0001062993-22-021998.txt : 20221114 0001062993-22-021998.hdr.sgml : 20221114 20221114133044 ACCESSION NUMBER: 0001062993-22-021998 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221383342 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 09-30-2022 09-30-2022 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 11-08-2022 0 81 367210 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AIRBNB INC COM CL A 009066101 622 5919 SH SOLE Pacific Capital Wealth Advisors 0 0 5919 ALPHABET INC CAP STK CL A 02079K305 323 3377 SH SOLE Pacific Capital Wealth Advisors 0 0 3377 ALPHABET INC CAP STK CL C 02079K107 212 2201 SH SOLE Pacific Capital Wealth Advisors 0 0 2201 AMAZON COM INC COM 023135106 747 6610 SH SOLE Pacific Capital Wealth Advisors 0 0 6610 AMERICAN EXPRESS CO COM 025816109 229 1698 SH SOLE Pacific Capital Wealth Advisors 0 0 1698 AMERICAN WTR WKS CO INC NEW COM 030420103 441 3388 SH SOLE Pacific Capital Wealth Advisors 0 0 3388 AMERISOURCEBERGEN CORP COM 03073E105 209 1545 SH SOLE Pacific Capital Wealth Advisors 0 0 1545 APPLE INC COM 037833100 4036 29200 SH SOLE Pacific Capital Wealth Advisors 0 0 29200 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 391 1465 SH SOLE Pacific Capital Wealth Advisors 0 0 1465 CHEVRON CORP NEW COM 166764100 1780 12392 SH SOLE Pacific Capital Wealth Advisors 0 0 12392 CHUBB LIMITED COM H1467J104 257 1414 SH SOLE Pacific Capital Wealth Advisors 0 0 1414 COSTCO WHSL CORP NEW COM 22160K105 963 2040 SH SOLE Pacific Capital Wealth Advisors 0 0 2040 CVS HEALTH CORP COM 126650100 216 2264 SH SOLE Pacific Capital Wealth Advisors 0 0 2264 ECOARK HLDGS INC COM NEW 27888N307 142 109366 SH SOLE Pacific Capital Wealth Advisors 0 0 109366 ENBRIDGE INC COM 29250N105 303 8176 SH SOLE Pacific Capital Wealth Advisors 0 0 8176 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2556 58002 SH SOLE Pacific Capital Wealth Advisors 0 0 58002 FLEXSHARES TR DISCP DUR MBS 33939L779 251 12400 SH SOLE Pacific Capital Wealth Advisors 0 0 12400 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 461 4616 SH SOLE Pacific Capital Wealth Advisors 0 0 4616 HONEYWELL INTL INC COM 438516106 265 1587 SH SOLE Pacific Capital Wealth Advisors 0 0 1587 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 330 19491 SH SOLE Pacific Capital Wealth Advisors 0 0 19491 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 2216 186534 SH SOLE Pacific Capital Wealth Advisors 0 0 186534 INVESCO QQQ TR UNIT SER 1 46090E103 11492 43001 SH SOLE Pacific Capital Wealth Advisors 0 0 43001 ISHARES GOLD TR ISHARES NEW 464285204 4317 136913 SH SOLE Pacific Capital Wealth Advisors 0 0 136913 ISHARES TR 0-5 YR TIPS ETF 46429B747 9677 100683 SH SOLE Pacific Capital Wealth Advisors 0 0 100683 ISHARES TR CALIF MUN BD ETF 464288356 3798 70055 SH SOLE Pacific Capital Wealth Advisors 0 0 70055 ISHARES TR CORE MSCI EAFE 46432F842 26246 498304 SH SOLE Pacific Capital Wealth Advisors 0 0 498304 ISHARES TR CORE S&P TTL STK 464287150 610 7666 SH SOLE Pacific Capital Wealth Advisors 0 0 7666 ISHARES TR CORE US AGGBD ET 464287226 4728 49071 SH SOLE Pacific Capital Wealth Advisors 0 0 49071 ISHARES TR EAFE SML CP ETF 464288273 4358 89343 SH SOLE Pacific Capital Wealth Advisors 0 0 89343 ISHARES TR GRWT ALLOCAT ETF 464289867 1014 22641 SH SOLE Pacific Capital Wealth Advisors 0 0 22641 ISHARES TR ISHARES BIOTECH 464287556 7701 65844 SH SOLE Pacific Capital Wealth Advisors 0 0 65844 ISHARES TR JPMORGAN USD EMG 464288281 637 8023 SH SOLE Pacific Capital Wealth Advisors 0 0 8023 ISHARES TR NATIONAL MUN ETF 464288414 2648 25817 SH SOLE Pacific Capital Wealth Advisors 0 0 25817 ISHARES TR PFD AND INCM SEC 464288687 345 10895 SH SOLE Pacific Capital Wealth Advisors 0 0 10895 ISHARES TR RUS 1000 GRW ETF 464287614 2135 10145 SH SOLE Pacific Capital Wealth Advisors 0 0 10145 ISHARES TR RUSSELL 2000 ETF 464287655 8399 50928 SH SOLE Pacific Capital Wealth Advisors 0 0 50928 ISHARES TR SHRT NAT MUN ETF 464288158 375 3655 SH SOLE Pacific Capital Wealth Advisors 0 0 3655 MASTERCARD INCORPORATED CL A 57636Q104 311 1093 SH SOLE Pacific Capital Wealth Advisors 0 0 1093 MATCH GROUP INC NEW COM 57667L107 3223 67489 SH SOLE Pacific Capital Wealth Advisors 0 0 67489 MICROSOFT CORP COM 594918104 1582 6791 SH SOLE Pacific Capital Wealth Advisors 0 0 6791 PIMCO ETF TR 1-5 US TIP IDX 72201R205 1847 37390 SH SOLE Pacific Capital