PALO ALTO WEALTH ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
PALO ALTO WEALTH ADVISORS, LLC 13F Holdings
CIK 0001964382 · PALO ALTO, CA
As of Sep 30, 2025, PALO ALTO WEALTH ADVISORS, LLC reported
64 positions worth $343.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ALPHABET INC | GOOG | Equity | 401,695 |
|
17.2M34.14% |
| ALPHABET INC | GOOGL | Equity | 190,266 | $55.4M | 16.15% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 125,685 | $24.7M | 7.20% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 236,775 | $21.2M | 6.18% |
| NVIDIA CORP | NVDA | Technology | 82,950 |
6.0M | 4.67% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 114,061 |
1.6M | 3.38% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 239,540 |
0.1M | 2.93% |
| APPLE INC | AAPL | Technology | 32,493 | $9.0M | 2.61% |
| MICROSOFT CORP | MSFT | Technology | 16,310 | $8.3M | 2.42% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 115,901 | $7.5M | 2.20% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 128,580 | $6.5M | 1.88% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 112,526 | $5.7M | 1.66% |
| AMERICAN CENTY ETF TR | — | — | 68,650 | $4.8M | 1.39% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 12,232 | $4.6M | 1.33% |
| SERVICENOW INC | NOW | Technology | 5,280 | $4.5M | 1.32% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 97,842 | $4.4M | 1.29% |
| AMAZON.COM INC | AMZN | Equity | 11,478 | $2.9M | 0.83% |
| DOORDASH INC | DASH | Communication Services | 12,073 | $2.4M | 0.71% |
| BROADCOM INC | AVGO | Technology | 5,331 |
.9M | 0.55% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,705 |
.8M | 0.54% |
| TWILIO INC | TWLO | Communication Services | 10,756 |
.4M | 0.41% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4,290 |
.4M | 0.39% |
| TESLA INC | TSLA | Consumer Cyclical | 2,607 |
.1M | 0.33% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 5,343 |
.0M | 0.30% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 4,205 | $920.2K | 0.27% |