Notify me when Montecito Bank & Trust files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 265 | $627,259,820 | +$18,541,750 | -$44,847,042 | -$26,305,292 | IWF, NVDA, MSFT, IVV, BIV | 13F-HR | 08 Jan 2026, 19:18 |
| Q3 2025 | 274 | $643,864,078 | +$28,648,603 | -$31,432,381 | -$2,783,778 | NVDA, IWF, MSFT, IVV, BIV | 13F-HR | 07 Oct 2025, 17:13 |
| Q1 2025 | 280 | $564,995,544 | +$13,722,817 | -$12,404,380 | +$1,318,437 | IWF, NVDA, MSFT, BIV, IVV | 13F-HR | 17 Apr 2025, 13:33 |
| Q4 2024 | 275 | $577,393,541 | +$16,812,621 | -$20,950,437 | -$4,137,816 | IWF, NVDA, MSFT, BIV, IVV | 13F-HR | 17 Jan 2025, 17:31 |
| Q3 2024 | 280 | $587,047,900 | +$87,385,292 | -$12,117,406 | +$75,267,886 | IWF, NVDA, MSFT, BIV, AGG | 13F-HR | 31 Oct 2024, 16:47 |
| Q2 2024 | 259 | $491,560,055 | +$31,342,780 | -$27,958,760 | +$3,384,020 | IWF, NVDA, MSFT, IVV, SPY | 13F-HR | 17 Jul 2024, 15:38 |
| Q1 2024 | 264 | $499,989,129 | +$33,369,266 | -$31,959,122 | +$1,410,144 | IWF, NVDA, MSFT, IVV, SPY | 13F-HR | 09 Apr 2024, 16:11 |
| Q4 2023 | 249 | $464,953,595 | +$19,642,578 | -$20,434,152 | -$791,574 | IWF, MSFT, VGSH, NVDA, IVV | 13F-HR | 05 Jan 2024, 16:49 |
| Q3 2023 | 241 | $426,720,765 | +$14,071,348 | -$14,421,216 | -$349,868 | IWF, VGSH, MSFT, VCSH, NVDA | 13F-HR | 16 Oct 2023, 17:22 |
| Q2 2023 | 232 | $440,187,056 | +$17,599,853 | -$18,717,358 | -$1,117,505 | IWF, MSFT, VGSH, VCSH, NVDA | 13F-HR | 25 Jul 2023, 15:58 |
| Q1 2023 | 233 | $419,310,188 | +$11,733,027 | -$23,356,829 | -$11,623,802 | IWF, VGSH, VCSH, MSFT, IWD | 13F-HR | 24 Apr 2023, 18:51 |
| Q4 2022 | 237 | $412,465,000 | +$17,292,586 | -$19,870,844 | -$2,578,258 | IWF, VCSH, VGSH, MSFT, IWD | 13F-HR | 20 Jan 2023, 15:44 |
| Q3 2022 | 231 | $384,240,000 | +$21,732,722 | -$27,740,070 | -$6,007,348 | IWF, VCSH, NEAR, VGSH, MSFT | 13F-HR | 14 Oct 2022, 17:08 |
| Q2 2022 | 236 | $421,292,000 | +$29,915,290 | -$73,419,183 | -$43,503,893 | IWF, NEAR, VCSH, MSFT, IWD | 13F-HR | 29 Jul 2022, 19:35 |
| Q1 2022 | 269 | $534,448,000 | +$32,267,803 | -$31,028,188 | +$1,239,615 | IWF, NEAR, MSFT, GOVT, NVDA | 13F-HR | 22 Apr 2022, 15:48 |
| Q4 2021 | 267 | $563,888,000 | +$19,467,922 | -$11,049,082 | +$8,418,840 | IWF, MSFT, GOVT, NEAR, NVDA | 13F-HR | 25 Jan 2022, 11:59 |
| Q3 2021 | 255 | $514,640,000 | +$33,682,749 | -$25,060,809 | +$8,621,940 | IWF, MSFT, GOVT, NEAR, CWB | 13F-HR | 28 Oct 2021, 16:19 |
| Q2 2021 | 253 | $521,185,000 | +$23,277,758 | -$14,093,786 | +$9,183,972 | IWF, GOVT, MSFT, CWB, IJH | 13F-HR | 08 Jul 2021, 13:49 |
| Q1 2021 | 244 | $482,168,000 | +$37,815,401 | -$33,219,662 | +$4,595,739 | IWF, GOVT, CWB, IJH, MSFT | 13F-HR | 23 Apr 2021, 18:13 |
| Q4 2020 | 231 | $456,107,000 | +$42,500,883 | -$17,234,790 | +$25,266,093 | IWF, GOVT, USMV, SPY, CWB | 13F-HR | 28 Jan 2021, 14:55 |
| Q3 2020 | 201 | $392,763,000 | +$22,732,078 | -$19,626,680 | +$3,105,398 | IWF, GOVT, USMV, CWB, SPY | 13F-HR | 27 Oct 2020, 14:13 |
| Q2 2020 | 200 | $364,391,000 | +$44,837,438 | -$33,631,066 | +$11,206,372 | IWF, GOVT, USMV, SPY, MSFT | 13F-HR | 16 Jul 2020, 18:11 |
| Q1 2020 | 189 | $305,327,000 | +$29,528,067 | -$30,561,430 | -$1,033,363 | IWF, GOVT, USMV, CWI, IWD | 13F-HR | 23 Apr 2020, 15:57 |
