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Latest PACIFIC CAPITAL WEALTH ADVISORS, INC Stock Portfolio

$663Million | No. of Holdings #92

PACIFIC CAPITAL WEALTH ADVISORS, INC Performance

2026 Q2+8.46%
YTD+6.01%
2025+11.06%

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

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pacific Capital Wealth Advisors, Inc. reported an equity portfolio of $663.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Pacific Capital Wealth Advisors, Inc. are SPY, BIV, QQQ. The fund has invested 31.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 13.3% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off RITHM CAPITAL CORP (RITM), WPP PLC NEW (WPP) and FS KKR CAP CORP (FSK) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), INVESCO EXCHANGE TRADED FD T (CSD) and CONAGRA BRANDS INC (CAG). Pacific Capital Wealth Advisors, Inc. opened new stock positions in WHIRLPOOL CORP (WHR), NORTHERN OIL & GAS INC (NOG) and FMC CORP (FMC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), GODADDY INC (GDDY) and WORLD GOLD TR (GLDM).
PACIFIC CAPITAL WEALTH ADVISORS, INC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$663Million
  as of Jul 09, 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 8.46% in the last quarter. In trailing 12 months, it's portfolio return was 11.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
whirlpool corp394,200
northern oil & gas inc363,000
fmc corp287,500
advanced micro devices inc268,380
micron technology inc258,561
ishares tr218,676
state str spdr s&p midcap 40211,002
ea series trust210,113
New stocks bought by PACIFIC CAPITAL WEALTH ADVISORS, INC

Additions

Ticker% Inc.
ishares tr277
godaddy inc277
world gold tr204
uwm holdings corporation200
general mills inc157
vanguard index fds145
vanguard scottsdale fds67.27
vanguard scottsdale fds33.68
Additions to existing portfolio by PACIFIC CAPITAL WEALTH ADVISORS, INC

Reductions

Ticker% Reduced
schwab strategic tr-67.61
invesco exchange traded fd t-48.15
conagra brands inc-43.4
vanguard index fds-35.2
vanguard index fds-27.56
fidelity comwlth tr-15.46
select sector spdr tr-14.4
spdr series trust-14.21
PACIFIC CAPITAL WEALTH ADVISORS, INC reduced stake in above stock

Sold off

Ticker$ Sold
rithm capital corp-379,200
fs kkr cap corp-305,400
wpp plc new-311,000
arbor realty trust inc-131,070
PACIFIC CAPITAL WEALTH ADVISORS, INC got rid off the above stocks

Sector Distribution

Pacific Capital Wealth Advisors, Inc. has about 95.1% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others95.1
Technology2.4

Market Cap. Distribution

Pacific Capital Wealth Advisors, Inc. has about 4.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED95.1
MEGA-CAP2.8
LARGE-CAP1.6

Stocks belong to which Index?

About 3.4% 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%
Others96.1
S&P 5003.4
Top 5 Winners (%)%
KNX
knight-swift transn hldgs in
35.2 %
pacs group inc
32.8 %
NTNX
nutanix inc
32.6 %
LLY
eli lilly & co
30.4 %
QQQ
invesco qqq tr
26.6 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
27.0 M
QQQ
invesco qqq tr
15.7 M
IBCE
ishares tr
3.1 M
VB
vanguard index fds
1.9 M
VIGI
vanguard whitehall fds
1.9 M
Top 5 Losers (%)%
IJR
ishares tr
-60.6 %
MSTR
strategy inc
-28.9 %
UWMC
uwm holdings corporation
-27.9 %
IAU
ishares gold tr
-14.0 %
XLB
select sector spdr tr
-13.3 %
Top 5 Losers ($)$
IJR
ishares tr
-2.3 M
MSTR
strategy inc
-1.4 M
IAU
ishares gold tr
-1.1 M
UWMC
uwm holdings corporation
-0.4 M
BIV
vanguard bd index fds
-0.3 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 92 stocks in it's portfolio. About 80.7% of the portfolio is in top 10 stocks. IJR 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.

$663.35MTotal Value
96.00Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of PACIFIC CAPITAL WEALTH ADVISORS, INC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Ishares Tr over time
0.09%9,828
$566.5K
0.09%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Ishares Tr over time
0.03%4,755
$219.4K
0.03%
unchanged 0 percentunchanged
AOA
Ishares Tr

Ishares Tr

AOA
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Ishares Tr over time
0.05%5,128
$356.4K
0.05%
decreased 2.06 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Spdr Series Trust over time
2.17%156,775
$14.37M
2.17%
decreased 2.73 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Spdr Series Trust over time
1.02%225,004
$6.75M
1.02%
decreased 14.21 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Spdr Series Trust over time
0.03%1,868
$201.4K
0.03%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Bd Index Fds over time
13.31%1,202,510
$88.28M
13.31%
increased 9.07 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Bd Index Fds over time
2.03%175,507
$13.46M
2.03%
decreased 6.91 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
4.49%360,601
$29.80M
4.49%
increased 7.39 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0.99%83,312
$6.58M
0.99%
increased 33.68 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0.26%13,610
$1.74M
0.26%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0.17%19,686
$1.16M
0.17%
increased 67.27 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
PACIFIC CAPITAL WEALTH ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0.06%6,850
$398.7K
0.06%
increased 32.11 percentadded