Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of March 31, 2022

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 91 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.8 $45M 99k 451.64
Vanguard Index Fds Total Stk Mkt (VTI) 8.4 $29M 129k 227.67
Ishares Tr Core Msci Eafe (IEFA) 7.2 $25M 362k 69.51
Vanguard Index Fds Real Estate Etf (VNQ) 4.9 $17M 157k 108.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.8 $17M 209k 79.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $13M 35k 362.52
Vanguard Whitehall Fds High Div Yld (VYM) 3.6 $13M 113k 112.25
Schwab Strategic Tr Us Tips Etf (SCHP) 3.6 $13M 209k 60.71
Ishares Tr Russell 2000 Etf (IWM) 3.4 $12M 58k 205.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $12M 214k 53.85
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.3 $7.9M 150k 52.44
Vanguard World Fds Financials Etf (VFH) 2.0 $7.0M 75k 93.39
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $6.7M 131k 51.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.9 $6.7M 88k 75.89
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.8 $6.4M 96k 66.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $5.7M 72k 78.89
Spdr Ser Tr Bloomberg Sht Te (SJNK) 1.6 $5.5M 208k 26.24
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $5.4M 51k 107.11
Apple (AAPL) 1.4 $5.1M 29k 174.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $5.0M 93k 53.39
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $4.5M 43k 104.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $4.5M 123k 36.72
Ishares Tr Calif Mun Bd Etf (CMF) 1.2 $4.1M 71k 58.18
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $3.9M 39k 100.16
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.0 $3.3M 66k 50.26
Spdr Ser Tr Bloomberg High Y (JNK) 0.9 $3.2M 31k 102.49
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.8 $2.9M 216k 13.57
Ishares Core Msci Emkt (IEMG) 0.8 $2.9M 53k 55.54
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.8 $2.9M 62k 47.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $2.9M 10k 277.67
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $2.9M 55k 51.95
Ishares Tr National Mun Etf (MUB) 0.8 $2.8M 26k 109.64
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $2.6M 50k 51.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.4M 52k 47.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $2.1M 28k 77.91
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.6 $2.1M 76k 27.77
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $2.1M 42k 49.53
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.6 $2.0M 37k 54.48
Chevron Corporation (CVX) 0.6 $2.0M 12k 162.85
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.6 $2.0M 42k 47.85
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $1.8M 32k 57.40
Wisdomtree Tr Yield Enhanced (SHAG) 0.5 $1.8M 37k 48.48
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.5 $1.7M 31k 55.14
Microsoft Corporation (MSFT) 0.5 $1.7M 5.4k 308.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.6M 20k 78.10
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.5 $1.6M 34k 46.44
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.4 $1.6M 41k 37.98
Cisco Systems (CSCO) 0.4 $1.6M 28k 55.75
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.4 $1.5M 31k 47.33
Ishares Tr Grwt Allocat Etf (AOR) 0.4 $1.2M 23k 53.96
Costco Wholesale Corporation (COST) 0.3 $1.2M 2.1k 576.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.2M 16k 71.40
Etf Ser Solutions Lha Mkt St Tactl (MSTB) 0.3 $1.1M 36k 30.32
Ishares Gold Tr Ishares New (IAU) 0.3 $998k 27k 36.81
Visa Com Cl A (V) 0.2 $839k 3.8k 221.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $833k 8.5k 97.71
Airbnb Com Cl A (ABNB) 0.2 $791k 4.6k 171.73
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.2 $718k 14k 50.64
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $692k 6.9k 99.93
Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $655k 8.5k 76.95
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.2 $639k 23k 28.44
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $635k 12k 54.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $617k 6.1k 100.88
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $585k 23k 25.62
American Water Works (AWK) 0.2 $561k 3.4k 165.63
Vanguard Index Fds Growth Etf (VUG) 0.2 $553k 1.9k 287.72
Dbx Etf Tr Xtrackers Low (HYDW) 0.1 $517k 11k 48.24
Tesla Motors (TSLA) 0.1 $499k 463.00 1077.75
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $479k 9.0k 53.26
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $441k 20k 22.62
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $440k 12k 36.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $386k 3.7k 104.52
Amazon (AMZN) 0.1 $336k 103.00 3262.14
Honeywell International (HON) 0.1 $312k 1.6k 194.76
Chubb (CB) 0.1 $302k 1.4k 213.58
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $302k 6.0k 50.33
American Express Company (AXP) 0.1 $301k 1.6k 186.72
Nike CL B (NKE) 0.1 $282k 2.1k 134.73
Flexshares Tr Discp Dur Mbs (MBSD) 0.1 $273k 12k 22.02
Wec Energy Group (WEC) 0.1 $253k 2.5k 99.96
Ecoark Hldgs Com New 0.1 $253k 109k 2.31
Ishares Tr Msci Eafe Etf (EFA) 0.1 $245k 3.3k 73.53
Wal-Mart Stores (WMT) 0.1 $241k 1.6k 149.13
United Parcel Service CL B (UPS) 0.1 $238k 1.1k 214.41
Alphabet Cap Stk Cl A (GOOGL) 0.1 $234k 84.00 2785.71
Ishares Tr Tips Bd Etf (TIP) 0.1 $230k 1.8k 124.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $226k 3.8k 59.63
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $224k 5.0k 44.93
Servicenow (NOW) 0.1 $223k 400.00 557.50
Raytheon Technologies Corp (RTX) 0.1 $209k 2.1k 99.29
McDonald's Corporation (MCD) 0.1 $201k 812.00 247.54