Pacific Capital Wealth Advisors, Inc.

The portfolio is characterized by a heavy reliance on exchange-traded funds (ETFs), which constitute approximately 84.3% of the total value ($492.02M). This suggests a "core-satellite" or asset allocation-centric investment philosophy, where the firm utilizes broad market instruments to achieve beta exposure rather than concentrating on individual stock selection. The firm maintains a diversified portfolio with 79 distinct holdings, though the concentration is relatively high in the top ten positions, which account for roughly 76% of the total assets.

Key Holdings