0001062993-22-012559.txt : 20220516 0001062993-22-012559.hdr.sgml : 20220516 20220516152918 ACCESSION NUMBER: 0001062993-22-012559 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22928145 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 03-31-2022 03-31-2022 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 05-13-2022 0 91 349926 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AIRBNB INC COM CL A 009066101 791 4606 SH SOLE 0 0 4606 ALPHABET INC CAP STK CL A 02079K305 234 84 SH SOLE 0 0 84 AMAZON COM INC COM 023135106 336 103 SH SOLE 0 0 103 AMERICAN EXPRESS CO COM 025816109 301 1612 SH SOLE 0 0 1612 AMERICAN WTR WKS CO INC NEW COM 030420103 561 3387 SH SOLE 0 0 3387 APPLE INC COM 037833100 5054 28943 SH SOLE 0 0 28943 CHEVRON CORP NEW COM 166764100 2018 12392 SH SOLE 0 0 12392 CISCO SYS INC COM 17275R102 1555 27891 SH SOLE 0 0 27891 COSTCO WHSL CORP NEW COM 22160K105 1193 2071 SH SOLE 0 0 2071 DBX ETF TR XTRACKERS LOW 233051267 517 10718 SH SOLE 0 0 10718 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 1087 35846 SH SOLE 0 0 35846 ECOARK HLDGS INC COM NEW 27888N307 253 109366 SH SOLE 0 0 109366 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2911 61864 SH SOLE 0 0 61864 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 639 22472 SH SOLE 0 0 22472 FLEXSHARES TR DISCP DUR MBS 33939L779 273 12400 SH SOLE 0 0 12400 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 692 6925 SH SOLE 0 0 6925 HONEYWELL INTL INC COM 438516106 312 1602 SH SOLE 0 0 1602 INVESCO QQQ TR UNIT SER 1 46090E103 12718 35082 SH SOLE 0 0 35082 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 2937 216400 SH SOLE 0 0 216400 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 441 19494 SH SOLE 0 0 19494 ISHARES GOLD TR ISHARES NEW 464285204 998 27111 SH SOLE 0 0 27111 ISHARES TR CORE S&P TTL STK 464287150 617 6116 SH SOLE 0 0 6116 ISHARES TR TIPS BD ETF 464287176 230 1847 SH SOLE 0 0 1847 ISHARES TR CORE US AGGBD ET 464287226 5436 50753 SH SOLE 0 0 50753 ISHARES TR MSCI EAFE ETF 464287465 245 3332 SH SOLE 0 0 3332 ISHARES TR RUS 1000 GRW ETF 464287614 2860 10300 SH SOLE 0 0 10300 ISHARES TR RUSSELL 2000 ETF 464287655 11880 57874 SH SOLE 0 0 57874 ISHARES TR SHRT NAT MUN ETF 464288158 386 3693 SH SOLE 0 0 3693 ISHARES TR EAFE SML CP ETF 464288273 6370 96015 SH SOLE 0 0 96015 ISHARES TR JPMORGAN USD EMG 464288281 833 8525 SH SOLE 0 0 8525 ISHARES TR CALIF MUN BD ETF 464288356 4140 71153 SH SOLE 0 0 71153 ISHARES TR NATIONAL MUN ETF 464288414 2815 25676 SH SOLE 0 0 25676 ISHARES TR PFD AND INCM SEC 464288687 440 12069 SH SOLE 0 0 12069 ISHARES TR GRWT ALLOCAT ETF 464289867 1226 22722 SH SOLE 0 0 22722 ISHARES TR 0-5 YR TIPS ETF 46429B747 4530 43165 SH SOLE 0 0 43165 ISHARES TR CORE MSCI EAFE 46432F842 25151 361826 SH SOLE 0 0 361826 ISHARES INC CORE MSCI EMKT 46434G103 2917 52518 SH SOLE 0 0 52518 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 718 14179 SH SOLE 0 0 14179 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3327 66190 SH SOLE 0 0 66190 KRANESHARES TR QUADRTC INT RT 500767736 585 22836 SH SOLE 0 0 22836 MCDONALDS CORP COM 580135101 201 812 SH SOLE 0 0 812 MICROSOFT CORP COM 594918104 1665 5400 SH SOLE 0 0 5400 NIKE INC CL B 654106103 282 2093 SH SOLE 0 0 2093 PIMCO ETF TR 1-5 US TIP IDX 72201R205 2037 37390 SH SOLE 0 0 37390 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3934 39277 SH SOLE 0 0 39277 RAYTHEON TECHNOLOGIES CORP COM 75513E101 