The Analysis of Pacific Capital Wealth Advisors, Inc.'s Holdings

Currently, Pacific Capital Wealth Advisors, Inc. holds 79 types of securities in its portfolio with a total value $583.5M. In the most recent quarter, they have increased their positions in BND (+19.6K shares, valued at $1.5M), SGOV (+12.4K shares, valued at $1.2M), N/A (+1.8K shares, valued at $1.1M); decreased their positions in SPY (-2.4K shares, valued at $1.7M), N/A (-9.3K shares, valued at $758.0K), VNQ (-6.3K shares, valued at $558.5K); initiated new positions in PNTG (+7.6K shares, valued at $213.2K), WFC (+2.2K shares, valued at $209.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR273.9K shares-0.88%2025-12-312026-01-26

BND VANGUARD BD INDEX FDS1.0M shares1.94%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR71.5K shares2.51%2025-12-312026-01-26

IEFA ISHARES TR486.5K shares0.87%2025-12-312026-01-26

VYM VANGUARD WHITEHALL FDS191.4K shares-0.79%2025-12-312026-01-26

VCIT VANGUARD SCOTTSDALE FDS323.3K shares0.41%2025-12-312026-01-26

VTI VANGUARD INDEX FDS45.8K shares0.22%2025-12-312026-01-26

VNQ VANGUARD INDEX FDS173.4K shares-3.51%2025-12-312026-01-26

Sponsored

BIL SPDR SERIES TRUST162.9K shares-1.81%2025-12-312026-01-26

BIV VANGUARD BD INDEX FDS187.2K shares-0.05%2025-12-312026-01-26

SCHD SCHWAB STRATEGIC TR498.1K shares-2.64%2025-12-312026-01-26

SGOV ISHARES TR99.8K shares14.15%2025-12-312026-01-26

SPSB SPDR SERIES TRUST263.0K shares-0.07%2025-12-312026-01-26

IWB ISHARES TR19.2K shares0.00%2025-12-312026-01-26

ISHARES GOLD TR ISHARES GOLD TR85.7K shares-9.83%2025-12-312026-01-26

ONEQ FIDELITY COMWLTH TR53.4K shares0.00%2025-12-312026-01-26

Sponsored

SCHF SCHWAB STRATEGIC TR190.9K shares4.07%2025-12-312026-01-26

AAPL APPLE INC16.6K shares-2.12%2025-12-312026-01-26

MSTR STRATEGY INC29.1K shares-0.02%2025-12-312026-01-26

SCHX SCHWAB STRATEGIC TR144.8K shares-1.33%2025-12-312026-01-26

SCHG SCHWAB STRATEGIC TR92.2K shares0.01%2025-12-312026-01-26

IWM ISHARES TR10.7K shares-0.48%2025-12-312026-01-26

VCSH VANGUARD SCOTTSDALE FDS29.1K shares20.83%2025-12-312026-01-26

AGG ISHARES TR21.7K shares0.37%2025-12-312026-01-26

Sponsored

SCHH SCHWAB STRATEGIC TR99.9K shares0.00%2025-12-312026-01-26

MSFT MICROSOFT CORP4.1K shares-5.20%2025-12-312026-01-26

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-1.69%2025-12-312026-01-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.3K shares-11.31%2025-12-312026-01-26

