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Home > Institutional Investor > Pacific Capital Wealth Advisors, Inc > Profile

Instuitional Investor - Pacific Capital Wealth Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Pacific Capital Wealth Advisors, Inc
Portfolio Value $578,397,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 282,326 $157,930,118 27.3%
2.
Vanguard Bond Index Funds
 BND 1,011,445 $74,290,626 12.84%
3.
Ishares Tr - CORE MSCI EAFE
 573,573 $43,390,809 7.5%
4.
Invesco Qqq Tr
 73,802 $34,607,289 5.98%
5.
Vanguard Scottsdale Funds
 373,363 $30,526,129 5.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)