FOUNDER/PRESIDENT

0001062993-23-010323.txt : 20230505 0001062993-23-010323.hdr.sgml : 20230505 20230505153227 ACCESSION NUMBER: 0001062993-23-010323 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230505 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230505 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: 23893487 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 X0202 13F-HR LIVE false true false 0001803523 XXXXXXXX 03-31-2023 03-31-2023 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 05-03-2023 0 87 388576077 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 3208403 35176 SH SOLE Pacific Capital Wealth Advisors 0 0 35176 AIRBNB INC COM CL A 009066101 728860 5859 SH SOLE Pacific Capital Wealth Advisors 0 0 5859 AMAZON COM INC COM 023135106 494154 4784 SH SOLE Pacific Capital Wealth Advisors 0 0 4784 AMERICAN EXPRESS CO COM 025816109 206682 1253 SH SOLE Pacific Capital Wealth Advisors 0 0 1253 AMERICAN WTR WKS CO INC NEW COM 030420103 480634 3281 SH SOLE Pacific Capital Wealth Advisors 0 0 3281 APPLE INC COM 037833100 5576679 33819 SH SOLE Pacific Capital Wealth Advisors 0 0 33819 BITNILE METAVERSE INC COM NEW 27888N307 12818 109366 SH SOLE Pacific Capital Wealth Advisors 0 0 109366 BROADCOM INC COM 11135F101 212991 332 SH SOLE Pacific Capital Wealth Advisors 0 0 332 CHEVRON CORP NEW COM 166764100 2120917 12999 SH SOLE Pacific Capital Wealth Advisors 0 0 12999 CHUBB LIMITED COM H1467J104 274571 1414 SH SOLE Pacific Capital Wealth Advisors 0 0 1414 COSTCO WHSL CORP NEW COM 22160K105 862069 1735 SH SOLE Pacific Capital Wealth Advisors 0 0 1735 EXXON MOBIL CORP COM 30231G102 231273 2109 SH SOLE Pacific Capital Wealth Advisors 0 0 2109 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 2875418 59967 SH SOLE Pacific Capital Wealth Advisors 0 0 59967 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 277819 6141 SH SOLE Pacific Capital Wealth Advisors 0 0 6141 HONEYWELL INTL INC COM 438516106 270855 1417 SH SOLE Pacific Capital Wealth Advisors 0 0 1417 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 373803 19489 SH SOLE Pacific Capital Wealth Advisors 0 0 19489 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1803818 157127 SH SOLE Pacific Capital Wealth Advisors 0 0 157127 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 12229741 84565 SH SOLE Pacific Capital Wealth Advisors 0 0 84565 INVESCO QQQ TR UNIT SER 1 46090E103 12474976 38871 SH SOLE Pacific Capital Wealth Advisors 0 0 38871 ISHARES GOLD TR ISHARES NEW 464285204 5267825 140964 SH SOLE Pacific Capital Wealth Advisors 0 0 140964 ISHARES TR CORE US AGGBD ET 464287226 4611677 46283 SH SOLE Pacific Capital Wealth Advisors 0 0 46283 ISHARES TR TIPS BD ETF 464287176 209382 1899 SH SOLE Pacific Capital Wealth Advisors 0 0 1899 ISHARES TR MSCI EAFE ETF 464287465 215490 3013 SH SOLE Pacific Capital Wealth Advisors 0 0 3013 ISHARES TR RUS 1000 ETF 464287622 4832084 21454 SH SOLE Pacific Capital Wealth Advisors 0 0 21454 ISHARES TR RUS 1000 GRW ETF 464287614 2357455 9649 SH SOLE Pacific Capital Wealth Advisors 0 0 9649 ISHARES TR RUSSELL 2000 ETF 464287655 7518649 42145 SH SOLE Pacific Capital Wealth Advisors 0 0 42145 ISHARES TR ISHARES BIOTECH 464287556 9187926 71136 SH SOLE Pacific Capital Wealth Advisors 0 0 71136 ISHARES TR GRWT ALLOCAT ETF 464289867 1060373 21195 SH SOLE Pacific Capital Wealth Advisors 0 0 21195 ISHARES TR SHRT NAT MUN ETF 464288158 360075 3440 SH SOLE Pacific Capital Wealth Advisors 0 0 3440 ISHARES TR EAFE SML CP ETF 464288273 4737412 79607 SH SOLE Pacific Capital Wealth Advisors 0 0 79607 ISHARES TR JPMORGAN USD EMG 464288281 459268 5323 SH SOLE Pacific Capital Wealth Advisors 0 0 5323 ISHARES TR PFD AND INCM SEC 464288687 291688 9343 SH SOLE Pacific Capital Wealth Advisors 0 0 9343 ISHARES TR CORE S&P TTL STK 464287150 666991 7366 SH SOLE Pacific Capital Wealth Advisors 0 0 7366 ISHARES TR ISHS 1-5YR INVS 464288646 676225 13380 SH SOLE Pacific Capital Wealth Advisors 0 0 13380 ISHARES TR 0-5 YR TIPS ETF 46429B747 11209552 112965 SH SOLE Pacific Capital Wealth Advisors 0 0 112965 ISHARES TR CORE HIGH DV ETF 46429B663 323075 3178 SH SOLE Pacific Capital Wealth Advisors 0 0 3178 ISHARES TR CORE MSCI EAFE 46432F842 32517484 486425 SH SOLE Pacific Capital Wealth Advisors 0 0 486425 ISHARES TR CALIF MUN BD ETF 464288356 2872163 50020 SH SOLE Pacific Capital Wealth Advisors 0 0 50020 MATCH GROUP INC NEW COM 57667L107 3301732 86005 SH SOLE Pacific Capital Wealth Advisors 0 0 86005 MCDONALDS CORP COM 580135101 215859 772 SH SOLE Pacific Capital Wealth Advisors 0 0 772 META PLATFORMS INC CL A 30303M102 227200 1072 SH SOLE Pacific Capital Wealth Advisors 0 0 1072 MICROSOFT CORP COM 594918104 1502328 5211 SH SOLE Pacific Capital Wealth Advisors 0 0 5211 MPLX LP COM UNIT REP LTD 55336V100 202290 5872 SH SOLE Pacific Capital Wealth Advisors 