Pacific Capital Wealth Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Corona, CA
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
79
Total value ($000)
$578,012
Net value change ($000)
+32,970 (6.0%)
New positions
11
Sold out positions
5
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 12,111 19.2%
SGOV 8,803 NEW
QQQ 5,559 15.3%
SPY 4,063 2.3%
VCIT 3,908 16.9%
BIL 2,694 21.5%
IEFA 2,526 6.4%
VCSH 1,923 NEW
VYM 1,426 5.5%
SPSB 1,250 18.6%
Top Reduces (Value $000, Stocks/ETFs)
VNQ -3,544 -17.7%
SCHD -3,311 -19.2%
CALF -2,190 -100.0%
MSTR -2,135 -18.5%
RUN -1,006 -100.0%
XLP -916 -57.9%
VTI -913 -5.7%
AAPL -765 -15.0%
BIV -688 -4.5%
NFLX -445 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type