Pacific Capital Wealth Advisors, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Pacific Capital Wealth Advisors, Inc. reported 87 stock positions worth $595.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 30.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 13.6%) and Invesco QQQ Trust Series 1 (QQQ, 9.3%). Compared with Q4 2025, it opened 12 new positions, sold out of 4, added to 36 and reduced 16. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +34%) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −71%).

Most Recent 13F
Q2 2026
Location
CORONA, CA
CIK
0001803523
Portfolio Value
$595.4M (Q1 2026)
SEC Filing
0001803523-26-000002 ↗ filed Apr 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $424.7M Q1 2024 Q2 2024: $547.9M Q2 2024 Q3 2024: $595.0M Q3 2024 Q4 2024: $598.9M Q4 2024 Q1 2025: $578.4M Q1 2025 Q2 2025: $545.0M Q2 2025 Q3 2025: $578.0M Q3 2025 Q4 2025: $583.5M Q4 2025 Q1 2026: $595.4M $595.4M Q1 2026 Q2 2026: $663.4M Q2 2026

Holdings 87 stocks · $595.4M
SPY SS SPDR S&P 500 ETF Trust-US 30.60% 280,108 $182.2M Add +2.3%
BND Vanguard Total Bond Market 13.64% 1,102,510 $81.2M Add +6.8%
QQQ Invesco QQQ Trust Series 1 9.28% 95,698 $55.2M Add +33.8%
IEFA iShares Core MSCI Eafe ETF 7.59% 499,414 $45.2M Add +2.7%
VYM Vanguard High DVD Yield ETF 4.72% 189,823 $28.1M Reduce -0.8%
VCIT Vanguard Int-Term Corporate 4.67% 335,776 $27.8M Add +3.9%
BIL SS SPDR BB 1-3M T-Bill ETF 2.48% 161,168 $14.8M Reduce -1.1%
SCHD Schwab US DVD Equity ETF 2.46% 477,555 $14.7M Reduce -4.1%
BIV Vanguard Intermediate-Term B 2.44% 188,543 $14.6M Add +0.7%
VTI VG Morningstar TS MKT ETF-US 2.40% 44,616 $14.3M Reduce -2.5%
SGOV iShares 0-3 Month Treasury B 1.94% 114,652 $11.5M Add +14.9%
SPSB SS SPDR P St C Corp. ETF 1.32% 262,282 $7.9M Reduce -0.3%
IAU iShares Gold Trust 1.32% 88,851 $7.8M Add +3.7%
IWB iShares Russell 1000 ETF 1.15% 19,234 $6.9M No change
VCSH Vanguard S/T Corp. Bond ETF 0.83% 62,320 $4.9M Add +114.3%
MSTR Strategy Inc. 0.82% 39,097 $4.9M Add +34.4%
SCHF Schwab Intl Equity ETF 0.79% 190,825 $4.7M Reduce -0.0%
ONEQ Fidelity Nasdaq Comp Indx 0.76% 53,391 $4.5M No change
VNQ Vanguard Real Estate ETF 0.74% 49,705 $4.4M Reduce -71.3%
AAPL Apple Inc. 0.74% 17,312 $4.4M Add +4.0%
SCHX Schwab US Large-Cap ETF 0.62% 142,872 $3.7M Reduce -1.3%
IWM iShares Russell 2000 ETF 0.47% 11,183 $2.8M Add +4.8%
SCHG Schwab US Large-Cap Growth 0.45% 92,279 $2.7M Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.42% 12,847 $2.5M Add +93.6%
AGG iShares Core U.S. Aggregate 0.36% 21,439 $2.1M Reduce -1.3%
SCHH Schwab US REIT ETF 0.33% 91,104 $2.0M Reduce -8.8%
VOO Vanguard S&P 500 ETF 0.32% 3,147 $1.9M Reduce -0.0%
NTNX Nutanix Inc. Class A 0.31% 47,907 $1.8M New
RSP Invesco S&P 500 Equal Weight 0.29% 9,040 $1.7M Reduce -11.8%
TSLA Tesla Inc. 0.28% 4,426 $1.6M Add +8.2%
MSFT Microsoft Corp. 0.27% 4,351 $1.6M Add +6.0%
VONG Vanguard Russell 1000 Growth 0.25% 13,610 $1.5M No change
IWF iShares Russell 1000 Growth 0.23% 3,242 $1.4M Reduce -0.9%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.23% 28,136 $1.4M No change
ITOT iShares Core S&P Total U.S. 0.20% 8,311 $1.2M No change
SCHO Schwab Short-Term US Treas 0.18% 43,961 $1.1M No change
NVDA Nvidia Corp. 0.18% 6,099 $1.1M Add +21.9%
AMZN Amazon.com Inc. 0.18% 5,044 $1.1M Add +3.2%
COST Costco Wholesale Corp. 0.16% 982 $978K Reduce -0.8%
V Visa Inc. Class A 0.16% 3,057 $924K Add +1.2%
SCHP Schwab U.S. Tips ETF 0.15% 34,135 $908K Reduce -33.5%
SCHV Schwab US Large-Cap Value 0.15% 29,725 $907K No change
META Meta Platforms Inc. Class A 0.15% 1,527 $874K Add +1.7%
CAG Conagra Brands Inc. 0.14% 53,000 $833K New
GLDM SPDR Gold Minishares Trust 0.13% 8,134 $754K Add +65.4%
VGIT Vanguard Intermediate-Term T 0.12% 11,769 $701K Add +13.7%
SCHB Schwab US Broad Market ETF 0.11% 27,000 $678K No change
WMT Walmart Inc. 0.11% 5,449 $677K Add +2.3%
PACS Pacs Group Inc. 0.11% 20,560 $660K No change
KNX Knight-Swift Transportation 0.11% 11,441 $659K Add +0.4%
EFA iShares MSCI Eafe ETF 0.11% 6,606 $642K Add +61.7%
GIS General Mills Inc. 0.10% 15,854 $590K New
CMF iShares California Muni Bond 0.09% 9,828 $559K No change
SCHI Schwab 5-10 Year Corporate B 0.09% 24,490 $555K No change
GDDY GoDaddy Inc. Class A 0.09% 6,445 $533K No change
GOOGL Alphabet Inc. Class A 0.09% 1,853 $533K Add +15.4%
UWMC Uwm Holdings Corp. 0.09% 143,000 $518K New
TTWO Take-Two Interactive Softwre 0.08% 2,461 $486K Add +0.7%
SCHR Schwab Intermediate-Term US 0.08% 17,969 $448K No change
LLY Eli Lilly & Co. 0.07% 476 $438K Add +7.2%
CB Chubb Ltd. 0.07% 1,212 $395K Add +0.8%
RTX RTX Corp. 0.07% 2,010 $388K Add +1.0%
RITM Rithm Capital Corp. 0.06% 40,000 $379K New
AXP American Express Co. 0.06% 1,147 $347K Add +1.6%
AOR iShares Core 60/40 Balanced 0.06% 5,236 $337K Reduce -1.3%
DVY iShares Select Dividend ETF 0.06% 2,209 $334K No change
PPA Invesco Aerospace & Defense 0.06% 2,000 $331K No change
AWK American Water Works Co. Inc. 0.05% 2,367 $322K No change
WPP WPP PLC-Sponsored ADR 0.05% 20,000 $311K New
FSK FS KKR Capital Corp. 0.05% 30,000 $305K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.05% 2,099 $304K No change
XLV SS Health Care Select Sector 0.05% 2,073 $304K No change
VGSH Vanguard Short-Term Treasury 0.05% 5,185 $304K New
AVGO Broadcom Inc. 0.05% 925 $286K Add +45.7%
MA Mastercard Inc. Class A 0.05% 544 $272K Add +4.4%
XLE SS Energy Select Sector 0.04% 4,170 $255K New
JPM JPMorgan Chase & Co. 0.04% 860 $253K Add +11.7%
RWO State Street SPDR Dow Jones 0.04% 5,372 $246K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,014 $246K Add +2.1%
MCD McDonald's Corp. 0.04% 775 $241K Add +2.0%
PNTG The Pennant Group Inc. 0.04% 7,575 $231K No change
WEC WEC Energy Group Inc. 0.04% 1,905 $221K No change
XLRE SS Real Estate Select Sector 0.04% 5,388 $220K No change
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.04% 4,755 $220K New
GOOG Alphabet Inc. Class C 0.04% 764 $219K New
ABR Arbor Realty Trust Inc. 0.02% 17,000 $131K New
ANGX Angel Studios Inc. 0.02% 40,218 $123K No change

