Pacific Capital Wealth Advisors, Inc Portfolio Holdings

Pacific Capital Wealth Advisors, Inc

  • $576 Million
  • Q4 2025

Pacific Capital Wealth Advisors, Inc has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $576 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $182M, Vanguard Bd Index Fd Inc Total with a value of $76.5M, Invesco Qqq Trust, Series 1 with a value of $43.2M, Ishares Tr with a value of $43.2M, and Vanguard Intermediate Term Cor with a value of $27M.

Examining the 13F form we can see an decrease of $1.15M in the current position value, from $577M to 576M.

Below you can find more details about Pacific Capital Wealth Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $576 Million
ETFs: $551 Million
Technology: $14.9 Million
Consumer Cyclical: $3.05 Million
Financial Services: $2.42 Million
Communication Services: $1.93 Million
Consumer Defensive: $1.45 Million
Industrials: $838,000
Healthcare: $640,000
Other: $522,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$182 Million 31.64% of portfolio
273,889
Q4 2025 Reduced 0.88%
$0
$76.5 Million 13.28% of portfolio
1,031,913
Q4 2025 Added 1.94%
$0
$43.2 Million 7.49% of portfolio
71,544
Q4 2025 Added 2.51%
$0
$43.2 Million 7.49% of portfolio
486,488
Q4 2025 Added 0.87%
$0
$27 Million 4.69% of portfolio
323,341
Q4 2025 Added 0.41%
$0
$27 Million 4.68% of portfolio
191,421
Q4 2025 Reduced 0.79%
$0
$15.5 Million 2.7% of portfolio
173,384
Q4 2025 Reduced 3.51%
$0
$15.1 Million 2.62% of portfolio
45,783
Q4 2025 Added 0.22%
$0
$14.9 Million 2.59% of portfolio
162,908
Q4 2025 Reduced 1.81%
$0
$14.6 Million 2.53% of portfolio
187,244
Q4 2025 Reduced 0.05%
$0
$13.6 Million 2.35% of portfolio
498,098
Q4 2025 Reduced 2.64%
$0
$10 Million 1.74% of portfolio
99,788
Q4 2025 Added 14.15%
$0
$7.94 Million 1.38% of portfolio
263,003
Q4 2025 Reduced 0.07%
$0
$7.08 Million 1.23% of portfolio
19,234
Q3 2023 Reduced 10.35%
$65.3B
$6.6 Million 1.14% of portfolio
85,672
Q4 2025 Reduced 9.83%
$0
$4.81 Million 0.83% of portfolio
53,391
Q3 2025 Reduced 2.36%
$0
$3.84 Million 0.67% of portfolio
144,753
Q4 2025 Reduced 1.33%
$0
$2.97 Million 0.52% of portfolio
92,208
Q4 2025 Added 0.01%
$0
$2.54 Million 0.44% of portfolio
10,676
Q4 2025 Reduced 0.48%
$0
$2.32 Million 0.4% of portfolio
29,076
Q4 2025 Added 20.83%
$0
$2.17 Million 0.38% of portfolio
21,727
Q4 2025 Added 0.37%
$0
$2.12 Million 0.37% of portfolio
99,916
Q3 2025 Reduced 15.42%
$0
$1.94 Million 0.34% of portfolio
3,148
Q4 2025 Reduced 1.69%
$0
$1.92 Million 0.33% of portfolio
10,253
Q4 2025 Reduced 11.31%
$0
$1.65 Million 0.29% of portfolio
13,610
Q1 2025 New
$0
$1.54 Million 0.27% of portfolio
3,271
Q4 2025 Reduced 2.12%
$0
$1.38 Million 0.24% of portfolio
51,343
Q3 2025 Reduced 19.62%
$0
$1.24 Million 0.22% of portfolio
6,637
Q4 2025 Added 206.56%
$0
$1.26 Million 0.22% of portfolio
28,136
Q4 2025 Reduced 1.88%
$0
$1.22 Million 0.21% of portfolio
8,311
Q4 2025 Added 39.4%
$0
$1.07 Million 0.19% of portfolio
43,961
Q4 2025 Added 0.75%
$0
$861,000 0.15% of portfolio
29,725
Q2 2025 Reduced 40.85%
$0
$697,000 0.12% of portfolio
27,000
Q3 2025 Reduced 5.26%
$0
$646,000 0.11% of portfolio
8,498
Q4 2025 Reduced 0.04%
$0
$621,000 0.11% of portfolio
10,350
Q4 2025 Reduced 6.83%
$0
$561,000 0.1% of portfolio
24,490
Q3 2025 Reduced 1.09%
$0
$563,000 0.1% of portfolio
9,828
Q3 2025 Reduced 3.54%
$0
$451,000 0.08% of portfolio
17,969
Q3 2025 New
$11.9B
$397,000 0.07% of portfolio
4,919
Q4 2025 Added 57.16%
$0
$389,000 0.07% of portfolio
4,086
Q3 2025 Reduced 9.44%
$0
$343,000 0.06% of portfolio
5,303
Q4 2025 Added 0.02%
$0
$314,000 0.05% of portfolio
2,073
Q2 2025 Reduced 30.6%
$0
$290,000 0.05% of portfolio
2,099
Q2 2024 New
$0
$301,000 0.05% of portfolio
2,000
Q2 2024 New
$0
$310,000 0.05% of portfolio
2,209
Q2 2024 New
$0
$245,000 0.04% of portfolio
5,372
Q3 2025 Reduced 18.33%
$0
$224,000 0.04% of portfolio
2,026
Q3 2025 Reduced 24.52%
$0
$220,000 0.04% of portfolio
5,388
Q3 2025 Reduced 22.28%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $576 Million
  • Prior Value $577 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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