Pacific Capital Wealth Advisors, Inc.

Q4 2019 13F Holdings Report, Stock Holdings

Signature - Title
Chad Willardson - Founder/President
Location
Corona, CA
Holdings as of
31 Dec 2019
Value $
$149,856,000
Num holdings
56
Filing time
14 Feb 2020, 14:47:12 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AGG, SCHX, BNDX, MINT, and IEFA.
Next filing
Q1 2020 - 19 May 2020
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Chad Willardson Founder/President Corona, California 14 Feb 2020