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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 $583,530,668
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 273,889 $186,770,678 32.01%
2.
Vanguard Bond Index Funds
 BND 1,031,913 $76,433,776 13.1%
3.
Invesco Qqq Tr
 71,544 $43,950,008 7.53%
4.
Ishares Trust
 VLUE 486,488 $43,521,241 7.46%
5.
Vanguard Whitehall Funds
 191,421 $27,472,802 4.71%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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