Palo Alto Wealth Advisors
Latest statistics and disclosures from Palo Alto Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, GOOGL, QUAL, DGRW, NVDA, and represent 68.33% of Palo Alto Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GSIE, TFLO, QUAL, AVMC, AVGO, AVDE, IJH, DGRW, AVLC, IJR.
- Started 10 new stock positions in AVDE, ITOT, BRK.B, AMD, AVLC, AAAU, XOM, IJH, BAC, IVW.
- Reduced shares in these 10 stocks: GOOG (-$8.9M), NVDA, MOAT, GOOGL, USFR, IWB, JCPB, JHMM, OKTA, AAPL.
- Sold out of its position in ADP.
- Palo Alto Wealth Advisors was a net seller of stock by $-5.4M.
- Palo Alto Wealth Advisors has $343M in assets under management (AUM), dropping by 29.86%.
- Central Index Key (CIK): 0001964382
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Portfolio Holdings for Palo Alto Wealth Advisors
Palo Alto Wealth Advisors holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 34.1 | $117M | -7% | 402k | 291.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 16.1 | $55M | -2% | 190k | 291.31 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 7.2 | $25M | +4% | 126k | 196.52 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 6.2 | $21M | +3% | 237k | 89.63 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $16M | -15% | 83k | 193.16 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.4 | $12M | -10% | 114k | 101.61 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.9 | $10M | +15% | 240k | 41.99 |
|
| Apple (AAPL) | 2.6 | $9.0M | -2% | 33k | 275.51 |
|
| Microsoft Corporation (MSFT) | 2.4 | $8.3M | 16k | 508.69 |
|
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 2.2 | $7.5M | -3% | 116k | 65.06 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.9 | $6.5M | -12% | 129k | 50.32 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.7 | $5.7M | +28% | 113k | 50.49 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMC) | 1.4 | $4.8M | +29% | 69k | 69.75 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.3 | $4.6M | -12% | 12k | 374.13 |
|
| Servicenow (NOW) | 1.3 | $4.5M | 5.3k | 860.67 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.3 | $4.4M | +2% | 98k | 45.18 |
|
| Amazon (AMZN) | 0.8 | $2.9M | +12% | 12k | 249.11 |
|
| Doordash Cl A (DASH) | 0.7 | $2.4M | 12k | 200.63 |
|
|
| Broadcom (AVGO) | 0.5 | $1.9M | +87% | 5.3k | 351.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.8M | 2.7k | 682.91 |
|
|
| Twilio Cl A (TWLO) | 0.4 | $1.4M | -2% | 11k | 130.64 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | +4% | 4.3k | 315.58 |
|
| Tesla Motors (TSLA) | 0.3 | $1.1M | +4% | 2.6k | 439.62 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.0M | -8% | 5.3k | 190.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $920k | 4.2k | 218.84 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $905k | +2% | 1.4k | 627.12 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $849k | +86% | 1.2k | 686.22 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $798k | +174% | 6.7k | 119.59 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $744k | +3% | 14k | 52.66 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $718k | +2% | 726.00 | 988.23 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $684k | NEW | 8.5k | 80.54 |
|
| Uber Technologies (UBER) | 0.2 | $660k | 7.0k | 93.60 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $644k | NEW | 9.9k | 65.33 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $587k | +83% | 22k | 26.82 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $528k | +12% | 1.6k | 335.79 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $518k | 2.1k | 244.27 |
|
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.1 | $510k | NEW | 6.5k | 78.18 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $498k | -3% | 5.3k | 94.30 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $497k | +4% | 1.7k | 291.11 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.1 | $479k | 2.8k | 173.33 |
|
|
| Goldman Sachs (GS) | 0.1 | $478k | +2% | 590.00 | 810.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $460k | +29% | 741.00 | 621.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $424k | +22% | 6.9k | 61.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $388k | NEW | 3.1k | 123.91 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $384k | -19% | 7.5k | 50.98 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $375k | -48% | 7.9k | 47.60 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $370k | 1.8k | 210.16 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $335k | 955.00 | 351.05 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $316k | +5% | 503.00 | 627.47 |
|
| Johnson & Johnson (JNJ) | 0.1 | $307k | +17% | 1.6k | 193.87 |
|
| Oracle Corporation (ORCL) | 0.1 | $293k | 1.2k | 236.18 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $292k | 377.00 | 773.34 |
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| Netflix (NFLX) | 0.1 | $284k | +5% | 250.00 | 1136.44 |
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| eBay (EBAY) | 0.1 | $270k | +2% | 3.1k | 87.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $267k | NEW | 538.00 | 497.07 |
|
| Okta Cl A (OKTA) | 0.1 | $252k | -51% | 2.9k | 85.58 |
|
| Advanced Micro Devices (AMD) | 0.1 | $247k | NEW | 1.0k | 237.60 |
|
| Bank of America Corporation (BAC) | 0.1 | $244k | NEW | 4.6k | 53.63 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $242k | 1.6k | 149.66 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $231k | NEW | 1.9k | 119.79 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $228k | NEW | 5.6k | 40.77 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $226k | 4.5k | 50.27 |
|
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 0.1 | $211k | 8.7k | 24.15 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $201k | NEW | 1.3k | 149.00 |
|
Past Filings by Palo Alto Wealth Advisors
SEC 13F filings are viewable for Palo Alto Wealth Advisors going back to 2022
- Palo Alto Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- Palo Alto Wealth Advisors 2025 Q2 filed Aug. 14, 2025
- Palo Alto Wealth Advisors 2025 Q1 filed May 15, 2025
- Palo Alto Wealth Advisors 2024 Q4 filed Feb. 14, 2025
- Palo Alto Wealth Advisors 2024 Q3 filed Nov. 6, 2024
- Palo Alto Wealth Advisors 2024 Q2 filed Aug. 13, 2024
- Palo Alto Wealth Advisors 2024 Q1 filed April 30, 2024
- Palo Alto Wealth Advisors 2023 Q4 filed Feb. 5, 2024
- Palo Alto Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Palo Alto Wealth Advisors 2023 Q2 filed Aug. 7, 2023
- Palo Alto Wealth Advisors 2023 Q1 filed April 18, 2023
- Palo Alto Wealth Advisors 2022 Q4 filed Feb. 7, 2023