Pacific Capital Wealth Advisors, Inc.

13F filer · CIK 0001803523

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$663MU.S. long equity reported on 13F

Positions466 new · 4 closed

Net flow last quarter+$6.68MBuys minus sells

Top 10 positions weight50.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202646 positions
SPYSPDR S&P 500 ETF Trust	$209M	31.56%	Not reported	+0.1%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$74.5M	11.23%	Not reported	+5.7%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$28.9M	4.35%	Not reported	-3.7%	Q4 2019
IAUIshares Gold Trust	$6.38M	0.96%	0.01%	-5.0%	Q3 2020
AAPLApple Inc.	$4.84M	0.73%	0.00%	-3.5%	Q4 2019
MSTRStrategy Inc	$3.09M	0.47%	Not reported	-9.2%	Q3 2024
NTNXNutanix, Inc.	$2.22M	0.34%	0.02%	-8.9%	Q3 2020
GDDYGoDaddy Inc.	$2.06M	0.31%	0.02%	+277.0%	Q3 2024
GLDMWorld Gold Trust	$1.97M	0.30%	0.01%	+204.6%	Q3 2025
TSLATesla, Inc.	$1.84M	0.28%	0.00%	-1.4%	Q3 2020
MSFTMicrosoft Corp	$1.63M	0.25%	0.00%	+0.2%	Q4 2019
FNDFSchwab Strategic Trust	$1.48M	0.22%	Not reported	Not reported	Q4 2024
GISGeneral Mills Inc	$1.42M	0.21%	0.01%	+157.7%	Q3 2020
NVDANvidia Corp	$1.22M	0.18%	0.00%	Not reported	Q3 2020
AMZNAmazon Com Inc	$1.2M	0.18%	0.00%	Not reported	Q3 2020
VVisa Inc.	$1.05M	0.16%	0.00%	Not reported	Q4 2019
UWMCUWM Holdings Corp	$985K	0.15%	0.42%	+200.7%	Q1 2026
KNXKnight-Swift Transportation Holdings Inc.	$891K	0.13%	0.01%	Not reported	Q3 2020
COSTCostco Wholesale Corp	$882K	0.13%	0.00%	-4.0%	Q4 2019
PACSPACS Group, Inc.	$877K	0.13%	0.01%	Not reported	Q2 2024
METAMeta Platforms, Inc.	$860K	0.13%	Not reported	Not reported	Q3 2020
GOOGLAlphabet Inc.	$662K	0.10%	0.00%	Not reported	Q3 2020
TTWOTake Two Interactive Software Inc	$615K	0.09%	0.00%	Not reported	Q1 2023
WMTWalmart Inc.	$596K	0.09%	0.00%	-3.5%	Q3 2020
LLYELI LILLY & Co	$570K	0.09%	0.00%	-0.2%	Q3 2023
SCHISterling Chemicals Inc	$546K	0.08%	Not reported	-1.5%	Q2 2024
CBChubb Ltd	$413K	0.06%	0.00%	Not reported	Q4 2019
CAGConagra Brands Inc.	$404K	0.06%	0.01%	-43.4%	Q1 2026
WHRWhirlpool Corp	$394K	0.06%	0.02%	New	Q2 2026
AXPAmerican Express Co	$387K	0.06%	0.00%	-0.4%	Q3 2020
RTXRTX Corp	$381K	0.06%	0.00%	Not reported	Q3 2020
NOGNorthern Oil & Gas, Inc.	$363K	0.05%	0.02%	New	Q2 2026
AVGOBroadcom Inc.	$350K	0.05%	0.00%	Not reported	Q1 2023
AWKAmerican Water Works Company, Inc.	$305K	0.05%	0.00%	-2.0%	Q4 2019
FMCFMC Corp	$288K	0.04%	0.02%	New	Q2 2026
IBMInternational Business Machines Corp	$285K	0.04%	0.00%	Not reported	Q3 2020
PNTGPennant Group, Inc.	$280K	0.04%	0.02%	Not reported	Q1 2024
