Pacific Capital Wealth Advisors, Inc.

Registered adviser

CIK

1803523

Location

CORONA, CA

Portfolio Value

Small $681,927,226

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,217 / 8,815 ▼ 30 · as of Jun 2026

Top Industry

Consumer Electronics 19.3%

Period ended 24 days ago

Filed Oct 22, 2026 · 2d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 159294

Roster of Oct 1, 2026

Regulatory AUM

$820,635,175

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Oct 2026	$820,635,175	Individuals and high net worth (99%)
Apr 2026 to Sep 2026	$668,641,467	Individuals and high net worth (98%)
Jan 2026 to Mar 2026	$654,689,148	Individuals and high net worth (98%)
May 2025 to Dec 2025	$654,348,900	Individuals and high net worth (98%)
Apr 2025	$668,851,310	Individuals and high net worth (64%)
Oct 2024 to Mar 2025	$661,224,239	Individuals and high net worth (95%)

11 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.0% of the book (60%+)

Turnover

Low turnover

11.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.3 quarters (12+), a floor since 61.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 88.7%; sector active share 82.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

93 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

31.5%

−0.1 pts

Top 5

78.5%

+2.1 pts

Top 10

92.3%

+0.3 pts

HHI

1,827

Moderately concentrated+221

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.9%	$640,161,388	49
Technology	3.4%	$22,924,186	13
Financial Services	0.7%	$4,793,029	9
Consumer Cyclical	0.6%	$3,961,652	3
Communication Services	0.5%	$3,460,174	6
Healthcare	0.3%	$1,754,845	3
Consumer Defensive	0.3%	$1,735,987	2
Industrials	0.2%	$1,412,579	3
Real Estate	0.1%	$985,941	2
Utilities	0.0%	$300,240	1
Basic Materials	0.0%	$278,750	1
Energy	0.0%	$158,455	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IUSB	iShares Core Universal USD Bond ETF	+1,592,977	1,597,732	$70,444,003
UWMC	UWM Holdings Corp	+650,000	1,080,000	$1,274,400
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+137,102	156,788	$8,883,608
SGOV	iShares 0-3 Month Treasury Bond ETF	+90,037	226,949	$22,849,225
GLDM	World Gold Trust	+57,034	81,810	$6,723,145
IEFA	iShares Core MSCI EAFE ETF	+29,058	547,467	$53,038,602
CMF	iShares California Muni Bond ETF	+19,799	29,627	$1,603,413
WHR	Whirlpool Corp	+10,000	20,000	$613,600
AAPL	Apple Inc.	+7,551	24,264	$8,080,397
QQQ	Invesco Qqq Trust, Series 1	+7,455	108,595	$80,335,323
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+7,135	189,915	$29,474,808
VTV	VANGUARD VALUE INDEX FUND	+6,502	38,048	$8,221,411
FMC	Fmc Corp	+6,250	31,250	$278,750
NVDA	Nvidia Corp	+3,698	9,797	$2,237,438
AMZN	Amazon Com Inc	+2,155	7,199	$1,793,630
SPY	Spdr S&P 500 ETF Trust	+1,369	281,725	$214,851,936
MSFT	Microsoft Corp	+879	5,237	$2,686,057
MU	Micron Technology Inc	+648	872	$928,775
GOOG	Alphabet Inc.	+478	1,242	$423,199
GOOGL	Alphabet Inc.	+402	2,255	$775,900
GDDY	GoDaddy Inc.	+368	24,667	$2,355,945
COST	Costco Wholesale Corp	+336	1,279	$1,164,324
