Pacific Capital Wealth Advisors, Inc.
CIK 1803523
13F filing for Q2 2026・No. 3,309
- Holdings
- US$663.35M
- Quarter change
- +US$67.95M
- Entries
- 92
- Net bought (estimate)
- +US$12.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 4
- Cut 36
- Added 16
- Corporate actions 0
- Unchanged 31
Largest holdings
92 stocks worth US$663.35M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 280,356 | US$209.36M | 31.56% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 1,202,506 | US$88.28M | 13.31% |
| QQQInvesco QQQUNIT SER 1 | Added | 101,140 | US$74.48M | 11.23% |
| ISHARES TRCORE MSCI EAFE | Added | 518,409 | US$50.07M | 7.55% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 360,601 | US$29.8M | 4.49% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Cut | 182,780 | US$28.88M | 4.35% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Cut | 156,775 | US$14.37M | 2.17% |
| ISHARES TR0-3 MTH TREASURY | Added | 136,912 | US$13.78M | 2.08% |
| VANGUARD BD INDEX FDSINTERMED TERM | Cut | 175,507 | US$13.46M | 2.03% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Cut | 413,829 | US$13.12M | 1.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.