| Q4 2019 | 221 | $372,413,000 | +$30,511,556 | -$16,152,492 | +$14,359,064 | IWF, GOVT, IWD, CWI, USMV | 13F-HR | 21 Jan 2020, 19:30 |
| Q3 2019 | 208 | $323,399,000 | +$26,791,148 | -$24,128,171 | +$2,662,977 | IWF, GOVT, IWD, USMV, IJH | 13F-HR | 18 Oct 2019, 12:32 |
| Q2 2019 | 210 | $331,037,000 | +$14,341,423 | -$18,681,934 | -$4,340,511 | IWF, IWD, CWI, IJH, GOVT | 13F-HR | 05 Jul 2019, 15:44 |
| Q1 2019 | 208 | $327,255,000 | +$30,478,810 | -$25,648,263 | +$4,830,547 | IWF, IWD, CWI, IJH, SPY | 13F-HR | 05 Apr 2019, 14:18 |
| Q4 2018 | 191 | $289,454,000 | +$31,531,605 | -$31,238,926 | +$292,679 | IWF, IWD, IJH, SPY, EFA | 13F-HR | 04 Feb 2019, 19:32 |
| Q3 2018 | 202 | $335,097,000 | +$43,585,244 | -$35,680,821 | +$7,904,423 | IWF, IWD, IJH, EFA, SPY | 13F-HR | 11 Oct 2018, 16:13 |
| Q2 2018 | 198 | $312,192,000 | +$38,948,567 | -$34,660,808 | +$4,287,759 | IWF, EFA, IJH, IWD, SPY | 13F-HR | 01 Aug 2018, 19:48 |
| Q1 2018 | 182 | $305,338,000 | +$48,137,174 | -$46,254,811 | +$1,882,363 | IWF, EFA, SPY, IJH, IWD | 13F-HR | 23 Apr 2018, 15:51 |
| Q4 2017 | 177 | $307,446,000 | +$13,140,208 | -$7,551,241 | +$5,588,967 | IWF, EFA, IWD, SPY, IJH | Restatement | 13 Feb 2018, 14:01 |
| Q3 2017 | 172 | $288,711,000 | +$27,817,828 | -$28,335,686 | -$517,858 | IWF, SPY, EFA, IWD, IJH | 13F-HR | 20 Oct 2017, 18:07 |
| Q2 2017 | 173 | $277,948,000 | +$31,349,910 | -$33,984,861 | -$2,634,951 | IWF, CWI, SPY, EFA, IWD | 13F-HR | 25 Jul 2017, 20:19 |
| Q1 2017 | 186 | $273,722,000 | +$64,445,412 | -$87,479,380 | -$23,033,968 | IWF, SPY, EFA, IWD, CWI | 13F-HR | 04 May 2017, 19:44 |
| Q4 2016 | 380 | $286,547,000 | +$87,274,796 | -$48,331,904 | +$38,942,892 | AGG, IWF, IWD, IJH, EFA | 13F-HR | 14 Feb 2017, 18:02 |
| Q3 2016 | 169 | $243,293,000 | +$42,140,488 | -$42,642,580 | -$502,092 | IWF, IWD, IJH, SPY, EFA | 13F-HR | 03 Nov 2016, 13:54 |
| Q2 2016 | 174 | $236,676,000 | +$31,285,795 | -$22,481,050 | +$8,804,745 | IWF, AGG, IWD, EFA, IJH | 13F-HR | 19 Aug 2016, 13:02 |
| Q1 2016 | 170 | $222,568,000 | +$35,034,771 | -$25,326,252 | +$9,708,519 | IWF, AGG, HEFA, IWD, IJH | 13F-HR | 04 May 2016, 17:57 |
| Q4 2015 | 168 | $212,062,000 | +$41,847,157 | -$19,069,144 | +$22,778,013 | IWF, IJH, EFA, AGG, HEFA | 13F-HR | 25 Jan 2016, 15:28 |
| Q3 2015 | 153 | $181,250,000 | +$28,406,740 | -$28,673,294 | -$266,554 | IWF, IJH, EFA, IWD, SPY | 13F-HR | 27 Oct 2015, 14:20 |
| Q2 2015 | 169 | $197,959,000 | +$4,247 | -$16,923 | -$12,676 | IWF, IJH, EFA, SPY, IWD | 13F-HR | 24 Jul 2015, 13:05 |
| Q1 2015 | 165 | $201,428,000 | +$18,405,531 | -$10,143,170 | +$8,262,361 | IWF, IJH, EFA, SPY, IWD | 13F-HR | 12 May 2015, 19:56 |
| Q4 2014 | 169 | $190,177,000 | +$27,464,900 | -$6,900,328 | +$20,564,572 | IWF, IJH, EFA, IWD, SPY | 13F-HR | 11 Feb 2015, 13:27 |
| Q3 2014 | 158 | $164,841,000 | +$10,201,938 | -$7,257,917 | +$2,944,021 | IWF, EFA, IJH, IWD, SPY | 13F-HR | 20 Oct 2014, 18:02 |
| Q2 2014 | 154 | $165,535,000 | +$10,851,722 | -$9,173,593 | +$1,678,129 | IWF, EFA, IJH, IWD, SPY | 13F-HR | 11 Jul 2014, 19:21 |
| Q1 2014 | 142 | $158,802,000 | +$7,033,272 | -$10,677,814 | -$3,644,542 | IWF, EFA, IJH, IWD, SPY | 13F-HR | 14 May 2014, 20:56 |
| Q4 2013 | 145 | $160,276,000 | $0 | $0 | $0 | IWF, EFA, IJH, IWD, SPY | 13F-HR | 27 Feb 2014, 17:07 |