Pacific Capital Wealth Advisors, Inc.

CIK

1803523

Location

CORONA, CA

Portfolio Value

Small $275,604,645

Diversification

Highly concentrated

Filing Date

Global Rank

#3,233 / 8,232 ▲ 283

Top Industry

Software - Application 16.5%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.0%

SPY

+76.5%

Annualised alpha

-1.5%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

66.1%

−4.6 pts

Top 5

92.3%

−1.1 pts

Top 10

95.0%

−1.1 pts

HHI

4,787

Highly concentrated−510

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.3%	$245,987,451	4
Technology	5.4%	$14,833,023	8
Consumer Defensive	1.1%	$3,078,940	4
Financial Services	1.1%	$3,013,770	7
Consumer Cyclical	1.1%	$2,936,740	3
Communication Services	0.8%	$2,326,201	5
Healthcare	0.5%	$1,329,083	3
Industrials	0.4%	$1,046,501	2
Utilities	0.2%	$542,666	2
Real Estate	0.2%	$510,270	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+24,154	95,698	$55,234,971
MSTR	Strategy Inc	+10,008	39,097	$4,879,305
SPY	Spdr S&P 500 ETF Trust	+6,219	280,108	$182,165,436
GLDM	World Gold Trust	+3,215	8,134	$753,940
IAU	Ishares Gold Trust	+3,179	88,851	$7,833,104
NVDA	Nvidia Corp	+1,097	6,099	$1,063,665
AAPL	Apple Inc.	+673	17,312	$4,393,612
TSLA	Tesla, Inc.	+335	4,426	$1,645,365
AVGO	Broadcom Inc.	+290	925	$286,296
MSFT	Microsoft Corp	+247	4,351	$1,610,609
GOOGL	Alphabet Inc.	+247	1,853	$532,848
AMZN	Amazon Com Inc	+158	5,044	$1,050,513
WMT	Walmart Inc.	+121	5,449	$677,201
JPM	Jpmorgan Chase & Co	+90	860	$252,977
KNX	Knight-Swift Transportation Holdings Inc.	+49	11,441	$658,772
V	Visa Inc.	+35	3,057	$923,947
LLY	ELI LILLY & Co	+32	476	$437,810
META	Meta Platforms, Inc.	+25	1,527	$873,642
MA	Mastercard Inc	+23	544	$271,815
IBM	International Business Machines Corp	+21	1,014	$245,783
RTX	RTX Corp	+20	2,010	$387,729
AXP	American Express Co	+18	1,147	$346,944
TTWO	Take Two Interactive Software Inc	+18	2,461	$486,047
MCD	Mcdonalds Corp	+15	775	$240,862
CB	Chubb Ltd	+10	1,212	$395,027
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
COST	Costco Wholesale Corp /New	−8	982	$978,494
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
NTNX	Nutanix, Inc.	47,907	$1,820,945
CAG	Conagra Brands Inc.	53,000	$833,160
GIS	General Mills Inc	15,854	$590,085
UWMC	UWM Holdings Corp	143,000	$517,660
RITM	Rithm Capital Corp.	40,000	$379,200
WPP	WPP plc	20,000	$311,000
FSK	FS KKR Capital Corp	30,000	$305,400
ABR	Arbor Realty Trust Inc	17,000	$131,070
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SAP	Sap SE	996	$241,938
WFC	Wells Fargo & Company/Mn	2,245	$209,234
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 positions · $275,604,645 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	280,108	+6,219	$182,165,436	−2.5%	66.10%
QQQ	Invesco Qqq Trust, Series 1	Added	95,698	+24,154	$55,234,971	+25.7%	20.04%
IAU	Ishares Gold Trust	Added	88,851	+3,179	$7,833,104	+12.6%	2.84%
MSTR	Strategy Inc Technology	Added	39,097	+10,008	$4,879,305	+10.4%	1.77%
AAPL	Apple Inc. Technology	Added	17,312	+673	$4,393,612	−2.9%	1.59%
NTNX	Nutanix, Inc. Technology	NEW	47,907	NEW	$1,820,945	NEW	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,426	+335	$1,645,365	−10.6%	0.60%
MSFT	Microsoft Corp Technology	Added	4,351	+247	$1,610,609	−18.9%	0.58%
NVDA	Nvidia Corp Technology	Added	6,099	+1,097	$1,063,665	+14.0%	0.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,044	+158	$1,050,513	−6.9%	0.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	982	-8	$978,494	+14.6%	0.36%
V	Visa Inc. Financial Services	Added	3,057	+35	$923,947	−12.8%	0.34%
META	Meta Platforms, Inc. Communication Services	Added	1,527	+25	$873,642	−11.9%	0.32%
CAG	Conagra Brands Inc. Consumer Defensive	NEW	53,000	NEW	$833,160	NEW	0.30%
GLDM	World Gold Trust	Added	8,134	+3,215	$753,940	+79.5%	0.27%
WMT	Walmart Inc. Consumer Defensive	Added	5,449	+121	$677,201	+14.1%	0.25%
PACS	PACS Group, Inc. Healthcare	Held	20,560	0	$660,387	−16.3%	0.24%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Added	11,441	+49	$658,772	+10.6%	0.24%
GIS	General Mills Inc Consumer Defensive	NEW	15,854	NEW	$590,085	NEW	0.21%
GOOGL	Alphabet Inc. Communication Services	Added	1,853	+247	$532,848	+6.0%	0.19%
GDDY	GoDaddy Inc. Technology	Held	6,445	0	$532,808	−33.4%	0.19%
UWMC	UWM Holdings Corp Financial Services	NEW	143,000	NEW	$517,660	NEW	0.19%
TTWO	Take Two Interactive Software Inc Communication Services	Added	2,461	+18	$486,047	−22.3%	0.18%
LLY	ELI LILLY & Co Healthcare	Added	476	+32	$437,810	−8.2%	0.16%
CB	Chubb Ltd Financial Services	Added	1,212	+10	$395,027	+5.3%	0.14%
RTX	RTX Corp Industrials	Added	2,010	+20	$387,729	+6.2%	0.14%
RITM	Rithm Capital Corp. Real Estate	NEW	40,000	NEW	$379,200	NEW	0.14%
AXP	American Express Co Financial Services	Added	1,147	+18	$346,944	−16.9%	0.13%
AWK	American Water Works Company, Inc. Utilities	Held	2,367	0	$322,125	+4.3%	0.12%
WPP	WPP plc Communication Services	NEW	20,000	NEW	$311,000	NEW	0.11%
FSK	FS KKR Capital Corp Financial Services	NEW	30,000	NEW	$305,400	NEW	0.11%
AVGO	Broadcom Inc. Technology	Added	925	+290	$286,296	+30.3%	0.10%
MA	Mastercard Inc Financial Services	Added	544	+23	$271,815	−8.6%	0.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	860	+90	$252,977	+2.0%	0.09%
IBM	International Business Machines Corp Technology	Added	1,014	+21	$245,783	−16.4%	0.09%
MCD	Mcdonalds Corp Consumer Cyclical	Added	775	+15	$240,862	+3.7%	0.09%
PNTG	Pennant Group, Inc. Healthcare	Held	7,575	0	$230,886	+8.3%	0.08%
WEC	Wec Energy Group, Inc. Utilities	Held	1,905	0	$220,541	+9.8%	0.08%
ABR	Arbor Realty Trust Inc Real Estate	NEW	17,000	NEW	$131,070	NEW	0.05%
ANGX	Angel Studios, Inc. Communication Services	Held	40,218	0	$122,664	−34.7%	0.04%