Holdings
Pacific Capital Wealth Advisors, Inc.
As of Jun 30, 2026, Pacific Capital Wealth Advisors, Inc. reported 36 positions worth US$32.9M. Largest: Apple Inc, Strategy Inc and Nutanix, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,713 | US$4.84M | −599 | Jun 30, 2026 |
| Strategy Inc | 35,499 | US$3.09M | −3,598 | Jun 30, 2026 |
| Nutanix, Inc. | 43,657 | US$2.22M | −4,250 | Jun 30, 2026 |
| Godaddy Inc. | 24,299 | US$2.06M | +17,854 | Jun 30, 2026 |
| Tesla, Inc. | 4,366 | US$1.84M | −60 | Jun 30, 2026 |
| Microsoft Corp. | 4,358 | US$1.63M | +7 | Jun 30, 2026 |
| General Mills, Inc. | 40,854 | US$1.42M | +25,000 | Jun 30, 2026 |
| Nvidia Corporation | 6,099 | US$1.22M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 5,044 | US$1.2M | no change | Jun 30, 2026 |
| Visa Inc. | 3,057 | US$1.05M | no change | Jun 30, 2026 |