0001062993-23-015584.txt : 20230801 0001062993-23-015584.hdr.sgml : 20230801 20230801162105 ACCESSION NUMBER: 0001062993-23-015584 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230801 DATE AS OF CHANGE: 20230801 EFFECTIVENESS DATE: 20230801 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: 231132019 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 06-30-2023 06-30-2023 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 07-31-2023 0 66 394351402 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 4651811 53617 SH SOLE Pacific Capital Wealth Advisors 0 0 53617 AGNC INVT CORP COM 00123Q104 101300 10000 SH SOLE Pacific Capital Wealth Advisors 0 0 10000 AIRBNB INC COM CL A 009066101 750889 5859 SH SOLE Pacific Capital Wealth Advisors 0 0 5859 AMAZON COM INC COM 023135106 626268 4804 SH SOLE Pacific Capital Wealth Advisors 0 0 4804 AMERICAN EXPRESS CO COM 025816109 218273 1253 SH SOLE Pacific Capital Wealth Advisors 0 0 1253 AMERICAN WTR WKS CO INC NEW COM 030420103 468363 3281 SH SOLE Pacific Capital Wealth Advisors 0 0 3281 APPLE INC COM 037833100 6606574 34060 SH SOLE Pacific Capital Wealth Advisors 0 0 34060 CHEVRON CORP NEW COM 166764100 1949881 12392 SH SOLE Pacific Capital Wealth Advisors 0 0 12392 CHUBB LIMITED COM H1467J104 234923 1220 SH SOLE Pacific Capital Wealth Advisors 0 0 1220 COSTCO WHSL CORP NEW COM 22160K105 912124 1694 SH SOLE Pacific Capital Wealth Advisors 0 0 1694 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 3185150 58897 SH SOLE Pacific Capital Wealth Advisors 0 0 58897 HONEYWELL INTL INC COM 438516106 294068 1417 SH SOLE Pacific Capital Wealth Advisors 0 0 1417 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 9861376 65901 SH SOLE Pacific Capital Wealth Advisors 0 0 65901 INVESCO QQQ TR UNIT SER 1 46090E103 15346638 41543 SH SOLE Pacific Capital Wealth Advisors 0 0 41543 ISHARES GOLD TR ISHARES NEW 464285204 3477319 95557 SH SOLE Pacific Capital Wealth Advisors 0 0 95557 ISHARES TR CORE S&P TTL STK 464287150 720689 7366 SH SOLE Pacific Capital Wealth Advisors 0 0 7366 ISHARES TR ISHS 1-5YR INVS 464288646 307943 6138 SH SOLE Pacific Capital Wealth Advisors 0 0 6138 ISHARES TR CORE US AGGBD ET 464287226 4252751 43418 SH SOLE Pacific Capital Wealth Advisors 0 0 43418 ISHARES TR RUS 1000 ETF 464287622 5229198 21454 SH SOLE Pacific Capital Wealth Advisors 0 0 21454 ISHARES TR RUS 1000 GRW ETF 464287614 2118515 7699 SH SOLE Pacific Capital Wealth Advisors 0 0 7699 ISHARES TR RUSSELL 2000 ETF 464287655 7164450 38257 SH SOLE Pacific Capital Wealth Advisors 0 0 38257 ISHARES TR ISHARES BIOTECH 464287556 8863839 69816 SH SOLE Pacific Capital Wealth Advisors 0 0 69816 ISHARES TR CORE MSCI EAFE 46432F842 33059496 489770 SH SOLE Pacific Capital Wealth Advisors 0 0 489770 ISHARES TR GRWT ALLOCAT ETF 464289867 1150909 22369 SH SOLE Pacific Capital Wealth Advisors 0 0 22369 ISHARES TR JPMORGAN USD EMG 464288281 403796 4666 SH SOLE Pacific Capital Wealth Advisors 0 0 4666 ISHARES TR EAFE SML CP ETF 464288273 2688963 45591 SH SOLE Pacific Capital Wealth Advisors 0 0 45591 ISHARES TR CALIF MUN BD ETF 464288356 2659961 46707 SH SOLE Pacific Capital Wealth Advisors 0 0 46707 ISHARES TR 0-5 YR TIPS ETF 46429B747 10639384 109010 SH SOLE Pacific Capital Wealth Advisors 0 0 109010 ISHARES TR CORE HIGH DV ETF 46429B663 320311 3178 SH SOLE Pacific Capital Wealth Advisors 0 0 3178 MATCH GROUP INC NEW COM 57667L107 2223281 53125 SH SOLE Pacific Capital Wealth Advisors 0 0 53125 MCDONALDS CORP COM 580135101 230373 772 SH SOLE Pacific Capital Wealth Advisors 0 0 772 META PLATFORMS INC CL A 30303M102 307643 1072 SH SOLE Pacific Capital Wealth Advisors 0 0 1072 MICROSOFT CORP COM 594918104 