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 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