StockDriftsStockDriftsTop 50 Pacific Capital Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 31.56% | 280.4K | $209.4M | +0.09%(+248) | $441.03(+75.80%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 13.31% | 1.20M | $88.3M | +9.07%(+100.00K) | $74.75(-3.34%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 11.23% | 101.1K | $74.5M | +5.69%(+5.44K) | $451.77(+62.14%) | 2026-06-30 | |
| IEFA | ISHARES TR | 7.55% | 518.4K | $50.1M | +3.80%(+19.00K) | $69.56(+45.67%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 4.49% | 360.6K | $29.8M | +7.39%(+24.82K) | $82.12(-1.18%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 4.35% | 182.8K | $28.9M | -3.71%(-7.04K) | $108.91(+52.67%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.17% | 156.8K | $14.4M | -2.73%(-4.39K) | $91.69(-0.16%) | 2026-06-30 | |
| SGOV | ISHARES TR | 2.08% | 136.9K | $13.8M | +19.42%(+22.26K) | $100.66(-0.09%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.03% | 175.5K | $13.5M | -6.91%(-13.04K) | $75.45(+0.12%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.98% | 413.8K | $13.1M | -13.34%(-63.73K) | $26.10(+31.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.06% | +40.71% | +4.78% | +26.29% |
| Top 20 Holdings Unweighted | +9.62% | +31.71% | +3.18% | +16.93% |
Pacific Capital Wealth Advisors, Inc. reports $663.35M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SPY (31.6%), BND (13.3%) and QQQ (11.2%). The top 20 holdings account for 90.57% of reported assets. Its disclosed equity book has returned +40.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pacific Capital Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803523). View Pacific Capital Wealth Advisors, Inc.’s 13F filings on SEC