Pacific Capital Wealth Advisors, Inc.

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$595M
Signature - Title
Chad Willardson - FOUNDER/PRESIDENT
Location
1881 California Avenue, Suite 101, Corona, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 491 $595M +$46.1M -$31.7M +$14.4M SPY, BND, IEFA, QQQ, VCIT 13F-HR 10/15/2024, 06:03 AM
Q2 2024 542 $548M +$127M -$9.53M +$117M SPY, BND, IEFA, BIL, QQQ 13F-HR 8/6/2024, 11:40 AM
Q1 2024 519 $425M +$18.7M -$9.15M +$9.58M SPY, BND, IEFA, VTI, VNQ 13F-HR 5/15/2024, 02:44 PM
Q4 2023 345 $394M +$18.5M -$15.2M +$3.31M SPY, BND, IEFA, VTI, VNQ 13F-HR 2/6/2024, 04:13 PM
Q3 2023 66 $357M +$12M -$33.1M -$21.1M SPY, BND, IEFA, VTI, VNQ 13F-HR 11/3/2023, 11:20 AM
Q2 2023 66 $394M +$19.6M -$27M -$7.38M SPY, IEFA, BND, VTI, VNQ 13F-HR 8/1/2023, 04:21 PM
Q1 2023 87 $389M +$19.6M -$34.7M -$15M SPY, IEFA, BND, VTI, VNQ 13F-HR 5/5/2023, 03:32 PM
Q4 2022 88 $387M +$39.5M -$41.4M -$1.87M SPY, IEFA, VTI, BND, VYM 13F-HR 2/14/2023, 06:01 PM
Q3 2022 81 $367M +$48.8M -$22.2M +$26.6M SPY, BND, IEFA, VTI, VNQ 13F-HR 11/14/2022, 01:30 PM
Q2 2022 84 $361M +$67.9M -$13.3M +$54.6M SPY, IEFA, VTI, BND, VNQ 13F-HR 8/5/2022, 04:23 PM
Q1 2022 91 $350M +$36.1M -$6.96M +$29.2M SPY, VTI, IEFA, VNQ, BND 13F-HR 5/16/2022, 03:29 PM
Q4 2021 91 $347M +$44.7M -$24.8M +$19.9M SPY, VTI, IEFA, VNQ, BND 13F-HR 3/8/2022, 05:21 PM
Q3 2021 81 $315M +$133M -$14.5M +$119M SPY, IEFA, VTI, JPST, VNQ 13F-HR 11/30/2021, 03:09 PM
Q2 2021 77 $199M +$19.1M -$7.69M +$11.5M SPY, IEFA, SCHX, IWM, BNDX 13F-HR 8/13/2021, 03:55 PM
Q1 2021 65 $180M +$11.4M -$11.9M -$478K SPY, IEFA, SCHX, IWM, BNDX 13F-HR 5/17/2021, 03:23 PM
Q4 2020 65 $176M +$6.58M -$13.3M -$6.69M SPY, IEFA, SCHX, BNDX, MINT 13F-HR 2/16/2021, 03:52 PM
Q3 2020 208 $168M +$17.4M -$2.2M +$15.2M SPY, IEFA, SCHX, BNDX, MINT 13F-HR 11/13/2020, 06:07 PM
Q2 2020 55 $147M +$6.41M -$6.61M -$195K SPY, BNDX, IEFA, SCHX, MINT 13F-HR 8/11/2020, 03:33 PM
Q1 2020 52 $132M +$19M -$16.6M +$2.45M BNDX, SPY, MINT, IEFA, SCHX 13F-HR 5/19/2020, 04:11 PM
Q4 2019 56 $150M $0 $0 AGG, SCHX, BNDX, MINT, IEFA 13F-HR 2/14/2020, 02:47 PM