Palo Alto Wealth Advisors, LLC 13F Holdings · last filed Q3 2025
Palo Alto Wealth Advisors, LLC reported 64 securities worth $343.27M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: GOOG (34.14%), GOOGL (16.15%), QUAL (7.20%). Among its top 25 positions this quarter: 13 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $117.2M | 34.14% | 401,695 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $55.4M | 16.15% | 190,266 | Trimmed |
| 3 | QUAL | ISHARES TR | $24.7M | 7.20% | 125,685 | Added |
| 4 | DGRW | WISDOMTREE TR | $21.2M | 6.18% | 236,775 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $16.0M | 4.67% | 82,950 | Trimmed |
| 6 | MOAT | VANECK ETF TRUST | $11.6M | 3.38% | 114,061 | Trimmed |
| 7 | GSIE | GOLDMAN SACHS ETF TR | $10.1M | 2.93% | 239,540 | Added |
| 8 | AAPL | APPLE INC | $9.0M | 2.61% | 32,493 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $8.3M | 2.42% | 16,310 | Added |
| 10 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $7.5M | 2.20% | 115,901 | Trimmed |
| 11 | USFR | WISDOMTREE TR | $6.5M | 1.88% | 128,580 | Trimmed |
| 12 | TFLO | ISHARES TR | $5.7M | 1.66% | 112,526 | Added |
| 13 | AVMC | AMERICAN CENTY ETF TR | $4.8M | 1.39% | 68,650 | Added |
| 14 | IWB | ISHARES TR | $4.6M | 1.33% | 12,232 | Trimmed |
| 15 | NOW | SERVICENOW INC | $4.5M | 1.32% | 5,280 | Hold |
| 16 | IQLT | ISHARES TR | $4.4M | 1.29% | 97,842 | Added |
| 17 | AMZN | AMAZON COM INC | $2.9M | 0.83% | 11,478 | Added |
| 18 | DASH | DOORDASH INC | $2.4M | 0.71% | 12,073 | Added |
| 19 | AVGO | BROADCOM INC | $1.9M | 0.55% | 5,331 | Added |
| 20 | SPY | SPDR S&P 500 ETF TR | $1.8M | 0.54% | 2,705 | Added |
| 21 | TWLO | TWILIO INC | $1.4M | 0.41% | 10,756 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO. | $1.4M | 0.39% | 4,290 | Added |
| 23 | TSLA | TESLA INC | $1.1M | 0.33% | 2,607 | Added |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $1.0M | 0.30% | 5,343 | Trimmed |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $920,211 | 0.27% | 4,205 | Hold |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR