PACIFIC CAPITAL WEALTH ADVISORS, INC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Corona, CA
CIK
0001803523
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 543 547,853 SPY, BND, IEFA, BIL 13F-HR 8/6/2024 000106299324014483
Q1 2024 519 424,677 SPY, BND, IEFA, VTI 13F-HR 5/15/2024 000106299324010312
Q4 2023 345 394,330 SPY, BND, IEFA, VTI 13F-HR 2/6/2024 000106299324002079
Q3 2023 66 356,678 SPY, BND, IEFA, VTI 13F-HR 11/3/2023 000106299323020069
Q2 2023 66 394,351 SPY, IEFA, BND, VTI 13F-HR 8/1/2023 000106299323015584
Q1 2023 87 388,576 SPY, IEFA, BND, VTI 13F-HR 5/5/2023 000106299323010323
Q4 2022 88 386,774 SPY, IEFA, VTI, BND 13F-HR 2/14/2023 000106299323003524
Q3 2022 81 367,210 SPY, BND, IEFA, VTI 13F-HR 11/14/2022 000106299322021998
Q2 2022 84 361,136 SPY, IEFA, VTI, BND 13F-HR 8/5/2022 000106299322017397
Q1 2022 91 349,926 SPY, VTI, IEFA, VNQ 13F-HR 5/16/2022 000106299322012559
Q4 2021 91 347,323 SPY, VTI, IEFA, VNQ 13F-HR 3/8/2022 000106299322007078
Q3 2021 81 314,878 SPY, IEFA, VTI, JPST 13F-HR 11/30/2021 000106299321011783
Q2 2021 77 198,711 SPY, IEFA, SCHX, IWM 13F-HR 8/13/2021 000106299321007469
Q1 2021 65 179,715 SPY, IEFA, SCHX, IWM 13F-HR 5/17/2021 000106299321004720
Q4 2020 65 175,981 SPY, IEFA, SCHX, BNDX 13F-HR 2/16/2021 000106299321001513
Q3 2020 217 168,292 SPY, IEFA, SCHX, BNDX 13F-HR 11/16/2020 000106299320005646
Q2 2020 55 147,394 SPY, BNDX, IEFA, SCHX 13F-HR 8/11/2020 000106299320003813
Q1 2020 52 132,304 BNDX, SPY, MINT, IEFA 13F-HR 5/19/2020 000106299320002525
Q4 2019 56 149,856 AGG, SCHX, BNDX, MINT 13F-HR 2/14/2020 000106299320000980