Latest PACIFIC CAPITAL WEALTH ADVISORS, INC Stock Portfolio
PACIFIC CAPITAL WEALTH ADVISORS, INC Performance:
2025 Q4: 0.64%YTD: 10.88%2024: 3.77%
Performance for 2025 Q4 is 0.64%, and YTD is 10.88%, and 2024 is 3.77%.
About PACIFIC CAPITAL WEALTH ADVISORS, INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Pacific Capital Wealth Advisors, Inc. reported an equity portfolio of $583.5 Millions as of 31 Dec, 2025.
The top stock holdings of Pacific Capital Wealth Advisors, Inc. are SPY, BIV, QQQ. The fund has invested 32% of it's portfolio in SPDR S&P 500 ETF TR and 13.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW) and ONCONETIX INC stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). Pacific Capital Wealth Advisors, Inc. opened new stock positions in PENNANT GROUP INC (PNTG) and WELLS FARGO CO NEW (WFC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), WORLD GOLD TR (GLDM) and ISHARES TR (IJR).
The top stock holdings of Pacific Capital Wealth Advisors, Inc. are SPY, BIV, QQQ. The fund has invested 32% of it's portfolio in SPDR S&P 500 ETF TR and 13.1% of portfolio in VANGUARD BD INDEX FDS.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW) and ONCONETIX INC stocks. They significantly reduced their stock positions in ELI LILLY & CO (LLY), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). Pacific Capital Wealth Advisors, Inc. opened new stock positions in PENNANT GROUP INC (PNTG) and WELLS FARGO CO NEW (WFC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), WORLD GOLD TR (GLDM) and ISHARES TR (IJR).
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 0.64% in the last quarter. In trailing 12 months, it's portfolio return was 10.88%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| pennant group inc | 213,236 |
| wells fargo co new | 209,234 |
New stocks bought by PACIFIC CAPITAL WEALTH ADVISORS, INC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 206 |
| world gold tr | 57.16 |
| ishares tr | 39.4 |
| tesla inc | 28.45 |
| vanguard scottsdale fds | 20.83 |
| ishares tr | 14.15 |
| godaddy inc | 9.18 |
| schwab strategic tr | 4.07 |
Additions to existing portfolio by PACIFIC CAPITAL WEALTH ADVISORS, INC
Reductions
| Ticker | % Reduced |
|---|---|
| eli lilly & co | -30.84 |
| broadcom inc | -23.95 |
| alphabet inc | -12.76 |
| nvidia corporation | -11.87 |
| invesco exchange traded fd t | -11.31 |
| ishares gold tr | -9.83 |
| mastercard incorporated | -8.27 |
| jpmorgan chase & co. | -6.89 |
PACIFIC CAPITAL WEALTH ADVISORS, INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| onconetix inc | -40,430 |
| vanguard scottsdale fds | -216,156 |
PACIFIC CAPITAL WEALTH ADVISORS, INC got rid off the above stocks
Sector Distribution
Pacific Capital Wealth Advisors, Inc. has about 95.8% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 95.8 |
| Technology | 2.3 |
Market Cap. Distribution
Pacific Capital Wealth Advisors, Inc. has about 4.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95.8 |
| MEGA-CAP | 2.7 |
| LARGE-CAP | 1.4 |
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.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 96 |
| S&P 500 | 3.2 |
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 79 stocks in it's portfolio. About 79.8% of the portfolio is in top 10 stocks. MSTR 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.
Last Reported on: 26 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.78 | 16,639 | 4,523,510 | reduced | -2.12 | ||
| AAXJ | ishares tr | 0.10 | 9,828 | 564,717 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.19 | 4,886 | 1,127,820 | reduced | -3.44 | ||
| AOA | ishares tr | 0.06 | 5,303 | 344,748 | added | 0.02 | ||
| AVGO | broadcom inc | 0.04 | 635 | 219,774 | reduced | -23.95 | ||
| AWK | american wtr wks co inc new | 0.05 | 2,367 | 308,894 | unchanged | 0.00 | ||
| AXP | american express co | 0.07 | 1,129 | 417,674 | unchanged | 0.00 | ||
| BIL | spdr series trust | 2.55 | 162,908 | 14,886,600 | reduced | -1.81 | ||
| BIL | spdr series trust | 1.36 | 263,003 | 7,942,690 | reduced | -0.07 | ||
| BIV | vanguard bd index fds | 13.10 | 1,031,910 | 76,433,800 | added | 1.94 | ||
| BIV | vanguard bd index fds | 2.50 | 187,244 | 14,582,600 | reduced | -0.05 | ||
| BNDW | vanguard scottsdale fds | 4.64 | 323,341 | 27,079,800 | added | 0.41 | ||
| BNDW | vanguard scottsdale fds | 0.40 | 29,076 | 2,318,230 | added | 20.83 | ||
| BNDW | vanguard scottsdale fds | 0.28 | 13,610 | 1,657,020 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.11 | 10,350 | 620,276 | reduced | -6.83 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CB | chubb limited | 0.06 | 1,202 | 375,168 | reduced | -1.88 | ||
| COST | costco whsl corp new | 0.15 | 990 | 853,694 | reduced | -3.32 | ||
| CSD | invesco exchange traded fd t | 0.34 | 10,253 | 1,964,060 | reduced | -11.31 | ||
| CSD | invesco exchange traded fd t | 0.05 | 2,000 | 313,260 | unchanged | 0.00 | ||