Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Pacific Capital Wealth Advisors, Inc.

•CIK: 1803523•Filing: 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%

📈 Biggest Buys

VANGUARD BD INDEX FDS

+1.9%

13.1% of portfolio

ISHARES TR

+14.2%

1.7% of portfolio

INVESCO QQQ TR

+2.5%

7.5% of portfolio

VANGUARD INDEX FDS

+206.6%

0.2% of portfolio

TESLA INC

+28.4%

0.3% of portfolio

📉 Biggest Sells

SPDR S&P 500 ETF TR

-0.9%

32.0% of portfolio

ISHARES GOLD TR

-9.8%

1.2% of portfolio

VANGUARD INDEX FDS

-3.5%

2.6% of portfolio

SCHWAB STRATEGIC TR

-2.6%

2.3% of portfolio

SPDR SERIES TRUST

-1.8%

2.6% of portfolio

Sector Breakdown

Other64.6%

ETF32.3%

Technology1.6%

Consumer0.8%

Financial0.4%

Healthcare0.1%

Industrial0.1%

🚪 Exited Positionssold since Q3 2025

VANGUARD SCOTTSDALE FDS

SOLD

$216.2K

ONCONETIX INC

SOLD

$40.4K

Changes from Q3 2025

NEW2 new positions

↑19 increased

↓36 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPDR S&P 500 ETF TR

VANGUARD BD INDEX FDS

VANGUARD WHITEHALL FDS

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