0001062993-22-017397.txt : 20220805
0001062993-22-017397.hdr.sgml : 20220805
20220805162337
ACCESSION NUMBER: 0001062993-22-017397
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220805
EFFECTIVENESS DATE: 20220805
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: 221141182
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
06-30-2022
06-30-2022
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
08-05-2022
0
84
361136
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
AIRBNB INC
COM CL A
009066101
527
5919
SH
SOLE
Pacific Capital Wealth Advisors
0
0
5919
AMAZON COM INC
COM
023135106
695
6540
SH
SOLE
Pacific Capital Wealth Advisors
0
0
6540
AMERICAN EXPRESS CO
COM
025816109
223
1612
SH
SOLE
Pacific Capital Wealth Advisors
0
0
1612
AMERICAN WTR WKS CO INC NEW
COM
030420103
504
3388
SH
SOLE
Pacific Capital Wealth Advisors
0
0
3388
APPLE INC
COM
037833100
4028
29461
SH
SOLE
Pacific Capital Wealth Advisors
0
0
29461
CHEVRON CORP NEW
COM
166764100
1794
12392
SH
SOLE
Pacific Capital Wealth Advisors
0
0
12392
CHUBB LIMITED
COM
H1467J104
278
1414
SH
SOLE
Pacific Capital Wealth Advisors
0
0
1414
COSTCO WHSL CORP NEW
COM
22160K105
993
2071
SH
SOLE
Pacific Capital Wealth Advisors
0
0
2071
DBX ETF TR
XTRACKERS LOW
233051267
468
10499
SH
SOLE
Pacific Capital Wealth Advisors
0
0
10499
ECOARK HLDGS INC
COM NEW
27888N307
287
109366
SH
SOLE
Pacific Capital Wealth Advisors
0
0
109366
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
2693
61073
SH
SOLE
Pacific Capital Wealth Advisors
0
0
61073
FLEXSHARES TR
DISCP DUR MBS
33939L779
263
12400
SH
SOLE
Pacific Capital Wealth Advisors
0
0
12400
GOLDMAN SACHS ETF TR
ACCES TREASURY
381430529
691
6925
SH
SOLE
Pacific Capital Wealth Advisors
0
0
6925
HONEYWELL INTL INC
COM
438516106
276
1587
SH
SOLE
Pacific Capital Wealth Advisors
0
0
1587
INVESCO EXCH TRADED FD TR II
EMRNG MKT SVRG
46138E784
361
19494
SH
SOLE
Pacific Capital Wealth Advisors
0
0
19494
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
2621
212365
SH
SOLE
Pacific Capital Wealth Advisors
0
0
212365
INVESCO QQQ TR
UNIT SER 1
46090E103
11370
40568
SH
SOLE
Pacific Capital Wealth Advisors
0
0
40568
ISHARES GOLD TR
ISHARES NEW
464285204
3043
88686
SH
SOLE
Pacific Capital Wealth Advisors
0
0
88686
ISHARES INC
CORE MSCI EMKT
46434G103
2159
44013
SH
SOLE
Pacific Capital Wealth Advisors
0
0
44013
ISHARES TR
0-5 YR TIPS ETF
46429B747
7911
77996
SH
SOLE
Pacific Capital Wealth Advisors
0
0
77996
ISHARES TR
CALIF MUN BD ETF
464288356
3982
70530
SH
SOLE
Pacific Capital Wealth Advisors
0
0
70530
ISHARES TR
CORE MSCI EAFE
46432F842
26783
455111
SH
SOLE
Pacific Capital Wealth Advisors
0
0
455111
ISHARES TR
CORE S&P TTL STK
464287150
512
6116
SH
SOLE
Pacific Capital Wealth Advisors
0
0
6116
ISHARES TR
CORE US AGGBD ET
464287226
5148
50632
SH
SOLE
Pacific Capital Wealth Advisors
0
0
50632
ISHARES TR
EAFE SML CP ETF
464288273
5013
91839
SH
SOLE
Pacific Capital Wealth Advisors
0
0
91839
ISHARES TR
GRWT ALLOCAT ETF
464289867
1097
22858
SH
SOLE
Pacific Capital Wealth Advisors
0
0
22858
ISHARES TR
ISHARES BIOTECH
464287556
7109
60435
SH
SOLE
Pacific Capital Wealth Advisors
0
0
60435
ISHARES TR
JPMORGAN USD EMG
464288281
715
8384
SH
SOLE
Pacific Capital Wealth Advisors
0
0
8384
ISHARES TR
MSCI EAFE ETF
464287465
208
3332
SH
SOLE
Pacific Capital Wealth Advisors
0
0
3332
ISHARES TR
NATIONAL MUN ETF
464288414
2731
25676
SH
SOLE
Pacific Capital Wealth Advisors
0
0
25676
ISHARES TR
PFD AND INCM SEC
464288687
358
10875
SH
SOLE
Pacific Capital Wealth Advisors
0
0
10875
ISHARES TR
RUS 1000 GRW ETF
464287614
2231
10202
SH
SOLE
Pacific Capital Wealth Advisors
0
0
10202
ISHARES TR
RUSSELL 2000 ETF
464287655
9678
57144
SH
SOLE
Pacific Capital Wealth Advisors
0
0
57144
ISHARES TR
SHRT NAT MUN ETF
464288158
382
3654
SH
SOLE
Pacific Capital Wealth Advisors
0
0
3654
ISHARES TR
TIPS BD ETF
464287176
211
1853
SH
SOLE
Pacific Capital Wealth Advisors
0
0
1853
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
703
13883
SH
SOLE
Pacific Capital Wealth Advisors
0
0
13883
KRANESHARES TR
QUADRTC INT RT
500767736
579
22836
SH
SOLE
Pacific Capital Wealth Advisors
0
0
22836
MICROSOFT CORP
COM
594918104
1511
5884
SH
SOLE
Pacific Capital Wealth Advisors
0
0
5884
NIKE INC
CL B
654106103
206
2011
SH
SOLE
Pacific Capital Wealth Advisors
0
0
2011
PIMCO ETF TR
1-5 US TIP IDX
72201R205
1955
37390
SH
SOLE
Pacific Capital Wealth Advisors
0
0
37390
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
2973
30000
SH
SOLE
Pacific Capital Wealth Advisors
0
0
30000
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
202
2105
SH
SOLE
Pacific Capital Wealth Advisors