0 0 5872 NIKE INC CL B 654106103 228356 1862 SH SOLE Pacific Capital Wealth Advisors 0 0 1862 PIMCO ETF TR 1-5 US TIP IDX 72201R205 377186 7390 SH SOLE Pacific Capital Wealth Advisors 0 0 7390 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 616657 6213 SH SOLE Pacific Capital Wealth Advisors 0 0 6213 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2581502 53950 SH SOLE Pacific Capital Wealth Advisors 0 0 53950 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5072411 145759 SH SOLE Pacific Capital Wealth Advisors 0 0 145759 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6641212 137300 SH SOLE Pacific Capital Wealth Advisors 0 0 137300 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 722210 17224 SH SOLE Pacific Capital Wealth Advisors 0 0 17224 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 979331 14933 SH SOLE Pacific Capital Wealth Advisors 0 0 14933 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1038382 30803 SH SOLE Pacific Capital Wealth Advisors 0 0 30803 SCHWAB STRATEGIC TR US REIT ETF 808524847 3326232 170576 SH SOLE Pacific Capital Wealth Advisors 0 0 170576 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 628903 12890 SH SOLE Pacific Capital Wealth Advisors 0 0 12890 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14228692 265411 SH SOLE Pacific Capital Wealth Advisors 0 0 265411 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4249069 58079 SH SOLE Pacific Capital Wealth Advisors 0 0 58079 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 12524583 167643 SH SOLE Pacific Capital Wealth Advisors 0 0 167643 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1380131 20389 SH SOLE Pacific Capital Wealth Advisors 0 0 20389 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 469183 11399 SH SOLE Pacific Capital Wealth Advisors 0 0 11399 SPDR S&P 500 ETF TR TR UNIT 78462F103 75316750 183973 SH SOLE Pacific Capital Wealth Advisors 0 0 183973 SPDR SER TR BBG CONV SEC ETF 78464A359 227439 3391 SH SOLE Pacific Capital Wealth Advisors 0 0 3391 SPDR SER TR BLOOMBERG HIGH Y 78468R622 286628 3088 SH SOLE Pacific Capital Wealth Advisors 0 0 3088 SPDR SER TR NUVEEN BLOOMBERG 78464A284 274272 10953 SH SOLE Pacific Capital Wealth Advisors 0 0 10953 SUNRUN INC COM 86771W105 913581 45339 SH SOLE Pacific Capital Wealth Advisors 0 0 45339 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 291450 2443 SH SOLE Pacific Capital Wealth Advisors 0 0 2443 TESLA INC COM 88160R101 602323 2903 SH SOLE Pacific Capital Wealth Advisors 0 0 2903 UNITEDHEALTH GROUP INC COM 91324P102 214083 453 SH SOLE Pacific Capital Wealth Advisors 0 0 453 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1216445 26177 SH SOLE Pacific Capital Wealth Advisors 0 0 26177 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1197733 15659 SH SOLE Pacific Capital Wealth Advisors 0 0 15659 VANGUARD BD INDEX FDS INTERMED TERM 921937819 12781891 166561 SH SOLE Pacific Capital Wealth Advisors 0 0 166561 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 24614071 333388 SH SOLE Pacific Capital Wealth Advisors 0 0 333388 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5523323 112905 SH SOLE Pacific Capital Wealth Advisors 0 0 112905 VANGUARD INDEX FDS TOTAL STK MKT 922908769 19926548 97631 SH SOLE Pacific Capital Wealth Advisors 0 0 97631 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 18603229 224027 SH SOLE Pacific Capital Wealth Advisors 0 0 224027 VANGUARD INDEX FDS GROWTH ETF 922908736 307560 1233 SH SOLE Pacific Capital Wealth Advisors 0 0 1233 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 989674 24394 SH SOLE Pacific Capital Wealth Advisors 0 0 24394 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4508479 94280 SH SOLE Pacific Capital Wealth Advisors 0 0 94280 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1501117 29631 SH SOLE Pacific Capital Wealth Advisors 0 0 29631 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1638920 21500 SH SOLE Pacific Capital Wealth Advisors 0 0 21500 VANGUARD STAR FDS VG TL INTL STK F 921909768 209246 3790 SH SOLE Pacific Capital Wealth Advisors 0 0 3790 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 18547517 175806 SH SOLE Pacific Capital Wealth Advisors 0 0 175806 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1484652 6226 SH SOLE Pacific Capital Wealth Advisors 0 0 6226 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 286023 1478 SH SOLE Pacific Capital Wealth Advisors 0 0 1478 VISA INC COM CL A 92826C839 634219 2813 SH SOLE Pacific Capital Wealth Advisors 0 0 2813 WALMART INC COM 931142103 238279 1616 SH SOLE Pacific Capital Wealth Advisors 0 0 1616 WEC ENERGY GROUP INC COM 92939U106 236027 2490 SH SOLE Pacific Capital Wealth Advisors 0 0 2490 WISDOMTREE TR YIELD ENHANCD US 97717X511 1399874 32041 SH SOLE Pacific Capital Wealth Advisors 0 0 32041