Pacific Capital Wealth Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Corona, CA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$697,732
Net value change ($000)
+34,378 (5.2%)
New positions
14
Sold out positions
13
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IUSB 70,225 32066.2%
SGOV 9,066 65.8%
VGIT 7,723 665.2%
QQQ 5,856 7.9%
SPY 5,491 2.6%
GLDM 4,755 241.6%
AAPL 3,244 67.1%
IEFA 2,971 5.9%
MSTR 1,369 44.4%
VTV 1,346 19.6%
Top Reduces (Value $000, Stocks/ETFs)
BND -46,184 -52.3%
VCIT -15,562 -52.2%
BIV -8,808 -65.4%
SPSB -3,918 -58.0%
VCSH -3,073 -46.7%
NTNX -2,225 -100.0%
VTI -1,625 -13.6%
GIS -1,422 -100.0%
SCHP -586 -71.2%
SCHD -560 -4.3%
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