINGS CORPORATION430.0K shares200.70%2026-06-302026-07-09

KNX KNIGHT-SWIFT TRANSN HLDGS IN11.4K shares0.00%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION943 shares-3.97%2026-06-302026-07-09

PACS PACS GROUP INC20.6K shares0.00%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC1.5K shares0.00%2026-06-302026-07-09

Sponsored

SCHP SCHWAB STRATEGIC TR31.1K shares-9.01%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR26.8K shares-0.63%2026-06-302026-07-09

SCHH SCHWAB STRATEGIC TR29.5K shares-67.61%2026-06-302026-07-09

EFA ISHARES TR6.5K shares-0.91%2026-06-302026-07-09

GOOGL ALPHABET INC1.9K shares0.00%2026-06-302026-07-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.5K shares0.00%2026-06-302026-07-09

WMT WALMART INC5.3K shares-3.47%2026-06-302026-07-09

LLY ELI LILLY & CO475 shares-0.21%2026-06-302026-07-09

Sponsored

CMF ISHARES TR9.8K shares0.00%2026-06-302026-07-09

SCHI SCHWAB STRATEGIC TR24.1K shares-1.51%2026-06-302026-07-09

SCHR SCHWAB STRATEGIC TR18.0K shares0.00%2026-06-302026-07-09

CHUBB LIMITED CHUBB LIMITED1.2K shares0.00%2026-06-302026-07-09

CAG CONAGRA BRANDS INC30.0K shares-43.40%2026-06-302026-07-09

VGSH VANGUARD SCOTTSDALE FDS6.8K shares32.11%2026-06-302026-07-09

WHR WHIRLPOOL CORP10.0K sharesnew addition2026-06-302026-07-09

AXP AMERICAN EXPRESS CO1.1K shares-0.35%2026-06-302026-07-09

Sponsored

RTX CORPORATION RTX CORPORATION2.0K shares0.00%2026-06-302026-07-09

NORTHERN OIL & GAS INC NORTHERN OIL & GAS INC20.0K sharesnew addition2026-06-302026-07-09

AOR ISHARES TR5.1K shares-2.06%2026-06-302026-07-09

PPA INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-06-302026-07-09

BROADCOM INC BROADCOM INC925 shares0.00%2026-06-302026-07-09

DVY ISHARES TR2.2K shares0.00%2026-06-302026-07-09

MGV VANGUARD WORLD FD2.1K shares0.00%2026-06-302026-07-09

XLV SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-07-09

Sponsored

AWK AMERICAN WTR WKS CO INC NEW2.3K shares-2.03%2026-06-302026-07-09

FMC FMC CORP25.0K sharesnew addition2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-06-302026-07-09

PNTG PENNANT GROUP INC7.6K shares0.00%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED539 shares-0.92%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO836 shares-2.79%2026-06-302026-07-09

GOOG ALPHABET INC764 shares0.00%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC462 sharesnew addition2026-06-302026-07-09

Sponsored

RWO SPDR INDEX SHS FDS5.4K shares0.00%2026-06-302026-07-09

MU MICRON TECHNOLOGY INC224 sharesnew addition2026-06-302026-07-09

WEC WEC ENERGY GROUP INC1.9K shares0.00%2026-06-302026-07-09

XLE SELECT SECTOR SPDR TR4.2K shares0.00%2026-06-302026-07-09

IUSB ISHARES TR4.8K shares0.00%2026-06-302026-07-09

ISHARES TR ISHARES TR292 sharesnew addition2026-06-302026-07-09

MDY STATE STR SPDR S&P MIDCAP 40300 sharesnew addition2026-06-302026-07-09

TCV EA SERIES TRUST6.6K sharesnew addition2026-06-302026-07-09

Sponsored

MCD MCDONALDS CORP753 shares-2.84%2026-06-302026-07-09

XLRE SELECT SECTOR SPDR TR4.6K shares-14.40%2026-06-302026-07-09

CWB SPDR SERIES TRUST1.9K sharesnew addition2026-06-302026-07-09

ANGX ANGEL STUDIOS INC.40.2K shares0.00%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T

0.09%

Shares280.4K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

9.07%

Shares1.2M

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

5.69%

Shares101.1K

Event2026-06-30

Filed2026-07-09

ISHARES TR

3.80%

Shares518.4K

Event2026-06-30

Filed2026-07-09

VCIT

VANGUARD SCOTTSDALE FDS

7.39%

Shares360.6K

Event2026-06-30

Filed2026-07-09

VYM

VANGUARD WHITEHALL FDS

-3.71%

Shares182.8K

Event2026-06-30

Filed2026-07-09

BIL

SPDR SERIES TRUST

-2.73%

Shares156.8K

Event2026-06-30

Filed2026-07-09

SGOV

ISHARES TR

19.42%

Shares136.9K

Event2026-06-30

Filed2026-07-09

BIV

VANGUARD BD INDEX FDS

-6.91%

Shares175.5K

Event2026-06-30

Filed2026-07-09

SCHD

SCHWAB STRATEGIC TR

-13.34%

Shares413.8K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-27.56%

Shares32.3K

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

145.55%

Shares31.5K

Event2026-06-30

Filed2026-07-09

SPSB

SPDR SERIES TRUST

-14.21%

Shares225.0K

Event2026-06-30

Filed2026-07-09

VCSH

VANGUARD SCOTTSDALE FDS

33.68%

Shares83.3K

Event2026-06-30

Filed2026-07-09

IAU

ISHARES GOLD TR

-4.96%

Shares84.4K

Event2026-06-30

Filed2026-07-09

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares190.8K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-3.46%