1774622 5211 SH SOLE Pacific Capital Wealth Advisors 0 0 5211 NIKE INC CL B 654106103 202308 1833 SH SOLE Pacific Capital Wealth Advisors 0 0 1833 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4206935 57931 SH SOLE Pacific Capital Wealth Advisors 0 0 57931 SCHWAB STRATEGIC TR US REIT ETF 808524847 3186847 163177 SH SOLE Pacific Capital Wealth Advisors 0 0 163177 SCHWAB STRATEGIC TR US TIPS ETF 808524870 13904465 265201 SH SOLE Pacific Capital Wealth Advisors 0 0 265201 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2624961 50773 SH SOLE Pacific Capital Wealth Advisors 0 0 50773 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5160768 144762 SH SOLE Pacific Capital Wealth Advisors 0 0 144762 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6825979 130341 SH SOLE Pacific Capital Wealth Advisors 0 0 130341 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1154920 17214 SH SOLE Pacific Capital Wealth Advisors 0 0 17214 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 13368429 180240 SH SOLE Pacific Capital Wealth Advisors 0 0 180240 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1347344 20589 SH SOLE Pacific Capital Wealth Advisors 0 0 20589 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 468157 11399 SH SOLE Pacific Capital Wealth Advisors 0 0 11399 SPDR S&P 500 ETF TR TR UNIT 78462F103 87382974 197128 SH SOLE Pacific Capital Wealth Advisors 0 0 197128 SPDR SER TR BBG CONV SEC ETF 78464A359 237559 3396 SH SOLE Pacific Capital Wealth Advisors 0 0 3396 SUNRUN INC COM 86771W105 809755 45339 SH SOLE Pacific Capital Wealth Advisors 0 0 45339 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 359512 2443 SH SOLE Pacific Capital Wealth Advisors 0 0 2443 TESLA INC COM 88160R101 801624 3062 SH SOLE Pacific Capital Wealth Advisors 0 0 3062 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1183542 15662 SH SOLE Pacific Capital Wealth Advisors 0 0 15662 VANGUARD BD INDEX FDS INTERMED TERM 921937819 12839429 170669 SH SOLE Pacific Capital Wealth Advisors 0 0 170669 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 32201085 442992 SH SOLE Pacific Capital Wealth Advisors 0 0 442992 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4439116 90817 SH SOLE Pacific Capital Wealth Advisors 0 0 90817 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 19734643 236173 SH SOLE Pacific Capital Wealth Advisors 0 0 236173 VANGUARD INDEX FDS GROWTH ETF 922908736 327385 1157 SH SOLE Pacific Capital Wealth Advisors 0 0 1157 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21382046 97068 SH SOLE Pacific Capital Wealth Advisors 0 0 97068 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 792677 19723 SH SOLE Pacific Capital Wealth Advisors 0 0 19723 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4070463 85839 SH SOLE Pacific Capital Wealth Advisors 0 0 85839 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 464174 9243 SH SOLE Pacific Capital Wealth Advisors 0 0 9243 VANGUARD STAR FDS VG TL INTL STK F 921909768 212543 3790 SH SOLE Pacific Capital Wealth Advisors 0 0 3790 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 18966039 178807 SH SOLE Pacific Capital Wealth Advisors 0 0 178807 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1465493 5986 SH SOLE Pacific Capital Wealth Advisors 0 0 5986 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 287397 1478 SH SOLE Pacific Capital Wealth Advisors 0 0 1478 VISA INC COM CL A 92826C839 668031 2813 SH SOLE Pacific Capital Wealth Advisors 0 0 2813 WALMART INC COM 931142103 254003 1616 SH SOLE Pacific Capital Wealth Advisors 0 0 1616 WEC ENERGY GROUP INC COM 92939U106 219718 2490 SH SOLE Pacific Capital Wealth Advisors 0 0 2490