TSLA TESLA INC4.1K shares28.45%2025-12-312026-01-26

VONG VANGUARD SCOTTSDALE FDS13.6K shares0.00%2025-12-312026-01-26

IWF ISHARES TR3.3K shares-2.12%2025-12-312026-01-26

SCHP SCHWAB STRATEGIC TR51.3K shares0.00%2025-12-312026-01-26

Sponsored

FNDF SCHWAB STRATEGIC TR28.1K shares-1.88%2025-12-312026-01-26

VTV VANGUARD INDEX FDS6.6K shares206.56%2025-12-312026-01-26

ITOT ISHARES TR8.3K shares39.40%2025-12-312026-01-26

AMZN AMAZON COM INC4.9K shares-3.44%2025-12-312026-01-26

SCHO SCHWAB STRATEGIC TR44.0K shares0.75%2025-12-312026-01-26

V VISA INC3.0K shares-2.14%2025-12-312026-01-26

META META PLATFORMS INC1.5K shares-2.59%2025-12-312026-01-26

NVDA NVIDIA CORPORATION5.0K shares-11.87%2025-12-312026-01-26

Sponsored

SCHV SCHWAB STRATEGIC TR29.7K shares0.00%2025-12-312026-01-26

COST COSTCO WHSL CORP NEW990 shares-3.32%2025-12-312026-01-26

GDDY GODADDY INC6.4K shares9.18%2025-12-312026-01-26

PACS PACS GROUP INC20.6K shares0.00%2025-12-312026-01-26

SCHB SCHWAB STRATEGIC TR27.0K shares0.00%2025-12-312026-01-26

XLP SELECT SECTOR SPDR TR8.5K shares-0.04%2025-12-312026-01-26

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.4K shares0.00%2025-12-312026-01-26

VGIT VANGUARD SCOTTSDALE FDS10.3K shares-6.83%2025-12-312026-01-26

Sponsored

KNX KNIGHT-SWIFT TRANSN HLDGS IN11.4K shares0.46%2025-12-312026-01-26

WMT WALMART INC5.3K shares-0.39%2025-12-312026-01-26

CMF ISHARES TR9.8K shares0.00%2025-12-312026-01-26

SCHI SCHWAB STRATEGIC TR24.5K shares0.00%2025-12-312026-01-26

ALPHABET INC ALPHABET INC1.6K shares-12.76%2025-12-312026-01-26

LLY ELI LILLY & CO444 shares-30.84%2025-12-312026-01-26

SCHR SCHWAB STRATEGIC TR18.0K shares0.00%2025-12-312026-01-26

GLDM WORLD GOLD TR4.9K shares57.16%2025-12-312026-01-26

Sponsored

AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-12-312026-01-26

EFA ISHARES TR4.1K shares0.00%2025-12-312026-01-26

CB CHUBB LIMITED1.2K shares-1.88%2025-12-312026-01-26

RTX RTX CORPORATION2.0K shares-0.45%2025-12-312026-01-26

AOR ISHARES TR5.3K shares0.02%2025-12-312026-01-26

XLV SELECT SECTOR SPDR TR2.1K shares0.00%2025-12-312026-01-26

PPA INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-12-312026-01-26

DVY ISHARES TR2.2K shares0.00%2025-12-312026-01-26

Sponsored

AWK AMERICAN WTR WKS CO INC NEW2.4K shares0.00%2025-12-312026-01-26

MA MASTERCARD INCORPORATED521 shares-8.27%2025-12-312026-01-26

MGV VANGUARD WORLD FD2.1K shares0.00%2025-12-312026-01-26

IBM INTERNATIONAL BUSINESS MACHS993 shares-0.40%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.770 shares-6.89%2025-12-312026-01-26

SAP SAP SE996 shares-6.65%2025-12-312026-01-26

RWO SPDR INDEX SHS FDS5.4K shares0.00%2025-12-312026-01-26

MCD MCDONALDS CORP760 shares-1.17%2025-12-312026-01-26

Sponsored

TIP ISHARES TR2.0K shares0.00%2025-12-312026-01-26

BROADCOM INC BROADCOM INC635 shares-23.95%2025-12-312026-01-26

XLRE SELECT SECTOR SPDR TR5.4K shares0.00%2025-12-312026-01-26

PNTG PENNANT GROUP INC7.6K sharesnew addition2025-12-312026-01-26

WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-01-26

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.9K shares-1.80%2025-12-312026-01-26

ANGX ANGEL STUDIOS INC40.2K shares2.73%2025-12-312026-01-26

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available