Sponsored

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

Currently, Pacific Capital Wealth Advisors, Inc. holds 87 types of securities in its portfolio with a total value $595.4M. In the most recent quarter, they have increased their positions in N/A (+24.2K shares, valued at $13.9M), BND (+70.6K shares, valued at $5.2M), SPY (+6.2K shares, valued at $4.0M); decreased their positions in VNQ (-123.7K shares, valued at $11.0M), SCHD (-20.5K shares, valued at $630.3K), SCHP (-17.2K shares, valued at $457.9K); initiated new positions in NTNX (+47.9K shares, valued at $1.8M), CAG (+53.0K shares, valued at $833.2K), GIS (+15.9K shares, valued at $590.1K).

1M P&L

+11.5M+2.05%

3M P&L

+16.9M+3.03%

HY P&L

+25.7M+4.70%

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/A498.9M

94.6%

2Software - Application4.9M

0.9%

3Consumer Electronics4.4M

0.8%

Top Industries by Stock Count

1N/A46 stocks

58.2%

2Credit Services3 stocks

3.8%

3Software - Infrastructure3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T280.1K shares2.27%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS1.1M shares6.84%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR95.7K shares33.76%2026-03-312026-04-14

IEFA ISHARES TR499.4K shares2.66%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS189.8K shares-0.83%2026-03-312026-04-14

VCIT VANGUARD SCOTTSDALE FDS335.8K shares3.85%2026-03-312026-04-14

BIL SPDR SERIES TRUST161.2K shares-1.07%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR477.6K shares-4.12%2026-03-312026-04-14

Sponsored

BIV VANGUARD BD INDEX FDS188.5K shares0.69%2026-03-312026-04-14

VTI VANGUARD INDEX FDS44.6K shares-2.55%2026-03-312026-04-14

SGOV ISHARES TR114.7K shares14.90%2026-03-312026-04-14

SPSB SPDR SERIES TRUST262.3K shares-0.27%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR88.9K shares3.71%2026-03-312026-04-14

IWB ISHARES TR19.2K shares0.00%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS62.3K shares114.33%2026-03-312026-04-14

MSTR STRATEGY INC39.1K shares34.40%2026-03-312026-04-14

Sponsored

SCHF SCHWAB STRATEGIC TR190.8K shares-0.02%2026-03-312026-04-14

ONEQ FIDELITY COMWLTH TR53.4K shares0.00%2026-03-312026-04-14

VNQ VANGUARD INDEX FDS49.7K shares-71.33%2026-03-312026-04-14

AAPL APPLE INC17.3K shares4.04%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR142.9K shares-1.30%2026-03-312026-04-14

IWM ISHARES TR11.2K shares4.75%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR92.3K shares0.08%2026-03-312026-04-14

VTV VANGUARD INDEX FDS12.8K shares93.57%2026-03-312026-04-14

Sponsored

AGG ISHARES TR21.4K shares-1.33%2026-03-312026-04-14

SCHH SCHWAB STRATEGIC TR91.1K shares-8.82%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-0.03%2026-03-312026-04-14

NTNX NUTANIX INC47.9K sharesnew addition2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.0K shares-11.83%2026-03-312026-04-14

TSLA TESLA INC4.4K shares8.19%2026-03-312026-04-14

MSFT MICROSOFT CORP4.4K shares6.02%2026-03-312026-04-14

VONG VANGUARD SCOTTSDALE FDS13.6K shares0.00%2026-03-312026-04-14

Sponsored

IWF ISHARES TR3.2K shares-0.89%2026-03-312026-04-14

FNDF SCHWAB STRATEGIC TR28.1K shares0.00%2026-03-312026-04-14

ITOT ISHARES TR8.3K shares0.00%2026-03-312026-04-14

SCHO SCHWAB STRATEGIC TR44.0K shares0.00%2026-03-312026-04-14

NVDA NVIDIA CORPORATION6.1K shares21.93%2026-03-312026-04-14

AMZN AMAZON COM INC5.0K shares3.23%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION982 shares-0.81%2026-03-312026-04-14

V VISA INC3.1K shares1.16%2026-03-312026-04-14

Sponsored

SCHP SCHWAB STRATEGIC TR34.1K shares-33.52%2026-03-312026-04-14

SCHV SCHWAB STRATEGIC TR29.7K shares0.00%2026-03-312026-04-14

META META PLATFORMS INC1.5K shares1.66%2026-03-312026-04-14

CAG CONAGRA BRANDS INC53.0K sharesnew addition2026-03-312026-04-14

GLDM WORLD GOLD TR8.1K shares65.36%2026-03-312026-04-14

VGIT VANGUARD SCOTTSDALE FDS11.8K shares13.71%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR27.0K shares0.00%2026-03-312026-04-14

WMT WALMART INC5.4K shares2.27%2026-03-312026-04-14

Sponsored

PACS PACS GROUP INC20.6K shares0.00%2026-03-312026-04-14

KNX KNIGHT-SWIFT TRANSN HLDGS IN11.4K shares0.43%2026-03-312026-04-14

EFA ISHARES TR6.6K shares61.67%2026-03-312026-04-14

GIS GENERAL MILLS INC15.9K sharesnew addition2026-03-312026-04-14

CMF ISHARES TR9.8K shares0.00%2026-03-312026-04-14

SCHI SCHWAB STRATEGIC TR24.5K shares0.00%2026-03-312026-04-14

GDDY GODADDY INC6.4K shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.9K shares15.38%2026-03-312026-04-14

