FOUNDER/PRESIDENT

0001062993-22-007078.txt : 20220308 0001062993-22-007078.hdr.sgml : 20220308 20220308172121 ACCESSION NUMBER: 0001062993-22-007078 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220308 DATE AS OF CHANGE: 20220308 EFFECTIVENESS DATE: 20220308 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: 22722809 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 12-31-2021 12-31-2021 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 03-01-2022 0 91 347323 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AIRBNB INC COM CL A 009066101 767 4606 SH SOLE Pacific Capital Wealth Advisors 0 0 4606 ALPHABET INC CAP STK CL A 02079K305 243 84 SH SOLE Pacific Capital Wealth Advisors 0 0 84 AMAZON COM INC COM 023135106 353 106 SH SOLE Pacific Capital Wealth Advisors 0 0 106 AMERICAN EXPRESS CO COM 025816109 264 1612 SH SOLE Pacific Capital Wealth Advisors 0 0 1612 AMERICAN WTR WKS CO INC NEW COM 030420103 640 3387 SH SOLE Pacific Capital Wealth Advisors 0 0 3387 APPLE INC COM 037833100 5403 30425 SH SOLE Pacific Capital Wealth Advisors 0 0 30425 CHEVRON CORP NEW COM 166764100 1454 12392 SH SOLE Pacific Capital Wealth Advisors 0 0 12392 CISCO SYS INC COM 17275R102 2874 45354 SH SOLE Pacific Capital Wealth Advisors 0 0 45354 COSTCO WHSL CORP NEW COM 22160K105 1116 1966 SH SOLE Pacific Capital Wealth Advisors 0 0 1966 DBX ETF TR XTRACKERS LOW 233051267 542 10716 SH SOLE Pacific Capital Wealth Advisors 0 0 10716 DISNEY WALT CO COM 254687106 220 1418 SH SOLE Pacific Capital Wealth Advisors 0 0 1418 ETF SER SOLUTIONS LHA MKT ST TACTL 26922B105 1255 38935 SH SOLE Pacific Capital Wealth Advisors 0 0 38935 ECOARK HLDGS INC COM NEW 27888N307 244 109366 SH SOLE Pacific Capital Wealth Advisors 0 0 109366 META PLATFORMS INC CL A 30303M102 204 607 SH SOLE Pacific Capital Wealth Advisors 0 0 607 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2581 53858 SH SOLE Pacific Capital Wealth Advisors 0 0 53858 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 680 29472 SH SOLE Pacific Capital Wealth Advisors 0 0 29472 FLEXSHARES TR DISCP DUR MBS 33939L779 287 12400 SH SOLE Pacific Capital Wealth Advisors 0 0 12400 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 693 6925 SH SOLE Pacific Capital Wealth Advisors 0 0 6925 HONEYWELL INTL INC COM 438516106 334 1602 SH SOLE Pacific Capital Wealth Advisors 0 0 1602 INVESCO QQQ TR UNIT SER 1 46090E103 12049 30284 SH SOLE Pacific Capital Wealth Advisors 0 0 30284 INTUIT COM 461202103 203 316 SH SOLE Pacific Capital Wealth Advisors 0 0 316 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 3241 216062 SH SOLE Pacific Capital Wealth Advisors 0 0 216062 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 1265 47997 SH SOLE Pacific Capital Wealth Advisors 0 0 47997 ISHARES GOLD TR ISHARES NEW 464285204 686 19693 SH SOLE Pacific Capital Wealth Advisors 0 0 19693 ISHARES TR CORE S&P TTL STK 464287150 654 6116 SH SOLE Pacific Capital Wealth Advisors 0 0 6116 ISHARES TR TIPS BD ETF 464287176 238 1845 SH SOLE Pacific Capital Wealth Advisors 0 0 1845 ISHARES TR CORE US AGGBD ET 464287226 5743 50343 SH SOLE Pacific Capital Wealth Advisors 0 0 50343 ISHARES TR MSCI EAFE ETF 464287465 262 3332 SH SOLE Pacific Capital Wealth Advisors 0 0 3332 ISHARES TR RUS 1000 GRW ETF 464287614 3161 10343 SH SOLE Pacific Capital Wealth Advisors 0 0 10343 ISHARES TR RUSSELL 2000 ETF 464287655 12863 57823 SH SOLE Pacific Capital Wealth Advisors 0 0 57823 ISHARES TR SHRT NAT MUN ETF 464288158 617 5743 SH SOLE Pacific Capital Wealth Advisors 0 0 5743 ISHARES TR EAFE SML CP ETF 464288273 7112 97310 SH SOLE Pacific Capital Wealth Advisors 0 0 97310 ISHARES TR JPMORGAN USD EMG 464288281 900 8251 SH SOLE Pacific Capital Wealth Advisors 0 0 8251 ISHARES TR CALIF MUN BD ETF 464288356 4346 69728 SH SOLE Pacific Capital Wealth Advisors 0 0 69728 ISHARES TR NATIONAL MUN ETF 464288414 2986 25676 SH SOLE Pacific Capital Wealth Advisors 0 0 25676 ISHARES TR SHORT TREAS BD 464288679 220 1991 SH SOLE Pacific Capital Wealth Advisors 0 0 1991 ISHARES TR PFD AND INCM SEC 464288687 475 12059 SH SOLE Pacific Capital Wealth Advisors 0 0 12059 ISHARES TR GRWT ALLOCAT ETF 464289867 1227 21497 SH SOLE Pacific Capital Wealth Advisors 0 0 21497 ISHARES TR 0-5 YR TIPS ETF 46429B747 3548 33509 SH SOLE Pacific Capital Wealth Advisors 0 0 33509 ISHARES TR CORE MSCI EAFE 46432F842 25728 344688 SH SOLE Pacific Capital Wealth Advisors 0 0 344688 ISHARES INC CORE MSCI EMKT 46434G103 3085 51530 SH SOLE Pacific Capital Wealth Advisors 0 0 51530 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 710 13904 SH SOLE Pacific Capital Wealth Advisors 0 0 13904 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 6046 119763 SH SOLE Pacific Capital Wealth Advisors 0 0 119763 KRANESHARES TR QUADRTC INT RT 500767736 613 22836 SH SOLE Pacific Capital Wealth Advisors 0 0 22836 MICROSOFT CORP COM 594918104 1723 5122 SH SOLE Pacific Capital Wealth Advisors 