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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 $598,889,065
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 276,570 $162,092,282 27.06%
2.
Vanguard Bond Index Funds
 BND 969,817 $69,739,555 11.64%
3.
Ishares Tr - CORE MSCI EAFE
 623,479 $43,818,115 7.31%
4.
Invesco Qqq Tr
 71,190 $36,394,523 6.07%
5.
Vanguard Scottsdale Funds
 365,491 $29,337,933 4.89%
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)