Pacific Capital Wealth Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Corona, CA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$663,354
Net value change ($000)
+67,953 (11.4%)
New positions
9
Sold out positions
4
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 27,196 14.9%
QQQ 19,245 34.8%
BND 7,087 8.7%
IEFA 4,856 10.7%
VTV 4,354 172.7%
SGOV 2,242 19.4%
VCIT 2,019 7.3%
VCSH 1,644 33.3%
GDDY 1,529 286.9%
GLDM 1,214 161.0%
Top Reduces (Value $000, Stocks/ETFs)
VTI -2,352 -16.4%
MSTR -1,793 -36.7%
SCHD -1,528 -10.4%
IAU -1,456 -18.6%
VNQ -1,303 -29.6%
SCHH -1,259 -64.3%
SPSB -1,135 -14.4%
BIV -1,091 -7.5%
RSP -738 -42.5%
CAG -429 -51.5%
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