PACIFIC CAPITAL WEALTH ADVISORS, INC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcorona, CA
- CIK0001803523
- Alternate namesPacific Capital Wealth Advisors, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
401 | $598.89M | SPY, BND, IEFA, NDQ | 13F-HR | Jan 22, 2025 | 000106299325000994 | ||
492 | $595.04M | SPY, BND, IEFA, NDQ | 13F-HR | Oct 15, 2024 | 000106299324017639 | ||
543 | $547.85M | SPY, BND, IEFA, KRE | 13F-HR | Aug 6, 2024 | 000106299324014483 | ||
519 | $424.68M | SPY, BND, IEFA, VTI | 13F-HR | May 15, 2024 | 000106299324010312 | ||
345 | $394.33M | SPY, BND, IEFA, VTI | 13F-HR | Feb 6, 2024 | 000106299324002079 | ||
66 | $356.68M | SPY, BND, IEFA, VTI | 13F-HR | Nov 3, 2023 | 000106299323020069 | ||
66 | $394.35M | SPY, IEFA, BND, VTI | 13F-HR | Aug 1, 2023 | 000106299323015584 | ||
87 | $388.58M | SPY, IEFA, BND, VTI | 13F-HR | May 5, 2023 | 000106299323010323 | ||
88 | $386.77M | SPY, IEFA, VTI, BND | 13F-HR | Feb 15, 2023 | 000106299323003524 | ||
81 | $367.21M | SPY, BND, IEFA, VTI | 13F-HR | Nov 14, 2022 | 000106299322021998 | ||
84 | $361.14M | SPY, IEFA, VTI, BND | 13F-HR | Aug 5, 2022 | 000106299322017397 | ||
91 | $349.93M | SPY, VTI, IEFA, VNQ | 13F-HR | May 16, 2022 | 000106299322012559 | ||
91 | $347.32M | SPY, VTI, IEFA, VNQ | 13F-HR | Mar 8, 2022 | 000106299322007078 | ||
81 | $314.88M | SPY, IEFA, VTI, JPST | 13F-HR | Nov 30, 2021 | 000106299321011783 | ||
77 | $198.71M | SPY, IEFA, SCHX, IWM | 13F-HR | Aug 13, 2021 | 000106299321007469 | ||
65 | $179.72M | SPY, IEFA, SCHX, IWM | 13F-HR | May 17, 2021 | 000106299321004720 | ||
65 | $175.98M | SPY, IEFA, SCHX, BNDX | 13F-HR | Feb 16, 2021 | 000106299321001513 | ||
217 | $168.29M | SPY, IEFA, SCHX, BNDX | 13F-HR | Nov 16, 2020 | 000106299320005646 | ||
55 | $147.39M | SPY, BNDX, IEFA, SCHX | 13F-HR | Aug 11, 2020 | 000106299320003813 | ||
52 | $132.30M | BNDX, SPY, MINT, IEFA | 13F-HR | May 19, 2020 | 000106299320002525 | ||
56 | $149.86M | AGG, SCHX, BNDX, MINT | 13F-HR | Feb 14, 2020 | 000106299320000980 |