Pacific Capital Wealth Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), Pacific Capital Wealth Advisors, Inc. reported 82 stock positions worth $578.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 27.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.8%) and iShares Core MSCI Eafe ETF (IEFA, 7.5%). Compared with Q4 2024, it opened 1 new position, sold out of 319, added to 20 and reduced 23. The biggest buy was Vanguard Total Bond Market (BND, shares +4%) and the biggest sale iShares Biotechnology ETF (IBB, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- CORONA, CA
- CIK
- 0001803523
- Portfolio Value
- $578.4M (Q1 2025)
- SEC Filing
- 0001062993-25-007662 ↗ filed Apr 18, 2025
Holdings Value
Holdings 82 stocks · $578.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 27.30% | 282,326 | $157.9M | Add +2.1% |
| BND Vanguard Total Bond Market | 12.84% | 1,011,445 | $74.3M | Add +4.3% |
| IEFA iShares Core MSCI Eafe ETF | 7.50% | 573,573 | $43.4M | Reduce -8.0% |
| QQQ Invesco QQQ Trust Series 1 | 5.98% | 73,802 | $34.6M | Add +3.7% |
| VCIT Vanguard Int-Term Corporate | 5.28% | 373,363 | $30.5M | Add +2.1% |
| VYM Vanguard High DVD Yield ETF | 4.98% | 223,416 | $28.8M | Add +1.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.30% | 271,139 | $24.9M | Add +1.2% |
| VNQ Vanguard Real Estate ETF | 4.10% | 261,724 | $23.7M | Reduce -2.3% |
| SCHD Schwab US DVD Equity ETF | 2.90% | 599,235 | $16.8M | Add +11.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.52% | 52,993 | $14.6M | Reduce -15.0% |
| BIV Vanguard Intermediate-Term B | 2.12% | 160,294 | $12.3M | Reduce -14.2% |
| AAPL Apple Inc. | 1.47% | 38,204 | $8.5M | Add +0.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 1.43% | 28,721 | $8.3M | No change |
| SCHX Schwab US Large-Cap ETF | 1.35% | 353,904 | $7.8M | Add +1.3% |
| SPSB SS SPDR P St C Corp. ETF | 1.04% | 200,662 | $6.0M | Add +136.8% |
| IAU iShares Gold Trust | 1.04% | 101,879 | $6.0M | Reduce -0.0% |
| IWB iShares Russell 1000 ETF | 1.02% | 19,234 | $5.9M | No change |
| SCHF Schwab Intl Equity ETF | 0.90% | 264,137 | $5.2M | Reduce -6.7% |
| SCHP Schwab U.S. Tips ETF | 0.83% | 178,274 | $4.8M | Reduce -15.7% |
| AGG iShares Core U.S. Aggregate | 0.80% | 46,726 | $4.6M | Reduce -10.9% |
| XLP SS Consumer Staples Sel Sect | 0.73% | 51,590 | $4.2M | Reduce -37.6% |
| IWM iShares Russell 2000 ETF | 0.64% | 18,667 | $3.7M | Reduce -6.5% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.64% | 54,683 | $3.7M | No change |
| SCHH Schwab US REIT ETF | 0.46% | 124,294 | $2.7M | No change |
| IWF iShares Russell 1000 Growth | 0.46% | 7,367 | $2.7M | Reduce -3.3% |
| IBB iShares Biotechnology ETF | 0.43% | 19,624 | $2.5M | Reduce -62.4% |
| MSFT Microsoft Corp. | 0.41% | 6,297 | $2.4M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 0.39% | 13,103 | $2.3M | Reduce -6.1% |
| CVX Chevron Corp. | 0.37% | 12,627 | $2.1M | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.35% | 53,955 | $2.0M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.29% | 1,758 | $1.7M | No change |
| VOO Vanguard S&P 500 ETF | 0.29% | 3,232 | $1.7M | No change |
| CMF iShares California Muni Bond | 0.23% | 23,797 | $1.3M | Reduce -15.7% |
| SCHV Schwab US Large-Cap Value | 0.23% | 50,253 | $1.3M | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.23% | 61,394 | $1.3M | Reduce -1.3% |
| VONG Vanguard Russell 1000 Growth | 0.22% | 13,610 | $1.3M | New |
