Pacific Capital Wealth Advisors, Inc.: 13F holdings
CIK 18035232026Q2
| Positions | 92 |
|---|
| Reported value | $663.4m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 92 (+5 vs prior quarter) |
|---|
| Reported value | $663.4m (+11.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 280,356 | $209.4m | 31.6% |
| BND VANGUARD BD INDEX FDS | 1,202,506 | $88.3m | 13.3% |
| QQQ INVESCO QQQ TR | 101,140 | $74.5m | 11.2% |
| IEFA ISHARES TR | 518,409 | $50.1m | 7.5% |
| VCIT VANGUARD SCOTTSDALE FDS | 360,601 | $29.8m | 4.5% |
| VYM VANGUARD WHITEHALL FDS | 182,780 | $28.9m | 4.4% |
| BIL SPDR SERIES TRUST | 156,775 | $14.4m | 2.2% |
| SGOV ISHARES TR | 136,912 | $13.8m | 2.1% |
| BIV VANGUARD BD INDEX FDS | 175,507 | $13.5m | 2.0% |
| SCHD SCHWAB STRATEGIC TR | 413,829 | $13.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803523")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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