account_balance
Investment manager · 13F filer · SEC CIK 1422508
Montecito Bank & Trust
Reported value$660Mas of Sep 30, 2026
Positions272 9 new, 8 sold out
Top 10 weight29.8%NVDA alone is 5%
FiledOct 11 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
5.4%
IWFiShares Russell 1000 Growth ETF
5.4%
MSFTMicrosoft Corp
3.1%
IVViShares Core S&P 500 ETF
3.0%
VGSHVanguard Short-Term Treasury Et
2.2%Added +3%
AGGiShares Core U.S. Aggregate Bon
2.2%
BIVVanguard Intermediate-Term Bond
2.2%
GOOGLAlphabet Inc.
2.1%
SPYSPDR S&P 500 ETF Trust
2.1%Trimmed −3%
IEFAiShares Core MSCI EAFE ETF
2.1%
IJHiShares Core S&P Mid-Cap ETF
1.8%
QUALiShares MSCI USA Quality Factor
1.8%
NVDANVIDIA Corp
5.4%
IWFiShares Russell 1000 Growth ETF
5.4%
MSFTMicrosoft Corp
3.1%
IVViShares Core S&P 500 ETF
3.0%
VGSH2.2%
AGGiShares Core U.S. Aggregate Bon
2.2%
BIVVanguard Intermediate-Term Bond
2.2%
GOOGLAlphabet Inc.
2.1%
SPYSPDR S&P 500 ETF Trust
2.1%
IEFA2.1%
IJH1.8%
QUAL1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 5.4% Held
IWF iShares Russell 1000 Growth ETF 5.4% Held
MSFT Microsoft Corp 3.1% HeldIVV iShares Core S&P 500 ETF 3.0% Held
VGSH Vanguard Short-Term Treasury Et 2.2% Added +3%
AGG iShares Core U.S. Aggregate Bon 2.2% Held
BIV Vanguard Intermediate-Term Bond 2.2% Held
GOOGL Alphabet Inc. 2.1% HeldSPY SPDR S&P 500 ETF Trust 2.1% Trimmed −3%IEFA iShares Core MSCI EAFE ETF 2.1% Held
IJH iShares Core S&P Mid-Cap ETF 1.8% Held
QUAL iShares MSCI USA Quality Factor 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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