| AMZN Amazon.com Inc. | 0.21% | 6,339 | $1.2M | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 24,408 | $1.2M | Reduce -18.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.20% | 31,335 | $1.1M | Add +508.0% |
| V Visa Inc. Class A | 0.19% | 3,097 | $1.1M | No change |
| TSLA Tesla Inc. | 0.18% | 4,082 | $1.1M | Add +7.0% |
| VGIT Vanguard Intermediate-Term T | 0.16% | 15,823 | $940K | Reduce -38.8% |
| AOR iShares Core 60/40 Balanced | 0.16% | 16,281 | $937K | Reduce -5.1% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 7,354 | $897K | No change |
| META Meta Platforms Inc. Class A | 0.15% | 1,462 | $843K | Add +0.1% |
| SCHI Schwab 5-10 Year Corporate B | 0.14% | 36,388 | $817K | Add +0.0% |
| NVDA Nvidia Corp. | 0.12% | 6,498 | $704K | No change |
| SCHO Schwab Short-Term US Treas | 0.12% | 27,871 | $678K | Add +10.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.10% | 24,996 | $579K | No change |
| RUN Sunrun Inc. | 0.09% | 90,536 | $531K | Add +12.1% |
| TTWO Take-Two Interactive Softwre | 0.09% | 2,443 | $506K | No change |
| KNX Knight-Swift Transportation | 0.09% | 11,340 | $493K | No change |
| LLY Eli Lilly & Co. | 0.08% | 587 | $485K | Reduce -0.2% |
| WMT Walmart Inc. | 0.08% | 5,418 | $476K | No change |
| AWK American Water Works Co. Inc. | 0.08% | 3,148 | $464K | No change |
| RWO State Street SPDR Dow Jones | 0.08% | 10,376 | $453K | No change |
| XLV SS Health Care Select Sector | 0.08% | 2,987 | $436K | No change |
| EFA iShares MSCI Eafe ETF | 0.07% | 5,165 | $422K | Reduce -4.8% |
| CB Chubb Ltd. | 0.06% | 1,220 | $368K | No change |
| AXP American Express Co. | 0.06% | 1,332 | $358K | No change |
| NFLX Netflix Inc. | 0.06% | 368 | $343K | Add +6.7% |
| TIP iShares Tips Bond ETF | 0.06% | 3,038 | $337K | No change |
| STXF Strive 500 ETF | 0.06% | 9,258 | $334K | No change |
| DVY iShares Select Dividend ETF | 0.05% | 2,209 | $297K | No change |
| MA Mastercard Inc. Class A | 0.05% | 540 | $296K | No change |
| XLRE SS Real Estate Select Sector | 0.05% | 6,933 | $290K | No change |
| SAP Sap SE-Sponsored ADR | 0.05% | 1,067 | $286K | No change |
| HON Honeywell International Inc. | 0.05% | 1,349 | $286K | No change |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,789 | $277K | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.05% | 517 | $276K | Reduce -11.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.05% | 2,099 | $270K | No change |
| RTX RTX Corp. | 0.05% | 2,014 | $267K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.05% | 3,434 | $263K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 1,008 | $251K | No change |
| MCD McDonald's Corp. | 0.04% | 772 | $241K | No change |
| VXUS Vanguard Total Intl Stock | 0.04% | 3,790 | $235K | No change |
| PPA Invesco Aerospace & Defense | 0.04% | 2,000 | $233K | No change |
| PACS Pacs Group Inc. | 0.04% | 20,560 | $231K | No change |
| WEC WEC Energy Group Inc. | 0.04% | 2,111 | $230K | No change |
| AMGN Amgen Inc. | 0.04% | 666 | $207K | Reduce -3.6% |
| AGNC AGNC Investment Corp. | 0.02% | 10,000 | $96K | No change |
| NGL NGL Energy Partners LP | 0.01% | 10,750 | $49K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IBB iShares Biotechnology ETF | Reduce -62.4% | 0.43% | −0.72 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.0% | 2.52% | −0.50 |
| XLP SS Consumer Staples Sel Sect | Reduce -37.6% | 0.73% | −0.36 |
| BIV Vanguard Intermediate-Term B | Reduce -14.2% | 2.12% | −0.21 |
| IWM iShares Russell 2000 ETF | Reduce -6.5% | 0.64% | −0.09 |
