Montecito Bank & Trust
$668M 13F equity value
279 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Montecito Bank & Trust covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 285,911 | $36M | 5.3% |
| NVDA | NVIDIA CORP | 158,811 | $32M | 4.8% |
| IVV | ISHARES CORE S&P 500 ETF | 25,770 | $19M | 2.9% |
| MSFT | MICROSOFT CORP | 40,780 | $15M | 2.3% |
| BIV | VANGUARD INTERMEDIATE-TERM BOND | 197,632 | $15M | 2.3% |
| AGG | ISHARES CORE U.S. AGGREGATE BON | 150,950 | $15M | 2.2% |
| GOOGL | ALPHABET INC-CL A | 41,061 | $15M | 2.2% |
| VGSH | VANGUARD SHORT-TERM TREASURY ET | 246,743 | $14M | 2.1% |
| SPY | SPDR S&P 500 ETF TRUST | 19,054 | $14M | 2.1% |
| IEFA | ISHARES CORE MSCI EAFE ETF | 143,342 | $14M | 2.1% |
Track Montecito Bank & Trust's 13F portfolio: $668M in reported holdings, 279 positions. Top holdings and quarterly changes on SentiSense.
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