0001062993-20-002525.txt : 20200519
0001062993-20-002525.hdr.sgml : 20200519
20200519161125
ACCESSION NUMBER: 0001062993-20-002525
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200519
DATE AS OF CHANGE: 20200519
EFFECTIVENESS DATE: 20200519
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PACIFIC CAPITAL WEALTH ADVISORS, INC
CENTRAL INDEX KEY: 0001803523
IRS NUMBER: 453253157
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20100
FILM NUMBER: 20893713
BUSINESS ADDRESS:
STREET 1: 1881 CALIFORNIA AVENUE
STREET 2: SUITE 101
CITY: CORONA
STATE: CA
ZIP: 92881
BUSINESS PHONE: 844-777-8777
MAIL ADDRESS:
STREET 1: 1881 CALIFORNIA AVENUE
STREET 2: SUITE 101
CITY: CORONA
STATE: CA
ZIP: 92881
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001803523
XXXXXXXX
03-31-2020
03-31-2020
PACIFIC CAPITAL WEALTH ADVISORS, INC
1881 CALIFORNIA AVENUE
SUITE 101
CORONA
CA
92881
13F HOLDINGS REPORT
028-20100
N
Chad Willardson
Founder/President
844-777-8777
Chad Willardson
Corona
CA
05-15-2020
0
52
132304
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
9687
172190
SH
SOLE
172190
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
8306
32224
SH
SOLE
32224
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
8031
81140
SH
SOLE
81140
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
7748
155300
SH
SOLE
155300
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
7530
122942
SH
SOLE
122942
0
0
INVESCO EXCHANGE-TRADED FD T
EMRNG MKT SVRG
46138E784
5023
210085
SH
SOLE
210085
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
4876
25608
SH
SOLE
25608
0
0
ISHARES TR
CORE US AGGBD ET
464287226
4806
41661
SH
SOLE
41661
0
0
ISHARES TR
CALIF MUN BD ETF
464288356
4691
77504
SH
SOLE
77504
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHT MUNCPL
46641Q654
4286
84987
SH
SOLE
84987
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
4125
59050
SH
SOLE
59050
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
3876
95765
SH
SOLE
95765
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3824
147989
SH
SOLE
147989
0
0
ISHARES TR
EAFE SML CP ETF
464288273
3807
84926
SH
SOLE
84926
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3766
53228
SH
SOLE
53228
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
3493
30513
SH
SOLE
30513
0
0
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
3068
58000
SH
SOLE
58000
0
0
CAMBRIA ETF TR
TAIL RISK
132061862
3043
127528
SH
SOLE
127528
0
0
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
3014
31812
SH
SOLE
31812
0
0
INVESCO EXCHANGE-TRADED FD T
PFD ETF
46138E511
2861
217378
SH
SOLE
217378
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
2649
128051
SH
SOLE
128051
0
0
WISDOMTREE TR
YIELD ENHANCED
97717Y808
2530
50494
SH
SOLE
50494
0
0
VANECK VECTORS ETF TR
HIGH YLD MUN ETF
92189H409
2513
48088
SH
SOLE
48088
0
0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
2384
57056
SH
SOLE
57056
0
0
WISDOMTREE TR
YIELD ENHANCD US
97717X511
2031
39313
SH
SOLE
39313
0
0
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
1892
44096
SH
SOLE
44096
0
0
VANECK VECTORS ETF TR
AMT FREE INT ETF
92189H201
1840
37466
SH
SOLE
37466
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
1734
11512
SH
SOLE
11512
0
0
INVESCO EXCHANGE-TRADED FD T
S&P SMALLCAP 600
46138G664
1394
33237
SH
SOLE
33237
0
0
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
1280
24742
SH
SOLE
24742
0
0
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
971
39775
SH
SOLE
39775
0
0
CHEVRON CORP NEW
COM
166764100
898
12391
SH
SOLE
12391
0
0
MICROSOFT CORP
COM
594918104
884
5606
SH
SOLE
5606
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
790
8173
SH
SOLE
8173
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
742
16770
SH
SOLE
16770
0
0
APPLE INC
COM
037833100
681
2680
SH
SOLE
2680
0
0
PROSHARES TR
SHORT S&P 500 NE
74347B425
647
23375
SH
SOLE
23375
0
0
ISHARES TR
GRWT ALLOCAT ETF
464289867
640
15477
SH
SOLE
15477
0
0
COSTCO WHSL CORP NEW
COM
22160K105
597
2093
SH
SOLE
2093
0
0
SPDR SER TR
NUVEEN BBG BRCLY
78464A284
580
10608
SH
SOLE
10608
0
0
VISA INC
COM CL A
92826C839
547
3394
SH
SOLE
3394
0
0
ISHARES TR
CORE S&P TTL STK
464287150
539
9413
SH
SOLE
9413
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
529
11763
SH
SOLE
11763
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
450
3763
SH
SOLE
3763
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
448
12439
SH
SOLE
12439
0
0
ISHARES TR
SHRT NAT MUN ETF
464288158
418
3932
SH
SOLE
3932
0
0
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
407
8494
SH
SOLE
8494
0
0
ISHARES TR
PFD AND INCM SEC
464288687
380
11933
SH
SOLE
11933
0
0
ISHARES TR
20 YR TR BD ETF
464287432
350
2120
SH
SOLE
2120
0
0
HONEYWELL INTL INC
COM
438516106
244
1824
SH
SOLE
1824
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
232
2928
SH
SOLE
2928
0
0
WEC ENERGY GROUP INC
COM
92939U106
222
2521
SH
SOLE
2521
0
0