Pacific Capital Wealth Advisors, Inc.
Q3 2025 13F Holdings
- Locationcorona, CA
- Num holdings
79
- Value ($000)
$578,012
- Date Filed10/29/2025
- Form type13F-HR
- CIK0001803523
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $184.08 M | 32 % | 276,325 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $75.29 M | 13 % | 1,012,321 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $42.11 M | 7 % | 482,295 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $41.90 M | 7 % | 69,790 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $27.20 M | 5 % | 192,945 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $27.08 M | 5 % | 322,011 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $16.43 M | 3 % | 179,695 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $15.22 M | 3 % | 165,914 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.99 M | 3 % | 45,681 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $14.63 M | 3 % | 187,347 |
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