Pacific Capital Wealth Advisors, Inc.
Top Portfolio Positions
40 positions ·
$275,604,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
280,108 | $182,165,436 | 66.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
95,698 | $55,234,971 | 20.04% | |
| IAU |
Ishares Gold Trust
|
88,851 | $7,833,104 | 2.84% | |
| MSTR |
Strategy Inc
Technology
|
39,097 | $4,879,305 | 1.77% | |
| AAPL |
Apple Inc.
Technology
|
17,312 | $4,393,612 | 1.59% | |
| NTNX |
Nutanix, Inc.
Technology
|
47,907 | $1,820,945 | 0.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,426 | $1,645,365 | 0.60% | |
| MSFT |
Microsoft Corp
Technology
|
4,351 | $1,610,609 | 0.58% | |
| NVDA |
Nvidia Corp
Technology
|
6,099 | $1,063,665 | 0.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,044 | $1,050,513 | 0.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PACS
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $660,387 | 20,560 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $789,298 | 20,560 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $282,288 | 20,560 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $265,635 | 20,560 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $231,094 | 20,560 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $269,541 | 20,560 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $821,783 | 20,560 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $606,520 | 20,560 | Shares | Sole | 2024-08-06 | |
| No 13F history on record for this holder in this stock. | ||||||