$168 Million is the total value of Pacific Capital Wealth Advisors, Inc.'s 217 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 27.0% |
| ISHARES TR | 19 | Q2 2024 | 8.8% |
| VANGUARD REAL ESTATE ETF IV | 19 | Q2 2024 | 5.5% |
| INVESCO QQQ TRUST | 19 | Q2 2024 | 5.1% |
| VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 5.3% |
| SCHWAB US LARGE CAP ETF IV | 19 | Q2 2024 | 6.5% |
| VANGUARD TOTAL INTERNATLBND ETF IV | 19 | Q2 2024 | 7.3% |
| ISHARES TR | 19 | Q2 2024 | 5.0% |
| ISHARES TR | 19 | Q2 2024 | 6.4% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 4.2% |
View Pacific Capital Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
View Pacific Capital Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.