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Latest PACIFIC CAPITAL WEALTH ADVISORS, INC Stock Portfolio

$697Million | No. of Holdings #93

PACIFIC CAPITAL WEALTH ADVISORS, INC Performance

2026 Q3+0.14%
YTD+6.16%
2025+11.06%

About PACIFIC CAPITAL WEALTH ADVISORS, INC and 13F Hedge Fund Stock Holdings

On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pacific Capital Wealth Advisors, Inc. reported an equity portfolio of $697.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Pacific Capital Wealth Advisors, Inc. are SPY, QQQ, ACWF. The fund has invested 30.8% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 11.5% of portfolio in INVESCO QQQ TR. <br><br> The fund managers got completely rid off NUTANIX INC (NTNX), GENERAL MILLS INC (GIS) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), VANGUARD BD INDEX FDS (BIV) and SPDR SERIES TRUST (BIL). Pacific Capital Wealth Advisors, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), ANNALY CAPITAL MANAGEMENT IN (NLY) and CREDO TECHNOLOGY GROUP HOLDI (CRDO). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), VANGUARD SCOTTSDALE FDS (BNDW) and MICRON TECHNOLOGY INC (MU).
PACIFIC CAPITAL WEALTH ADVISORS, INC Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$697Million
  as of Oct 22, 2026

PACIFIC CAPITAL WEALTH ADVISORS, INC Annual Return Estimates Vs S&P 500

Our best estimate is that Pacific Capital Wealth Advisors, Inc. made a return of 0.14% in the last quarter. In trailing 12 months, it's portfolio return was 7.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds1,127,190
annaly capital management in756,941
credo technology group holdi438,278
abrdn precious metals basket429,235
duos technologies group inc353,600
netflix inc.305,247
berkshire hathaway inc del301,438
western un co294,994
New stocks bought by PACIFIC CAPITAL WEALTH ADVISORS, INC

Additions

Ticker% Inc.
ishares tr33,501
vanguard scottsdale fds696
micron technology inc289
world gold tr230
ishares tr201
uwm holdings corporation151
whirlpool corp100
ishares tr65.76
Additions to existing portfolio by PACIFIC CAPITAL WEALTH ADVISORS, INC

Reductions

Ticker% Reduced
schwab strategic tr-69.68
vanguard bd index fds-63.61
spdr series trust-57.43
vanguard bd index fds-50.1
vanguard scottsdale fds-49.57
vanguard scottsdale fds-45.45
schwab strategic tr-34.21
strategy inc-18.03
PACIFIC CAPITAL WEALTH ADVISORS, INC reduced stake in above stock

Sold off

Ticker$ Sold
nutanix inc-2,224,760
general mills inc-1,421,720
conagra brands inc-403,800
schwab strategic tr-546,054
northern oil & gas inc-363,000
schwab strategic tr-443,116
vanguard scottsdale fds-398,670
select sector spdr tr-203,066
PACIFIC CAPITAL WEALTH ADVISORS, INC got rid off the above stocks

Sector Distribution

Pacific Capital Wealth Advisors, Inc. has about 94.3% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others94.3
Technology3.3

Market Cap. Distribution

Pacific Capital Wealth Advisors, Inc. has about 5.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED94.3
MEGA-CAP3.8
LARGE-CAP1.4

Stocks belong to which Index?

About 4.1% of the stocks held by Pacific Capital Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95.1
S&P 5004.1
Top 5 Winners (%)%
MSTR
strategy inc
69.3 %
MSFT
microsoft corp
33.3 %
angel studios inc.
27.3 %
META
meta platforms inc
26.5 %
XLB
select sector spdr tr
15.8 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
4.5 M
MSTR
strategy inc
2.1 M
AAPL
apple inc
0.9 M
MSFT
microsoft corp
0.7 M
QQQ
invesco qqq tr
0.4 M
Top 5 Losers (%)%
UWMC
uwm holdings corporation
-39.7 %
IBM
international business machs
-21.8 %
FMC
fmc corp
-20.6 %
KNX
knight-swift transn hldgs in
-18.3 %
WHR
whirlpool corp
-17.6 %
Top 5 Losers ($)$
BIV
vanguard bd index fds
-2.9 M
ACWF
ishares tr
-1.7 M
BNDW
vanguard scottsdale fds
-1.2 M
UWMC
uwm holdings corporation
-0.8 M
VIGI
vanguard whitehall fds
-0.5 M

PACIFIC CAPITAL WEALTH ADVISORS, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PACIFIC CAPITAL WEALTH ADVISORS, INC

Pacific Capital Wealth Advisors, Inc. has 93 stocks in it's portfolio. About 79.4% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Pacific Capital Wealth Advisors, Inc. last quarter.

$697.73MTotal Value
106Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of PACIFIC CAPITAL WEALTH ADVISORS, INC, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Ishares Tr over time
0.23%29,627
$1.60M
0.23%
increased 201.46 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Ishares Tr over time
10.1%1,597,730
$70.44M
10.1%
increased 33501.1 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Ishares Tr over time
0.05%5,152
$353.0K
0.05%
increased 0.47 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Spdr Series Trust over time
2.03%154,594
$14.17M
2.03%
decreased 1.39 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Spdr Series Trust over time
0.41%95,779
$2.83M
0.41%
decreased 57.43 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Spdr Series Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Bd Index Fds over time
6.03%600,034
$42.09M
6.03%
decreased 50.1 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Bd Index Fds over time
0.67%63,865
$4.65M
0.67%
decreased 63.61 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
2.04%181,869
$14.24M
2.04%
decreased 49.57 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
1.27%156,788
$8.88M
1.27%
increased 696.44 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0.5%45,445
$3.51M
0.5%
decreased 45.45 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0.22%11,673
$1.50M
0.22%
decreased 14.23 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off