0
0
2105
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
1796
70746
SH
SOLE
Pacific Capital Wealth Advisors
0
0
70746
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
3836
121969
SH
SOLE
Pacific Capital Wealth Advisors
0
0
121969
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
1098
35154
SH
SOLE
Pacific Capital Wealth Advisors
0
0
35154
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
444
8601
SH
SOLE
Pacific Capital Wealth Advisors
0
0
8601
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
2044
41548
SH
SOLE
Pacific Capital Wealth Advisors
0
0
41548
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
4076
92236
SH
SOLE
Pacific Capital Wealth Advisors
0
0
92236
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
5148
71866
SH
SOLE
Pacific Capital Wealth Advisors
0
0
71866
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1005
16095
SH
SOLE
Pacific Capital Wealth Advisors
0
0
16095
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
9519
213143
SH
SOLE
Pacific Capital Wealth Advisors
0
0
213143
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1845
47329
SH
SOLE
Pacific Capital Wealth Advisors
0
0
47329
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
14675
262984
SH
SOLE
Pacific Capital Wealth Advisors
0
0
262984
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
9048
125354
SH
SOLE
Pacific Capital Wealth Advisors
0
0
125354
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
519
11760
SH
SOLE
Pacific Capital Wealth Advisors
0
0
11760
SPDR S&P 500 ETF TR
TR UNIT
78462F103
58042
153854
SH
SOLE
Pacific Capital Wealth Advisors
0
0
153854
SPDR SER TR
BBG CONV SEC ETF
78464A359
550
8517
SH
SOLE
Pacific Capital Wealth Advisors
0
0
8517
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
2775
30591
SH
SOLE
Pacific Capital Wealth Advisors
0
0
30591
SPDR SER TR
BLOOMBERG SHT TE
78468R408
4227
175238
SH
SOLE
Pacific Capital Wealth Advisors
0
0
175238
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
619
12055
SH
SOLE
Pacific Capital Wealth Advisors
0
0
12055
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
208
4985
SH
SOLE
Pacific Capital Wealth Advisors
0
0
4985
SUNRUN INC
COM
86771W105
1036
44334
SH
SOLE
Pacific Capital Wealth Advisors
0
0
44334
TESLA INC
COM
88160R101
403
598
SH
SOLE
Pacific Capital Wealth Advisors
0
0
598
UNITED PARCEL SERVICE INC
CL B
911312106
203
1110
SH
SOLE
Pacific Capital Wealth Advisors
0
0
1110
VANECK ETF TRUST
HIGH YLD MUNIETF
92189H409
1668
30966
SH
SOLE
Pacific Capital Wealth Advisors
0
0
30966
VANECK ETF TRUST
INTRMDT MUNI ETF
92189H201
1389
30423
SH
SOLE
Pacific Capital Wealth Advisors
0
0
30423
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
2542
33108
SH
SOLE
Pacific Capital Wealth Advisors
0
0
33108
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
22631
300708
SH
SOLE
Pacific Capital Wealth Advisors
0
0
300708
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
6941
140099
SH
SOLE
Pacific Capital Wealth Advisors
0
0
140099
VANGUARD INDEX FDS
GROWTH ETF
922908736
346
1552
SH
SOLE
Pacific Capital Wealth Advisors
0
0
1552
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
19726
216511
SH
SOLE
Pacific Capital Wealth Advisors
0
0
216511
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
24312
128895
SH
SOLE
Pacific Capital Wealth Advisors
0
0
128895
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
2156
48706
SH
SOLE
Pacific Capital Wealth Advisors
0
0
48706
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
6549
130657
SH
SOLE
Pacific Capital Wealth Advisors
0
0
130657
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
2474
49556
SH
SOLE
Pacific Capital Wealth Advisors
0
0
49556
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1843
24167
SH
SOLE
Pacific Capital Wealth Advisors
0
0
24167
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
16393
161191
SH
SOLE
Pacific Capital Wealth Advisors
0
0
161191
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
7384
95658
SH
SOLE
Pacific Capital Wealth Advisors
0
0
95658
VISA INC
COM CL A
92826C839
738
3749
SH
SOLE
Pacific Capital Wealth Advisors
0
0
3749
WEC ENERGY GROUP INC
COM
92939U106
255
2531
SH
SOLE
Pacific Capital Wealth Advisors
0
0
2531
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
302
6000
SH
SOLE
Pacific Capital Wealth Advisors
0
0
6000
WISDOMTREE TR
INTRST RATE HDGE
97717W380
1286
28212
SH
SOLE
Pacific Capital Wealth Advisors
0
0
28212
WISDOMTREE TR
YIELD ENHANCD US
97717X511
1863
41658
SH
SOLE
Pacific Capital Wealth Advisors
0
0
41658
WISDOMTREE TR
YIELD ENHANCED
97717Y808
1750
36770
SH
SOLE
Pacific Capital Wealth Advisors
0
0
36770