| VGIT Vanguard Intermediate-Term T | Reduce -38.8% | 0.16% | −0.09 |
| SCHP Schwab U.S. Tips ETF | Reduce -15.7% | 0.83% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -3.3% | 0.46% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -10.9% | 0.80% | −0.05 |
| CMF iShares California Muni Bond | Reduce -15.7% | 0.23% | −0.04 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -18.1% | 0.21% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.03 |
| PNTG The Pennant Group Inc. | Sold out | 0.00% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.03 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.03 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.03 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.03 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.03 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.03 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.03 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.02 |
| PSA Public Storage | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| SCHQ Schwab Long-Term US Treasury | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| PEY Invesco High Yield Equity Di | Sold out | 0.00% | −0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.02 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.1% | 0.39% | −0.02 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.02 |
| SPGM State Street SPDR Portfolio | Sold out | 0.00% | −0.01 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Add +4.3% | 12.84% | +1.20 |
| SPSB SS SPDR P St C Corp. ETF | Add +136.8% | 1.04% | +0.62 |
| SCHD Schwab US DVD Equity ETF | Add +11.4% | 2.90% | +0.44 |
| VCIT Vanguard Int-Term Corporate | Add +2.1% | 5.28% | +0.38 |
| VYM Vanguard High DVD Yield ETF | Add +1.4% | 4.98% | +0.29 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.1% | 27.30% | +0.24 |
| VONG Vanguard Russell 1000 Growth | New | 0.22% | +0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.2% | 4.30% | +0.21 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +508.0% | 0.20% | +0.17 |
| SCHO Schwab Short-Term US Treas | Add +10.3% | 0.12% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.23% | +0.01 |
| NFLX Netflix Inc. | Add +6.7% | 0.06% | +0.01 |
| SCHI Schwab 5-10 Year Corporate B | Add +0.0% | 0.14% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.15% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +1.3% | 1.35% | −0.00 |
| RUN Sunrun Inc. | Add +12.1% | 0.09% | −0.03 |
| MSFT Microsoft Corp. | Add +0.0% | 0.41% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +0.0% | 0.35% | −0.05 |
| TSLA Tesla Inc. | Add +7.0% | 0.18% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.7% | 5.98% | −0.09 |
| AAPL Apple Inc. | Add +0.2% | 1.47% | −0.13 |
Notes & Other Activity Q4 2024 → Q1 2025
| AOM iShares Core 40/60 Moderate | CORE 40 MODE ETF | Sold out | 0 | $3before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 92 | $663.4M | SPY, BND, QQQ, IEFA, VCIT |
| Q1 2026 | 87 | $595.4M | SPY, BND, QQQ, IEFA, VYM |
| Q4 2025 | 79 | $583.5M | SPY, BND, QQQ, IEFA, VYM |
| Q3 2025 | 79 | $578.0M | SPY, BND, IEFA, QQQ, VYM |
| Q2 2025 | 73 | $545.0M | SPY, BND, IEFA, QQQ, VYM |
| Q1 2025 | 82 | $578.4M | SPY, BND, IEFA, QQQ, VCIT |
| Q4 2024 | 400 | $598.9M | SPY, BND, IEFA, QQQ, VCIT |
| Q3 2024 | 491 | $595.0M | SPY, BND, IEFA, QQQ, VCIT |
| Q2 2024 | 542 | $547.9M | SPY, BND, IEFA, BIL, QQQ |
| Q1 2024 | 519 | $424.7M | SPY, BND, IEFA, VTI, VNQ |