PACIFIC CAPITAL WEALTH ADVISORS, INC.

Filed: 4/18/2025ACC: 0001062993-25-007662

📋 What this filing means

PACIFIC CAPITAL WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $578.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$578.40M

Total AUM (reported)

6.06M

Total Shares

Allocation by class

TR UNIT$157.93M27.3%

TOTAL BND MRKT$74.29M12.8%

CORE MSCI EAFE$43.39M7.5%

UNIT SER 1$34.61M6.0%

INT-TERM CORP$30.53M5.3%

HIGH DIV YLD$28.81M5.0%

BLOOMBERG 1-3 MO$24.87M4.3%

Portfolio Concentration

Top 3$275.61M47.7%

4–10$173.83M30.1%

11–25$86.43M14.9%

Rest$42.52M7.4%

Top 3 weight

47.7%

Top 10 weight

77.7%

Voting Authority Distribution

Total shares with voting rights: 6.06M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.06M

% of voting shares100.0%

Investment Discretion (by position count)

Sole82

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings82

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares282.33K

TypeSH

Market value$157.93M

27.30%

Sole

0.00

Shared

0.00

None

282.33K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.01M

TypeSH

Market value$74.29M

12.84%

Sole

0.00

Shared

0.00

None

1.01M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares573.57K

TypeSH

Market value$43.39M

7.50%

Sole

0.00

Shared

0.00

None

573.57K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares73.80K

TypeSH

Market value$34.61M

5.98%

Sole

0.00

Shared

0.00

None

73.80K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares373.36K

TypeSH

Market value$30.53M

5.28%

Sole

0.00

Shared

0.00

None

373.36K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares223.42K

TypeSH

Market value$28.81M

4.98%

Sole

0.00

Shared

0.00

None

223.42K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares271.14K

TypeSH

Market value$24.87M

4.30%

Sole

0.00

Shared

0.00

None

271.14K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares261.72K

TypeSH

Market value$23.70M

4.10%

Sole

0.00

Shared

0.00

None

261.72K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares599.24K

TypeSH

Market value$16.75M

2.90%

Sole

0.00

Shared

0.00

None

599.24K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares52.99K

TypeSH

Market value$14.56M

2.52%

Sole

0.00

Shared

0.00

None

52.99K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares160.29K

TypeSH

Market value$12.27M

2.12%

Sole

0.00

Shared

0.00

None

160.29K

APPLE INC

SOLE

COM

Shares38.20K

TypeSH

Market value$8.49M

1.47%

Sole

0.00

Shared

0.00

None

38.20K

MICROSTRATEGY INC

SOLE

CL A NEW

Shares28.72K

TypeSH

Market value$8.28M

1.43%

Sole

0.00

Shared

0.00

None

28.72K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares353.90K

TypeSH

Market value$7.81M

1.35%

Sole

0.00

Shared

0.00

None

353.90K

SPDR SER TR

SOLE

PORTFOLIO SHORT

Shares200.66K

TypeSH

Market value$6.04M

1.04%

Sole

0.00

Shared

0.00

None

200.66K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares101.88K

TypeSH

Market value$6.01M

1.04%

Sole

0.00

Shared

0.00

None

101.88K

ISHARES TR

SOLE

RUS 1000 ETF

Shares19.23K

TypeSH

Market value$5.90M

1.02%

Sole

0.00

Shared

0.00

None

19.23K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares264.14K

TypeSH

Market value$5.22M

0.90%

Sole

0.00

Shared

0.00

None

264.14K

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares178.27K

TypeSH

Market value$4.79M

0.83%

Sole

0.00

Shared

0.00

None

178.27K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares46.73K

TypeSH

Market value$4.62M

0.80%

Sole

0.00

Shared

0.00

None

46.73K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares51.59K

TypeSH

Market value$4.21M

0.73%

Sole

0.00

Shared

0.00

None

51.59K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares18.67K

TypeSH

Market value$3.72M

0.64%

Sole

0.00

Shared

0.00

None

18.67K

FIDELITY COMWLTH TR

SOLE

NASDAQ COMPSIT

Shares54.68K

TypeSH

Market value$3.72M

0.64%

Sole

0.00

Shared

0.00

None

54.68K

SCHWAB STRATEGIC TR

SOLE

US REIT ETF

Shares124.29K

TypeSH

Market value$2.67M

0.46%

Sole

0.00

Shared

0.00

None

124.29K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares7.37K

TypeSH

Market value$2.66M

0.46%

Sole

0.00

Shared

0.00

None

7.37K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	282.33K	SH	$157.93M 27.30%	282.33K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.01M	SH	$74.29M 12.84%	1.01M
ISHARES TRSOLE	CORE MSCI EAFE	573.57K	SH	$43.39M 7.50%	573.57K
INVESCO QQQ TRSOLE	UNIT SER 1	73.80K	SH	$34.61M 5.98%	73.80K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	373.36K	SH	$30.53M 5.28%	373.36K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	223.42K	SH	$28.81M 4.98%	223.42K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	271.14K	SH	$24.87M 4.30%	271.14K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	261.72K	SH	$23.70M 4.10%	261.72K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	599.24K	SH	$16.75M 2.90%	599.24K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	52.99K	SH	$14.56M 2.52%	52.99K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	160.29K	SH	$12.27M 2.12%	160.29K
APPLE INCSOLE	COM	38.20K	SH	$8.49M 1.47%	38.20K
MICROSTRATEGY INCSOLE	CL A NEW	28.72K	SH	$8.28M 1.43%	28.72K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	353.90K	SH	$7.81M 1.35%	353.90K
SPDR SER TRSOLE	PORTFOLIO SHORT	200.66K	SH	$6.04M 1.04%	200.66K
ISHARES GOLD TRSOLE	ISHARES NEW	101.88K	SH	$6.01M 1.04%	101.88K
ISHARES TRSOLE	RUS 1000 ETF	19.23K	SH	$5.90M 1.02%	19.23K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	264.14K	SH	$5.22M 0.90%	264.14K
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	178.27K	SH	$4.79M 0.83%	178.27K
ISHARES TRSOLE	CORE US AGGBD ET	46.73K	SH	$4.62M 0.80%	46.73K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	51.59K	SH	$4.21M 0.73%	51.59K
ISHARES TRSOLE	RUSSELL 2000 ETF	18.67K	SH	$3.72M 0.64%	18.67K
FIDELITY COMWLTH TRSOLE	NASDAQ COMPSIT	54.68K	SH	$3.72M 0.64%	54.68K
SCHWAB STRATEGIC TRSOLE	US REIT ETF	124.29K	SH	$2.67M 0.46%	124.29K
ISHARES TRSOLE	RUS 1000 GRW ETF	7.37K	SH	$2.66M 0.46%	7.37K

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