account_balance
Investment manager · 13F filer · SEC CIK 1803523
Pacific Capital Wealth Advisors, Inc.
Reported value$698Mas of Sep 30, 2026
Positions93 14 new, 13 sold out
Top 10 weight79.4%SPY alone is 31%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
30.8%
QQQInvesco QQQ Tr
11.5%Added +7%
IUSBiShares Tr
10.1%Added +33501%
IEFAiShares Tr
7.6%Added +6%
BNDVanguard Bd Index FDS
6.0%Trimmed −50%
VYMVanguard Whitehall FDS
4.2%Added +4%
SGOViShares Tr
3.3%Added +66%
VCITVanguard Scottsdale FDS
2.0%
BILSPDR Series Trust
2.0%
SCHDSchwab Strategic Tr
1.8%−7%
VTI1.5%
VGIT
SPYSPDR S&P 500 ETF Trust
30.8%
QQQInvesco QQQ Tr
11.5%Added +7%
IUSBiShares Tr
10.1%Added +33501%
IEFAiShares Tr
7.6%
BNDVanguard Bd Index FDS
6.0%
VYMVanguard Whitehall FDS
4.2%
SGOV3.3%
VCIT
BIL
VTI
VGIT
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
SPY SPDR S&P 500 ETF Trust 30.8% Held
QQQ Invesco QQQ Tr 11.5% Added +7%
IUSB iShares Tr 10.1% Added +33501%
IEFA iShares Tr 7.6% Added +6%
BND Vanguard Bd Index FDS 6.0% Trimmed −50%
VYM Vanguard Whitehall FDS 4.2% Added +4%
SGOV iShares Tr 3.3% Added +66%
VCIT Vanguard Scottsdale FDS 2.0% Trimmed −50%
BIL SPDR Series Trust 2.0% Held
SCHD Schwab Strategic Tr 1.8% Trimmed −7%
VTI Vanguard Index FDS 1.5% Trimmed −15%
VGIT Vanguard Scottsdale FDS 1.3% Added +696%
What changed
Biggest moves since Jun 30, 2026
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