Pacific Capital Wealth Advisors, Inc Reduced Holdings in Q3 2025

Pacific Capital Wealth Advisors, Inc

  • $577 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-44.1K
- 19.7%
$88.47 - $93.24 $3.9M - $4.11M
180K $16.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-127K
- 19.87%
$26.38 - $27.95 $3.35M - $3.55M
512K $14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-12.8K
- 6.41%
$76.16 - $78.59 $978K - $1.01M
187K $14.6M
VTI
Vanguard Total Stock Market Et

ETFs
-6.36K
- 12.22%
$303.93 - $329.86 $1.93M - $2.1M
45.7K $15M
XLP
Consumer Staples Sector Spdr

ETFs
-10.8K
- 55.88%
N/A
8.5K $646K
AAPL
Apple Inc.

Technology
-7.26K
- 29.94%
$202.38 - $256.87 $1.47M - $1.87M
17K $4.33M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-18.2K
- 15.42%
$20.76 - $21.78 $378K - $397K
99.9K $2.16M
COST
Costco Wholesale Corp

Consumer Defensive
-271
- 20.93%
$915.95 - $994.57 $248K - $270K
1.02K $947K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-12.5K
- 19.62%
$26.44 - $27.1 $331K - $340K
51.3K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-938
- 15.64%
$211.65 - $238.24 $199K - $223K
5.06K $1.11M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.73K
- 33.99%
$60.99 - $64.39 $167K - $176K
5.3K $341K
TIP
Ishares Tr Tips Bd ETF

ETFs
-658
- 24.52%
$109.11 - $111.88 $71.8K - $73.6K
2.03K $225K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.55K
- 22.28%
$40.94 - $42.85 $63.3K - $66.2K
5.39K $226K
RWO
Spdr Dow Jones Global Real Est

ETFs
-1.21K
- 18.33%
$43.53 - $46.27 $52.5K - $55.8K
5.37K $245K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-426
- 9.44%
$87.29 - $93.61 $37.2K - $39.9K
4.09K $381K
CMF
Ishares California Muni Bond E

ETFs
-361
- 3.54%
$55.16 - $57.13 $19.9K - $20.6K
9.83K $560K
MSFT
Microsoft Corp

Technology
-187
- 4.14%
$491.09 - $535.64 $91.8K - $100K
4.33K $2.24M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-271
- 1.09%
$22.45 - $23.2 $6.08K - $6.29K
24.5K $565K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-161
- 0.74%
$97.75 - $100.75 $15.7K - $16.2K
21.6K $2.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.5K
- 5.26%
$23.82 - $25.84 $35.7K - $38.8K
27K $694K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-212
- 6.21%
$567.77 - $614.76 $120K - $130K
3.2K $1.96M
NVDA
Nvidia Corp

Technology
-575
- 9.2%
$153.3 - $186.58 $88.1K - $107K
5.68K $1.06M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.1K
- 3.99%
$24.46 - $26.5 $149K - $162K
147K $3.86M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-724
- 0.39%
$21.69 - $23.34 $15.7K - $16.9K
183K $4.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6
- 0.01%
$28.92 - $32.19 $174 - $193
92.2K $2.94M
IWM
Ishares Russell 2000 ETF

ETFs
-136
- 1.25%
$214.92 - $244.84 $29.2K - $33.3K
10.7K $2.6M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1.29K
- 2.36%
$79.52 - $89.63 $103K - $116K
53.4K $4.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.7K
- 4.73%
$617.65 - $666.84 $8.47M - $9.14M
276K $184M
Activity Summary
Buys All Purchases 33 New Holdings 11 Increased Positions 22 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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