Pacific Capital Wealth Advisors, Inc.
CIK 0001803523 · CORONA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$663.4M
2026 Q2
Positions
92
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPY
STATE STR SPDR S&P 500 ETF T
31.6%
BND
VANGUARD BD INDEX FDS
13.3%
QQQ
INVESCO QQQ TR
11.2%
IEFA
ISHARES TR
7.5%
VCIT
VANGUARD SCOTTSDALE FDS
4.5%
VYM
VANGUARD WHITEHALL FDS
4.4%
BIL
SPDR SERIES TRUST
2.2%
SGOV
ISHARES TR
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.