Pacific Capital Wealth Advisors, Inc.
Pacific Capital Wealth Advisors, Inc. reported 92 holdings worth US$663M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Pacific Capital Wealth Advisors, Inc. reported 92 holdings worth US$663M as of Jun 30, 2026. Largest: Apple Inc, Strategy Inc and Nutanix, Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$663M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 16,713 | US$4.84M | 0.73% |
| Strategy Inc | 35,499 | US$3.09M | 0.47% |
| Nutanix, Inc. | 43,657 | US$2.22M | 0.34% |
| Godaddy Inc. | 24,299 | US$2.06M | 0.31% |
| Tesla, Inc. | 4,366 | US$1.84M | 0.28% |
| Microsoft Corp. | 4,358 | US$1.63M | 0.25% |
| General Mills, Inc. | 40,854 | US$1.42M | 0.21% |
| Nvidia Corporation | 6,099 | US$1.22M | 0.18% |
| Amazon.com, Inc. | 5,044 | US$1.2M | 0.18% |
| Visa Inc. | 3,057 | US$1.05M | 0.16% |
| Uwm Holdings Corporation | 430K | US$985K | 0.15% |
| Alphabet Inc (google) Class C | 2,608 | US$932K | 0.14% |
| Knight-swift Transportation Holdings Inc. | 11,441 | US$891K | 0.13% |
| Costco Wholesale Corporation | 943 | US$882K | 0.13% |
| Pacs Group, Inc. | 20,560 | US$877K | 0.13% |
| Meta Platforms, Inc. | 1,527 | US$860K | 0.13% |
| Take-two Interactive Software, Inc. | 2,461 | US$615K | 0.09% |
| Walmart Inc. | 5,260 | US$596K | 0.09% |
| Eli Lilly And Company | 475 | US$570K | 0.09% |
| Conagra Brands, Inc. | 30,000 | US$404K | 0.06% |
| Whirlpool Corporation | 10,000 | US$394K | 0.06% |
| American Express Company | 1,143 | US$387K | 0.06% |
| Rtx Corporation | 2,010 | US$381K | 0.06% |
| Northern Oil And Gas, Inc. | 20,000 | US$363K | 0.05% |
| Broadcom Inc. | 925 | US$350K | 0.05% |
| American Water Works Company, Inc. | 2,319 | US$305K | 0.05% |
| Fmc Corporation | 25,000 | US$288K | 0.04% |
| International Business Machines Corporation | 1,014 | US$285K | 0.04% |
| The Pennant Group, Inc. | 7,575 | US$280K | 0.04% |
| Mastercard Incorporated | 539 | US$277K | 0.04% |
| Jp Morgan Chase & Co. | 836 | US$274K | 0.04% |
| Advanced Micro Devices Inc | 462 | US$268K | 0.04% |
| Micron Technology, Inc. | 224 | US$259K | 0.04% |
| Wec Energy Group, Inc. | 1,905 | US$222K | 0.03% |
| Mcdonald's Corporation | 753 | US$204K | 0.03% |
| Angel Studios, Inc. | 40,218 | US$148K | 0.02% |
| Wpp Plc | 0 | US$0 | 0.00% |
| Arbor Realty Trust | 0 | US$0 | 0.00% |
| Fs Kkr Capital Corp. | 0 | US$0 | 0.00% |
| Rithm Capital Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related