Long-term investor
Pacific Capital Wealth Advisors, Inc. @pacificcapitalwealthadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803523).
Record
- Tracked since 2025-06-30 (449 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +20.2% · 1 year n/a · all +20.2%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 31.6% · long · since 2025-06-30
- 921937835 · 13.3% · long · since 2025-06-30
- 46090E103 · 11.2% · long · since 2025-06-30
- 46432F842 · 7.5% · long · since 2025-06-30
- 92206C870 · 4.5% · long · since 2025-06-30
- 921946406 · 4.4% · long · since 2025-06-30
- 78468R663 · 2.2% · long · since 2025-06-30
- 46436E718 · 2.1% · long · since 2025-09-30
- 921937819 · 2.0% · long · since 2025-06-30
- 808524797 · 2.0% · long · since 2025-06-30
- 922908769 · 1.8% · long · since 2025-06-30
- 464287622 · 1.2% · long · since 2025-06-30