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Pacific Capital Wealth Advisors, Inc.ETFConcentrated trader

CIK: 0001803523 | CORONA, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR93$697.7M2026-10-22SEC ↗
Q2 2026
13F-HR92$663.4M2026-07-09SEC ↗
Q1 2026
13F-HR87$595.4M2026-04-14SEC ↗
Q4 2025
13F-HR79$583.5M2026-01-26SEC ↗
Q3 2025
13F-HR79$578.0M2025-10-29SEC ↗
Q2 2025
13F-HR73$545.0M2025-07-09SEC ↗
Q1 2025
13F-HR82$578.4M2025-04-18SEC ↗
Q4 2024
13F-HR401$598.9M2025-01-22SEC ↗
Q3 2024
13F-HR492$595.0M2024-10-15SEC ↗
Q2 2024
13F-HR543$547.9M2024-08-06SEC ↗
Q1 2024
13F-HR519$424.7M2024-05-15SEC ↗
Q4 2023
13F-HR345$394.3M2024-02-06SEC ↗
Q3 2023
13F-HR66$356.7M2023-11-03SEC ↗
Q2 2023
13F-HR66$394.4M2023-08-01SEC ↗
Q1 2023
13F-HR87$388.6M2023-05-05SEC ↗
Q4 2022
13F-HR88$386.8M2023-02-15SEC ↗
Q3 2022
13F-HR81$3.2M2022-11-14SEC ↗
Q2 2022
13F-HR84$3.0M2022-08-05SEC ↗
Q1 2022
13F-HR91$4.4M2022-05-16SEC ↗
Q4 2021
13F-HR91$5.6M2022-03-08SEC ↗
Q3 2021
13F-HR81$1.7M2021-11-30SEC ↗
Q2 2021
13F-HR77$1.7M2021-08-13SEC ↗
Q1 2021
13F-HR65$1.5M2021-05-17SEC ↗
Q4 2020
13F-HR65$1.6M2021-02-16SEC ↗
Q3 2020
13F-HR217$1.7M2020-11-16SEC ↗
Q2 2020
13F-HR55$1.4M2020-08-11SEC ↗
Q1 2020
13F-HR52$728.7K2020-05-19SEC ↗
Q4 2019
13F-HR56$799.2K2020-02-14SEC ↗