Pacific Capital Wealth Advisors, Inc.
All 13F Filings
- Location
- Corona, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 663,354
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 92 | 663,354 | 13F-HR | Pacific Capital Wealth Advisors, Inc. |
| Q1 2026 | 4/14/2026 | 87 | 595,401 | 13F-HR | Pacific Capital Wealth Advisors, Inc. |
| Q4 2025 | 1/26/2026 | 79 | 583,531 | 13F-HR | Pacific Capital Wealth Advisors, Inc. |
| Q3 2025 | 10/29/2025 | 79 | 578,012 | 13F-HR | Pacific Capital Wealth Advisors, Inc. |
| Q2 2025 | 7/9/2025 | 73 | 545,042 | 13F-HR | Pacific Capital Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.93 K | 5.7% | 3.562 K | 0 | 3.562 K |
| ETFs | 625.4 K | 94.3% | 64.39 K | 0 | 64.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
663,354
Holdings
92
QoQ value change ($000)
67,953
(11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.