Pacific Capital Wealth Advisors, Inc. has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists a total of 93 holdings managed by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant positions. The top holdings include the Vanguard Total Bond Market ETF, which is held in 600,034 shares, and the Schwab Strategic Trust US Large Cap Growth ETF, held in 922,740 shares. Other notable ETF positions include the Schwab Strategic Trust US Dividend Equity ETF (386,210 shares) and the Vanguard High Dividend Yield ETF (189,915 shares).
Among individual equities, the largest position is UWM Holdings Corporation Class A New, with 1,080,000 shares. Other major stock holdings include the Schwab Strategic Trust US Broad Market ETF (248,350 shares), the Vanguard S&P 500 ETF Shares (293,500 shares), and the Schwab Strategic Trust US Large Cap Value ETF (252,610 shares).
The filing also lists several other individual stock positions, including shares of Angel Studios Inc. Class A (40,218 shares), Costco Wholesale Corporation (1,279 shares), and Mastercard Incorporated Class A (634 shares). The report was signed by Chad Willardson, Founder and President of Pacific Capital Wealth Advisors.
