Pacific Capital Wealth Advisors, Inc. - Portfolio Stock Holdings
Pacific Capital Wealth Advisors, Inc. disclosed 96 stock positions in a recent SEC 13F filing. $663,354,120 of stock holdings were filed, with the largest holdings including SPY, BND, and QQQ. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $668,641,467 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
96Est. Stock Holding Value:
$663,354,120Top Stock Holdings By Sector
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Portfolio Stock Holdings - Pacific Capital Wealth Advisors, Inc.
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