Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pacific Capital Wealth Advisors, Inc. (CIK 1803523) reported $595.4M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($182.2M, 30.60%), BND ($81.2M, 13.64%), QQQ ($55.2M, 9.28%), IEFA ($45.2M, 7.59%), VYM ($28.1M, 4.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $182.2M | 30.60% | 280,108 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $81.2M | 13.64% | 1.1M | Added |
| 3 | QQQ | INVESCO QQQ TR | $55.2M | 9.28% | 95,698 | Added |
| 4 | IEFA | ISHARES TR | $45.2M | 7.59% | 499,414 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $28.1M | 4.72% | 189,823 | Trimmed |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $27.8M | 4.67% | 335,776 | Added |
| 7 | BIL | SPDR SERIES TRUST | $14.8M | 2.48% | 161,168 | Trimmed |
| 8 | SCHD | SCHWAB STRATEGIC TR | $14.7M | 2.46% | 477,555 | Trimmed |
| 9 | BIV | VANGUARD BD INDEX FDS | $14.6M | 2.44% | 188,543 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $14.3M | 2.40% | 44,616 | Trimmed |
| 11 | SGOV | ISHARES TR | $11.5M | 1.94% | 114,652 | Added |
| 12 | SPSB | SPDR SERIES TRUST | $7.9M | 1.32% | 262,282 | Trimmed |
| 13 | IAU | ISHARES GOLD TR | $7.8M | 1.32% | 88,851 | Added |
| 14 | IWB | ISHARES TR | $6.9M | 1.15% | 19,234 | Hold |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $4.9M | 0.83% | 62,320 | Added |
| 16 | MSTR | STRATEGY INC | $4.9M | 0.82% | 39,097 | Added |
| 17 | SCHF | SCHWAB STRATEGIC TR | $4.7M | 0.79% | 190,825 | Trimmed |
| 18 | ONEQ | FIDELITY COMWLTH TR | $4.5M | 0.76% | 53,391 | Hold |
| 19 | VNQ | VANGUARD INDEX FDS | $4.4M | 0.74% | 49,705 | Trimmed |
| 20 | AAPL | APPLE INC | $4.4M | 0.74% | 17,312 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $3.7M | 0.62% | 142,872 | Trimmed |
| 22 | IWM | ISHARES TR | $2.8M | 0.47% | 11,183 | Added |
| 23 | SCHG | SCHWAB STRATEGIC TR | $2.7M | 0.45% | 92,279 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $2.5M | 0.42% | 12,847 | Added |
| 25 | AGG | ISHARES TR | $2.1M | 0.36% | 21,439 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31