Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of June 30, 2022

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 84 positions in its portfolio as reported in the June 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) 16.1 $58M 154k 377.25
Ishares Tr Core Msci Eafe (IEFA) 7.4 $27M 455k 58.85
Vanguard Index Fds Total Stk Mkt (VTI) 6.7 $24M 129k 188.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.3 $23M 301k 75.26
Vanguard Index Fds Real Estate Etf (VNQ) 5.5 $20M 217k 91.11
Vanguard Whitehall Fds High Div Yld (VYM) 4.5 $16M 161k 101.70
Schwab Strategic Tr Us Tips Etf (SCHP) 4.1 $15M 263k 55.80
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $11M 41k 280.27
Ishares Tr Russell 2000 Etf (IWM) 2.7 $9.7M 57k 169.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $9.5M 213k 44.66
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.5 $9.0M 125k 72.18
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.2 $7.9M 78k 101.43
Vanguard World Fds Financials Etf (VFH) 2.0 $7.4M 96k 77.19
Ishares Tr Ishares Biotech (IBB) 2.0 $7.1M 60k 117.63
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.9 $6.9M 140k 49.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.8 $6.5M 131k 50.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $5.1M 72k 71.63
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $5.1M 51k 101.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.4 $5.0M 92k 54.58
Spdr Ser Tr Bloomberg Sht Te (SJNK) 1.2 $4.2M 175k 24.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $4.1M 92k 44.19
Apple (AAPL) 1.1 $4.0M 30k 136.72
Ishares Tr Calif Mun Bd Etf (CMF) 1.1 $4.0M 71k 56.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $3.8M 122k 31.45
Ishares Gold Tr Ishares New (IAU) 0.8 $3.0M 89k 34.31
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $3.0M 30k 99.10
Spdr Ser Tr Bloomberg High Y (JNK) 0.8 $2.8M 31k 90.71
Ishares Tr National Mun Etf (MUB) 0.8 $2.7M 26k 106.36
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.7 $2.7M 61k 44.09
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.7 $2.6M 212k 12.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $2.5M 33k 76.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $2.5M 50k 49.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $2.2M 10k 218.68
Ishares Core Msci Emkt (IEMG) 0.6 $2.2M 44k 49.05
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.6 $2.2M 49k 44.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.6 $2.0M 42k 49.20
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.5 $2.0M 37k 52.29
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $1.9M 42k 44.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.8M 47k 38.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.8M 24k 76.26
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $1.8M 71k 25.39
Chevron Corporation (CVX) 0.5 $1.8M 12k 144.77
Wisdomtree Tr Yield Enhanced (SHAG) 0.5 $1.7M 37k 47.59
Vaneck Etf Trust High Yld Munietf (HYD) 0.5 $1.7M 31k 53.87
Microsoft Corporation (MSFT) 0.4 $1.5M 5.9k 256.80
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.4 $1.4M 30k 45.66
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.4 $1.3M 28k 45.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $1.1M 35k 31.23
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.1M 23k 47.99
Sunrun (RUN) 0.3 $1.0M 44k 23.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $1.0M 16k 62.44
Costco Wholesale Corporation (COST) 0.3 $993k 2.1k 479.48
Visa Com Cl A (V) 0.2 $738k 3.7k 196.85
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $715k 8.4k 85.28
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $703k 14k 50.64
Amazon (AMZN) 0.2 $695k 6.5k 106.27
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $691k 6.9k 99.78
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $619k 12k 51.35
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.2 $579k 23k 25.35
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $550k 8.5k 64.58
Airbnb Com Cl A (ABNB) 0.1 $527k 5.9k 89.04
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $519k 12k 44.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $512k 6.1k 83.71
American Water Works (AWK) 0.1 $504k 3.4k 148.76
Dbx Etf Tr Xtrackers Low (HYDW) 0.1 $468k 11k 44.58
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $444k 8.6k 51.62
Tesla Motors (TSLA) 0.1 $403k 598.00 673.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $382k 3.7k 104.54
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $361k 20k 18.52
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $358k 11k 32.92
Vanguard Index Fds Growth Etf (VUG) 0.1 $346k 1.6k 222.94
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $302k 6.0k 50.33
Ecoark Hldgs Com New 0.1 $287k 109k 2.62
Chubb (CB) 0.1 $278k 1.4k 196.61
Honeywell International (HON) 0.1 $276k 1.6k 173.91
Flexshares Tr Discp Dur Mbs (MBSD) 0.1 $263k 12k 21.21
Wec Energy Group (WEC) 0.1 $255k 2.5k 100.75
American Express Company (AXP) 0.1 $223k 1.6k 138.34
Ishares Tr Tips Bd Etf (TIP) 0.1 $211k 1.9k 113.87
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $208k 5.0k 41.73
Ishares Tr Msci Eafe Etf (EFA) 0.1 $208k 3.3k 62.42
Nike CL B (NKE) 0.1 $206k 2.0k 102.44
United Parcel Service CL B (UPS) 0.1 $203k 1.1k 182.88
Raytheon Technologies Corp (RTX) 0.1 $202k 2.1k 95.96