JPM	Jpmorgan Chase & Co	+286	1,122	$371,191
RTX	RTX Corp	+262	2,272	$421,796
AVGO	Broadcom Inc.	+261	1,186	$416,511
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−602,472	600,034	$42,092,385
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−178,732	181,869	$14,242,161
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	−129,225	95,779	$2,834,100
BIV	Vanguard Bond Index Funds	−111,642	63,865	$4,653,203
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−37,867	45,445	$3,510,626
SCHD	Schwab U.S. Dividend Equity ETF	−27,619	386,210	$12,563,411
SCHP	Schwab U.S. TIPS ETF	−21,642	9,416	$236,624
SCHO	Schwab Short-Term U.S. Treasury ETF	−16,051	30,871	$736,582
SCHF	Schwab International Equity ETF	−12,924	177,901	$4,886,940
MSTR	Strategy Inc	−6,400	29,099	$4,454,765
SCHX	Schwab U.S. Large-Cap ETF	−6,221	127,303	$3,819,090
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−4,705	27,617	$10,335,386
SCHV	Schwab U.S. Large-Cap Value ETF	−4,464	25,261	$841,443
AGG	iShares Core U.S. Aggregate Bond ETF	−3,033	18,366	$1,736,321
—		−2,181	154,594	$0
VNQ	VANGUARD REAL ESTATE INDEX FUND	−2,150	30,059	$2,694,188
SCHB	Schwab U.S. Broad Market ETF	−1,994	24,835	$727,913
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	−1,937	11,673	$1,504,999
IWF	iShares Russell 1000 Growth ETF	−1,076	11,164	$1,398,402
IWM	iShares Russell 2000 ETF	−403	9,579	$2,661,908
IAU	Ishares Gold Trust	−63	84,385	$6,590,468
TTWO	Take Two Interactive Software Inc	−18	2,443	$506,922
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	12,509	$1,127,185
NLY	Annaly Capital Management Inc	40,071	$756,941
CRDO	Credo Technology Group Holding Ltd	2,250	$438,277
GLTR	abrdn Precious Metals Basket ETF Trust	2,304	$429,235
DUOT	Duos Technologies Group, Inc.	40,000	$353,600
NFLX	Netflix Inc	4,387	$305,247
BRK-B	Berkshire Hathaway Inc	605	$301,259
WU	Western Union CO	49,999	$294,994
SPCX	Space Exploration Technologies Corp	1,745	$263,250
WFC	Wells Fargo & Company	3,082	$246,714
BXMT	Blackstone Mortgage Trust, Inc.	20,000	$229,000
SAP	Sap SE	1,014	$211,398
SWMR	Swarmer, Inc	10,000	$178,300
NGL	NGL Energy Partners LP	10,750	$158,455
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
NTNX	Nutanix, Inc.	43,657	$2,224,760
GIS	General Mills Inc	40,854	$1,421,719
SCHI	Schwab 5-10 Year Corporate Bond ETF	24,119	$546,054
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	17,969	$443,115
CAG	Conagra Brands Inc.	30,000	$403,800
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	6,850	$398,670
NOG	Northern Oil & Gas, Inc.	20,000	$363,000
WEC	Wec Energy Group, Inc.	1,905	$222,446
IVV	iShares Core S&P 500 ETF	292	$218,675
MDY	Spdr S&P Midcap 400 ETF Trust	300	$211,002
MCD	Mcdonalds Corp	753	$203,543
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	4,612	$203,066
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	1,868	$201,407
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 tracked positions · $681,927,226 total · filing declares 93 positions · $697,732,189 · as of Sep 30, 2026

