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Chad Willardson

Pacific Capital Wealth Advisors, Inc.

Assets Managed
$663.354M
Holdings
92
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.42%(2Q avg: 6.73%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Capital Wealth Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Pacific Capital Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 663.354M in assets, with a quarterly growth rate of 11.42% and a 2-quarter average growth rate of 6.73%. The portfolio is managed by Chad Willardson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.09%
31.57%
$209.361M
280,356 shares@ $746.77 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 9.07%
13.31%
$88.276M
1.203M shares@ $73.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.69%
11.23%
$74.48M
101,140 shares@ $736.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.81%
7.55%
$50.068M
518,409 shares@ $96.58 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 7.4%
4.5%
$29.804M
360,601 shares@ $82.66 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -3.71%
4.36%
$28.885M
182,780 shares@ $158.04 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -2.72%
2.17%
$14.367M
156,775 shares@ $91.64 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 19.42%
2.08%
$13.783M
136,912 shares@ $100.67 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Decreased -6.91%
2.03%
$13.461M
175,507 shares@ $76.71 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -13.34%
1.98%
$13.123M
413,829 shares@ $31.71 avg price

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