Latest PACIFIC CAPITAL WEALTH ADVISORS, INC Stock Portfolio

PACIFIC CAPITAL WEALTH ADVISORS, INC Performance:

2026 Q1: -2.26%YTD: -2.26%2025: 11.06%

Performance for 2026 Q1 is -2.26%, and YTD is -2.26%, and 2025 is 11.06%.

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

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Pacific Capital Wealth Advisors, Inc. reported an equity portfolio of $595.4 Millions as of 31 Mar, 2026.

The top stock holdings of Pacific Capital Wealth Advisors, Inc. are SPY, BIV, QQQ. The fund has invested 30.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 13.6% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), SAP SE (SAP) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), SCHWAB STRATEGIC TR (FNDA) and INVESCO EXCHANGE TRADED FD T (CSD). Pacific Capital Wealth Advisors, Inc. opened new stock positions in NUTANIX INC (NTNX), CONAGRA BRANDS INC (CAG) and GENERAL MILLS INC (GIS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VB) and WORLD GOLD TR (GLDM).

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 -2.26% in the last quarter. In trailing 12 months, it's portfolio return was 9.85%.

Performance
S&P 500

New Buys

Ticker	$ Bought
nutanix inc	1,820,940
conagra brands inc	833,160
general mills inc	590,086
uwm holdings corporation	517,660
rithm capital corp	379,200
wpp plc new	311,000
fs kkr cap corp	305,400
vanguard scottsdale fds	303,530

New stocks bought by PACIFIC CAPITAL WEALTH ADVISORS, INC

Additions

Ticker	% Inc.
vanguard scottsdale fds	114
vanguard index fds	93.57
world gold tr	65.36
ishares tr	61.67
broadcom inc	45.67
strategy inc	34.4
invesco qqq tr	33.76
nvidia corporation	21.93

Additions to existing portfolio by PACIFIC CAPITAL WEALTH ADVISORS, INC

Reductions

Ticker	% Reduced
vanguard index fds	-71.33
schwab strategic tr	-33.52
invesco exchange traded fd t	-11.83
schwab strategic tr	-8.82
schwab strategic tr	-4.12
vanguard index fds	-2.55
ishares tr	-1.33
schwab strategic tr	-1.3

PACIFIC CAPITAL WEALTH ADVISORS, INC reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-660,125
wells fargo co new	-209,234
ishares tr	-222,678
sap se	-241,938

PACIFIC CAPITAL WEALTH ADVISORS, INC got rid off the above stocks

Sector Distribution

Pacific Capital Wealth Advisors, Inc. has about 95.2% of it's holdings in Others sector.

Sector	%
Others	95.2
Technology	2.5

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.

Category	%
UNALLOCATED	95.2
MEGA-CAP	2.8
LARGE-CAP	1.6

Stocks belong to which Index?

About 3.2% of the stocks held by Pacific Capital Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.9
S&P 500	3.2

Top 5 Winners (%)		%
COST	costco wholesale corporation	15.5 %
FNDA	schwab strategic tr	11.6 %
WMT	walmart inc	11.4 %
KNX	knight-swift transn hldgs in	10.1 %
WEC	wec energy group inc	9.8 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	1.6 M
VIGI	vanguard whitehall fds	0.9 M
IAU	ishares gold tr	0.6 M
IBCE	ishares tr	0.5 M
FNDA	schwab strategic tr	0.1 M

Top 5 Losers (%)		%
	angel studios inc	-34.7 %
GDDY	godaddy inc	-33.4 %
MSFT	microsoft corp	-22.9 %
TTWO	take-two interactive softwar	-22.8 %
AXP	american express co	-18.1 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-8.7 M
QQQ	invesco qqq tr	-3.1 M
MSTR	strategy inc	-0.9 M
VB	vanguard index fds	-0.7 M
MSFT	microsoft corp	-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 87 stocks in it's portfolio. About 80.3% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for Pacific Capital Wealth Advisors, Inc. last quarter.

Last Reported on: 14 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.74	17,312	4,393,740	added	4.04

AAXJ	ishares tr	0.09	9,828	558,820	unchanged	0.00

ABR	arbor realty trust inc	0.02	17,000	131,070	new

ACWF	ishares tr	0.04	4,755	219,633	new

AMZN	amazon com inc	0.18	5,044	1,050,540	added	3.23

AOA	ishares tr	0.06	5,236	336,937	reduced	-1.26

AVGO	broadcom inc	0.05	925	286,393	added	45.67

AWK	american wtr wks co inc new	0.05	2,367	322,125	unchanged	0.00

AXP	american express co	0.06	1,147	346,945	added	1.59

BIL	spdr series trust	2.48	161,168	14,769,500	reduced	-1.07

BIL	spdr series trust	1.32	262,282	7,886,820	reduced	-0.27

BIV	vanguard bd index fds	13.64	1,102,510	81,188,800	added	6.84

BIV	vanguard bd index fds	2.44	188,543	14,551,700	added	0.69

BNDW	vanguard scottsdale fds	4.67	335,776	27,785,400	added	3.85

BNDW	vanguard scottsdale fds	0.83	62,320	4,940,110	added	114

BNDW	vanguard scottsdale fds	0.25	13,610	1,492,880	unchanged	0.00

BNDW	vanguard scottsdale fds	0.12	11,769	700,844	added	13.71

BNDW	vanguard scottsdale fds	0.05	5,185	303,530	new

CAG	conagra brands inc	0.14	53,000	833,160	new

CB	chubb ltd switz	0.07	1,212	395,027	added	0.83