Palo Alto Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Palo Alto Wealth Advisors, LLC reported 64 stock positions worth $343.3 million. Its top holding was Alphabet Class C (GOOG) at 34.1% of the portfolio, followed by Alphabet Class A (GOOGL, 16.1%) and iShares MSCI USA Quality Fac (QUAL, 7.2%). Compared with Q2 2025, it opened 10 new positions, sold out of 1, added to 33 and reduced 15. The biggest buy was Broadcom (AVGO, shares +88%) and the biggest sale Nvidia (NVDA, shares −16%).
- Most Recent 13F
- Q3 2025
- Location
- PALO ALTO, CA
- CIK
- 0001964382
- Portfolio Value
- $343.3M (Q3 2025)
- SEC Filing
- 0001951757-25-001406 ↗ filed Nov 12, 2025
Holdings Value
Holdings 64 stocks · $343.3M
| GOOG Alphabet Inc. Class C | 34.14% | 401,695 | $117.2M | Reduce -7.0% |
| GOOGL Alphabet Inc. Class A | 16.15% | 190,266 | $55.4M | Reduce -2.1% |
| QUAL iShares MSCI USA Quality Fac | 7.20% | 125,685 | $24.7M | Add +4.6% |
| DGRW Wisdomtree U.S. Quality Divi | 6.18% | 236,775 | $21.2M | Add +3.1% |
| NVDA Nvidia Corp. | 4.67% | 82,950 | $16.0M | Reduce -15.7% |
| MOAT Vaneck Morningstar Wide Moat | 3.38% | 114,061 | $11.6M | Reduce -10.6% |
| GSIE Goldman Sachs Activebeta Int | 2.93% | 239,540 | $10.1M | Add +15.2% |
| AAPL Apple Inc. | 2.61% | 32,493 | $9.0M | Reduce -2.5% |
| MSFT Microsoft Corp. | 2.42% | 16,310 | $8.3M | Add +1.4% |
| JHMM John Hancock Multi Fact Mid | 2.20% | 115,901 | $7.5M | Reduce -3.7% |
| USFR Wisdomtree Floating Rate Tre | 1.88% | 128,580 | $6.5M | Reduce -12.3% |
| TFLO iShares Treasury Floating Ra | 1.66% | 112,526 | $5.7M | Add +28.6% |
| AVMC Avantis US Mid Cap Eq ETF | 1.39% | 68,650 | $4.8M | Add +29.1% |
| IWB iShares Russell 1000 ETF | 1.33% | 12,232 | $4.6M | Reduce -12.7% |
| NOW ServiceNow Inc. | 1.32% | 5,280 | $4.5M | No change |
| IQLT iShares MSCI International Q | 1.29% | 97,842 | $4.4M | Add +2.6% |
| AMZN Amazon.com Inc. | 0.83% | 11,478 | $2.9M | Add +12.1% |
| DASH DoorDash Inc. Class A | 0.71% | 12,073 | $2.4M | Add +0.1% |
| AVGO Broadcom Inc. | 0.55% | 5,331 | $1.9M | Add +87.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 2,705 | $1.8M | Add +0.7% |
| TWLO Twilio Inc. Class A | 0.41% | 10,756 | $1.4M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 0.39% | 4,290 | $1.4M | Add +4.4% |
| TSLA Tesla Inc. | 0.33% | 2,607 | $1.1M | Add +4.1% |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 5,343 | $1.0M | Reduce -8.1% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 4,205 | $920K | No change |
| META Meta Platforms Inc. Class A | 0.26% | 1,443 | $905K | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 0.25% | 1,237 | $849K | Add +86.3% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 6,676 | $798K | Add +174.3% |
| MUNI PIMCO Intermediate Municipal | 0.22% | 14,123 | $744K | Add +3.4% |
| LLY Eli Lilly & Co. | 0.21% | 726 | $717K | Add +2.5% |
| AVDE Avantis International Equity | 0.20% | 8,490 | $684K | New |
| UBER Uber Technologies Inc. | 0.19% | 7,047 | $660K | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 9,855 | $644K | New |
| PYLD PIMCO Multisector Bond Actv | 0.17% | 21,890 | $587K | Add +83.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,573 | $528K | Add +12.5% |
| IWM iShares Russell 2000 ETF | 0.15% | 2,119 | $518K | Add +0.3% |
| AVLC Avantis US LG Cap Eq ETF | 0.15% | 6,525 | $510K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.14% | 5,278 | $498K | Reduce -3.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 1,707 | $497K | Add +4.9% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.14% | 2,765 | $479K | No change |
| GS Goldman Sachs Group Inc. | 0.14% | 590 | $478K | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 741 | $460K | Add +29.1% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 6,866 | $424K | Add +22.1% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 3,133 | $388K | New |
| HYD Vaneck High Yield Muni ETF | 0.11% | 7,541 | $384K | Reduce -19.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.11% | 7,867 | $374K | Reduce -48.1% |
| VXF Vanguard Extended Market ETF | 0.11% | 1,760 | $370K | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.10% | 955 | $335K | No change |
| VOO Vanguard S&P 500 ETF | 0.09% | 503 | $316K | Add +5.7% |
| JNJ Johnson & Johnson | 0.09% | 1,582 | $307K | Add +17.4% |
| ORCL Oracle Corp. | 0.09% | 1,241 | $293K | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.08% | 377 | $292K | No change |
| NFLX Netflix Inc. | 0.08% | 250 | $284K | Add +5.9% |
| EBAY eBay Inc. | 0.08% | 3,088 | $269K | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 538 | $267K | New |
