Pacific Capital Wealth Advisors, Inc Top Holdings and 13F Report (2025) About Pacific Capital Wealth Advisors, IncInvestment ActivityPacific Capital Wealth Advisors, Inc has $578.40 million in total holdings as of March 31, 2025.Pacific Capital Wealth Advisors, Inc owns shares of 82 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 5.20% of the portfolio was sold this quarter.This quarter, Pacific Capital Wealth Advisors, Inc has purchased 401 new stocks and bought additional shares in 20 stocks.Pacific Capital Wealth Advisors, Inc sold shares of 23 stocks and completely divested from 320 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $157,930,118Vanguard Total Bond Market ETF $74,290,626iShares Core MSCI EAFE ETF $43,390,809Invesco QQQ $34,607,289Vanguard Intermediate-Term Corporate Bond ETF $30,526,129 Largest New Holdings this Quarter 92206C680 - Vanguard Russell 1000 Growth ETF $1,262,872 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Corporate Bond ETF 115,912 shares (about $3.49M)SPDR S&P 500 ETF Trust 5,756 shares (about $3.22M)Vanguard Total Bond Market ETF 41,628 shares (about $3.06M)Schwab US Dividend Equity ETF 61,259 shares (about $1.71M)Vanguard Russell 1000 Growth ETF 13,610 shares (about $1.26M) Largest Sales this Quarter iShares Biotechnology ETF 32,624 shares (about $4.17M)iShares Core MSCI EAFE ETF 49,906 shares (about $3.78M)Vanguard Total Stock Market ETF 9,347 shares (about $2.57M)Consumer Staples Select Sector SPDR Fund 31,124 shares (about $2.54M)Vanguard Intermediate-Term Bond ETF 26,434 shares (about $2.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPacific Capital Wealth Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$157,930,118$3,219,844 ▲2.1%282,32627.3%FinanceBNDVanguard Total Bond Market ETF$74,290,626$3,057,576 ▲4.3%1,011,44512.8%ETFIEFAiShares Core MSCI EAFE ETF$43,390,809$3,775,390 ▼-8.0%573,5737.5%ETFQQQInvesco QQQ$34,607,289$1,224,821 ▲3.7%73,8026.0%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$30,526,129$643,614 ▲2.2%373,3635.3%ETFVYMVanguard High Dividend Yield ETF$28,811,759$384,817 ▲1.4%223,4165.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$24,871,602$297,022 ▲1.2%271,1394.3%ETFVNQVanguard Real Estate ETF$23,696,484$566,961 ▼-2.3%261,7244.1%ETFSCHDSchwab US Dividend Equity ETF$16,754,602$1,712,801 ▲11.4%599,2352.9%ETFVTIVanguard Total Stock Market ETF$14,564,576$2,568,926 ▼-15.0%52,9932.5%ETFBIVVanguard Intermediate-Term Bond ETF$12,273,712$2,024,051 ▼-14.2%160,2942.1%ETFAAPLApple$8,486,345$15,327 ▲0.2%38,2041.5%Computer and TechnologyMSTRStrategy$8,279,4030.0%28,7211.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$7,814,210$97,285 ▲1.3%353,9041.4%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$6,039,926$3,488,951 ▲136.8%200,6621.0%ETFIAUiShares Gold Trust$6,006,786$2,299 ▼0.0%101,8791.0%FinanceIWBiShares Russell 1000 ETF$5,899,8370.0%19,2341.0%ETFSCHFSchwab International Equity ETF$5,224,633$374,139 ▼-6.7%264,1370.9%ETFSCHPSchwab U.S. TIPS ETF$4,793,788$893,313 ▼-15.7%178,2740.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,622,180$568,103 ▼-10.9%46,7260.8%FinanceXLPConsumer Staples Select Sector SPDR Fund$4,213,351$2,541,894 ▼-37.6%51,5900.7%ETFIWMiShares Russell 2000 ETF$3,723,801$257,337 ▼-6.5%18,6670.6%FinanceONEQFidelity NASDAQ Composite Index ETF$3,721,9980.0%54,6830.6%ETFSCHHSchwab U.S. REIT ETF$2,673,5640.0%124,2940.5%ETFIWFiShares Russell 1000 Growth ETF$2,660,025$90,629 ▼-3.3%7,3670.5%ETFIBBiShares Biotechnology ETF$2,509,910$4,172,610 ▼-62.4%19,6240.4%FinanceMSFTMicrosoft$2,363,775$751 ▲0.0%6,2970.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,269,833$146,726 ▼-6.1%13,1030.4%ETFCVXChevron$2,112,3710.0%12,6270.4%EnergyCALFPacer US Small Cap Cash Cows ETF$2,023,296$37 ▲0.0%53,9550.3%ETFCOSTCostco Wholesale$1,662,6540.0%1,7580.3%Retail/WholesaleVOOVanguard S&P 500 ETF$1,660,9570.0%3,2320.3%ETFCMFiShares California Muni Bond ETF$1,339,296$248,533 ▼-15.7%23,7970.