Shares16.7K

Event2026-06-30

Filed2026-07-09

ONEQ

FIDELITY COMWLTH TR

-15.46%

Shares45.1K

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

-6.54%

Shares133.5K

Event2026-06-30

Filed2026-07-09

SCHG

SCHWAB STRATEGIC TR

-0.01%

Shares92.3K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

-35.20%

Shares32.2K

Event2026-06-30

Filed2026-07-09

STRATEGY INC

-9.20%

Shares35.5K

Event2026-06-30

Filed2026-07-09

IWM

ISHARES TR

-10.74%

Shares10.0K

Event2026-06-30

Filed2026-07-09

NUTANIX INC

-8.87%

Shares43.7K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-0.19%

Shares21.4K

Event2026-06-30

Filed2026-07-09

GDDY

GODADDY INC

277.02%

Shares24.3K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

-6.74%

Shares2.9K

Event2026-06-30

Filed2026-07-09

WORLD GOLD TR

204.60%

Shares24.8K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

-1.36%

Shares4.4K

Event2026-06-30

Filed2026-07-09

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

0.16%

Shares4.4K

Event2026-06-30

Filed2026-07-09

IWF

ISHARES TR

277.54%

Shares12.2K

Event2026-06-30

Filed2026-07-09

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares28.1K

Event2026-06-30

Filed2026-07-09

GIS

GENERAL MILLS INC

157.69%

Shares40.9K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-09

VGIT

VANGUARD SCOTTSDALE FDS

67.27%

Shares19.7K

Event2026-06-30

Filed2026-07-09

SCHO

SCHWAB STRATEGIC TR

6.74%

Shares46.9K

Event2026-06-30

Filed2026-07-09

VISA INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

-48.15%

Shares4.7K

Event2026-06-30

Filed2026-07-09

UWMC

UWM HOLDINGS CORPORATION

200.70%

Shares430.0K

Event2026-06-30

Filed2026-07-09

KNX

KNIGHT-SWIFT TRANSN HLDGS IN

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

-3.97%

Shares943

Event2026-06-30

Filed2026-07-09

PACS

PACS GROUP INC

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-09

SCHP

SCHWAB STRATEGIC TR

-9.01%

Shares31.1K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-0.63%

Shares26.8K

Event2026-06-30

Filed2026-07-09

SCHH

SCHWAB STRATEGIC TR

-67.61%

Shares29.5K

Event2026-06-30

Filed2026-07-09

EFA

ISHARES TR

-0.91%

Shares6.5K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

-3.47%

Shares5.3K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

-0.21%

Shares475

Event2026-06-30

Filed2026-07-09

CMF

ISHARES TR

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-09

SCHI

SCHWAB STRATEGIC TR

-1.51%

Shares24.1K

Event2026-06-30

Filed2026-07-09

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-09

CHUBB LIMITED

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-09

CAG

CONAGRA BRANDS INC

-43.40%

Shares30.0K

Event2026-06-30

Filed2026-07-09

VGSH

VANGUARD SCOTTSDALE FDS

32.11%

Shares6.8K

Event2026-06-30

Filed2026-07-09

WHR

WHIRLPOOL CORP

New

Shares10.0K

Event2026-06-30

Filed2026-07-09

AXP

AMERICAN EXPRESS CO

-0.35%

Shares1.1K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

NORTHERN OIL & GAS INC

New

Shares20.0K

Event2026-06-30

Filed2026-07-09

AOR

ISHARES TR

-2.06%

Shares5.1K

Event2026-06-30

Filed2026-07-09

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

0.00%

Shares925

Event2026-06-30

Filed2026-07-09

DVY

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-09

MGV

VANGUARD WORLD FD

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

XLV

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-09

AWK

AMERICAN WTR WKS CO INC NEW

-2.03%

Shares2.3K

Event2026-06-30

Filed2026-07-09

FMC

FMC CORP

New

Shares25.0K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-09

PNTG

PENNANT GROUP INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

-0.92%

Shares539

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

-2.79%

Shares836

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

0.00%

Shares764

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares462

Event2026-06-30

Filed2026-07-09

RWO

SPDR INDEX SHS FDS

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

New

Shares224

Event2026-06-30

Filed2026-07-09

WEC

WEC ENERGY GROUP INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-09

XLE

SELECT SECTOR SPDR TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-09

ISHARES TR

New

Shares292

Event2026-06-30

Filed2026-07-09

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares300

Event2026-06-30

Filed2026-07-09

TCV

EA SERIES TRUST

New

Shares6.6K

Event2026-06-30

Filed2026-07-09

MCD

MCDONALDS CORP

-2.84%

Shares753

Event2026-06-30

Filed2026-07-09

XLRE

SELECT SECTOR SPDR TR

-14.40%

Shares4.6K

Event2026-06-30

Filed2026-07-09

CWB

SPDR SERIES TRUST

New

Shares1.9K

Event2026-06-30

Filed2026-07-09

ANGX

ANGEL STUDIOS INC.

0.00%

Shares40.2K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available