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Pacific Capital Wealth Advisors, Inc.

Q2 2026 13F Holdings

  • Location
    corona, CA
  • Num holdings

    92

  • Value ($000)

    $663,354

  • Date Filed
    07/09/2026
  • 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 Q2 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
$209.36M
32 %

280,356

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$88.28M
13 %

1,202,506

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$74.48M
11 %

101,140

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$50.07M
8 %

518,409

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$29.8M
5 %

360,601

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$28.88M
4 %

182,780

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$14.37M
2 %

156,775

S
SGOV

ISHARES TR

0-3 MTH TREASURY
46436E718
$13.78M
2 %

136,912

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$13.46M
2 %

175,507

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$13.12M
2 %

413,829

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