Pacific Capital Wealth Advisors, Inc. - Portfolio overview

Pacific Capital Wealth Advisors, Inc. has 91 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 30.53%
2. BND - VANGUARD BD INDEX FDS, 13.61%
3. QQQ - INVESCO QQQ TR, 9.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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