PC
| |
Pacific Capital Wealth Advisors, Inc.13F | |
| Pacific Capital Wealth Advisors, Inc. | |
| Last update 2025-07-09 | 73 Stocks (2 new) |
| Value $545.00 Mil | Turnover 3 % |
Pacific Capital Wealth Advisor... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 290,035 | 180,019.0 | +2.73% | 33.030 | +0.88% | 0.030 | +19.62% | +7.94% | 648,846.5 | ||
BND | Vanguard Total Bond Market ETF | 867,313 | 63,175.1 | -14.25% | 11.590 | -1.83% | 0.050 | +2.09% | +3.74% | 128,020.8 | ||
IEFA | iShares Core MSCI EAFE ETF | 479,014 | 39,583.3 | -16.49% | 7.260 | -1.24% | 0.030 | +10.95% | +20.93% | 144,033.5 | ||
QQQ | INVESCO QQQ Trust | 65,831 | 36,340.7 | -10.80% | 6.670 | -0.65% | 0.010 | +26.41% | +10.07% | 357,853.0 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 191,275 | 25,770.4 | -14.39% | 4.730 | -0.72% | 0.040 | +12.64% | +7.58% | 59,244.6 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 282,011 | 23,175.7 | -24.47% | 4.250 | -1.29% | 0.040 | +4.09% | +5.35% | 53,435.3 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 223,781 | 19,972.4 | -14.50% | 3.660 | -0.59% | 0.060 | +7.02% | +5.20% | 34,115.4 | ||
SCHD | Schwab US Dividend Equity ETF | 638,509 | 17,278.0 | +6.55% | 3.170 | +0.19% | 0.020 | +8.13% | +1.59% | 71,133.2 | ||
VTI | Vanguard Total Stock Market ETF | 52,042 | 15,904.0 | -1.79% | 2.920 | -0.05% | 0.000 | +19.96% | +7.60% | 474,434.4 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 200,187 | 15,318.3 | +24.89% | 2.810 | +0.56% | 0.070 | +2.67% | +5.03% | 23,199.8 |
Pacific Capital Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Pacific Capital Wealth Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Reduce Reduce | -2.13% | 91.43 ($91.58) 91.74 | $91.67 | 0.10% | Reduce -49.5% | 136,913 | -134,226 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Reduce Reduce | -1.83% | 71.88 ($72.74) 73.82 | $73.18 | 0.60% | Reduce -14.25% | 867,313 | -144,132 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -1.29% | 79.56 ($81.25) 82.92 | $82.64 | 1.71% | Reduce -24.47% | 282,011 | -91,352 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -1.24% | 67.83 ($79.31) 84.09 | $83.49 | 5.27% | Reduce -16.49% | 479,014 | -94,559 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.88% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 2.73% | 290,035 | 7,709 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-06-30 | Reduce Reduce | -0.77% | 19.6 ($22.6) 24.44 | $24.91 | 10.22% | Reduce -56.82% | 152,802 | -201,102 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-06-30 | Reduce Reduce | -0.72% | 114.78 ($126.73) 133.31 | $135.46 | 6.89% | Reduce -14.39% | 191,275 | -32,141 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -0.65% | 416.06 ($496.89) 551.64 | $561.25 | 12.95% | Reduce -10.8% | 65,831 | -7,971 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-06-30 | Reduce Reduce | -0.59% | 79.79 ($88.23) 91.42 | $91.86 | 4.11% | Reduce -14.5% | 223,781 | -37,943 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-06-30 | Add Add | +0.56% | 75.05 ($76.17) 77.34 | $76.94 | 1.01% | Add 24.89% | 200,187 | 39,893 |
Pacific Capital Wealth Advisors, Inc. Total Holding History ($B)
Pacific Capital Wealth Advisors, Inc.'s Asset Allocation
Pacific Capital Wealth Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pacific Capital Wealth Advisors, Inc.'s Hypothetical Growth since 2025-06-30
Pacific Capital Wealth Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pacific Capital Wealth Advisors, Inc.'s Holdings Heat Map
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Pacific Capital Wealth Advisors, Inc.'s Holdings Bubble Chart
Pacific Capital Wealth Advisors, Inc. News
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