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CIK: 0001803523
Total reported value
$697.7M
$697.7M
92 檔
64.8%
In Q2 2026, Pacific Capital Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $697.7M, distributed across 92 disclosed stock positions.
In Q2 2026, Pacific Capital Wealth Advisors, Inc. adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 31.56% | -0.77% | +0.09% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 13.31% | -7.28% | +9.07% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.23% | +0.28% | +5.69% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.55% | +0.05% | +3.80% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.49% | -2.45% | +7.39% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.35% | -0.13% | -3.71% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.17% | -0.14% | -2.73% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.08% | +1.19% | +19.42% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.03% | -1.36% | -6.91% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.98% | -0.18% | -13.34% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.80% | -0.32% | -27.56% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.19% | -0.04% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | +0.14% | +145.55% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.02% | -0.61% | -14.21% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.99% | -0.49% | +33.68% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 0.96% | -0.02% | -4.96% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.80% | -0.10% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.43% | -3.46% | |
| 19 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.70% | -0.02% | -15.46% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.59% | -0.04% | -6.54% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | +0.01% | -0.01% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | -0.08% | -35.20% | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 0.47% | +0.17% | -9.20% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | -0.07% | -10.74% | |
| 25 | NTNX | Nutanix Inc - A | Stock-Tech | 0.34% | -0.34% | EXIT | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | -0.07% | -0.19% | |
| 27 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.31% | +0.03% | +277.02% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.01% | -6.74% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.30% | +0.66% | +204.60% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | -0.06% | -1.36% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.26% | -0.04% | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.13% | +0.16% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | -0.03% | +277.54% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.22% | — | — | |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 0.21% | -0.21% | EXIT | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.21% | -0.01% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.14% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.08% | — | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.18% | +1.09% | +67.27% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.17% | -0.06% | +6.74% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.01% | — | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.16% | -0.04% | — | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.15% | -0.01% | -48.15% | |
| 44 | UWMC | Uwm Holdings CORP | Stock-Other | 0.15% | +0.03% | +200.70% | |
| 45 | KNX | Knight-swift Transportation | Stock-Industrials | 0.13% | -0.03% | — | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | +0.04% | -3.97% | |
| 47 | PACS | Pacs Group Inc | Stock-Other | 0.13% | -0.01% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | +0.05% | — | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.12% | -0.09% | -9.01% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | -0.02% | -0.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +2% | +5.69% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +0.09% | Add |
| 3 | VTV | Vanguard Value ETF | +0.6% | +145.55% | Add |
| 4 | GDDY | Godaddy Inc - Class A | +0.2% | +277.02% | Add |
| 5 | GLDM | Spdr Gold Minishares Trust | +0.2% | +204.60% | Add |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +33.68% | Add |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +19.42% | Add |
| 8 | GIS | General Mills Inc | +0.1% | +157.69% | Add |
| 9 | UWMC | Uwm Holdings CORP | +0.1% | +200.70% | Add |
| 10 | VGIT | Vanguard Intermediate-term T | +0.1% | +67.27% | Add |
| 11 | WHR | Whirlpool CORP | +0.1% | NEW | New buy |
| 12 | NOG | Northern Oil And Gas Inc | +0.1% | NEW | New buy |
| 13 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 14 | FMC | Fmc CORP | 0% | NEW | New buy |
| 15 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 16 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 17 | NTNX | Nutanix Inc - A | 0% | -8.87% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | NEW | New buy |
| 19 | MDY | State Street Spdr S&p Midcap | 0% | NEW | New buy |
| 20 | TCV | Towle Value ETF | 0% | NEW | New buy |
| 21 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | NEW | New buy |
| 22 | SCHG | Schwab US Large-cap Growth | 0% | -0.01% | Trim |
| 23 | KNX | Knight-swift Transportation | 0% | — | Unchanged |
| 24 | PACS | Pacs Group Inc | 0% | — | Unchanged |
| 25 | LLY | Eli Lilly & Co | 0% | -0.21% | Trim |
| 26 | SCHF | Schwab Intl Equity ETF | 0% | — | Unchanged |
| 27 | VONG | Vanguard Russell 1000 Growth | 0% | — | Unchanged |
| 28 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 30 | TTWO | Take-two Interactive Softwre | 0% | — | Unchanged |
| 31 | SCHV | Schwab US Large-cap Value | 0% | — | Unchanged |
| 32 | SCHB | Schwab US Broad Market ETF | 0% | -0.63% | Trim |
| 33 | VGSH | Vanguard Short-term Treasury | 0% | +32.11% | Add |
| 34 | TSLA | Tesla Inc | — | -1.36% | Trim |
| 35 | NVDA | Nvidia CORP | — | — | Unchanged |
| 36 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 37 | IWF | Ishares Russell 1000 Growth | — | +277.54% | Add |
| 38 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 39 | AVGO | Broadcom Inc | — | — | Unchanged |
| 40 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 41 | PNTG | Pennant Group Inc/the | — | — | Unchanged |
| 42 | AXP | American Express Co | — | -0.35% | Trim |
| 43 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 44 | MGV | Vanguard Mega Cap Value ETF | — | — | Unchanged |
| 45 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 46 | ANGX | Angel Studios Inc | — | — | Unchanged |
| 47 | RWO | State Street Spdr Dow Jones | — | — | Unchanged |
| 48 | JPM | Jpmorgan Chase & Co | — | -2.79% | Trim |
| 49 | AWK | American Water Works Co Inc | — | -2.03% | Trim |
| 50 | CMF | Ishares California Muni Bond | — | — | Unchanged |
According to official SEC Form 13F filings, Pacific Capital Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $697.7M across 92 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BND, QQQ) accounted for 64.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
WHR
市值: $394.2K
Top Position Liquidated / Trimmed
RITM
前期市值: $379.2K
During Q2 2026, Pacific Capital Wealth Advisors, Inc.'s top holdings by market value included SPY (31.6%)、BND (13.3%)、QQQ (11.2%). The largest single position, SPY, represented 31.6% of total portfolio value.
In Q2 2026, Pacific Capital Wealth Advisors, Inc. made 65 total portfolio adjustments, initiating 9 new buys, adding to 17 positions, trimming 35 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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