Pacific Capital Wealth Advisors, Inc. holds a concentrated book of 92 stocks worth $663.4M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-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 equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803523/holdings"
Use Arkolith to show Pacific Capital Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
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
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, no cost basis
Other tracked managers holding the same core names as Pacific Capital Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $721.8B |
| MORGAN STANLEY | 80 / 80 | $562.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $504.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $436.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $164.6B |
| UBS Group AG | 80 / 80 | $149.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $142.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $105.9B |
Ranked by how many of Pacific Capital Wealth Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 92 | $663.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 87 | $595.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 79 | $583.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 79 | $578.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 73 | $545.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 18, 2025 | 82 | $578.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 401 | $598.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 492 | $595.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.