0001062993-23-020069.txt : 20231103 0001062993-23-020069.hdr.sgml : 20231103 20231103112009 ACCESSION NUMBER: 0001062993-23-020069 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231103 DATE AS OF CHANGE: 20231103 EFFECTIVENESS DATE: 20231103 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: 231374977 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 09-30-2023 09-30-2023 false 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 11-01-2023 0 66 356678468 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AGNC INVT CORP COM 00123Q104 94400 10000 SH SOLE Pacific Capital Wealth Advisors 0 0 10000 VANGUARD STAR FDS VG TL INTL STK F 921909768 202841 3790 SH SOLE Pacific Capital Wealth Advisors 0 0 3790 MCDONALDS CORP COM 580135101 203376 772 SH SOLE Pacific Capital Wealth Advisors 0 0 772 MPLX LP COM UNIT REP LTD 55336V100 208867 5872 SH SOLE Pacific Capital Wealth Advisors 0 0 5872 ELI LILLY & CO COM 532457108 227743 424 SH SOLE Pacific Capital Wealth Advisors 0 0 424 SPDR SER TR BBG CONV SEC ETF 78464A359 230623 3402 SH SOLE Pacific Capital Wealth Advisors 0 0 3402 HONEYWELL INTL INC COM 438516106 249251 1349 SH SOLE Pacific Capital Wealth Advisors 0 0 1349 CHUBB LIMITED COM H1467J104 253980 1220 SH SOLE Pacific Capital Wealth Advisors 0 0 1220 WALMART INC COM 931142103 258447 1616 SH SOLE Pacific Capital Wealth Advisors 0 0 1616 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 269986 1478 SH SOLE Pacific Capital Wealth Advisors 0 0 1478 ISHARES TR ISHS 1-5YR INVS 464288646 305857 6138 SH SOLE Pacific Capital Wealth Advisors 0 0 6138 ISHARES TR CORE HIGH DV ETF 46429B663 314272 3178 SH SOLE Pacific Capital Wealth Advisors 0 0 3178 VANGUARD INDEX FDS GROWTH ETF 922908736 315063 1157 SH SOLE Pacific Capital Wealth Advisors 0 0 1157 META PLATFORMS INC CL A 30303M102 321825 1072 SH SOLE Pacific Capital Wealth Advisors 0 0 1072 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 342973 2443 SH SOLE Pacific Capital Wealth Advisors 0 0 2443 EA SERIES TRUST STRIVE US ENERGY 02072L722 371458 12349 SH SOLE Pacific Capital Wealth Advisors 0 0 12349 ISHARES TR JPMORGAN USD EMG 464288281 385038 4666 SH SOLE Pacific Capital Wealth Advisors 0 0 4666 AMERICAN WTR WKS CO INC NEW COM 030420103 406286 3281 SH SOLE Pacific Capital Wealth Advisors 0 0 3281 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 416072 9407 SH SOLE Pacific Capital Wealth Advisors 0 0 9407 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 435442 11399 SH SOLE Pacific Capital Wealth Advisors 0 0 11399 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 447762 9309 SH SOLE Pacific Capital Wealth Advisors 0 0 9309 SUNRUN INC COM 86771W105 569458 45339 SH SOLE Pacific Capital Wealth Advisors 0 0 45339 AMAZON COM INC COM 023135106 610703 4804 SH SOLE Pacific Capital Wealth Advisors 0 0 4804 VISA INC COM CL A 92826C839 647018 2813 SH SOLE Pacific Capital Wealth Advisors 0 0 2813 ISHARES TR CORE S&P TTL STK 464287150 693804 7366 SH SOLE Pacific Capital Wealth Advisors 0 0 7366 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 758444 19482 SH SOLE Pacific Capital Wealth Advisors 0 0 19482 TESLA INC COM 88160R101 766254 3062 SH SOLE Pacific Capital Wealth Advisors 0 0 3062 AIRBNB INC COM CL A 009066101 803913 5859 SH SOLE Pacific Capital Wealth Advisors 0 0 5859 COSTCO WHSL CORP NEW COM 22160K105 957156 1694 SH SOLE Pacific Capital Wealth Advisors 0 0 1694 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1110950 17235 SH SOLE Pacific Capital Wealth Advisors 0 0 17235 ISHARES TR GRWT ALLOCAT ETF 464289867 1118958 22646 SH SOLE Pacific Capital Wealth Advisors 0 0 22646 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1177527 15665 SH SOLE Pacific Capital Wealth