Pacific Capital Wealth Advisors
Pacific Capital Wealth Advisors reported 93 stocks worth $698M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SPY (30.8%), QQQ (11.5%) and IUSB (10.1%). Compared with Q2 2026, the fund opened new positions in VUG, NLY and CRDO, added to SPY, QQQ and IUSB, trimmed BND, VCIT and BIL and sold out of NTNX, GIS and SCHI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $215M | 30.8% | 282K | +1,369 (+0%) | 8 of 8 | |
| 2 |  QQQ Invesco Qqq TR | $80.3M | 11.5% | 109K | +7,455 (+7%) | 8 of 8 | |
| 3 |  IUSB Ishares Core | $70.4M | 10.1% | 1.6M | +1.6M (+33501%) | 4 of 8 | |
| 4 |  IEFA Ishares TR | $53M | 7.6% | 547K | +29K (+6%) | 8 of 8 | |
| 5 |  BND Vanguard BD Index Fds | $42.1M | 6.0% | 600K | −602K (−50%) | 8 of 8 | |
| 6 |  VYM Vanguard Whitehall Fds | $29.5M | 4.2% | 190K | +7,135 (+4%) | 8 of 8 | |
| 7 |  SGOV Ishares TR | $22.8M | 3.3% | 227K | +90K (+66%) | 5 of 8 | |
| 8 |  VCIT Vanguard Scottsdale Fds | $14.2M | 2.0% | 182K | −179K (−50%) | 8 of 8 | |
| 9 |  BIL ST Stert Spdr Blmbg 1 3 | $14.2M | 2.0% | 155K | −2,181 (−1%) | 8 of 8 | |
| 10 |  SCHD Schwab US Dividend Equity ETF | $12.6M | 1.8% | 386K | −28K (−7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NTNX Nutanix Inc | $2.2M | 44K |
 GIS General Mills Inc | $1.4M | 41K |
 SCHI Schwab Strategic TR | $546K | 24K |
 SCHR Schwab Strategic TR | $443K | 18K |
 CAG Conagra Brands Inc | $404K | 30K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pacific Capital Wealth Advisors 13F FAQ
What does Pacific Capital Wealth Advisors own?
Pacific Capital Wealth Advisors reported 93 stocks worth $698M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are SPY (30.8%), QQQ (11.5%) and IUSB (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Pacific Capital Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 34 added to, 21 trimmed and 13 sold out. New positions include VUG, NLY and CRDO. It sold all of NTNX, GIS and SCHI.
When will Pacific Capital Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Pacific Capital Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $698M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.