MAMastercard Inc	$277K	0.04%	0.00%	-0.9%	Q3 2020
JPMJPMorgan Chase & Co	$274K	0.04%	0.00%	-2.8%	Q4 2023
GOOGAlphabet Inc.	$270K	0.04%	Not reported	Not reported	Q3 2020
AMDAdvanced Micro Devices Inc	$268K	0.04%	0.00%	Not reported	Q4 2023
MUMicron Technology Inc	$259K	0.04%	0.00%	Not reported	Q2 2024
WECWec Energy Group, Inc.	$222K	0.03%	0.00%	Not reported	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$211K	0.03%	Not reported	Not reported	Q2 2024
MCDMcdonalds Corp	$204K	0.03%	0.00%	-2.8%	Q3 2020
ANGXAngel Studios, Inc.	$148K	0.02%	0.02%	Not reported	Q3 2025
Q1 2026Reported Apr 14, 202644 positions
SPYSPDR S&P 500 ETF Trust	$182M	30.60%	Not reported	+2.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$55.2M	9.28%	Not reported	+33.8%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$28.1M	4.72%	Not reported	-0.8%	Q4 2019
IAUIshares Gold Trust	$7.83M	1.32%	0.01%	+3.7%	Q3 2020
MSTRStrategy Inc	$4.88M	0.82%	Not reported	+34.4%	Q3 2024
AAPLApple Inc.	$4.39M	0.74%	0.00%	+4.0%	Q4 2019
NTNXNutanix, Inc.	$1.82M	0.31%	0.02%	Not reported	Q3 2020
TSLATesla, Inc.	$1.65M	0.28%	0.00%	+8.2%	Q3 2020
MSFTMicrosoft Corp	$1.61M	0.27%	0.00%	+6.0%	Q4 2019
FNDFSchwab Strategic Trust	$1.38M	0.23%	Not reported	Not reported	Q4 2024
NVDANvidia Corp	$1.06M	0.18%	0.00%	+21.9%	Q3 2020
AMZNAmazon Com Inc	$1.05M	0.18%	0.00%	+3.2%	Q3 2020
COSTCostco Wholesale Corp	$978K	0.16%	0.00%	-0.8%	Q4 2019
VVisa Inc.	$924K	0.16%	0.00%	+1.2%	Q4 2019
METAMeta Platforms, Inc.	$874K	0.15%	Not reported	+1.7%	Q3 2020
CAGConagra Brands Inc.	$833K	0.14%	0.01%	New	Q1 2026
GLDMWorld Gold Trust	$754K	0.13%	0.00%	+65.4%	Q3 2025
WMTWalmart Inc.	$677K	0.11%	0.00%	+2.3%	Q3 2020
PACSPACS Group, Inc.	$660K	0.11%	0.01%	Not reported	Q2 2024
KNXKnight-Swift Transportation Holdings Inc.	$659K	0.11%	0.01%	+0.4%	Q3 2020
GISGeneral Mills Inc	$590K	0.10%	0.00%	Not reported	Q3 2020
SCHISterling Chemicals Inc	$555K	0.09%	Not reported	Not reported	Q2 2024
GDDYGoDaddy Inc.	$533K	0.09%	0.00%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$533K	0.09%	0.00%	+15.4%	Q3 2020
UWMCUWM Holdings Corp	$518K	0.09%	0.14%	New	Q1 2026
TTWOTake Two Interactive Software Inc	$486K	0.08%	0.00%	+0.7%	Q1 2023
LLYELI LILLY & Co	$438K	0.07%	0.00%	+7.2%	Q3 2023
CBChubb Ltd	$395K	0.07%	0.00%	+0.8%	Q4 2019
RTXRTX Corp	$388K	0.07%	0.00%	+1.0%	Q3 2020
RITMRithm Capital Corp.	$379K	0.06%	0.01%	New	Q1 2026
AXPAmerican Express Co	$347K	0.06%	0.00%	+1.6%	Q3 2020
AWKAmerican Water Works Company, Inc.	$322K	0.05%	0.00%	Not reported	Q4 2019
WPPWPP plc	$311K	0.05%	0.00%	New	Q1 2026
