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Pacific Capital Wealth Advisors, Inc.

Q1 2026 13F Holdings

  • Location
    corona, CA
  • Num holdings

    87

  • Value ($000)

    $595,401

  • Date Filed
    04/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$182.17M
31 %

280,108

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$81.19M
14 %

1,102,510

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$55.23M
9 %

95,698

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$45.21M
8 %

499,414

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$28.11M
5 %

189,823

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$27.79M
5 %

335,776

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$14.77M
3 %

161,168

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$14.65M
3 %

477,555

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$14.55M
2 %

188,543

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$14.31M
2 %

44,616

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