Sponsored

UWMC UWM HOLDINGS CORPORATION143.0K sharesnew addition2026-03-312026-04-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.5K shares0.74%2026-03-312026-04-14

SCHR SCHWAB STRATEGIC TR18.0K shares0.00%2026-03-312026-04-14

LLY ELI LILLY & CO476 shares7.21%2026-03-312026-04-14

CB CHUBB LTD SWITZ1.2K shares0.83%2026-03-312026-04-14

RTX RTX CORPORATION2.0K shares1.01%2026-03-312026-04-14

RITM RITHM CAPITAL CORP40.0K sharesnew addition2026-03-312026-04-14

AXP AMERICAN EXPRESS CO1.1K shares1.59%2026-03-312026-04-14

Sponsored

AOR ISHARES TR5.2K shares-1.26%2026-03-312026-04-14

DVY ISHARES TR2.2K shares0.00%2026-03-312026-04-14

PPA INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2026-03-312026-04-14

AWK AMERICAN WTR WKS CO INC NEW2.4K shares0.00%2026-03-312026-04-14

WPP WPP PLC NEW20.0K sharesnew addition2026-03-312026-04-14

FSK FS KKR CAP CORP30.0K sharesnew addition2026-03-312026-04-14

MGV VANGUARD WORLD FD2.1K shares0.00%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-14

Sponsored

VGSH VANGUARD SCOTTSDALE FDS5.2K sharesnew addition2026-03-312026-04-14

BROADCOM INC BROADCOM INC925 shares45.67%2026-03-312026-04-14

MA MASTERCARD INCORPORATED544 shares4.41%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-14

JPM JPMORGAN CHASE & CO860 shares11.69%2026-03-312026-04-14

RWO SPDR INDEX SHS FDS5.4K shares0.00%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS1.0K shares2.11%2026-03-312026-04-14

MCD MCDONALDS CORP775 shares1.97%2026-03-312026-04-14

Sponsored

PNTG PENNANT GROUP INC7.6K shares0.00%2026-03-312026-04-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.9K shares0.00%2026-03-312026-04-14

XLRE SELECT SECTOR SPDR TR5.4K shares0.00%2026-03-312026-04-14

IUSB ISHARES TR4.8K sharesnew addition2026-03-312026-04-14

ALPHABET INC ALPHABET INC764 sharesnew addition2026-03-312026-04-14

ABR ARBOR REALTY TRUST INC17.0K sharesnew addition2026-03-312026-04-14

ANGX ANGEL STUDIOS INC40.2K shares0.00%2026-03-312026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

2.27%

Shares280.1K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

6.84%

Shares1.1M

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

33.76%

Shares95.7K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

2.66%

Shares499.4K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

-0.83%

Shares189.8K

Event2026-03-31

Filed2026-04-14

VCIT

VANGUARD SCOTTSDALE FDS

3.85%

Shares335.8K

Event2026-03-31

Filed2026-04-14

BIL

SPDR SERIES TRUST

-1.07%

Shares161.2K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-4.12%

Shares477.6K

Event2026-03-31

Filed2026-04-14

BIV

VANGUARD BD INDEX FDS

0.69%

Shares188.5K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-2.55%

Shares44.6K

Event2026-03-31

Filed2026-04-14

SGOV

ISHARES TR

14.90%

Shares114.7K

Event2026-03-31

Filed2026-04-14

SPSB

SPDR SERIES TRUST

-0.27%

Shares262.3K

Event2026-03-31

Filed2026-04-14

ISHARES GOLD TR

3.71%

Shares88.9K

Event2026-03-31

Filed2026-04-14

IWB

ISHARES TR

0.00%

Shares19.2K

Event2026-03-31

Filed2026-04-14

VCSH

VANGUARD SCOTTSDALE FDS

114.33%

Shares62.3K

Event2026-03-31

Filed2026-04-14

MSTR

STRATEGY INC

34.40%

Shares39.1K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

-0.02%

Shares190.8K

Event2026-03-31

Filed2026-04-14

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares53.4K

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD INDEX FDS

-71.33%

Shares49.7K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

4.04%

Shares17.3K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

-1.30%

Shares142.9K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

4.75%

Shares11.2K

Event2026-03-31

Filed2026-04-14

SCHG

SCHWAB STRATEGIC TR

0.08%

Shares92.3K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

93.57%

Shares12.8K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

-1.33%

Shares21.4K

Event2026-03-31

Filed2026-04-14

SCHH

SCHWAB STRATEGIC TR

-8.82%

Shares91.1K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.03%

Shares3.1K

Event2026-03-31

Filed2026-04-14

NTNX

NUTANIX INC

New

Shares47.9K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

-11.83%

Shares9.0K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

8.19%

Shares4.4K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

6.02%

Shares4.4K

Event2026-03-31

Filed2026-04-14

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES TR

-0.89%

Shares3.2K

Event2026-03-31

Filed2026-04-14

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares28.1K

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-14

SCHO

SCHWAB STRATEGIC TR

0.00%

Shares44.0K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

21.93%

Shares6.1K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

3.23%

Shares5.0K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-0.81%

Shares982

Event2026-03-31

Filed2026-04-14

VISA INC

1.16%

Shares3.1K

Event2026-03-31

Filed2026-04-14

SCHP

SCHWAB STRATEGIC TR

-33.52%

Shares34.1K

Event2026-03-31

Filed2026-04-14

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares29.7K

Event2026-03-31

Filed2026-04-14