Pacific Capital Wealth Advisors, Inc. holds a concentrated book of 92 reported positions worth $663.4M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Whirlpool Corp and trimmed Vanguard High DVD Yield ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 32% of the reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Pacific Capital Wealth Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Pacific Capital Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
6% mapped to company sectors
+8 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pacific Capital Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Dumac, Inc. | 8 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.2M |
| Prospect Hill Management, LLC | 9 / 80 | $239.1M |
| Marest Capital, LLC | 13 / 80 | $179.5M |
| Ebert Capital Management Inc. | 15 / 80 | $93.2M |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| Evergreen Advisors, LLC | 16 / 80 | $400.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Pacific Capital Wealth Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $209.4M | 280.4K | 31.6% | ▲+0.1% Added · +248 sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $88.3M | 1.20M | 13.3% | ▲+9.1% Added · +100K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $74.5M | 101.1K | 11.2% | ▲+5.7% Added · +5K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $50.1M | 518.4K | 7.5% | ▲+3.8% Added · +19K sh | |
| 5 | Vanguard Scottsdale FDS INT-TERM CORP | $29.8M | 360.6K | 4.5% | ▲+7.4% Added · +25K sh | |
| 6 | Vanguard Whitehall FDS HIGH DIV YLD | $28.9M | 182.8K | 4.4% | ▼−3.7% Reduced · −7K sh | |
| 7 | SPDR Series Trust ST STR BLO 1 ETF | $14.4M | 156.8K | 2.2% | ▼−2.7% Reduced · −4K sh | |
| 8 | Ishares TR 0-3 MTH TREASURY | $13.8M | 136.9K | 2.1% | ▲+19% Added · +22K sh | |
| 9 | Vanguard BD Index FDS INTERMED TERM | $13.5M | 175.5K | 2.0% | ▼−6.9% Reduced · −13K sh | |
| 10 | Schwab Strategic TR US DIVIDEND EQ | $13.1M | 413.8K | 2.0% | ▼−13% Reduced · −64K sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $12.0M | 32.3K | 1.8% | ▼−28% Reduced · −12K sh | |
| 12 | Ishares TR RUS 1000 ETF | $7.9M | 19.2K | 1.2% | —Held | |
| 13 | Vanguard Index FDS VALUE ETF | $6.9M | 31.5K | 1.0% | ▲+146% Added · +19K sh | |
| 14 | SPDR Series Trust ST SHOR CORP ETF | $6.8M | 225.0K | 1.0% | ▼−14% Reduced · −37K sh | |
| 15 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $6.6M | 83.3K | 1.0% | ▲+34% Added · +21K sh | |
| 16 | Ishares Gold TR ISHARES NEW | $6.4M | 84.4K | 1.0% | ▼−5.0% Reduced · −4K sh | |
| 17 | Schwab Strategic TR INTL EQTY ETF | $5.3M | 190.8K | 0.8% | —Held | |
| 18 | Apple Inc COM | $4.8M | 16.7K | 0.7% | ▼−3.5% Reduced · −599 sh | |
| 19 | Fidelity Comwlth TR NASDAQ COMPSIT | $4.7M | 45.1K | 0.7% | ▼−15% Reduced · −8K sh | |
| 20 | Schwab Strategic TR US LRG CAP ETF | $3.9M | 133.5K | 0.6% | ▼−6.5% Reduced · −9K sh | |
| 21 | Schwab Strategic TR US LCAP GR ETF | $3.1M | 92.3K | 0.5% | ▼~0% Reduced · −5 sh | |
| 22 | Vanguard Index FDS REAL ESTATE ETF | $3.1M | 32.2K | 0.5% | ▼−35% Reduced · −17K sh | |
| 23 | Strategy Inc CL A NEW | $3.1M | 35.5K | 0.5% | ▼−9.2% Reduced · −4K sh | |
| 24 | Ishares TR RUSSELL 2000 ETF | $3.0M | 10.0K | 0.5% | ▼−11% Reduced · −1K sh | |
| 25 | Nutanix Inc CL A | $2.2M | 43.7K | 0.3% | ▼−8.9% Reduced · −4K sh | |
| 26 | Ishares TR CORE US AGGBD ET | $2.1M | 21.4K | 0.3% | ▼−0.2% Reduced · −40 sh | |
| 27 | Godaddy Inc CL A | $2.1M | 24.3K | 0.3% | ▲+277% Added · +18K sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 2.9K | 0.3% | ▼−6.7% Reduced · −212 sh | |
| 29 | World Gold TR SPDR GLD MINIS | $2.0M | 24.8K | 0.3% | ▲+205% Added · +17K sh | |
| 30 | Tesla Inc COM | $1.8M | 4.4K | 0.3% | ▼−1.4% Reduced · −60 sh | |
| 31 | Vanguard Scottsdale FDS VNG RUS1000GRW | $1.7M | 13.6K | 0.3% | —Held | |
| 32 | Microsoft Corp COM | $1.6M | 4.4K | 0.2% | ▲+0.2% Added · +7 sh | |
| 33 | Ishares TR RUS 1000 GRW ETF | $1.5M | 12.2K | 0.2% | ▲+278% Added · +9K sh | |
| 34 | Schwab Strategic TR FUNDAMENTAL INTL | $1.5M | 28.1K | 0.2% | —Held | |
| 35 | General Mills Inc COM | $1.4M | 40.9K | 0.2% | ▲+158% Added · +25K sh | |
| 36 | Ishares TR CORE S&P TTL STK | $1.4M | 8.3K | 0.2% | —Held | |
| 37 | Nvidia Corporation COM | $1.2M | 6.1K | 0.2% | —Held | |
| 38 | Amazon Com Inc COM | $1.2M | 5.0K | 0.2% | —Held | |
| 39 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.2M | 19.7K | 0.2% | ▲+67% Added · +8K sh | |
| 40 | Schwab Strategic TR SHT TM US TRES | $1.1M | 46.9K | 0.2% | ▲+6.7% Added · +3K sh | |
| 41 | Visa Inc COM CL A | $1.0M | 3.1K | 0.2% | —Held | |
| 42 | Schwab Strategic TR US LCAP VA ETF | $1.0M | 29.7K | 0.2% | —Held | |
| 43 | Invesco Exchange Traded FD T S&P500 EQL WGT | $997K | 4.7K | 0.2% | ▼−48% Reduced · −4K sh | |
| 44 | Uwm Holdings Corporation COM CL A | $985K | 430.0K | 0.1% | ▲+201% Added · +287K sh | |
| 45 | Knight-Swift Transn Hldgs In CL A | $891K | 11.4K | 0.1% | —Held | |
| 46 | Costco Wholesale Corporation COM | $882K | 943 | 0.1% | ▼−4.0% Reduced · −39 sh | |
| 47 | Pacs Group Inc COM SHS | $877K | 20.6K | 0.1% | —Held | |
| 48 | Meta Platforms Inc CL A | $860K | 1.5K | 0.1% | —Held | |
| 49 | Schwab Strategic TR US TIPS ETF | $823K | 31.1K | 0.1% | ▼−9.0% Reduced · −3K sh | |
| 50 | Schwab Strategic TR US BRD MKT ETF | $777K | 26.8K | 0.1% | ▼−0.6% Reduced · −171 sh |
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Use Arkolith to show Pacific Capital Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 92 | $663.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 87 | $595.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 79 | $583.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 79 | $578.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 73 | $545.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 18d | 82 | $578.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 401 | $598.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 492 | $595.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.