Pacific Capital Wealth Advisors, Inc.
Q2 2025 13F Holdings
- Locationcorona, CA
- Num holdings
73
- Value ($000)
$545,042
- Date Filed07/09/2025
- Form type13F-HR
- CIK0001803523
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $180.02M | 33 % | 290,035 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $63.18M | 12 % | 867,313 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $39.58M | 7 % | 479,014 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $36.34M | 7 % | 65,831 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $25.77M | 5 % | 191,275 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $23.18M | 4 % | 282,011 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $19.97M | 4 % | 223,781 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $17.28M | 3 % | 638,509 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.90M | 3 % | 52,042 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $15.32M | 3 % | 200,187 |
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