| OKTA Okta Inc. | 0.07% | 2,942 | $252K | Reduce -51.8% |
| AMD Advanced Micro Devices | 0.07% | 1,038 | $247K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 4,553 | $244K | New |
| ESGU iShares ESG Aware MSCI USA | 0.07% | 1,616 | $242K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.07% | 1,932 | $231K | New |
| AAAU Goldman Sachs Physical Gold | 0.07% | 5,600 | $228K | New |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.07% | 4,485 | $225K | No change |
| INMU iShares Intermediate Muni Inc. | 0.06% | 8,725 | $211K | Reduce -1.7% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 1,349 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Reduce -15.7% | 4.67% | −1.21 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -10.6% | 3.38% | −1.15 |
| USFR Wisdomtree Floating Rate Tre | Reduce -12.3% | 1.88% | −0.91 |
| JHMM John Hancock Multi Fact Mid | Reduce -3.7% | 2.20% | −0.59 |
| IWB iShares Russell 1000 ETF | Reduce -12.7% | 1.33% | −0.47 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -48.1% | 0.11% | −0.16 |
| OKTA Okta Inc. | Reduce -51.8% | 0.07% | −0.16 |
| TWLO Twilio Inc. Class A | Reduce -2.4% | 0.41% | −0.11 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.08 |
| HYD Vaneck High Yield Muni ETF | Reduce -19.2% | 0.11% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.5% | 0.14% | −0.05 |
| INMU iShares Intermediate Muni Inc. | Reduce -1.7% | 0.06% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -8.1% | 0.30% | −0.00 |
| AAPL Apple Inc. | Reduce -2.5% | 2.61% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 16.15% | +3.19 |
| GOOG Alphabet Inc. Class C | Reduce -7.0% | 34.14% | +5.14 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Add +87.9% | 0.55% | +0.25 |
| AVDE Avantis International Equity | New | 0.20% | +0.20 |
| IJH iShares Core S&P Midcap ETF | New | 0.19% | +0.19 |
| AVLC Avantis US LG Cap Eq ETF | New | 0.15% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +174.3% | 0.23% | +0.13 |
| IVW iShares S&P 500 Growth ETF | New | 0.11% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +86.3% | 0.25% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | New | 0.07% | +0.07 |
| BAC Bank of America Corp. | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| AAAU Goldman Sachs Physical Gold | New | 0.07% | +0.07 |
| AVMC Avantis US Mid Cap Eq ETF | Add +29.1% | 1.39% | +0.06 |
| ITOT iShares Core S&P Total U.S. | New | 0.06% | +0.06 |
| PYLD PIMCO Multisector Bond Actv | Add +83.8% | 0.17% | +0.05 |
| TSLA Tesla Inc. | Add +4.1% | 0.33% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +29.1% | 0.13% | +0.01 |
| JNJ Johnson & Johnson | Add +17.4% | 0.09% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.9% | 0.14% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +22.1% | 0.12% | +0.00 |
| LLY Eli Lilly & Co. | Add +2.5% | 0.21% | +0.00 |
| EBAY eBay Inc. | Add +2.5% | 0.08% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.5% | 0.15% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +5.7% | 0.09% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.3% | 0.07% | −0.01 |
| GS Goldman Sachs Group Inc. | Add +2.3% | 0.14% | −0.02 |
| ORCL Oracle Corp. | Add +1.6% | 0.09% | −0.02 |
| AMZN Amazon.com Inc. | Add +12.1% | 0.83% | −0.02 |
| VXF Vanguard Extended Market ETF | Add +0.1% | 0.11% | −0.02 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.15% | −0.02 |
| TFLO iShares Treasury Floating Ra | Add +28.6% | 1.66% | −0.02 |
| NFLX Netflix Inc. | Add +5.9% | 0.08% | −0.04 |
| MUNI PIMCO Intermediate Municipal | Add +3.4% | 0.22% | −0.05 |
| UBER Uber Technologies Inc. | Add +0.8% | 0.19% | −0.05 |
| JPM JPMorgan Chase & Co. | Add +4.4% | 0.39% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.54% | −0.09 |
| META Meta Platforms Inc. Class A | Add +2.1% | 0.26% | −0.13 |
| GSIE Goldman Sachs Activebeta Int | Add +15.2% | 2.93% | −0.19 |
| IQLT iShares MSCI International Q | Add +2.6% | 1.29% | −0.27 |
| DASH DoorDash Inc. Class A | Add +0.1% | 0.71% | −0.42 |
| MSFT Microsoft Corp. | Add +1.4% | 2.42% | −0.61 |
| DGRW Wisdomtree U.S. Quality Divi | Add +3.1% | 6.18% | −1.09 |
| QUAL iShares MSCI USA Quality Fac | Add +4.6% | 7.20% | −1.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 64 | $343.3M | GOOG, GOOGL, QUAL, DGRW, NVDA |
| Q2 2025 | 55 | $264.3M | GOOG, GOOGL, QUAL, DGRW, NVDA |
| Q1 2025 | 52 | $256.4M | GOOG, GOOGL, QUAL, DGRW, MOAT |
| Q4 2024 | 51 | $285.0M | GOOG, GOOGL, MOAT, DGRW, QUAL |
| Q3 2024 | 50 | $241.6M | GOOG, GOOGL, MOAT, DGRW, QUAL |
| Q2 2024 | 42 | $144.7M | MOAT, DGRW, QUAL, GOOG, MSFT |
| Q1 2024 | 42 | $141.8M | MOAT, DGRW, QUAL, GOOG, MSFT |