Pacific Capital Wealth Advisors, Inc.
โขCIK: 1803523โขFiling: Q4 2025
**Pacific Capital Wealth Advisors, Inc.** manages $584M across a diversified portfolio of 79 positions. The strategy exhibits significant allocations to broad market indices and fixed income, notably holding $186.8M in SPY and $76.4M in BND. Further concentration is visible in technology and international exposure, with $44.0M in NDQ and $43.5M in IEFA. This structure suggests a core focus on established market leaders and defensive asset classes.
Total AUM
$583.5M
QoQ Performance
+0.9%
Positions
46
Top 10 Concentration
79.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
BND
NDQ
IEFA
SPY32.0%
BND13.1%
NDQ7.5%
IEFA7.5%
VYM4.7%
VCIT4.6%
VTI2.6%
VNQ2.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other64.6%
ETF32.3%
Technology1.6%
Consumer0.8%
Financial0.4%
Healthcare0.1%
Industrial0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ19 increased
โ36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022