Q3 2026 13F · SEC CIK 1803523

Pacific Capital Wealth Advisors, Inc.

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $697.7M
Reported positions: 93
Top holdings a year, 3 yrs: +12.6%
Assets under management: $820.6M

Pacific Capital Wealth Advisors, Inc. is a wealth manager that reported 93 positions worth $697.7M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 30.8%), Invesco Qqq Tr (QQQ, 11.5%), Ishares Tr (IUSB, 10.1%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.

Pacific Capital Wealth Advisors, Inc. holdings largest 50 of 93 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pacific Capital Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	30.8%	31.6%	281,725	+0.5%	$214.9M
QQQInvesco Qqq Tr	11.5%	11.2%	108,595	+7.4%	$80.3M
IUSBIshares Tr	10.1%	—	1,597,732	—	$70.4M
IEFAIshares Tr	7.6%	7.5%	547,467	+5.6%	$53.0M
BNDVanguard Bd Index Fds	6.0%	13.3%	600,034	-50.1%	$42.1M
VYMVanguard Whitehall Fds	4.2%	4.4%	189,915	+3.9%	$29.5M
SGOVIshares Tr	3.3%	2.1%	226,949	+65.8%	$22.8M
VCITVanguard Scottsdale Fds	2.0%	4.5%	181,869	-49.6%	$14.2M
BILSpdr Series Trust	2.0%	2.2%	154,594	-1.4%	$14.2M
SCHDSchwab Strategic Tr	1.8%	2.0%	386,210	-6.7%	$12.6M
VTIVanguard Index Fds	1.5%	1.8%	27,617	-14.6%	$10.3M
VGITVanguard Scottsdale Fds	1.3%	0.2%	156,788	+696.4%	$8.9M
VTVVanguard Index Fds	1.2%	1.0%	38,048	+20.6%	$8.2M
AAPLApple Inc	1.2%	0.7%	24,264	+45.2%	$8.1M
IWBIshares Tr	1.1%	1.2%	19,234	+0.0%	$8.0M
GLDMWorld Gold Tr	1.0%	0.3%	81,810	+230.2%	$6.7M
IAUIshares Gold Tr	0.9%	1.0%	84,385	-0.1%	$6.6M
SCHFSchwab Strategic Tr	0.7%	0.8%	177,901	-6.8%	$4.9M
ONEQFidelity Comwlth Tr	0.7%	0.7%	45,136	+0.0%	$4.8M
BIVVanguard Bd Index Fds	0.7%	2.0%	63,865	-63.6%	$4.7M
MSTRStrategy Inc	0.6%	0.5%	29,099	-18.0%	$4.5M
SCHXSchwab Strategic Tr	0.5%	0.6%	127,303	-4.7%	$3.8M
VCSHVanguard Scottsdale Fds	0.5%	1.0%	45,445	-45.5%	$3.5M
SCHGSchwab Strategic Tr	0.5%	0.5%	92,274	+0.0%	$3.3M
SPSBSpdr Series Trust	0.4%	1.0%	95,779	-57.4%	$2.8M
VNQVanguard Index Fds	0.4%	0.5%	30,059	-6.7%	$2.7M
MSFTMicrosoft Corp	0.4%	0.2%	5,237	+20.2%	$2.7M
IWMIshares Tr	0.4%	0.5%	9,579	-4.0%	$2.7M
GDDYGodaddy Inc	0.3%	0.3%	24,667	+1.5%	$2.4M
NVDANvidia Corporation	0.3%	0.2%	9,797	+60.6%	$2.2M
VOOVanguard Index Fds	0.3%	0.3%	2,935	+0.0%	$2.1M
AMZNAmazon Com Inc	0.3%	0.2%	7,199	+42.7%	$1.8M
AGGIshares Tr	0.2%	0.3%	18,366	-14.2%	$1.7M
CMFIshares Tr	0.2%	—	29,627	—	$1.6M
TSLATesla Inc	0.2%	0.3%	4,381	+0.3%	$1.6M
FNDFSchwab Strategic Tr	0.2%	0.2%	28,136	+0.0%	$1.5M
VONGVanguard Scottsdale Fds	0.2%	0.3%	11,673	-14.2%	$1.5M
IWFIshares Tr	0.2%	0.2%	11,164	-8.8%	$1.4M
ITOTIshares Tr	0.2%	0.2%	8,311	+0.0%	$1.4M
UWMCUwm Holdings Corporation	0.2%	0.1%	1,080,000	+151.2%	$1.3M
METAMeta Platforms Inc	0.2%	0.1%	1,739	+13.9%	$1.3M
VVisa Inc	0.2%	0.2%	3,243	+6.1%	$1.2M
COSTCostco Wholesale Corporation	0.2%	0.1%	1,279	+35.6%	$1.2M
VUGVanguard Index Fds	0.2%	—	12,509	—	$1.1M
RSPInvesco Exchange Traded Fd T	0.1%	0.1%	4,687	+0.0%	$975K
MUMicron Technology Inc	0.1%	—	872	—	$929K
PACSPacs Group Inc	0.1%	0.1%	20,560	+0.0%	$854K
SCHVSchwab Strategic Tr	0.1%	0.2%	25,261	-15.0%	$841K
GOOGLAlphabet Inc	0.1%	—	2,255	—	$776K
NLYAnnaly Capital Management in	0.1%	—	40,071	—	$757K

