FOUNDER/PRESIDENT

0001062993-23-003524.txt : 20230215 0001062993-23-003524.hdr.sgml : 20230215 20230214180123 ACCESSION NUMBER: 0001062993-23-003524 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230215 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: 23632391 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 12-31-2022 12-31-2022 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 02-13-2023 0 88 386774811 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 1121264 12566 SH SOLE Pacific Capital Wealth Advisors 0 0 12566 AIRBNB INC COM CL A 009066101 500944 5859 SH SOLE Pacific Capital Wealth Advisors 0 0 5859 AMAZON COM INC COM 023135106 327948 3904 SH SOLE Pacific Capital Wealth Advisors 0 0 3904 AMERICAN WTR WKS CO INC NEW COM 030420103 500090 3281 SH SOLE Pacific Capital Wealth Advisors 0 0 3281 APPLE INC COM 037833100 3183606 24502 SH SOLE Pacific Capital Wealth Advisors 0 0 24502 CHEVRON CORP NEW COM 166764100 2333191 12999 SH SOLE Pacific Capital Wealth Advisors 0 0 12999 CHUBB LIMITED COM H1467J104 311928 1414 SH SOLE Pacific Capital Wealth Advisors 0 0 1414 COSTCO WHSL CORP NEW COM 22160K105 803896 1761 SH SOLE Pacific Capital Wealth Advisors 0 0 1761 ECOARK HLDGS INC COM NEW 27888N307 25132 109366 SH SOLE Pacific Capital Wealth Advisors 0 0 109366 EXXON MOBIL CORP COM 30231G102 232623 2109 SH SOLE Pacific Capital Wealth Advisors 0 0 2109 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 1362334 33252 SH SOLE Pacific Capital Wealth Advisors 0 0 33252 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 2402374 53877 SH SOLE Pacific Capital Wealth Advisors 0 0 53877 FLEXSHARES TR DISCP DUR MBS 33939L779 252588 12400 SH SOLE Pacific Capital Wealth Advisors 0 0 12400 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 230131 2308 SH SOLE Pacific Capital Wealth Advisors 0 0 2308 HONEYWELL INTL INC COM 438516106 325135 1517 SH SOLE Pacific Capital Wealth Advisors 0 0 1517 INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 46138E784 363863 19489 SH SOLE Pacific Capital Wealth Advisors 0 0 19489 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 1909380 170785 SH SOLE Pacific Capital Wealth Advisors 0 0 170785 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 11938966 84524 SH SOLE Pacific Capital Wealth Advisors 0 0 84524 INVESCO QQQ TR UNIT SER 1 46090E103 10724004 40273 SH SOLE Pacific Capital Wealth Advisors 0 0 40273 ISHARES GOLD TR ISHARES NEW 464285204 3893416 112559 SH SOLE Pacific Capital Wealth Advisors 0 0 112559 ISHARES TR 0-5 YR TIPS ETF 46429B747 11061279 114081 SH SOLE Pacific Capital Wealth Advisors 0 0 114081 ISHARES TR CALIF MUN BD ETF 464288356 2831084 50456 SH SOLE Pacific Capital Wealth Advisors 0 0 50456 ISHARES TR CORE HIGH DV ETF 46429B663 331275 3178 SH SOLE Pacific Capital Wealth Advisors 0 0 3178 ISHARES TR CORE MSCI EAFE 46432F842 30585312 496193 SH SOLE Pacific Capital Wealth Advisors 0 0 496193 ISHARES TR CORE S&P TTL STK 464287150 636678 7508 SH SOLE Pacific Capital Wealth Advisors 0 0 7508 ISHARES TR CORE US AGGBD ET 464287226 4555267 46966 SH SOLE Pacific Capital Wealth Advisors 0 0 46966 ISHARES TR EAFE SML CP ETF 464288273 4708741 83370 SH SOLE Pacific Capital Wealth Advisors 0 0 83370 ISHARES TR GRWT ALLOCAT ETF 464289867 1056154 22395 SH SOLE Pacific Capital Wealth Advisors 0 0 22395 ISHARES TR ISHARES BIOTECH 464287556 9204611 70109 SH SOLE Pacific Capital Wealth Advisors 0 0 70109 ISHARES TR ISHS 1-5YR INVS 464288646 666592 13380 SH SOLE Pacific Capital Wealth Advisors 0 0 13380 ISHARES TR JPMORGAN USD EMG 464288281 519890 6146 SH SOLE Pacific Capital Wealth Advisors 0 0 6146 ISHARES TR MSCI EAFE ETF 464287465 200661 3057 SH SOLE Pacific Capital Wealth Advisors 0 0 3057 ISHARES TR NATIONAL MUN ETF 464288414 2543641 24106 SH SOLE Pacific Capital Wealth Advisors 0 0 24106 ISHARES TR PFD AND INCM SEC 464288687 285242 9343 SH SOLE Pacific Capital Wealth Advisors 0 0 9343 ISHARES TR RUS 1000 ETF 464287622 4516496 21454 SH SOLE Pacific Capital Wealth Advisors 0 0 21454 ISHARES TR RUS 1000 GRW ETF 464287614 2045275 9547 SH SOLE Pacific Capital Wealth Advisors 0 0 9547 ISHARES TR RUSSELL 2000 ETF 464287655 8450015 48463 SH SOLE Pacific Capital Wealth Advisors 0 0 48463 ISHARES TR SHRT NAT MUN ETF 464288158 376127 3607 SH SOLE Pacific Capital Wealth Advisors 0 0 3607 ISHARES TR TIPS BD ETF 464287176 202146 1899 SH SOLE Pacific Capital Wealth Advisors 0 0 1899 MATCH GROUP INC NEW COM 57667L107 2800119 67489 SH SOLE Pacific Capital Wealth Advisors 0 0 67489 MCDONALDS CORP COM 580135101 203445 772 SH SOLE Pacific Capital Wealth Advisors 0 0 772 MICROSOFT CORP COM 594918104 1267618 5286 SH SOLE Pacific Capital Wealth Advisors 0 0 5286 NIKE INC CL B 654106103 217873 1862 SH SOLE Pacific Capital Wealth Advisors 0 0 1862 PIMCO ETF TR 1-5 US TIP IDX 72201R205 867239 17390 SH SOLE Pacific Capital Wealth Advisors 0 0 17390 