Portfolio Sells Q4 2025 → Q1 2026
VNQ Vanguard Real Estate ETF Reduce -71.3% 0.74% −1.89
VTI VG Morningstar TS MKT ETF-US Reduce -2.5% 2.40% −0.23
XLP SS Consumer Staples Sel Sect Sold out 0.00% −0.11
SCHP Schwab U.S. Tips ETF Reduce -33.5% 0.15% −0.08
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -1.1% 2.48% −0.07
SCHX Schwab US Large-Cap ETF Reduce -1.3% 0.62% −0.05
RSP Invesco S&P 500 Equal Weight Reduce -11.8% 0.29% −0.05
SAP Sap SE-Sponsored ADR Sold out 0.00% −0.04
TIP iShares Tips Bond ETF Sold out 0.00% −0.04
SPSB SS SPDR P St C Corp. ETF Reduce -0.3% 1.32% −0.04
WFC Wells Fargo & Co. Sold out 0.00% −0.04
IWF iShares Russell 1000 Growth Reduce -0.9% 0.23% −0.03
SCHH Schwab US REIT ETF Reduce -8.8% 0.33% −0.03
VOO Vanguard S&P 500 ETF Reduce -0.0% 0.32% −0.02
AGG iShares Core U.S. Aggregate Reduce -1.3% 0.36% −0.01
AOR iShares Core 60/40 Balanced Reduce -1.3% 0.06% −0.00
SCHF Schwab Intl Equity ETF Reduce -0.0% 0.79% +0.01
VYM Vanguard High DVD Yield ETF Reduce -0.8% 4.72% +0.01
COST Costco Wholesale Corp. Reduce -0.8% 0.16% +0.02
SCHD Schwab US DVD Equity ETF Reduce -4.1% 2.46% +0.12

