0001062993-21-007469.txt : 20210813 0001062993-21-007469.hdr.sgml : 20210813 20210813155553 ACCESSION NUMBER: 0001062993-21-007469 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 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: 211171935 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 06-30-2021 06-30-2021 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 08-13-2021 0 77 198711 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AMERICAN EXPRESS CO COM 025816109 234 1417 SH SOLE 1417 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 522 3386 SH SOLE 3386 0 0 APPLE INC COM 037833100 1914 13975 SH SOLE 13975 0 0 BARCLAYS BANK PLC IPTH SR B S&P 06747R477 4783 162362 SH SOLE 162362 0 0 CAMBRIA ETF TR TAIL RISK 132061862 538 28782 SH SOLE 28782 0 0 CHEVRON CORP NEW COM 166764100 1310 12510 SH SOLE 12510 0 0 COSTCO WHSL CORP NEW COM 22160K105 781 1974 SH SOLE 1974 0 0 DBX ETF TR XTRACKERS LOW 233051267 712 14002 SH SOLE 14002 0 0 DISNEY WALT CO COM 254687106 201 1143 SH SOLE 1143 0 0 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 1322 43114 SH SOLE 43114 0 0 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2883 60041 SH SOLE 60041 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 876 37040 SH SOLE 37040 0 0 FLEXSHARES TR DISCP DUR MBS 33939L779 293 12400 SH SOLE 12400 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 693 6925 SH SOLE 6925 0 0 HONEYWELL INTL INC COM 438516106 351 1602 SH SOLE 1602 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6388 18022 SH SOLE 18022 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3409 222505 SH SOLE 222505 0 0 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 4652 168441 SH SOLE 168441 0 0 ISHARES GOLD TR ISHARES NEW 464285204 451 13382 SH SOLE 13382 0 0 ISHARES TR CORE S&P TTL STK 464287150 604 6116 SH SOLE 6116 0 0 ISHARES TR TIPS BD ETF 464287176 230 1798 SH SOLE 1798 0 0 ISHARES TR CORE US AGGBD ET 464287226 4884 42347 SH SOLE 42347 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 278 5043 SH SOLE 5043 0 0 ISHARES TR MSCI EAFE ETF 464287465 263 3332 SH SOLE 3332 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2885 10629 SH SOLE 10629 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 9206 40137 SH SOLE 40137 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 398 3692 SH SOLE 3692 0 0 ISHARES TR EAFE SML CP ETF 464288273 7671 103435 SH SOLE 103435 0 0 ISHARES TR JPMORGAN USD EMG 464288281 928 8251 SH SOLE 8251 0 0 ISHARES TR CALIF MUN BD ETF 464288356 4746 75798 SH SOLE 75798 0 0 ISHARES TR PFD AND INCM SEC 464288687 473 12022 SH SOLE 12022 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 1233 22020 SH SOLE 22020 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 1363 12818 SH SOLE 12818 0 0 ISHARES TR CORE MSCI EAFE 46432F842 15005 200446 SH SOLE 200446 0 0 ISHARES INC CORE MSCI EMKT 46434G103 8618 128653 SH SOLE 128653 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 1585 31050 SH SOLE 31050 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 226 4455 SH SOLE 4455 0 0 KRANESHARES TR QUADRTC INT RT 500767736 631 22836 SH SOLE 22836 0 0 MICROSOFT CORP COM 594918104 1354 4997 SH SOLE 4997 0 0 NIKE INC CL B 654106103 304 1968 SH SOLE 1968 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 2059 37390 SH SOLE 37390 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 5322 52188 SH SOLE 52188 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 16501 38549 SH SOLE 38549 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 606 11760 SH SOLE 11760 0 0 SPDR SER TR NUVEEN BBG BRCLY 78464A284 1867 30696 SH SOLE 30696 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 737 8494 SH SOLE 8494 0 0 SPDR SER TR BLOOMBERG BRCLYS 78468R622 3317 30169 SH SOLE 30169 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2274 21812 SH SOLE 21812 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9822 94467 SH SOLE 94467 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1031 15078 SH SOLE 15078 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1135 10893 SH SOLE 10893 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4579 139270 SH SOLE 139270 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1966 25996 SH SOLE 25996 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5470 138648 SH SOLE 138648 0 0 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 393 6917 SH SOLE 6917 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1921 37501 SH SOLE 37501 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 992 15862 SH SOLE 15862 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1962 47171 SH SOLE 47171 0 0 SERVICENOW INC COM 81762P102 220 400 SH SOLE 400 0 0 UNITED PARCEL SERVICE INC CL B 911312106 209 1007 SH SOLE 1007 0 0 VANECK VECTORS ETF TR INTRMDT MUNI ETF 92189H201 1610 31071 SH SOLE 31071 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 2201 34599 SH SOLE 34599 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1362 15858 SH SOLE 15858 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5459 52107 SH SOLE 52107 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 200 3821 SH SOLE 3821 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 8996 157553 SH SOLE 157553 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3384 57991 SH SOLE 57991 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 250 3019 SH SOLE 3019 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2872 51929 SH SOLE 51929 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7234 71063 SH SOLE 71063 0 0 VISA INC COM CL A 92826C839 736 3147 SH SOLE 3147 0 0 WEC ENERGY GROUP INC COM 92939U106 225 2531 SH SOLE 2531 0 0 WALMART INC COM 931142103 207 1467 SH SOLE 1467 0 0 WISDOMTREE TR INTRST RATE HDGE 97717W380 1626 34557 SH SOLE 34557 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 2419 46332 SH SOLE 46332 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717X628 301 12000 SH SOLE 12000 0 0 WISDOMTREE TR YIELD ENHANCED 97717Y808 2048 40064 SH SOLE 40064 0 0