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2044478 20725 SH SOLE Pacific Capital Wealth Advisors 0 0 20725 RAYTHEON TECHNOLOGIES CORP COM 75513E101 203253 2014 SH SOLE Pacific Capital Wealth Advisors 0 0 2014 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4767690 148019 SH SOLE Pacific Capital Wealth Advisors 0 0 148019 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 982317 31214 SH SOLE Pacific Capital Wealth Advisors 0 0 31214 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 621814 12890 SH SOLE Pacific Capital Wealth Advisors 0 0 12890 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3433412 76622 SH SOLE Pacific Capital Wealth Advisors 0 0 76622 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4401529 58268 SH SOLE Pacific Capital Wealth Advisors 0 0 58268 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 984658 14915 SH SOLE Pacific Capital Wealth Advisors 0 0 14915 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6288541 139281 SH SOLE Pacific Capital Wealth Advisors 0 0 139281 SCHWAB STRATEGIC TR US REIT ETF 808524847 3290411 170576 SH SOLE Pacific Capital Wealth Advisors 0 0 170576 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 867270 21409 SH SOLE Pacific Capital Wealth Advisors 0 0 21409 SCHWAB STRATEGIC TR US TIPS ETF 808524870 14059150 271465 SH SOLE Pacific Capital Wealth Advisors 0 0 271465 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 591284 17289 SH SOLE Pacific Capital Wealth Advisors 0 0 17289 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 12881090 172785 SH SOLE Pacific Capital Wealth Advisors 0 0 172785 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1437424 20389 SH SOLE Pacific Capital Wealth Advisors 0 0 20389 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 466219 11399 SH SOLE Pacific Capital Wealth Advisors 0 0 11399 SPDR S&P 500 ETF TR TR UNIT 78462F103 65403304 171020 SH SOLE Pacific Capital Wealth Advisors 0 0 171020 SPDR SER TR BBG CONV SEC ETF 78464A359 217946 3387 SH SOLE Pacific Capital Wealth Advisors 0 0 3387 SPDR SER TR BLOOMBERG HIGH Y 78468R622 279270 3103 SH SOLE Pacific Capital Wealth Advisors 0 0 3103 SPDR SER TR NUVEEN BLOOMBERG 78464A284 267012 5453 SH SOLE Pacific Capital Wealth Advisors 0 0 5453 SUNRUN INC COM 86771W105 1064903 44334 SH SOLE Pacific Capital Wealth Advisors 0 0 44334 UNITEDHEALTH GROUP INC COM 91324P102 240172 453 SH SOLE Pacific Capital Wealth Advisors 0 0 453 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 1373032 27162 SH SOLE Pacific Capital Wealth Advisors 0 0 27162 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1318038 28898 SH SOLE Pacific Capital Wealth Advisors 0 0 28898 VANGUARD BD INDEX FDS INTERMED TERM 921937819 9959029 134002 SH SOLE Pacific Capital Wealth Advisors 0 0 134002 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2259530 30015 SH SOLE Pacific Capital Wealth Advisors 0 0 30015 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 22903913 318818 SH SOLE Pacific Capital Wealth Advisors 0 0 318818 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5662748 119392 SH SOLE Pacific Capital Wealth Advisors 0 0 119392 VANGUARD INDEX FDS GROWTH ETF 922908736 297928 1398 SH SOLE Pacific Capital Wealth Advisors 0 0 1398 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 18215301 220845 SH SOLE Pacific Capital Wealth Advisors 0 0 220845 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23545618 123153 SH SOLE Pacific Capital Wealth Advisors 0 0 123153 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1105888 26751 SH SOLE Pacific Capital Wealth Advisors 0 0 26751 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5800971 124191 SH SOLE Pacific Capital Wealth Advisors 0 0 124191 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1464364 29589 SH SOLE Pacific Capital Wealth Advisors 0 0 29589 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1646177 21894 SH SOLE Pacific Capital Wealth Advisors 0 0 21894 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 20338444 187953 SH SOLE Pacific Capital Wealth Advisors 0 0 187953 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 283140 1478 SH SOLE Pacific Capital Wealth Advisors 0 0 1478 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 8452188 102166 SH SOLE Pacific Capital Wealth Advisors 0 0 102166 VISA INC COM CL A 92826C839 636992 3066 SH SOLE Pacific Capital Wealth Advisors 0 0 3066 WALMART INC COM 931142103 229133 1616 SH SOLE Pacific Capital Wealth Advisors 0 0 1616 WEC ENERGY GROUP INC COM 92939U106 233462 2490 SH SOLE Pacific Capital Wealth Advisors 0 0 2490 WISDOMTREE TR INTRST RATE HDGE 97717W380 904820 20822 SH SOLE Pacific Capital Wealth Advisors 0 0 20822 WISDOMTREE TR YIELD ENHANCD US 97717X511 1404767 32937 SH SOLE Pacific Capital Wealth Advisors 0 0 32937 WISDOMTREE TR YIELD ENHANCED 97717Y808 1070588 22942 SH SOLE Pacific Capital Wealth Advisors 0 0 22942