Portfolio Buys Q4 2025 → Q1 2026
QQQ Invesco QQQ Trust Series 1 Add +33.8% 9.28% +1.75
BND Vanguard Total Bond Market Add +6.8% 13.64% +0.54
VCSH Vanguard S/T Corp. Bond ETF Add +114.3% 0.83% +0.43
NTNX Nutanix Inc. Class A New 0.31% +0.31
SGOV iShares 0-3 Month Treasury B Add +14.9% 1.94% +0.22
VTV Vanguard Mrngstr Val ETF-Aui Add +93.6% 0.42% +0.21
CAG Conagra Brands Inc. New 0.14% +0.14
IEFA iShares Core MSCI Eafe ETF Add +2.7% 7.59% +0.14
IAU iShares Gold Trust Add +3.7% 1.32% +0.12
GIS General Mills Inc. New 0.10% +0.10
UWMC Uwm Holdings Corp. New 0.09% +0.09
RITM Rithm Capital Corp. New 0.06% +0.06
MSTR Strategy Inc. Add +34.4% 0.82% +0.06
GLDM SPDR Gold Minishares Trust Add +65.4% 0.13% +0.05
WPP WPP PLC-Sponsored ADR New 0.05% +0.05
FSK FS KKR Capital Corp. New 0.05% +0.05
VGSH Vanguard Short-Term Treasury New 0.05% +0.05
XLE SS Energy Select Sector New 0.04% +0.04
EFA iShares MSCI Eafe ETF Add +61.7% 0.11% +0.04
IUSB Ishr CR Unvrse Usd BD ETF-Ui New 0.04% +0.04
GOOG Alphabet Inc. Class C New 0.04% +0.04
VCIT Vanguard Int-Term Corporate Add +3.9% 4.67% +0.03
ABR Arbor Realty Trust Inc. New 0.02% +0.02
NVDA Nvidia Corp. Add +21.9% 0.18% +0.02
IWM iShares Russell 2000 ETF Add +4.8% 0.47% +0.02
WMT Walmart Inc. Add +2.3% 0.11% +0.01
VGIT Vanguard Intermediate-Term T Add +13.7% 0.12% +0.01
AVGO Broadcom Inc. Add +45.7% 0.05% +0.01
KNX Knight-Swift Transportation Add +0.4% 0.11% +0.01
GOOGL Alphabet Inc. Class A Add +15.4% 0.09% +0.00
RTX RTX Corp. Add +1.0% 0.07% +0.00
CB Chubb Ltd. Add +0.8% 0.07% +0.00
MCD McDonald's Corp. Add +2.0% 0.04% +0.00
JPM JPMorgan Chase & Co. Add +11.7% 0.04% 0.00
MA Mastercard Inc. Class A Add +4.4% 0.05% −0.01
LLY Eli Lilly & Co. Add +7.2% 0.07% −0.01
IBM Intl Business Machines Corp. Add +2.1% 0.04% −0.01
AXP American Express Co. Add +1.6% 0.06% −0.01
AMZN Amazon.com Inc. Add +3.2% 0.18% −0.02
META Meta Platforms Inc. Class A Add +1.7% 0.15% −0.02
TTWO Take-Two Interactive Softwre Add +0.7% 0.08% −0.03
V Visa Inc. Class A Add +1.2% 0.16% −0.03
AAPL Apple Inc. Add +4.0% 0.74% −0.04
TSLA Tesla Inc. Add +8.2% 0.28% −0.04
BIV Vanguard Intermediate-Term B Add +0.7% 2.44% −0.06
SCHG Schwab US Large-Cap Growth Add +0.1% 0.45% −0.06
MSFT Microsoft Corp. Add +6.0% 0.27% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +2.3% 30.60% −1.41

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 92$663.4MSPY, BND, QQQ, IEFA, VCIT
Q1 2026 87$595.4MSPY, BND, QQQ, IEFA, VYM
Q4 2025 79$583.5MSPY, BND, QQQ, IEFA, VYM
Q3 2025 79$578.0MSPY, BND, IEFA, QQQ, VYM
Q2 2025 73$545.0MSPY, BND, IEFA, QQQ, VYM
Q1 2025 82$578.4MSPY, BND, IEFA, QQQ, VCIT
Q4 2024 400$598.9MSPY, BND, IEFA, QQQ, VCIT
Q3 2024 491$595.0MSPY, BND, IEFA, QQQ, VCIT
Q2 2024 542$547.9MSPY, BND, IEFA, BIL, QQQ
Q1 2024 519$424.7MSPY, BND, IEFA, VTI, VNQ