209 2105 SH SOLE 0 0 2105 SPDR S&P 500 ETF TR TR UNIT 78462F103 44735 99051 SH SOLE 0 0 99051 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 635 11760 SH SOLE 0 0 11760 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1697 30775 SH SOLE 0 0 30775 SPDR SER TR BLOOMBERG CONV 78464A359 655 8512 SH SOLE 0 0 8512 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 224 4985 SH SOLE 0 0 4985 SPDR SER TR BLOOMBERG SHT TE 78468R408 5467 208360 SH SOLE 0 0 208360 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3155 30783 SH SOLE 0 0 30783 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4971 93104 SH SOLE 0 0 93104 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11509 213720 SH SOLE 0 0 213720 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1152 16134 SH SOLE 0 0 16134 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2443 51576 SH SOLE 0 0 51576 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2115 76164 SH SOLE 0 0 76164 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5690 72128 SH SOLE 0 0 72128 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4521 123132 SH SOLE 0 0 123132 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 479 8994 SH SOLE 0 0 8994 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2076 41912 SH SOLE 0 0 41912 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12660 208538 SH SOLE 0 0 208538 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1556 40971 SH SOLE 0 0 40971 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 6665 87830 SH SOLE 0 0 87830 SERVICENOW INC COM 81762P102 223 400 SH SOLE 0 0 400 TESLA INC COM 88160R101 499 463 SH SOLE 0 0 463 UNITED PARCEL SERVICE INC CL B 911312106 238 1110 SH SOLE 0 0 1110 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1462 30888 SH SOLE 0 0 30888 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1814 31602 SH SOLE 0 0 31602 VANGUARD STAR FDS VG TL INTL STK F 921909768 226 3790 SH SOLE 0 0 3790 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2140 27466 SH SOLE 0 0 27466 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 16655 209389 SH SOLE 0 0 209389 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 12681 112972 SH SOLE 0 0 112972 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6687 130575 SH SOLE 0 0 130575 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 7878 150227 SH SOLE 0 0 150227 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2859 55032 SH SOLE 0 0 55032 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 6965 74580 SH SOLE 0 0 74580 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1576 20178 SH SOLE 0 0 20178 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2581 50076 SH SOLE 0 0 50076 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 16975 156643 SH SOLE 0 0 156643 VANGUARD INDEX FDS GROWTH ETF 922908736 553 1922 SH SOLE 0 0 1922 VANGUARD INDEX FDS TOTAL STK MKT 922908769 29355 128936 SH SOLE 0 0 128936 VISA INC COM CL A 92826C839 839 3782 SH SOLE 0 0 3782 WEC ENERGY GROUP INC COM 92939U106 253 2531 SH SOLE 0 0 2531 WALMART INC COM 931142103 241 1616 SH SOLE 0 0 1616 WISDOMTREE TR INTRST RATE HDGE 97717W380 1575 33917 SH SOLE 0 0 33917 WISDOMTREE TR YIELD ENHANCD US 97717X511 2003 41862 SH SOLE 0 0 41862 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 302 6000 SH SOLE 0 0 6000 WISDOMTREE TR YIELD ENHANCED 97717Y808 1784 36801 SH SOLE 0 0 36801 CHUBB LIMITED COM H1467J104 302 1414 SH SOLE 0 0 1414