Pacific Capital Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Corona, CA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$595,401
Net value change ($000)
+11,870 (2.0%)
New positions
12
Sold out positions
4
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
QQQ 11,285 25.7%
BND 4,755 6.2%
VCSH 2,622 113.1%
NTNX 1,821 NEW
IEFA 1,691 3.9%
SGOV 1,524 15.2%
VTV 1,253 98.8%
SCHD 988 7.2%
IAU 879 12.6%
CAG 833 NEW
Top Reduces (Value $000, Stocks/ETFs)
VNQ -10,934 -71.3%
SPY -4,606 -2.5%
VTI -1,037 -6.8%
XLP -660 -100.0%
SCHP -452 -33.2%
MSFT -374 -18.8%
ONEQ -347 -7.1%
IWB -325 -4.5%
SCHG -320 -10.6%
GDDY -267 -33.4%
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