Montecito Bank & Trust — 13F holdings

Montecito Bank & Trust reported 451 holdings worth $660M in its 13F filing for Q3 2026, filed October 1, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $35.6M (5.4%)
2. IWF ISHARES TR — $35.3M (5.4%)
3. MSFT MICROSOFT CORP — $20.8M (3.1%)
4. IVV ISHARES TR — $19.7M (3.0%)
5. VGSH VANGUARD SCOTTSDALE FDS — $14.6M (2.2%)
6. AGG ISHARES TR — $14.4M (2.2%)
7. BIV VANGUARD BD INDEX FDS — $14.2M (2.2%)
8. GOOGL ALPHABET INC — $14.1M (2.1%)
9. SPY SPDR S&P 500 ETF TR — $14.1M (2.1%)
10. IEFA ISHARES TR — $14.0M (2.1%)