Pacific Capital Wealth Advisors, Inc.

Q1 2020 13F Holdings Report, Stock Holdings

Signature - Title
Chad Willardson - Founder/President
Location
Corona, CA
Holdings as of
31 Mar 2020
Value $
$132,304,000
Num holdings
52
Filing time
19 May 2020, 16:11:25 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BNDX, SPY, MINT, IEFA, and SCHX.
Previous filing
Q4 2019 - 14 Feb 2020
Next filing
Q2 2020 - 11 Aug 2020
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q1 compared to 2019 Q4 by default. Changes are calculated vs the previous SEC filing.
* 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 15 May 2020