Pacific Capital Wealth Advisors, Inc. ETF holdings
Corona, CA
Reported $630.1M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$630.1M
ETFs held
54
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
95.0%
of $663.4M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $209.4M | 280,356 | +248 shares |
| BND | Vanguard Total Bond Market ETF | $88.3M | 1,202,506 | +99,996 shares |
| QQQ | Invesco QQQ Trust | $74.5M | 101,140 | +5,442 shares |
| IEFA | iShares Core MSCI EAFE ETF | $50.1M | 518,409 | +18,995 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $29.8M | 360,601 | +24,825 shares |
| VYM | Vanguard High Dividend Yield ETF | $28.9M | 182,780 | −7,043 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $14.4M | 156,775 | −4,393 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $13.8M | 136,912 | +22,260 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $13.5M | 175,507 | −13,036 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $13.1M | 413,829 | −63,726 shares |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803523. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Pacific Capital Wealth Advisors, Inc. own?
Pacific Capital Wealth Advisors, Inc. reported 54 ETF positions worth $630.1M in its Form 13F for June 30, 2026. The largest was SPY, at $209.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.