Pacific Capital Wealth Advisors, Inc. quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Pacific Capital Wealth Advisors, Inc. opened 12 positions, added to 11, reduced 17, sold out of 8 and left 12 unchanged. The largest increase in value was SPY (+$27,195,859); the largest decrease was BIL (-$14,769,477).
- BIL: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 161,168; Shares 2026-06-30 0.
- SGOV: Country of operation —; Class 0-3 MNTH TREASRY; Shares 2026-03-31 114,652; Shares 2026-06-30 0.
- SPSB: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 262,282; Shares 2026-06-30 0.
- AOR: Country of operation —; Class CORE 60/40 BALAN; Shares 2026-03-31 5,236; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1803523): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LAUREL OAK WEALTH MANAGEMENT, LLC | United States | $0.595B | 360 |
| Bornite Capital Management LP | United States | $0.595B | 17 |
| Balboa Wealth Partners | United States | $0.596B | 455 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | United States | $0.595B | 212 |
| Encompass More Asset Management | United States | $0.597B | 251 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | United States | $0.594B | 178 |
| Endurance Services Ltd | United States | $0.594B | 8 |
| Te Ahumairangi Investment Management Ltd | New Zealand | $0.597B | 86 |
| ORRSTOWN FINANCIAL SERVICES INC | United States | $0.597B | 123 |
| Estuary Capital Management LP | United States | $0.598B | 22 |