Institutional Fund
Pacific Capital Wealth Advisors, Inc.
Corona, CACIK 18035235 filings on record
Portfolio Value
$595.40M
Q1 2026
Holdings
87
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+2.0%
from $583.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr30.6%
- Vanguard Bd Index Fds13.6%
- Invesco Qqq Tr9.3%
- Ishares Tr7.6%
- Vanguard Whitehall Fds4.7%
- Vanguard Scottsdale Fds4.7%
- Other29.5%
Portfolio Holdings
87 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 280.1K | $182.17M | 30.6% | +6.2K | Added |
| 2 | Vanguard Bd Index Fds | 1.10M | $81.19M | 13.6% | +70.6K | Added |
| 3 | Invesco Qqq Tr | 95.7K | $55.23M | 9.3% | +24.2K | Added |
| 4 | Ishares Tr | 499.4K | $45.21M | 7.6% | +12.9K | Added |
| 5 | Vanguard Whitehall Fds | 189.8K | $28.11M | 4.7% | −1.6K | Reduced |
| 6 | Vanguard Scottsdale Fds | 335.8K | $27.79M | 4.7% | +12.4K | Added |
| 7 | Spdr Series Trust | 161.2K | $14.77M | 2.5% | −1.7K | Reduced |
| 8 | Schwab Strategic Tr | 477.6K | $14.65M | 2.5% | −20.5K | Reduced |
| 9 | Vanguard Bd Index Fds | 188.5K | $14.55M | 2.4% | +1.3K | Added |
| 10 | Vanguard Index Fds | 44.6K | $14.31M | 2.4% | −1.2K | Reduced |
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