0001062993-21-001513.txt : 20210216 0001062993-21-001513.hdr.sgml : 20210216 20210216155205 ACCESSION NUMBER: 0001062993-21-001513 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21637536 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 12-31-2020 12-31-2020 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 02-16-2021 0 65 175980 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AMERICAN WTR WKS CO INC NEW COM 030420103 550 3583 SH SOLE 3583 0 0 APPLE INC COM 037833100 1626 12253 SH SOLE 12253 0 0 CAMBRIA ETF TR TAIL RISK 132061862 1292 62771 SH SOLE 62771 0 0 CHEVRON CORP NEW COM 166764100 1043 12356 SH SOLE 12356 0 0 DBX ETF TR XTRACKERS LOW 233051267 682 13404 SH SOLE 13404 0 0 DISNEY WALT CO COM 254687106 207 1143 SH SOLE 1143 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1695 16925 SH SOLE 16925 0 0 HONEYWELL INTL INC COM 438516106 361 1699 SH SOLE 1699 0 0 ISHARES TR CORE S&P TTL STK 464287150 778 9024 SH SOLE 9024 0 0 ISHARES TR CORE US AGGBD ET 464287226 4718 39915 SH SOLE 39915 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 261 5043 SH SOLE 5043 0 0 ISHARES TR MSCI EAFE ETF 464287465 230 3148 SH SOLE 3148 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2599 10776 SH SOLE 10776 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 6372 32502 SH SOLE 32502 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 414 3830 SH SOLE 3830 0 0 ISHARES TR EAFE SML CP ETF 464288273 6384 93395 SH SOLE 93395 0 0 ISHARES TR JPMORGAN USD EMG 464288281 981 8462 SH SOLE 8462 0 0 ISHARES TR CALIF MUN BD ETF 464288356 4608 73343 SH SOLE 73343 0 0 ISHARES TR PFD AND INCM SEC 464288687 462 11993 SH SOLE 11993 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 1083 20750 SH SOLE 20750 0 0 KRANESHARES TR QUADRTC INT RT 500767736 589 21075 SH SOLE 21075 0 0 MICROSOFT CORP COM 594918104 1243 5587 SH SOLE 5587 0 0 NIKE INC CL B 654106103 289 2045 SH SOLE 2045 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11518 126638 SH SOLE 126638 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 925 15536 SH SOLE 15536 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 455 5117 SH SOLE 5117 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4108 134028 SH SOLE 134028 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1604 25009 SH SOLE 25009 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5077 140988 SH SOLE 140988 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1271 24742 SH SOLE 24742 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1778 47212 SH SOLE 47212 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4583 50077 SH SOLE 50077 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2704 49796 SH SOLE 49796 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2939 53252 SH SOLE 53252 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5338 62857 SH SOLE 62857 0 0 WALMART INC COM 931142103 220 1528 SH SOLE 1528 0 0 COSTCO WHSL CORP NEW COM 22160K105 764 2027 SH SOLE 2027 0 0 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2780 58416 SH SOLE 58416 0 0 FLEXSHARES TR DISCP DUR MBS 33939L779 298 12400 SH SOLE 12400 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 7952 25346 SH SOLE 25346 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3356 219902 SH SOLE 219902 0 0 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 6321 219184 SH SOLE 219184 0 0 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 1957 24130 SH SOLE 24130 0 0 ISHARES TR CORE MSCI EAFE 46432F842 12391 179348 SH SOLE 179348 0 0 ISHARES INC CORE MSCI EMKT 46434G103 6717 108268 SH SOLE 108268 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 1596 31275 SH SOLE 31275 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 2026 37390 SH SOLE 37390 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 7953 77941 SH SOLE 77941 0 0 PROSHARES TR SHORT S&P 500 NE 74347B425 224 12477 SH SOLE 12477 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 12801 34238 SH SOLE 34238 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 523 11760 SH SOLE 11760 0 0 SPDR SER TR NUVEEN BBG BRCLY 78464A284 1808 30648 SH SOLE 30648 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 703 8494 SH SOLE 8494 0 0 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2891 26538 SH SOLE 26538 0 0 VANECK VECTORS ETF TR INTRMDT MUNI ETF 92189H201 1655 31800 SH SOLE 31800 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 2054 33370 SH SOLE 33370 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 9888 168887 SH SOLE 168887 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 244 2928 SH SOLE 2928 0 0 VISA INC COM CL A 92826C839 739 3377 SH SOLE 3377 0 0 WEC ENERGY GROUP INC COM 92939U106 230 2502 SH SOLE 2502 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 2857 53210 SH SOLE 53210 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717X628 301 12000 SH SOLE 12000 0 0 WISDOMTREE TR 90/60 BALNCED FD 97717Y790 666 18199 SH SOLE 18199 0 0 WISDOMTREE TR YIELD ENHANCED 97717Y808 3051 59294 SH SOLE 59294 0 0 CHUBB LIMITED COM H1467J104 248 1613 SH SOLE 1613 0 0