13F Filings History of Pacific Capital Wealth Advisors, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$583,530,668
Signature - Title
Chad Willardson - Founder / President
Location
Corona, CA
Summary
This page shows a list of all the recent 13F filings made by Pacific Capital Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pacific Capital Wealth Advisors, Inc. reported 79 stock holdings with total value $583,530,668 as of Q4 2025. Top holdings included SPY, BND, QQQ, IEFA, and VYM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $583,530,668 +$7,148,026 -$5,454,368 +$1,693,658 SPY, BND, QQQ, IEFA, VYM 13F-HR 26 Jan 2026, 16:54
Q3 2025 79 $578,012,011 +$34,798,517 -$29,012,150 +$5,786,367 SPY, BND, IEFA, QQQ, VYM 13F-HR 29 Oct 2025, 13:05
Q2 2025 73 $545,041,670 +$13,725,359 -$86,516,359 -$72,791,000 SPY, BND, IEFA, QQQ, VYM 13F-HR 09 Jul 2025, 11:56
Q1 2025 82 $578,397,388 +$16,565,936 -$30,071,771 -$13,505,835 SPY, BND, IEFA, QQQ, VCIT 13F-HR 17 Apr 2025, 18:39
Q4 2024 400 $598,889,062 +$50,053,640 -$17,465,502 +$32,588,138 SPY, BND, IEFA, QQQ, VCIT 13F-HR 22 Jan 2025, 16:10
Q3 2024 491 $595,035,129 +$46,107,097 -$31,663,562 +$14,443,535 SPY, BND, IEFA, QQQ, VCIT 13F-HR 15 Oct 2024, 06:03
Q2 2024 542 $547,853,007 +$126,688,283 -$9,528,619 +$117,159,664 SPY, BND, IEFA, BIL, QQQ 13F-HR 06 Aug 2024, 11:40
Q1 2024 519 $424,677,079 +$18,728,669 -$9,148,392 +$9,580,277 SPY, BND, IEFA, VTI, VNQ 13F-HR 15 May 2024, 14:44
Q4 2023 345 $394,225,458 +$18,529,130 -$15,216,401 +$3,312,729 SPY, BND, IEFA, VTI, VNQ 13F-HR 06 Feb 2024, 16:13
Q3 2023 66 $356,678,468 +$11,966,753 -$33,067,814 -$21,101,061 SPY, BND, IEFA, VTI, VNQ 13F-HR 03 Nov 2023, 11:20
Q2 2023 66 $394,351,402 +$19,607,262 -$26,982,610 -$7,375,348 SPY, IEFA, BND, VTI, VNQ 13F-HR 01 Aug 2023, 16:21
Q1 2023 87 $388,576,077 +$19,646,048 -$34,663,032 -$15,016,984 SPY, IEFA, BND, VTI, VNQ 13F-HR 05 May 2023, 15:32
Q4 2022 88 $386,774,811 +$39,508,145 -$41,375,260 -$1,867,115 SPY, IEFA, VTI, BND, VYM 13F-HR 14 Feb 2023, 18:01
Q3 2022 81 $367,210,000 +$48,770,715 -$22,192,484 +$26,578,231 SPY, BND, IEFA, VTI, VNQ 13F-HR 14 Nov 2022, 13:30
Q2 2022 84 $361,136,000 +$67,933,415 -$13,318,999 +$54,614,416 SPY, IEFA, VTI, BND, VNQ 13F-HR 05 Aug 2022, 16:23
Q1 2022 91 $349,926,000 +$36,125,362 -$6,956,846 +$29,168,516 SPY, VTI, IEFA, VNQ, BND 13F-HR 16 May 2022, 15:29
Q4 2021 91 $347,323,000 +$44,723,014 -$24,824,618 +$19,898,396 SPY, VTI, IEFA, VNQ, BND 13F-HR 08 Mar 2022, 17:21
Q3 2021 81 $314,878,000 +$133,089,716 -$14,497,171 +$118,592,545 SPY, IEFA, VTI, JPST, VNQ 13F-HR 30 Nov 2021, 15:09
Q2 2021 77 $198,711,000 +$19,147,833 -$7,689,319 +$11,458,514 SPY, IEFA, SCHX, IWM, BNDX 13F-HR 13 Aug 2021, 15:55
Q1 2021 65 $179,715,000 +$11,436,635 -$11,914,838 -$478,203 SPY, IEFA, SCHX, IWM, BNDX 13F-HR 17 May 2021, 15:23
Q4 2020 65 $175,981,000 +$6,575,934 -$13,264,607 -$6,688,673 SPY, IEFA, SCHX, BNDX, MINT 13F-HR 16 Feb 2021, 15:52
Q3 2020 208 $168,290,000 +$17,379,851 -$2,204,262 +$15,175,589 SPY, IEFA, SCHX, BNDX, MINT 13F-HR 13 Nov 2020, 18:07
Q2 2020 55 $147,394,000 +$6,411,298 -$6,606,582 -$195,284 SPY, BNDX, IEFA, SCHX, MINT 13F-HR 11 Aug 2020, 15:33
Q1 2020 52 $132,304,000 +$19,036,471 -$16,587,348 +$2,449,123 BNDX, SPY, MINT, IEFA, SCHX 13F-HR 19 May 2020, 16:11
Q4 2019 56 $149,856,000 $0 $0 $0 AGG, SCHX, BNDX, MINT, IEFA 13F-HR 14 Feb 2020, 14:47