Pacific-Capital-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NGL",
  "FNDF",
  null,
  "VONG",
  "GOOGL",
  "AXP",
  "SCHH",
  null,
  null,
  null,
  "HON",
  "MCD",
  null,
  null,
  "META",
  null,
  "MA",
  "MSFT",
  null,
  "VGIT",
  "IWF",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "AMGN",
  "MSTR",
  "IEFA",
  "SCHX",
  null,
  null,
  "RTX",
  "SAP",
  null,
  "IBM",
  "BIV",
  "VNQ",
  "AGNC",
  null,
  "PACS",
  "VCIT",
  null,
  null,
  null,
  null,
  "VYM",
  "WEC",
  "AMZN",
  "SCHB",
  "TTWO",
  null,
  null,
  "VXUS",
  "BNDX",
  "MGV",
  "BND",
  "VOO",
  "V",
  "WMT",
  null,
  "SCHD",
  "DVY",
  null,
  "SCHF",
  "KNX",
  "RUN",
  "BRK-B",
  "CVX",
  "CB",
  "COST",
  "RSP",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "LLY",
  "TSLA",
  "NFLX",
  "AWK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 82
Total Value: 578397388
Accession Number: 0001062993-25-007662
Form Type: 13F-HR
CIK: pacific-capital-wealth-advisors
Manager Name: Pacific-Capital-Wealth-Advisors

Data Enrichment

73% identified

60 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $578.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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81369Y308

Shares:51.6K

Value:$4.2M

% of Portfolio:0.7% ($4.2M/$578.4M)

464287655

IWM|464287655

Shares:18.7K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$578.4M)

315912808

Shares:54.7K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$578.4M)

808524847

SCHH|808524847

Shares:124.3K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$578.4M)

464287614

IWF|464287614

Shares:7.4K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$578.4M)

464287556

Shares:19.6K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$578.4M)

MICROSOFT CORP

MSFT|594918104

Shares:6.3K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$578.4M)

46137V357

RSP|46137V357

Shares:13.1K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$578.4M)

CHEVRON CORP

CVX|166764100

Shares:12.6K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$578.4M)

69374H857

Shares:54.0K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$578.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.8K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.4M)

922908363

VOO|922908363

Shares:3.2K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$578.4M)

464288356

Shares:23.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$578.4M)

808524409

Shares:50.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$578.4M)

808524102

SCHB|808524102

Shares:61.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$578.4M)

92206C680

VONG|92206C680

Shares:13.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$578.4M)

AMAZON COM INC

AMZN|023135106

Shares:6.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$578.4M)

92203J407

BNDX|92203J407

Shares:24.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$578.4M)

808524755

FNDF|808524755

Shares:31.3K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$578.4M)

VISA INC.

V|92826C839

Shares:3.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$578.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y308)✕	51.6K	QoQ -37.62% (-31.1K) YoY -60.82% (-80.1K)	All Managers (Combined)	$4.2M	0.7% ($4.2M/$578.4M)	QoQ -35.20% (-$2.3M) YoY -58.09% (-$5.8M)
(IWMcusip464287655)	18.7K	QoQ -6.46% (-1.3K) YoY -50.68% (-19.2K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$578.4M)	QoQ -15.55% (-$685.8K) YoY -53.21% (-$4.2M)
(cusip315912808)✕	54.7K	QoQ 0.00% (-0) YoY -7.15% (-4.2K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$578.4M)	QoQ -10.51% (-$437.2K) YoY -1.87% (-$71.0K)
(SCHHcusip808524847)	124.3K	QoQ 0.00% (+0) YoY +14.61% (+15.8K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$578.4M)	QoQ +2.13% (+$55.9K) YoY +21.44% (+$472.1K)
(IWFcusip464287614)	7.4K	QoQ -3.29% (-251) YoY -6.82% (-540)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$578.4M)	QoQ -13.04% (-$399.1K) YoY -0.18% (-$4.9K)
(cusip464287556)✕	19.6K	QoQ -62.44% (-32.6K) YoY -61.12% (-30.9K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$578.4M)	QoQ -63.66% (-$4.4M) YoY -63.76% (-$4.4M)
MICROSOFT CORP(MSFTcusip594918104)	6.3K	QoQ +0.03% (-2) YoY +20.74% (+1.1K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$578.4M)	QoQ -10.91% (-$289.7K) YoY +7.73% (+$169.8K)
(RSPcusip46137V357)	13.1K	QoQ -6.07% (-847) YoY -16.20% (-2.5K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$578.4M)	QoQ -7.14% (-$174.6K) YoY -14.29% (-$378.6K)
CHEVRON CORP(CVXcusip166764100)	12.6K	QoQ 0.00% (+0) YoY +1.29% (+162)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$578.4M)	QoQ +15.49% (+$283.5K) YoY +7.43% (+$146.1K)
(cusip69374H857)✕	54.0K	QoQ 0.00% (-1) YoY NEW(+54.0K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$578.4M)	QoQ -14.79% (-$351.2K) YoY NEW(+$2.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.8K	QoQ 0.00% (+0) YoY +3.04% (+52)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.4M)	QoQ +3.23% (+$52.2K) YoY +33.01% (+$412.6K)
(VOOcusip922908363)	3.2K	QoQ 0.00% (-0) YoY +847.80% (+2.9K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$578.4M)	QoQ -4.62% (-$80.5K) YoY +913.27% (+$1.5M)
(cusip464288356)✕	23.8K	QoQ -15.65% (-4.4K) YoY -35.00% (-12.8K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.4M)	QoQ -17.12% (-$276.7K) YoY -36.42% (-$767.4K)
(cusip808524409)✕	50.3K	QoQ +0.10% (+52) YoY +161.77% (-31.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.4M)	QoQ +2.06% (+$27.0K) YoY -8.42% (-$122.9K)
(SCHBcusip808524102)	61.4K	QoQ -1.24% (-776) YoY +151.30% (-37.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.4M)	QoQ -6.33% (-$89.4K) YoY -11.37% (-$169.6K)
(VONGcusip92206C680)	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$578.4M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
AMAZON COM INC(AMZNcusip023135106)	6.3K	QoQ 0.00% (-0) YoY +28.52% (+1.4K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$578.4M)	QoQ -13.27% (-$184.7K) YoY +35.56% (+$316.4K)
(BNDXcusip92203J407)	24.4K	QoQ -18.04% (-5.4K) YoY -70.29% (-57.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$578.4M)	QoQ -18.43% (-$269.3K) YoY -70.51% (-$2.9M)
(FNDFcusip808524755)	31.3K	QoQ +507.97% (+26.2K) YoY NEW(+31.3K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$578.4M)	QoQ +561.61% (+$961.3K) YoY NEW(+$1.1M)
VISA INC.(Vcusip92826C839)	3.1K	QoQ 0.00% (+0) YoY +9.01% (+256)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$578.4M)	QoQ +10.89% (+$106.6K) YoY +36.89% (+$292.5K)