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

Showing 1–50 of 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	281,725	+1,369	$214,851,936	+2.6%	31.51%
QQQ	Invesco Qqq Trust, Series 1	Added	108,595	+7,455	$80,335,323	+7.9%	11.78%
IUSB	iShares Core Universal USD Bond ETF	Added	1,597,732	+1,592,977	$70,444,003	+32001.3%	10.33%
IEFA	iShares Core MSCI EAFE ETF	Added	547,467	+29,058	$53,038,602	+5.9%	7.78%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	600,034	-602,472	$42,092,385	−52.3%	6.17%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	189,915	+7,135	$29,474,808	+2.0%	4.32%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	226,949	+90,037	$22,849,225	+65.8%	3.35%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	181,869	-178,732	$14,242,161	−52.2%	2.09%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	386,210	-27,619	$12,563,411	−4.3%	1.84%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	27,617	-4,705	$10,335,386	−13.6%	1.52%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	156,788	+137,102	$8,883,608	+665.1%	1.30%
VTV	VANGUARD VALUE INDEX FUND	Added	38,048	+6,502	$8,221,411	+19.6%	1.21%
AAPL	Apple Inc. Technology	Added	24,264	+7,551	$8,080,397	+67.1%	1.18%
IWB	iShares Russell 1000 ETF	Held	19,234	0	$8,003,844	+1.6%	1.17%
GLDM	World Gold Trust	Added	81,810	+57,034	$6,723,145	+241.7%	0.99%
IAU	Ishares Gold Trust	Reduced	84,385	-63	$6,590,468	+3.4%	0.97%
SCHF	Schwab International Equity ETF	Reduced	177,901	-12,924	$4,886,940	−7.5%	0.72%
ONEQ	Fidelity Nasdaq Composite Index ETF	Held	45,136	0	$4,777,194	+2.5%	0.70%
BIV	Vanguard Bond Index Funds	Reduced	63,865	-111,642	$4,653,203	−65.4%	0.68%
MSTR	Strategy Inc Technology	Reduced	29,099	-6,400	$4,454,765	+44.4%	0.65%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	127,303	-6,221	$3,819,090	−2.8%	0.56%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	45,445	-37,867	$3,510,626	−46.7%	0.51%
SCHG	Schwab U.S. Large-Cap Growth ETF	Held	92,274	0	$3,315,404	+6.2%	0.49%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Reduced	95,779	-129,225	$2,834,100	−58.0%	0.42%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	30,059	-2,150	$2,694,188	−13.3%	0.40%
MSFT	Microsoft Corp Technology	Added	5,237	+879	$2,686,057	+65.2%	0.39%
IWM	iShares Russell 2000 ETF	Reduced	9,579	-403	$2,661,908	−11.2%	0.39%
GDDY	GoDaddy Inc. Technology	Added	24,667	+368	$2,355,945	+14.2%	0.35%
NVDA	Nvidia Corp Technology	Added	9,797	+3,698	$2,237,438	+83.3%	0.33%
VOO	VANGUARD 500 INDEX FUND	Held	2,935	0	$2,057,024	+2.0%	0.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,199	+2,155	$1,793,630	+49.2%	0.26%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	18,366	-3,033	$1,736,321	−18.0%	0.25%
CMF	iShares California Muni Bond ETF	Added	29,627	+19,799	$1,603,413	+183.0%	0.24%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,381	+15	$1,554,422	−15.4%	0.23%
FNDF	Schwab Fundamental International Equity ETF	Held	28,136	0	$1,512,310	+1.9%	0.22%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	11,673	-1,937	$1,504,999	−13.5%	0.22%
IWF	iShares Russell 1000 Growth ETF	Reduced	11,164	-1,076	$1,398,402	−8.0%	0.21%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Held	8,311	0	$1,381,953	+1.2%	0.20%
UWMC	UWM Holdings Corp Financial Services	Added	1,080,000	+650,000	$1,274,400	+29.4%	0.19%
META	Meta Platforms, Inc. Communication Services	Added	1,739	+212	$1,261,088	+46.6%	0.18%
V	Visa Inc. Financial Services	Added	3,243	+186	$1,165,307	+11.1%	0.17%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,279	+336	$1,164,324	+32.0%	0.17%
VUG	VANGUARD GROWTH INDEX FUND	NEW	12,509	NEW	$1,127,185	NEW	0.17%
MU	Micron Technology Inc Technology	Added	872	+648	$928,775	+259.2%	0.14%
PACS	PACS Group, Inc. Healthcare	Held	20,560	0	$854,268	−2.6%	0.13%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	25,261	-4,464	$841,443	−18.7%	0.12%
GOOGL	Alphabet Inc. Communication Services	Added	2,255	+402	$775,900	+17.2%	0.11%
NLY	Annaly Capital Management Inc Real Estate	NEW	40,071	NEW	$756,941	NEW	0.11%
SCHO	Schwab Short-Term U.S. Treasury ETF	Reduced	30,871	-16,051	$736,582	−35.0%	0.11%
SCHB	Schwab U.S. Broad Market ETF	Reduced	24,835	-1,994	$727,913	−6.3%	0.11%

Showing the top 50 of 93 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.