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,335,719$1,382 ▲0.1%50,2530.2%ETFSCHBSchwab US Broad Market ETF$1,321,817$16,707 ▼-1.2%61,3940.2%ETFVONGVanguard Russell 1000 Growth ETF$1,262,872$1,262,872 ▲New Holding13,6100.2%ETFAMZNAmazon.com$1,206,0850.0%6,3390.2%Retail/WholesaleBNDXVanguard Total International Bond ETF$1,191,609$262,410 ▼-18.0%24,4080.2%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,132,447$946,181 ▲508.0%31,3350.2%ETFVVisa$1,085,3750.0%3,0970.2%Business ServicesTSLATesla$1,057,780$69,707 ▲7.1%4,0820.2%Auto/Tires/TrucksVGITVanguard Intermediate-Term Treasury Index ETF$939,886$596,495 ▼-38.8%15,8230.2%ETFAORiShares Core 60/40 Balanced Allocation ETF$937,288$50,431 ▼-5.1%16,2810.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$897,2620.0%7,3540.2%ETFMETAMeta Platforms$842,710$576 ▲0.1%1,4620.1%Computer and TechnologySCHISchwab 5-10 Year Corporate Bond ETF$817,269$67 ▲0.0%36,3880.1%ETFNVDANVIDIA$704,2340.0%6,4980.1%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$678,380$63,406 ▲10.3%27,8710.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$578,9070.0%24,9960.1%ETFRUNSunrun$530,541$57,451 ▲12.1%90,5360.1%EnergyTTWOTake-Two Interactive Software$506,3120.0%2,4430.1%Consumer DiscretionaryKNXKnight-Swift Transportation$493,1770.0%11,3400.1%TransportationLLYEli Lilly and Company$484,809$826 ▼-0.2%5870.1%MedicalWMTWalmart$475,6460.0%5,4180.1%Retail/WholesaleAWKAmerican Water Works$464,3930.0%3,1480.1%UtilitiesRWOSPDR Dow Jones Global Real Estate ETF$452,8090.0%10,3760.1%ETFXLVHealth Care Select Sector SPDR Fund$436,1320.0%2,9870.1%ETFEFAiShares MSCI EAFE ETF$422,135$21,086 ▼-4.8%5,1650.1%FinanceCBChubb$368,4280.0%1,2200.1%FinanceAXPAmerican Express$358,3750.0%1,3320.1%FinanceNFLXNetflix$343,171$21,448 ▲6.7%3680.1%Consumer DiscretionaryTIPiShares TIPS Bond ETF$337,4910.0%3,0380.1%ETFSTRVStrive 500 ETF$333,8430.0%9,2580.1%ETFDVYiShares Select Dividend ETF$296,6470.0%2,2090.1%ETFMAMastercard$295,9850.0%5400.1%Business ServicesXLREReal Estate Select Sector SPDR Fund$290,1460.0%6,9330.1%ETFSAPSAP$286,4250.0%1,0670.0%Computer and TechnologyHONHoneywell International$285,6920.0%1,3490.0%Multi-Sector ConglomeratesGOOGLAlphabet$276,595$19,326 ▼-6.5%1,7890.0%Computer and TechnologyBRK.BBerkshire Hathaway$275,534$34,642 ▼-11.2%5170.0%FinanceMGVVanguard Mega Cap Value ETF$270,4350.0%2,0990.0%ETFRTXRTX$266,7740.0%2,0140.0%AerospaceCWBSPDR Bloomberg Convertible Securities ETF$263,1020.0%3,4340.0%ETFIBMInternational Business Machines$250,6490.0%1,0080.0%Computer and TechnologyMCDMcDonald's$241,1500.0%7720.0%Retail/WholesaleVXUSVanguard Total International Stock ETF$235,3590.0%3,7900.0%ETFPPAInvesco Aerospace & Defense ETF$233,1000.0%2,0000.0%ETFPACS GROUP INC$231,0940.0%20,5600.0%COM SHSWECWEC Energy Group$230,0570.0%2,1110.0%UtilitiesAMGNAmgen$207,492$7,789 ▼-3.6%6660.0%MedicalAGNCAGNC Investment$95,8000.0%10,0000.0%FinanceNGLNGL Energy Partners$48,8050.0%10,7500.0%EnergyCMGChipotle Mexican Grill$0$211,050 ▼-100.0%00.0%Retail/WholesaleVUGVanguard Growth ETF$0$208,504 ▼-100.0%00.0%ETFPNTGThe Pennant Group$0$200,889 ▼-100.0%00.0%MedicalFNDXSchwab Fundamental U.S. Large Company Index ETF$0$199,844 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$183,079 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$178,601 ▼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$178,347 ▼-100.0%00.0%ETFJPMJPMorgan Chase & Co.$0$170,913 ▼-100.0%00.0%FinanceMDYSPDR S&P MidCap 400 ETF Trust$0$170,874 ▼-100.0%00.0%ETFGOOGAlphabet$0$166,045 ▼-100.0%00.0%Computer and TechnologyKRESPDR S&P Regional Banking ETF$0$161,255 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$159,601 ▼-100.0%00.0%ETFIWDiShares Russell 1000 Value ETF$0$157,907 ▼-100.0%00.0%ETFWFCWells Fargo & Company$0$157,689 ▼-100.0%00.0%FinanceINTUIntuit$0$156,497 ▼-100.0%00.0%Computer and TechnologyBACBank of America$0$155,671 ▼-100.0%00.0%FinanceAVGOBroadcom$0$151,623 ▼-100.0%00.0%Computer and TechnologySHOPShopify$0$145,672 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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