Universe · entity
Pacific Capital Wealth Advisors, Inc.
Institutional manager (13F) · CIK 1803523
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $583M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $182M | 280,108 |
| 2 | VANGUARD BD INDEX FDS | $81M | 1,102,510 |
| 3 | INVESCO QQQ TR | $55M | 95,698 |
| 4 | ISHARES TR | $45M | 499,414 |
| 5 | VANGUARD WHITEHALL FDS | $28M | 189,823 |
| 6 | VANGUARD SCOTTSDALE FDS | $28M | 335,776 |
| 7 | SPDR SERIES TRUST | $15M | 161,168 |
| 8 | SCHWAB STRATEGIC TR | $15M | 477,555 |
| 9 | VANGUARD BD INDEX FDS | $15M | 188,543 |
| 10 | VANGUARD INDEX FDS | $14M | 44,616 |
| 11 | ISHARES TR | $12M | 114,652 |
| 12 | SPDR SERIES TRUST | $8M | 262,282 |
| 13 | ISHARES GOLD TR | $8M | 88,851 |
| 14 | ISHARES TR | $7M | 19,234 |
| 15 | VANGUARD SCOTTSDALE FDS | $5M | 62,320 |
| 16 | STRATEGY INC | $5M | 39,097 |
| 17 | SCHWAB STRATEGIC TR | $5M | 190,825 |
| 18 | FIDELITY COMWLTH TR | $5M | 53,391 |
| 19 | VANGUARD INDEX FDS | $4M | 49,705 |
| 20 | APPLE INC | $4M | 17,312 |
| 21 | SCHWAB STRATEGIC TR | $4M | 142,872 |
| 22 | ISHARES TR | $3M | 11,183 |
| 23 | SCHWAB STRATEGIC TR | $3M | 92,279 |
| 24 | VANGUARD INDEX FDS | $3M | 12,847 |
| 25 | ISHARES TR | $2M | 21,439 |
| 26 | SCHWAB STRATEGIC TR | $2M | 91,104 |
| 27 | VANGUARD INDEX FDS | $2M | 3,147 |
| 28 | NUTANIX INC | $2M | 47,907 |
| 29 | INVESCO EXCHANGE TRADED FD T | $2M | 9,040 |
| 30 | TESLA INC | $2M | 4,426 |
| 31 | MICROSOFT CORP | $2M | 4,351 |
| 32 | VANGUARD SCOTTSDALE FDS | $1M | 13,610 |
| 33 | ISHARES TR | $1M | 3,242 |
| 34 | SCHWAB STRATEGIC TR | $1M | 28,136 |
| 35 | ISHARES TR | $1M | 8,311 |
| 36 | SCHWAB STRATEGIC TR | $1M | 43,961 |
| 37 | NVIDIA CORPORATION | $1M | 6,099 |
| 38 | AMAZON COM INC | $1M | 5,044 |
| 39 | COSTCO WHOLESALE CORPORATION | $978k | 982 |
| 40 | VISA INC | $924k | 3,057 |
| 41 | SCHWAB STRATEGIC TR | $908k | 34,135 |
| 42 | SCHWAB STRATEGIC TR | $907k | 29,725 |
| 43 | META PLATFORMS INC | $874k | 1,527 |
| 44 | CONAGRA BRANDS INC | $833k | 53,000 |
| 45 | WORLD GOLD TR | $754k | 8,134 |
| 46 | VANGUARD SCOTTSDALE FDS | $701k | 11,769 |
| 47 | SCHWAB STRATEGIC TR | $678k | 27,000 |
| 48 | WALMART INC | $677k | 5,449 |
| 49 | PACS GROUP INC | $660k | 20,560 |
| 50 | KNIGHT-SWIFT TRANSN HLDGS IN | $659k | 11,441 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.