0001062993-21-004720.txt : 20210517 0001062993-21-004720.hdr.sgml : 20210517 20210517152340 ACCESSION NUMBER: 0001062993-21-004720 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21929826 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 03-31-2021 03-31-2021 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 05-14-2021 0 65 179715 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE SPDR S&P 500 ETF TR TR UNIT 78462F103 14321 36135 SH SOLE 36135 0 0 ISHARES TR CORE MSCI EAFE 46432F842 13780 191251 SH SOLE 191251 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9199 95797 SH SOLE 95797 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 8930 40416 SH SOLE 40416 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 8817 154355 SH SOLE 154355 0 0 ISHARES INC CORE MSCI EMKT 46434G103 8330 129432 SH SOLE 129432 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 8249 80949 SH SOLE 80949 0 0 ISHARES TR EAFE SML CP ETF 464288273 7401 103016 SH SOLE 103016 0 0 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 6051 226051 SH SOLE 226051 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5965 64933 SH SOLE 64933 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5795 18158 SH SOLE 18158 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5366 142645 SH SOLE 142645 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5228 51712 SH SOLE 51712 0 0 ISHARES TR CALIF MUN BD ETF 464288356 4602 74080 SH SOLE 74080 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4488 141218 SH SOLE 141218 0 0 ISHARES TR CORE US AGGBD ET 464287226 3847 33793 SH SOLE 33793 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3351 223394 SH SOLE 223394 0 0 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 3030 63280 SH SOLE 63280 0 0 SPDR SER TR BLOOMBERG BRCLYS 78468R622 2970 27296 SH SOLE 27296 0 0 WISDOMTREE TR YIELD ENHANCED 97717Y808 2923 57346 SH SOLE 57346 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 2826 50678 SH SOLE 50678 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2811 51443 SH SOLE 51443 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2619 10776 SH SOLE 10776 0 0 WISDOMTREE TR YIELD ENHANCD US 97717X511 2510 49017 SH SOLE 49017 0 0 VANECK VECTORS ETF TR HIGH YLD MUN ETF 92189H409 2150 34593 SH SOLE 34593 0 0 PIMCO ETF TR 1-5 US TIP IDX 72201R205 2050 37390 SH SOLE 37390 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1927 48893 SH SOLE 48893 0 0 APPLE INC COM 037833100 1913 15660 SH SOLE 15660 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1881 25794 SH SOLE 25794 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1839 35850 SH SOLE 35850 0 0 SPDR SER TR NUVEEN BBG BRCLY 78464A284 1820 30668 SH SOLE 30668 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 1705 33400 SH SOLE 33400 0 0 WISDOMTREE TR INTRST RATE HDGE 97717W380 1625 34557 SH SOLE 34557 0 0 VANECK VECTORS ETF TR INTRMDT MUNI ETF 92189H201 1587 30970 SH SOLE 30970 0 0 CHEVRON CORP NEW COM 166764100 1311 12510 SH SOLE 12510 0 0 MICROSOFT CORP COM 594918104 1308 5547 SH SOLE 5547 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 1176 21955 SH SOLE 21955 0 0 CAMBRIA ETF TR TAIL RISK 132061862 1118 59634 SH SOLE 59634 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 983 15058 SH SOLE 15058 0 0 ISHARES TR JPMORGAN USD EMG 464288281 898 8251 SH SOLE 8251 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 780 37229 SH SOLE 37229 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 708 8494 SH SOLE 8494 0 0 KRANESHARES TR QUADRTC INT RT 500767736 703 24600 SH SOLE 24600 0 0 COSTCO WHSL CORP NEW COM 22160K105 696 1974 SH SOLE 1974 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 693 6925 SH SOLE 6925 0 0 DBX ETF TR XTRACKERS LOW 233051267 672 13304 SH SOLE 13304 0 0 VISA INC COM CL A 92826C839 666 3147 SH SOLE 3147 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 625 6274 SH SOLE 6274 0 0 ISHARES TR CORE S&P TTL STK 464287150 560 6116 SH SOLE 6116 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 555 11760 SH SOLE 11760 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 508 3386 SH SOLE 3386 0 0 ISHARES TR PFD AND INCM SEC 464288687 461 12004 SH SOLE 12004 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 376 3489 SH SOLE 3489 0 0 HONEYWELL INTL INC COM 438516106 348 1602 SH SOLE 1602 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717X628 301 12000 SH SOLE 12000 0 0 FLEXSHARES TR DISCP DUR MBS 33939L779 296 12400 SH SOLE 12400 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 269 5043 SH SOLE 5043 0 0 ISHARES TR MSCI EAFE ETF 464287465 264 3483 SH SOLE 3483 0 0 NIKE INC CL B 654106103 262 1968 SH SOLE 1968 0 0 WEC ENERGY GROUP INC COM 92939U106 237 2531 SH SOLE 2531 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 229 2778 SH SOLE 2778 0 0 DISNEY WALT CO COM 254687106 211 1143 SH SOLE 1143 0 0 AMERICAN EXPRESS CO COM 025816109 200 1417 SH SOLE 1417 0 0 SERVICENOW INC COM 81762P102 200 400 SH SOLE 400 0 0 PROSHARES TR SHORT S&P 500 NE 74347B425 195 11636 SH SOLE 11636 0 0