Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 88 positions in its portfolio as reported in the December 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) 16.9 $65M 171k 382.43
Ishares Tr Core Msci Eafe (IEFA) 7.9 $31M 496k 61.64
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $24M 123k 191.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.9 $23M 319k 71.84
Vanguard Whitehall Fds High Div Yld (VYM) 5.3 $20M 188k 108.21
Vanguard Index Fds Real Estate Etf (VNQ) 4.7 $18M 221k 82.48
Schwab Strategic Tr Us Tips Etf (SCHP) 3.6 $14M 272k 51.79
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.3 $13M 173k 74.55
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.1 $12M 85k 141.25
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.9 $11M 114k 96.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $11M 40k 266.28
Vanguard Bd Index Fds Intermed Term (BIV) 2.6 $10M 134k 74.32
Ishares Tr Ishares Biotech (IBB) 2.4 $9.2M 70k 131.29
Vanguard World Fds Financials Etf (VFH) 2.2 $8.5M 102k 82.73
Ishares Tr Russell 2000 Etf (IWM) 2.2 $8.5M 49k 174.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $6.3M 139k 45.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $5.8M 124k 46.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $5.7M 119k 47.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.2 $4.8M 148k 32.21
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $4.7M 83k 56.48
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $4.6M 47k 96.99
Ishares Tr Rus 1000 Etf (IWB) 1.2 $4.5M 22k 210.52
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $4.4M 58k 75.54
Ishares Gold Tr Ishares New (IAU) 1.0 $3.9M 113k 34.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.9 $3.4M 77k 44.81
Schwab Strategic Tr Us Reit Etf (SCHH) 0.9 $3.3M 171k 19.29
Apple (AAPL) 0.8 $3.2M 25k 129.93
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $2.8M 51k 56.11
Match Group (MTCH) 0.7 $2.8M 68k 41.49
Ishares Tr National Mun Etf (MUB) 0.7 $2.5M 24k 105.52
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.6 $2.4M 54k 44.59
Chevron Corporation (CVX) 0.6 $2.3M 13k 179.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $2.3M 30k 75.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $2.0M 9.5k 214.23
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $2.0M 21k 98.65
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $1.9M 171k 11.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $1.6M 22k 75.19
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $1.5M 30k 49.49
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $1.4M 20k 70.50
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.4 $1.4M 33k 42.65
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $1.4M 27k 50.55
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $1.4M 33k 40.97
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $1.3M 29k 45.61
Microsoft Corporation (MSFT) 0.3 $1.3M 5.3k 239.81
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.3 $1.1M 13k 89.23
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.1M 27k 41.34
Wisdomtree Tr Yield Enhanced (SHAG) 0.3 $1.1M 23k 46.66
Sunrun (RUN) 0.3 $1.1M 44k 24.02
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $1.1M 22k 47.16
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $985k 15k 66.02
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $982k 31k 31.47
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $905k 21k 43.45
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $867k 21k 40.51
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $867k 17k 49.87
Costco Wholesale Corporation (COST) 0.2 $804k 1.8k 456.50
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $667k 13k 49.82
Visa Com Cl A (V) 0.2 $637k 3.1k 207.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $637k 7.5k 84.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $622k 13k 48.24
Select Sector Spdr Tr Financial (XLF) 0.2 $591k 17k 34.20
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $520k 6.1k 84.59
Airbnb Com Cl A (ABNB) 0.1 $501k 5.9k 85.50
American Water Works (AWK) 0.1 $500k 3.3k 152.42
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $466k 11k 40.90
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $376k 3.6k 104.28
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $364k 20k 18.67
Ishares Tr Core High Dv Etf (HDV) 0.1 $331k 3.2k 104.24
Amazon (AMZN) 0.1 $328k 3.9k 84.00
Honeywell International (HON) 0.1 $325k 1.5k 214.33
Chubb (CB) 0.1 $312k 1.4k 220.60
Vanguard Index Fds Growth Etf (VUG) 0.1 $298k 1.4k 213.11
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $285k 9.3k 30.53
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $283k 1.5k 191.57
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $279k 3.1k 90.00
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $267k 5.5k 48.97
Flexshares Tr Discp Dur Mbs (MBSD) 0.1 $253k 12k 20.37
UnitedHealth (UNH) 0.1 $240k 453.00 530.18
Wec Energy Group (WEC) 0.1 $234k 2.5k 93.76
Exxon Mobil Corporation (XOM) 0.1 $233k 2.1k 110.30
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $230k 2.3k 99.71
Wal-Mart Stores (WMT) 0.1 $229k 1.6k 141.79
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $218k 3.4k 64.35
Nike CL B (NKE) 0.1 $218k 1.9k 117.01
McDonald's Corporation (MCD) 0.1 $203k 772.00 263.53
Raytheon Technologies Corp (RTX) 0.1 $203k 2.0k 100.92
Ishares Tr Tips Bd Etf (TIP) 0.1 $202k 1.9k 106.45
Ishares Tr Msci Eafe Etf (EFA) 0.1 $201k 3.1k 65.64
Ecoark Hldgs Com New 0.0 $25k 109k 0.23