Advisors 0 0 15665 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1207417 20489 SH SOLE Pacific Capital Wealth Advisors 0 0 20489 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1255904 5342 SH SOLE Pacific Capital Wealth Advisors 0 0 5342 MICROSOFT CORP COM 594918104 1645503 5211 SH SOLE Pacific Capital Wealth Advisors 0 0 5211 SCHWAB STRATEGIC TR US REIT ETF 808524847 1859650 104769 SH SOLE Pacific Capital Wealth Advisors 0 0 104769 ISHARES TR RUS 1000 GRW ETF 464287614 2043775 7684 SH SOLE Pacific Capital Wealth Advisors 0 0 7684 MATCH GROUP INC NEW COM 57667L107 2081172 53125 SH SOLE Pacific Capital Wealth Advisors 0 0 53125 CHEVRON CORP NEW COM 166764100 2089539 12392 SH SOLE Pacific Capital Wealth Advisors 0 0 12392 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2316019 16346 SH SOLE Pacific Capital Wealth Advisors 0 0 16346 ISHARES TR CALIF MUN BD ETF 464288356 2318948 42286 SH SOLE Pacific Capital Wealth Advisors 0 0 42286 ISHARES TR EAFE SML CP ETF 464288273 2452872 43437 SH SOLE Pacific Capital Wealth Advisors 0 0 43437 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 2509961 50350 SH SOLE Pacific Capital Wealth Advisors 0 0 50350 ISHARES GOLD TR ISHARES NEW 464285204 2790662 79756 SH SOLE Pacific Capital Wealth Advisors 0 0 79756 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3060827 64738 SH SOLE Pacific Capital Wealth Advisors 0 0 64738 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 3062055 58897 SH SOLE Pacific Capital Wealth Advisors 0 0 58897 ISHARES TR CORE US AGGBD ET 464287226 3767344 40061 SH SOLE Pacific Capital Wealth Advisors 0 0 40061 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4094845 57869 SH SOLE Pacific Capital Wealth Advisors 0 0 57869 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4238680 88620 SH SOLE Pacific Capital Wealth Advisors 0 0 88620 ISHARES TR RUS 1000 ETF 464287622 4518259 19234 SH SOLE Pacific Capital Wealth Advisors 0 0 19234 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 4580377 54428 SH SOLE Pacific Capital Wealth Advisors 0 0 54428 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4926954 145081 SH SOLE Pacific Capital Wealth Advisors 0 0 145081 APPLE INC COM 037833100 5797135 33860 SH SOLE Pacific Capital Wealth Advisors 0 0 33860 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6562388 129691 SH SOLE Pacific Capital Wealth Advisors 0 0 129691 ISHARES TR RUSSELL 2000 ETF 464287655 6629222 37508 SH SOLE Pacific Capital Wealth Advisors 0 0 37508 ISHARES TR ISHARES BIOTECH 464287556 7789262 63695 SH SOLE Pacific Capital Wealth Advisors 0 0 63695 VANGUARD BD INDEX FDS INTERMED TERM 921937819 8685443 120114 SH SOLE Pacific Capital Wealth Advisors 0 0 120114 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 10782176 156695 SH SOLE Pacific Capital Wealth Advisors 0 0 156695 SCHWAB STRATEGIC TR US TIPS ETF 808524870 12556408 248691 SH SOLE Pacific Capital Wealth Advisors 0 0 248691 INVESCO QQQ TR UNIT SER 1 46090E103 14941797 41705 SH SOLE Pacific Capital Wealth Advisors 0 0 41705 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 16744912 162068 SH SOLE Pacific Capital Wealth Advisors 0 0 162068 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 17835631 235734 SH SOLE Pacific Capital Wealth Advisors 0 0 235734 VANGUARD INDEX FDS TOTAL STK MKT 922908769 19677205 92638 SH SOLE Pacific Capital Wealth Advisors 0 0 92638 ISHARES TR CORE MSCI EAFE 46432F842 30613309 475731 SH SOLE Pacific Capital Wealth Advisors 0 0 475731 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 34145132 489325 SH SOLE Pacific Capital Wealth Advisors 0 0 489325 SPDR S&P 500 ETF TR TR UNIT 78462F103 91621938 214330 SH SOLE Pacific Capital Wealth Advisors 0 0 214330