Wealth Advisors 0 0 37390 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2000 20228 SH SOLE Pacific Capital Wealth Advisors 0 0 20228 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3702 131598 SH SOLE Pacific Capital Wealth Advisors 0 0 131598 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 864 31135 SH SOLE Pacific Capital Wealth Advisors 0 0 31135 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1077 22321 SH SOLE Pacific Capital Wealth Advisors 0 0 22321 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4149 98812 SH SOLE Pacific Capital Wealth Advisors 0 0 98812 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3906 58801 SH SOLE Pacific Capital Wealth Advisors 0 0 58801 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 961 16431 SH SOLE Pacific Capital Wealth Advisors 0 0 16431 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7756 183152 SH SOLE Pacific Capital Wealth Advisors 0 0 183152 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1021 27003 SH SOLE Pacific Capital Wealth Advisors 0 0 27003 SCHWAB STRATEGIC TR US TIPS ETF 808524870 15569 300555 SH SOLE Pacific Capital Wealth Advisors 0 0 300555 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 11874 177937 SH SOLE Pacific Capital Wealth Advisors 0 0 177937 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1440 21980 SH SOLE Pacific Capital Wealth Advisors 0 0 21980 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 441 11399 SH SOLE Pacific Capital Wealth Advisors 0 0 11399 SPDR S&P 500 ETF TR TR UNIT 78462F103 72506 202997 SH SOLE Pacific Capital Wealth Advisors 0 0 202997 SPDR SER TR BBG CONV SEC ETF 78464A359 214 3376 SH SOLE Pacific Capital Wealth Advisors 0 0 3376 SPDR SER TR BLOOMBERG HIGH Y 78468R622 2606 29667 SH SOLE Pacific Capital Wealth Advisors 0 0 29667 SPDR SER TR NUVEEN BLOOMBERG 78464A284 579 12086 SH SOLE Pacific Capital Wealth Advisors 0 0 12086 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 204 4985 SH SOLE Pacific Capital Wealth Advisors 0 0 4985 SUNRUN INC COM 86771W105 1223 44334 SH SOLE Pacific Capital Wealth Advisors 0 0 44334 TESLA INC COM 88160R101 489 1842 SH SOLE Pacific Capital Wealth Advisors 0 0 1842 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1481 29654 SH SOLE Pacific Capital Wealth Advisors 0 0 29654 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1319 30305 SH SOLE Pacific Capital Wealth Advisors 0 0 30305 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2475 33081 SH SOLE Pacific Capital Wealth Advisors 0 0 33081 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 26500 371519 SH SOLE Pacific Capital Wealth Advisors 0 0 371519 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 6050 126762 SH SOLE Pacific Capital Wealth Advisors 0 0 126762 VANGUARD INDEX FDS GROWTH ETF 922908736 332 1552 SH SOLE Pacific Capital Wealth Advisors 0 0 1552 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 19515 243419 SH SOLE Pacific Capital Wealth Advisors 0 0 243419 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21341 118911 SH SOLE Pacific Capital Wealth Advisors 0 0 118911 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1520 39821 SH SOLE Pacific Capital Wealth Advisors 0 0 39821 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6303 131021 SH SOLE Pacific Capital Wealth Advisors 0 0 131021 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2214 46001 SH SOLE Pacific Capital Wealth Advisors 0 0 46001 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1800 24232 SH SOLE Pacific Capital Wealth Advisors 0 0 24232 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 17318 182528 SH SOLE Pacific Capital Wealth Advisors 0 0 182528 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 8127 109173 SH SOLE Pacific Capital Wealth Advisors 0 0 109173 VISA INC COM CL A 92826C839 803 4521 SH SOLE Pacific Capital Wealth Advisors 0 0 4521 WALMART INC COM 931142103 210 1616 SH SOLE Pacific Capital Wealth Advisors 0 0 1616 WEC ENERGY GROUP INC COM 92939U106 226 2531 SH SOLE Pacific Capital Wealth Advisors 0 0 2531 WISDOMTREE TR INTRST RATE HDGE 97717W380 1286 28212 SH SOLE Pacific Capital Wealth Advisors 0 0 28212 WISDOMTREE TR YIELD ENHANCD US 97717X511 1719 40711 SH SOLE Pacific Capital Wealth Advisors 0 0 40711 WISDOMTREE TR YIELD ENHANCED 97717Y808 1697 36698 SH SOLE Pacific Capital Wealth Advisors 0 0 36698