FSKFS KKR Capital Corp	$305K	0.05%	0.01%	Not reported	Q3 2020
AVGOBroadcom Inc.	$286K	0.05%	0.00%	+45.7%	Q1 2023
MAMastercard Inc	$272K	0.05%	0.00%	+4.4%	Q3 2020
JPMJPMorgan Chase & Co	$253K	0.04%	0.00%	+11.7%	Q4 2023
IBMInternational Business Machines Corp	$246K	0.04%	0.00%	+2.1%	Q3 2020
MCDMcdonalds Corp	$241K	0.04%	0.00%	+2.0%	Q3 2020
PNTGPennant Group, Inc.	$231K	0.04%	0.02%	Not reported	Q1 2024
WECWec Energy Group, Inc.	$221K	0.04%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$219K	0.04%	Not reported	Not reported	Q3 2020
ABRArbor Realty Trust Inc	$131K	0.02%	0.01%	New	Q1 2026
ANGXAngel Studios, Inc.	$123K	0.02%	0.02%	Not reported	Q3 2025
Q4 2025Reported Jan 26, 202637 positions
SPYSPDR S&P 500 ETF Trust	$187M	32.01%	Not reported	-0.9%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$44M	7.53%	Not reported	+2.5%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$27.5M	4.71%	Not reported	-0.8%	Q4 2019
IAUIshares Gold Trust	$6.95M	1.19%	0.01%	-9.8%	Q3 2020
AAPLApple Inc.	$4.52M	0.78%	0.00%	-2.1%	Q4 2019
MSTRStrategy Inc	$4.42M	0.76%	Not reported	0.0%	Q3 2024
MSFTMicrosoft Corp	$1.98M	0.34%	0.00%	-5.2%	Q4 2019
TSLATesla, Inc.	$1.84M	0.32%	0.00%	+28.5%	Q3 2020
FNDFSchwab Strategic Trust	$1.27M	0.22%	Not reported	-1.9%	Q4 2024
AMZNAmazon Com Inc	$1.13M	0.19%	0.00%	-3.4%	Q3 2020
VVisa Inc.	$1.06M	0.18%	0.00%	-2.1%	Q4 2019
METAMeta Platforms, Inc.	$992K	0.17%	Not reported	-2.6%	Q3 2020
NVDANvidia Corp	$933K	0.16%	0.00%	-11.9%	Q3 2020
COSTCostco Wholesale Corp	$854K	0.15%	0.00%	-3.3%	Q4 2019
GDDYGoDaddy Inc.	$800K	0.14%	0.00%	+9.2%	Q3 2024
PACSPACS Group, Inc.	$789K	0.14%	0.01%	Not reported	Q2 2024
TTWOTake Two Interactive Software Inc	$625K	0.11%	0.00%	Not reported	Q1 2023
KNXKnight-Swift Transportation Holdings Inc.	$596K	0.10%	0.01%	+0.5%	Q3 2020
WMTWalmart Inc.	$594K	0.10%	0.00%	-0.4%	Q3 2020
SCHISterling Chemicals Inc	$563K	0.10%	Not reported	Not reported	Q2 2024
GOOGLAlphabet Inc.	$503K	0.09%	0.00%	-12.8%	Q3 2020
LLYELI LILLY & Co	$477K	0.08%	0.00%	-30.8%	Q3 2023
GLDMWorld Gold Trust	$420K	0.07%	0.00%	+57.2%	Q3 2025
AXPAmerican Express Co	$418K	0.07%	0.00%	Not reported	Q3 2020
CBChubb Ltd	$375K	0.06%	0.00%	-1.9%	Q4 2019
RTXRTX Corp	$365K	0.06%	0.00%	-0.5%	Q3 2020
AWKAmerican Water Works Company, Inc.	$309K	0.05%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$297K	0.05%	0.00%	-8.3%	Q3 2020
IBMInternational Business Machines Corp	$294K	0.05%	0.00%	-0.4%	Q3 2020
JPMJPMorgan Chase & Co	$248K	0.04%	0.00%	-6.9%	Q4 2023
SAPSap SE	$242K	0.04%	0.00%	-6.7%	Q3 2020
