Pacific Capital Wealth Advisors, Inc.
Q3 2026 13F filing
Updated 14 days ago93 disclosed positions worth $697.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STR SPDR S&P 500 ETF T | $214.9M | 281.7K | 30.79% | Added(+0.5%) |
| 2 | Q INVESCO QQQ TR | $80.3M | 108.6K | 11.51% | Added(+7.4%) |
| 3 | E ISHARES TR | $70.4M | 1.60M | 10.10% | Added(+33501.1%) |
| 4 | E ISHARES TR | $53M | 547.5K | 7.60% | Added(+5.6%) |
| 5 | V VANGUARD BD INDEX FDS | $42.1M | 600.0K | 6.03% | Trimmed(-50.1%) |
| 6 | V VANGUARD WHITEHALL FDS | $29.5M | 189.9K | 4.22% | Added(+3.9%) |
| 7 | E ISHARES TR | $22.8M | 226.9K | 3.27% | Added(+65.8%) |
| 8 | V VANGUARD SCOTTSDALE FDS | $14.2M | 181.9K | 2.04% | Trimmed(-49.6%) |
| 9 | S SPDR SERIES TRUST | $14.2M | 154.6K | 2.03% | Trimmed(-1.4%) |
| 10 | S SCHWAB STRATEGIC TR | $12.6M | 386.2K | 1.80% | Trimmed(-6.7%) |
| 11 | V VANGUARD INDEX FDS | $10.3M | 27.6K | 1.48% | Trimmed(-14.6%) |
| 12 | V VANGUARD SCOTTSDALE FDS | $8.9M | 156.8K | 1.27% | Added(+696.4%) |
| 13 | V VANGUARD INDEX FDS | $8.2M | 38.0K | 1.18% | Added(+20.6%) |
| 14 | A APPLE INC | $8.1M | 24.3K | 1.16% | Added(+45.2%) |
| 15 | E ISHARES TR | $8M | 19.2K | 1.15% | Unchanged |
| 16 | G WORLD GOLD TR | $6.7M | 81.8K | 0.96% | Added(+230.2%) |
| 17 | I ISHARES GOLD TR | $6.6M | 84.4K | 0.94% | Trimmed(-0.1%) |
| 18 | S SCHWAB STRATEGIC TR | $4.9M | 177.9K | 0.70% | Trimmed(-6.8%) |
| 19 | ? N/A FIDELITY COMWLTH TR | $4.8M | 45.1K | 0.68% | Unchanged |
| 20 | V VANGUARD BD INDEX FDS | $4.7M | 63.9K | 0.67% | Trimmed(-63.6%) |
| 21 | S STRATEGY INC | $4.5M | 29.1K | 0.64% | Trimmed(-18.0%) |
| 22 | S SCHWAB STRATEGIC TR | $3.8M | 127.3K | 0.55% | Trimmed(-4.7%) |
| 23 | V VANGUARD SCOTTSDALE FDS | $3.5M | 45.4K | 0.50% | Trimmed(-45.5%) |
| 24 | S SCHWAB STRATEGIC TR | $3.3M | 92.3K | 0.48% | Unchanged |
| 25 | S SPDR SERIES TRUST | $2.8M | 95.8K | 0.41% | Trimmed(-57.4%) |
| 26 | V VANGUARD INDEX FDS | $2.7M | 30.1K | 0.39% | Trimmed(-6.7%) |
| 27 | M MICROSOFT CORP | $2.7M | 5.2K | 0.39% | Added(+20.2%) |
| 28 | E ISHARES TR | $2.7M | 9.6K | 0.38% | Trimmed(-4.0%) |
| 29 | G GODADDY INC | $2.4M | 24.7K | 0.34% | Added(+1.5%) |
| 30 | N NVIDIA CORPORATION | $2.2M | 9.8K | 0.32% | Added(+60.6%) |
| 31 | V VANGUARD INDEX FDS | $2.1M | 2.9K | 0.29% | Unchanged |
| 32 | A AMAZON COM INC | $1.8M | 7.2K | 0.26% | Added(+42.7%) |
| 33 | E ISHARES TR | $1.7M | 18.4K | 0.25% | Trimmed(-14.2%) |
| 34 | E ISHARES TR | $1.6M | 29.6K | 0.23% | Added(+201.5%) |
| 35 | T TESLA INC | $1.6M | 4.4K | 0.22% | Added(+0.3%) |
| 36 | S SCHWAB STRATEGIC TR | $1.5M | 28.1K | 0.22% | Unchanged |
| 37 | V VANGUARD SCOTTSDALE FDS | $1.5M | 11.7K | 0.22% | Trimmed(-14.2%) |
| 38 | E ISHARES TR | $1.4M | 11.2K | 0.20% | Trimmed(-8.8%) |
| 39 | E ISHARES TR | $1.4M | 8.3K | 0.20% | Unchanged |
| 40 | U UWM HOLDINGS CORPORATION | $1.3M | 1.08M | 0.18% | Added(+151.2%) |
| 41 | M META PLATFORMS INC | $1.3M | 1.7K | 0.18% | Added(+13.9%) |
| 42 | V VISA INC | $1.2M | 3.2K | 0.17% | Added(+6.1%) |
| 43 | C COSTCO WHOLESALE CORPORATION | $1.2M | 1.3K | 0.17% | Added(+35.6%) |
| 44 | V VANGUARD INDEX FDS | $1.1M | 12.5K | 0.16% | — |
| 45 | I INVESCO EXCHANGE TRADED FD T | $975K | 4.7K | 0.14% | Unchanged |
| 46 | M MICRON TECHNOLOGY INC | $929K | 872 | 0.13% | Added(+289.3%) |
| 47 | P PACS GROUP INC | $854K | 20.6K | 0.12% | Unchanged |
| 48 | S SCHWAB STRATEGIC TR | $841K | 25.3K | 0.12% | Trimmed(-15.0%) |
| 49 | G ALPHABET INC | $776K | 2.3K | 0.11% | Added(+21.7%) |
| 50 | N ANNALY CAPITAL MANAGEMENT IN | $757K | 40.1K | 0.11% | — |