Pacific Capital Wealth Advisors, Inc.

Q3 2025 13F Holdings

  • Location
    corona, CA
  • Num holdings

    79

  • Value ($000)

    $578,012

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001803523
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$184.08M
32 %

276,325

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$75.29M
13 %

1,012,321

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$42.11M
7 %

482,295

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$41.90M
7 %

69,790

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$27.20M
5 %

192,945

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$27.08M
5 %

322,011

V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$16.43M
3 %

179,695

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$15.22M
3 %

165,914

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$14.99M
3 %

45,681

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$14.63M
3 %

187,347

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