MCDMcdonalds Corp	$232K	0.04%	0.00%	-1.2%	Q3 2020
AVGOBroadcom Inc.	$220K	0.04%	0.00%	-24.0%	Q1 2023
PNTGPennant Group, Inc.	$213K	0.04%	0.02%	Not reported	Q1 2024
WFCWells Fargo & Company	$209K	0.04%	0.00%	Not reported	Q4 2023
WECWec Energy Group, Inc.	$201K	0.03%	0.00%	-1.8%	Q4 2019
ANGXAngel Studios, Inc.	$188K	0.03%	0.02%	+2.7%	Q3 2025
Q3 2025Reported Oct 29, 202536 positions
SPYSPDR S&P 500 ETF Trust	$184M	31.85%	Not reported	-4.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$41.9M	7.25%	Not reported	+6.0%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$27.2M	4.71%	Not reported	+0.9%	Q4 2019
MSTRStrategy Inc	$9.37M	1.62%	Not reported	0.0%	Q3 2024
IAUIshares Gold Trust	$6.91M	1.20%	0.01%	+0.2%	Q3 2020
AAPLApple Inc.	$4.33M	0.75%	0.00%	-29.9%	Q4 2019
MSFTMicrosoft Corp	$2.24M	0.39%	0.00%	-4.1%	Q4 2019
TSLATesla, Inc.	$1.42M	0.25%	0.00%	+4.1%	Q3 2020
FNDFSchwab Strategic Trust	$1.23M	0.21%	Not reported	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.13M	0.20%	Not reported	+10.0%	Q3 2020
AMZNAmazon Com Inc	$1.11M	0.19%	0.00%	-15.6%	Q3 2020
NVDANvidia Corp	$1.06M	0.18%	0.00%	-9.2%	Q3 2020
VVisa Inc.	$1.05M	0.18%	0.00%	+2.2%	Q4 2019
COSTCostco Wholesale Corp	$948K	0.16%	0.00%	-20.9%	Q4 2019
GDDYGoDaddy Inc.	$808K	0.14%	0.00%	Not reported	Q3 2024
TTWOTake Two Interactive Software Inc	$631K	0.11%	0.00%	Not reported	Q1 2023
SCHISterling Chemicals Inc	$565K	0.10%	Not reported	-1.1%	Q2 2024
WMTWalmart Inc.	$551K	0.10%	0.00%	+0.4%	Q3 2020
LLYELI LILLY & Co	$490K	0.08%	0.00%	+9.4%	Q3 2023
KNXKnight-Swift Transportation Holdings Inc.	$448K	0.08%	0.01%	Not reported	Q3 2020
GOOGLAlphabet Inc.	$447K	0.08%	0.00%	+10.9%	Q3 2020
AXPAmerican Express Co	$375K	0.06%	0.00%	Not reported	Q3 2020
CBChubb Ltd	$346K	0.06%	0.00%	+1.9%	Q4 2019
RTXRTX Corp	$334K	0.06%	0.00%	+0.5%	Q3 2020
AWKAmerican Water Works Company, Inc.	$329K	0.06%	0.00%	Not reported	Q4 2019
MAMastercard Inc	$323K	0.06%	0.00%	+14.5%	Q3 2020
SAPSap SE	$285K	0.05%	0.00%	Not reported	Q3 2020
PACSPACS Group, Inc.	$282K	0.05%	0.01%	Not reported	Q2 2024
IBMInternational Business Machines Corp	$281K	0.05%	0.00%	+0.4%	Q3 2020
AVGOBroadcom Inc.	$275K	0.05%	0.00%	Not reported	Q1 2023
JPMJPMorgan Chase & Co	$261K	0.05%	0.00%	Not reported	Q4 2023
GLDMWorld Gold Trust	$239K	0.04%	0.00%	New	Q3 2025
MCDMcdonalds Corp	$234K	0.04%	0.00%	+1.2%	Q3 2020
ANGXAngel Studios, Inc.	$227K	0.04%	0.02%	New	Q3 2025
WECWec Energy Group, Inc.	$222K	0.04%	0.00%	Not reported	Q4 2019
ONCOOnconetix, Inc.	$40.4K	0.01%	0.83%	New	Q3 2025

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