Pacific Capital Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$599M
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 400 stock holdings with total value $599M as of Q4 2024. Top holdings included SPY, BND, IEFA, QQQ, and VCIT.
Holdings Value