The Analysis of Pacific Capital Wealth Advisors, Inc.'s Holdings
Currently, Pacific Capital Wealth Advisors, Inc. holds 79 types of securities in its portfolio with a total value $578.0M. In the most recent quarter, they have increased their positions in BND (+145.0K shares, valued at $10.8M), SGOV (+87.4K shares, valued at $8.8M), VCIT (+40.0K shares, valued at $3.4M); decreased their positions in SPY (-13.7K shares, valued at $9.1M), VNQ (-44.1K shares, valued at $4.0M), SCHD (-126.9K shares, valued at $3.5M); initiated new positions in SGOV (+87.4K shares, valued at $8.8M), VCSH (+24.1K shares, valued at $1.9M), SCHR (+18.0K shares, valued at $451.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR276.3K shares-4.73%2025-09-302025-10-29
BND VANGUARD BD INDEX FDS1.0M shares16.72%2025-09-302025-10-29 IEFA ISHARES TR482.3K shares0.68%2025-09-302025-10-29 QQQ INVESCO QQQ TR69.8K shares6.01%2025-09-302025-10-29 VYM VANGUARD WHITEHALL FDS192.9K shares0.87%2025-09-302025-10-29 VCIT VANGUARD SCOTTSDALE FDS322.0K shares14.18%2025-09-302025-10-29 VNQ VANGUARD INDEX FDS179.7K shares-19.70%2025-09-302025-10-29 BIL SPDR SERIES TRUST165.9K shares21.18%2025-09-302025-10-29 VTI VANGUARD INDEX FDS45.7K shares-12.22%2025-09-302025-10-29 BIV VANGUARD BD INDEX FDS187.3K shares-6.41%2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR511.6K shares-19.87%2025-09-302025-10-29 MSTR STRATEGY INC29.1K shares0.02%2025-09-302025-10-29 SGOV ISHARES TR87.4K sharesnew addition2025-09-302025-10-29 SPSB SPDR SERIES TRUST263.2K shares17.53%2025-09-302025-10-29 IWB ISHARES TR19.2K shares0.00%2025-09-302025-10-29 IAU ISHARES GOLD TR95.0K shares0.17%2025-09-302025-10-29 ONEQ FIDELITY COMWLTH TR53.4K shares-2.36%2025-09-302025-10-29 AAPL APPLE INC17.0K shares-29.94%2025-09-302025-10-29 SCHF SCHWAB STRATEGIC TR183.4K shares-0.39%2025-09-302025-10-29 SCHX SCHWAB STRATEGIC TR146.7K shares-3.99%2025-09-302025-10-29 SCHG SCHWAB STRATEGIC TR92.2K shares-0.01%2025-09-302025-10-29 IWM ISHARES TR10.7K shares-1.25%2025-09-302025-10-29 MSFT MICROSOFT CORP4.3K shares-4.14%2025-09-302025-10-29 RSP INVESCO EXCHANGE TRADED FD T11.6K shares-11.78%2025-09-302025-10-29 AGG ISHARES TR21.6K shares-0.74%2025-09-302025-10-29 SCHH SCHWAB STRATEGIC TR99.9K shares-15.42%2025-09-302025-10-29 VOO VANGUARD INDEX FDS3.2K shares-6.21%2025-09-302025-10-29 VCSH VANGUARD SCOTTSDALE FDS24.1K sharesnew addition2025-09-302025-10-29 VONG VANGUARD SCOTTSDALE FDS13.6K shares0.00%2025-09-302025-10-29 IWF ISHARES TR3.3K shares0.00%2025-09-302025-10-29 TSLA TESLA INC3.2K shares4.12%2025-09-302025-10-29 SCHP SCHWAB STRATEGIC TR51.3K shares-19.62%2025-09-302025-10-29 FNDF SCHWAB STRATEGIC TR28.7K shares0.00%2025-09-302025-10-29 META META PLATFORMS INC1.5K shares9.99%2025-09-302025-10-29 AMZN