Palo Alto Wealth Advisors

Palo Alto Wealth Advisors as of Sept. 30, 2025

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 402k 291.74
Alphabet Cap Stk Cl A (GOOGL) 16.1 $55M 190k 291.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 7.2 $25M 126k 196.52
Wisdomtree Tr Us Qtly Div Grt (DGRW) 6.2 $21M 237k 89.63
NVIDIA Corporation (NVDA) 4.7 $16M 83k 193.16
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.4 $12M 114k 101.61
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.9 $10M 240k 41.99
Apple (AAPL) 2.6 $9.0M 33k 275.51
Microsoft Corporation (MSFT) 2.4 $8.3M 16k 508.69
John Hancock Exchange Traded Multifactor Mi (JHMM) 2.2 $7.5M 116k 65.06
Wisdomtree Tr Floatng Rat Trea (USFR) 1.9 $6.5M 129k 50.32
Ishares Tr TRS FLT RT BD (TFLO) 1.7 $5.7M 113k 50.49
American Centy Etf Tr Avantis Us Mid C (AVMC) 1.4 $4.8M 69k 69.75
Ishares Tr Rus 1000 Etf (IWB) 1.3 $4.6M 12k 374.13
Servicenow (NOW) 1.3 $4.5M 5.3k 860.67
Ishares Tr Msci Intl Qualty (IQLT) 1.3 $4.4M 98k 45.18
Amazon (AMZN) 0.8 $2.9M 12k 249.11
Doordash Cl A (DASH) 0.7 $2.4M 12k 200.63
Broadcom (AVGO) 0.5 $1.9M 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 11k 130.64
JPMorgan Chase & Co. (JPM) 0.4 $1.4M 4.3k 315.58
Tesla Motors (TSLA) 0.3 $1.1M 2.6k 439.62
Palantir Technologies Cl A (PLTR) 0.3 $1.0M 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 1.4k 627.12
Ishares Tr Core S&p500 Etf (IVV) 0.2 $849k 1.2k 686.22
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $798k 6.7k 119.59
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $744k 14k 52.66
Eli Lilly & Co. (LLY) 0.2 $718k 726.00 988.23
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $684k 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 9.9k 65.33
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $587k 22k 26.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $528k 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 6.5k 78.18
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $498k 5.3k 94.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $497k 1.7k 291.11
Spdr Series Trust Msci Usa Strtgic (QUS) 0.1 $479k 2.8k 173.33
Goldman Sachs (GS) 0.1 $478k 590.00 810.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $460k 741.00 621.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $424k 6.9k 61.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $388k 3.1k 123.91
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $384k 7.5k 50.98
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $375k 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 503.00 627.47
Johnson & Johnson (JNJ) 0.1 $307k 1.6k 193.87
Oracle Corporation (ORCL) 0.1 $293k 1.2k 236.18
Vanguard World Inf Tech Etf (VGT) 0.1 $292k 377.00 773.34
Netflix (NFLX) 0.1 $284k 250.00 1136.44
eBay (EBAY) 0.1 $270k 3.1k 87.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $267k 538.00 497.07
Okta Cl A (OKTA) 0.1 $252k 2.9k 85.58
Advanced Micro Devices (AMD) 0.1 $247k 1.0k 237.60
Bank of America Corporation (BAC) 0.1 $244k 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 1.9k 119.79
Goldman Sachs Physical Gold Unit (AAAU) 0.1 $228k 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 1.3k 149.00