0 0 5122 NIKE INC CL B 654106103 349 2093 SH SOLE Pacific Capital Wealth Advisors 0 0 2093 PIMCO ETF TR 1-5 US TIP IDX 72201R205 2063 37390 SH SOLE Pacific Capital Wealth Advisors 0 0 37390 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3615 35591 SH SOLE Pacific Capital Wealth Advisors 0 0 35591 SPDR S&P 500 ETF TR TR UNIT 78462F103 38072 80158 SH SOLE Pacific Capital Wealth Advisors 0 0 80158 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 665 11760 SH SOLE Pacific Capital Wealth Advisors 0 0 11760 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1848 30757 SH SOLE Pacific Capital Wealth Advisors 0 0 30757 SPDR SER TR BLOOMBERG CONV 78464A359 706 8510 SH SOLE Pacific Capital Wealth Advisors 0 0 8510 SPDR SER TR BLOOMBERG SHT TE 78468R408 5622 207060 SH SOLE Pacific Capital Wealth Advisors 0 0 207060 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3329 30662 SH SOLE Pacific Capital Wealth Advisors 0 0 30662 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5237 46343 SH SOLE Pacific Capital Wealth Advisors 0 0 46343 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 12187 107071 SH SOLE Pacific Capital Wealth Advisors 0 0 107071 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1134 15493 SH SOLE Pacific Capital Wealth Advisors 0 0 15493 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2523 24638 SH SOLE Pacific Capital Wealth Advisors 0 0 24638 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2256 76163 SH SOLE Pacific Capital Wealth Advisors 0 0 76163 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 5830 72127 SH SOLE Pacific Capital Wealth Advisors 0 0 72127 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4794 123339 SH SOLE Pacific Capital Wealth Advisors 0 0 123339 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 508 9056 SH SOLE Pacific Capital Wealth Advisors 0 0 9056 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2252 44294 SH SOLE Pacific Capital Wealth Advisors 0 0 44294 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12537 199343 SH SOLE Pacific Capital Wealth Advisors 0 0 199343 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1786 43647 SH SOLE Pacific Capital Wealth Advisors 0 0 43647 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5761 74715 SH SOLE Pacific Capital Wealth Advisors 0 0 74715 SERVICENOW INC COM 81762P102 260 400 SH SOLE Pacific Capital Wealth Advisors 0 0 400 TESLA INC COM 88160R101 373 353 SH SOLE Pacific Capital Wealth Advisors 0 0 353 UNITED PARCEL SERVICE INC CL B 911312106 216 1007 SH SOLE Pacific Capital Wealth Advisors 0 0 1007 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1587 30962 SH SOLE Pacific Capital Wealth Advisors 0 0 30962 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1972 31591 SH SOLE Pacific Capital Wealth Advisors 0 0 31591 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2059 25471 SH SOLE Pacific Capital Wealth Advisors 0 0 25471 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 16028 189125 SH SOLE Pacific Capital Wealth Advisors 0 0 189125 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 8391 74843 SH SOLE Pacific Capital Wealth Advisors 0 0 74843 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6663 129627 SH SOLE Pacific Capital Wealth Advisors 0 0 129627 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 8065 146203 SH SOLE Pacific Capital Wealth Advisors 0 0 146203 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 3188 59086 SH SOLE Pacific Capital Wealth Advisors 0 0 59086 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 6552 67845 SH SOLE Pacific Capital Wealth Advisors 0 0 67845 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 850 10466 SH SOLE Pacific Capital Wealth Advisors 0 0 10466 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2748 50051 SH SOLE Pacific Capital Wealth Advisors 0 0 50051 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 16442 141726 SH SOLE Pacific Capital Wealth Advisors 0 0 141726 VANGUARD INDEX FDS GROWTH ETF 922908736 574 1788 SH SOLE Pacific Capital Wealth Advisors 0 0 1788 VANGUARD INDEX FDS TOTAL STK MKT 922908769 30868 127851 SH SOLE Pacific Capital Wealth Advisors 0 0 127851 VISA INC COM CL A 92826C839 778 3591 SH SOLE Pacific Capital Wealth Advisors 0 0 3591 WEC ENERGY GROUP INC COM 92939U106 246 2531 SH SOLE Pacific Capital Wealth Advisors 0 0 2531 WALMART INC COM 931142103 203 1404 SH SOLE Pacific Capital Wealth Advisors 0 0 1404 WISDOMTREE TR INTRST RATE HDGE 97717W380 1583 33917 SH SOLE Pacific Capital Wealth Advisors 0 0 33917 WISDOMTREE TR YIELD ENHANCD US 97717X511 2187 42309 SH SOLE Pacific Capital Wealth Advisors 0 0 42309 WISDOMTREE TR FLOATNG RAT TREA 97717X628 301 12000 SH SOLE Pacific Capital Wealth Advisors 0 0 12000 WISDOMTREE TR YIELD ENHANCED 97717Y808 2024 40064 SH SOLE Pacific Capital Wealth Advisors 0 0 40064 CHUBB LIMITED COM H1467J104 236 1220 SH SOLE Pacific Capital Wealth Advisors 0 0 1220