Pacific Capital Wealth Advisors, Inc.
Pacific Capital Wealth Advisors, Inc. reported 92 positions worth $663.4M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SPY (31.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $209.4M | 31.56% | 280,356 | — | — | |
| ▸ 2 | BND | SH | $88.3M | 13.31% | 1,202,506 | — | — | |
| ▸ 3 | QQQ | SH | $74.5M | 11.23% | 101,140 | — | — | |
| ▸ 4 | IEFA | SH | $50.1M | 7.55% | 518,409 | — | — | |
| ▸ 5 | VCIT | SH | $29.8M | 4.49% | 360,601 | — | — | |
| ▸ 6 | VYM | SH | $28.9M | 4.35% | 182,780 | — | — | |
| ▸ 7 | BIL | SH | $14.4M | 2.17% | 156,775 | — | — | |
| ▸ 8 | SGOV | SH | $13.8M | 2.08% | 136,912 | — | — | |
| ▸ 9 | BIV | SH | $13.5M | 2.03% | 175,507 | — | — | |
| ▸ 10 | SCHD | SH | $13.1M | 1.98% | 413,829 | — | — |
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Frequently Asked Questions
What stocks does Pacific Capital Wealth Advisors, Inc. hold as of Q2 2026?
Pacific Capital Wealth Advisors, Inc. reported 92 positions worth $663.4M in its Q2 2026 13F filing. Largest positions: SPY (31.6%), BND (13.3%), QQQ (11.2%), IEFA (7.5%) and VCIT (4.5%).
What did Pacific Capital Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Pacific Capital Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.