AMAZON COM INC5.1K shares-15.64%2025-09-302025-10-29 SCHO SCHWAB STRATEGIC TR43.6K shares31.15%2025-09-302025-10-29 NVDA NVIDIA CORPORATION5.7K shares-9.20%2025-09-302025-10-29 V VISA INC3.1K shares2.22%2025-09-302025-10-29 COST COSTCO WHSL CORP NEW1.0K shares-20.93%2025-09-302025-10-29 ITOT ISHARES TR6.0K shares0.00%2025-09-302025-10-29 SCHV SCHWAB STRATEGIC TR29.7K shares0.00%2025-09-302025-10-29 GDDY GODADDY INC5.9K shares0.00%2025-09-302025-10-29 SCHB SCHWAB STRATEGIC TR27.0K shares-5.26%2025-09-302025-10-29 VGIT VANGUARD SCOTTSDALE FDS11.1K shares59.52%2025-09-302025-10-29 XLP SELECT SECTOR SPDR TR8.5K shares-55.88%2025-09-302025-10-29 TTWO TAKE-TWO INTERACTIVE SOFTWAR2.4K shares0.00%2025-09-302025-10-29 SCHI SCHWAB STRATEGIC TR24.5K shares-1.09%2025-09-302025-10-29 CMF ISHARES TR9.8K shares-3.54%2025-09-302025-10-29 WMT WALMART INC5.3K shares0.39%2025-09-302025-10-29 LLY ELI LILLY & CO642 shares9.37%2025-09-302025-10-29 SCHR SCHWAB STRATEGIC TR18.0K sharesnew addition2025-09-302025-10-29 KNX KNIGHT-SWIFT TRANSN HLDGS IN11.3K shares0.00%2025-09-302025-10-29 GOOGL ALPHABET INC1.8K shares10.90%2025-09-302025-10-29 VTV VANGUARD INDEX FDS2.2K sharesnew addition2025-09-302025-10-29 EFA ISHARES TR4.1K shares-9.44%2025-09-302025-10-29 AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-09-302025-10-29 CB CHUBB LIMITED1.2K shares1.91%2025-09-302025-10-29 AOR ISHARES TR5.3K shares-33.99%2025-09-302025-10-29 RTX RTX CORPORATION2.0K shares0.45%2025-09-302025-10-29 AWK AMERICAN WTR WKS CO INC NEW2.4K shares0.00%2025-09-302025-10-29 MA MASTERCARD INCORPORATED568 shares14.52%2025-09-302025-10-29 DVY ISHARES TR2.2K shares0.00%2025-09-302025-10-29 PPA INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-09-302025-10-29 MGV VANGUARD WORLD FD2.1K shares0.00%2025-09-302025-10-29 XLV SELECT SECTOR SPDR TR2.1K shares0.00%2025-09-302025-10-29 SAP SAP SE1.1K shares0.00%2025-09-302025-10-29 PACS PACS GROUP INC20.6K shares0.00%2025-09-302025-10-29 IBM INTERNATIONAL BUSINESS MACHS997 shares0.40%2025-09-302025-10-29 AVGO BROADCOM INC835 sharesnew addition2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.827 sharesnew addition2025-09-302025-10-29 RWO SPDR INDEX SHS FDS5.4K shares-18.33%2025-09-302025-10-29 GLDM WORLD GOLD TR3.1K sharesnew addition2025-09-302025-10-29 MCD MCDONALDS CORP769 shares1.18%2025-09-302025-10-29 ANGX ANGEL STUDIOS INC39.1K sharesnew addition2025-09-302025-10-29 XLRE SELECT SECTOR SPDR TR5.4K shares-22.28%2025-09-302025-10-29 TIP ISHARES TR2.0K shares-24.52%2025-09-302025-10-29 WEC WEC ENERGY GROUP INC1.9K sharesnew addition2025-09-302025-10-29 VGSH VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2025-09-302025-10-29 ONCO ONCONETIX INC13.0K sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available