What Pacific Capital Wealth Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.0% /yr; S&P 500 +20.1%
3 years: +12.6% /yr; S&P 500 +20.4%
5 years: +5.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$697.7M	93
Q2 2026	$663.4M	92
Q1 2026	$595.4M	87
Q4 2025	$583.5M	79
Q3 2025	$578.0M	79
Q2 2025	$545.0M	73
Q1 2025	$578.4M	82
Q4 2024	$598.9M	401
Q3 2024	$595.0M	492
Q2 2024	$547.9M	543
Q1 2024	$424.7M	519
Q4 2023	$394.3M	345

Questions about Pacific Capital Wealth Advisors, Inc.'s portfolio

What stocks does Pacific Capital Wealth Advisors, Inc. own?

Pacific Capital Wealth Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 93 positions worth $697.7M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 30.8%, Invesco Qqq Tr (QQQ) at 11.5%, Ishares Tr (IUSB) at 10.1%, Ishares Tr (IEFA) at 7.6% and Vanguard Bd Index Fds (BND) at 6.0%.

What did Pacific Capital Wealth Advisors, Inc. buy last quarter?

In Q3 2026, Pacific Capital Wealth Advisors, Inc. added Vanguard Scottsdale Fds (VGIT) (+696.4% shares), World Gold Tr (GLDM) (+230.2% shares) and Uwm Holdings Corporation (UWMC) (+151.2% shares), compared with its Q2 2026 filing.

What did Pacific Capital Wealth Advisors, Inc. sell last quarter?

In Q3 2026, Pacific Capital Wealth Advisors, Inc. cut from its top 50 Nutanix Inc (NTNX), cut from its top 50 General Mills Inc (GIS), cut from its top 50 Schwab Strategic Tr (SCHO), cut from its top 50 Knight-Swift Transn Hldgs in (KNX), cut from its top 50 Schwab Strategic Tr (SCHP), Vanguard Bd Index Fds (BIV) (-63.6% shares), Spdr Series Trust (SPSB) (-57.4% shares) and Vanguard Bd Index Fds (BND) (-50.1% shares), compared with its Q2 2026 filing.

How has Pacific Capital Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying Pacific Capital Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.0% against +20.1%. Over 5 years: +5.2% a year against +11.6%.

When is Pacific Capital Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Pacific Capital Wealth Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Pacific Capital Wealth Advisors, Inc. manage?

Pacific Capital Wealth Advisors, Inc. reported $820.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $697.7M.