Palo Alto Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Palo Alto Wealth Advisors, LLC reported 51 stock positions worth $285.0 million. Its top holding was Alphabet Class C (GOOG) at 29.4% of the portfolio, followed by Alphabet Class A (GOOGL, 17.9%) and Vaneck Morningstar Wide Moat (MOAT, 10.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 3, added to 33 and reduced 12. The biggest buy was Alphabet Class C (GOOG, shares +34%) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −1%).
- Most Recent 13F
- Q3 2025
- Location
- PALO ALTO, CA
- CIK
- 0001964382
- Portfolio Value
- $285.0M (Q4 2024)
- SEC Filing
- 0001951757-25-000266 ↗ filed Feb 14, 2025
Holdings Value
Holdings 51 stocks · $285.0M
| GOOG Alphabet Inc. Class C | 29.35% | 439,243 | $83.6M | Add +34.3% |
| GOOGL Alphabet Inc. Class A | 17.93% | 269,859 | $51.1M | Add +5.8% |
| MOAT Vaneck Morningstar Wide Moat | 9.98% | 306,674 | $28.4M | Reduce -1.5% |
| DGRW Wisdomtree U.S. Quality Divi | 6.10% | 214,866 | $17.4M | Add +4.4% |
| QUAL iShares MSCI USA Quality Fac | 6.04% | 96,732 | $17.2M | Add +5.0% |
| JHMM John Hancock Multi Fact Mid | 3.90% | 186,041 | $11.1M | Add +5.0% |
| NOW ServiceNow Inc. | 3.18% | 8,554 | $9.1M | Reduce -1.3% |
| AAPL Apple Inc. | 3.02% | 34,412 | $8.6M | Add +0.8% |
| USFR Wisdomtree Floating Rate Tre | 2.81% | 158,923 | $8.0M | Add +10.6% |
| GSIE Goldman Sachs Activebeta Int | 2.37% | 202,199 | $6.7M | Add +0.6% |
| MSFT Microsoft Corp. | 2.34% | 15,850 | $6.7M | Reduce -10.7% |
| IWB iShares Russell 1000 ETF | 1.61% | 14,262 | $4.6M | Reduce -2.0% |
| NVDA Nvidia Corp. | 1.23% | 26,119 | $3.5M | Add +29.9% |
| IQLT iShares MSCI International Q | 1.17% | 90,193 | $3.3M | Add +48.8% |
| AMZN Amazon.com Inc. | 1.11% | 14,391 | $3.2M | Add +10.6% |
| TFLO iShares Treasury Floating Ra | 1.06% | 60,027 | $3.0M | Add +43.8% |
| DASH DoorDash Inc. Class A | 0.71% | 12,003 | $2.0M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 2,745 | $1.6M | Add +13.2% |
| TWLO Twilio Inc. Class A | 0.42% | 11,088 | $1.2M | Add +3.4% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.30% | 17,165 | $865K | Add +164.7% |
| JPM JPMorgan Chase & Co. | 0.30% | 3,548 | $851K | Add +95.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.27% | 16,861 | $780K | Add +47.7% |
| META Meta Platforms Inc. Class A | 0.27% | 1,325 | $776K | Reduce -3.5% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 3,925 | $769K | Add +3.3% |
| MUNI PIMCO Intermediate Municipal | 0.23% | 12,406 | $643K | Add +164.3% |
| AVGO Broadcom Inc. | 0.22% | 2,680 | $621K | Add +9.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 1,053 | $539K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.19% | 692 | $535K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 5,434 | $482K | Reduce -15.1% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.17% | 3,100 | $480K | Add +1.8% |
| UBER Uber Technologies Inc. | 0.17% | 7,820 | $472K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.16% | 2,103 | $465K | Add +0.3% |
| HYD Vaneck High Yield Muni ETF | 0.16% | 8,649 | $449K | Add +81.4% |
| OKTA Okta Inc. | 0.15% | 5,480 | $432K | Reduce -9.9% |
| ORCL Oracle Corp. | 0.15% | 2,532 | $422K | Add +8.6% |
| IVV iShares Core S&P 500 ETF | 0.15% | 705 | $415K | Reduce -6.4% |
| TSLA Tesla Inc. | 0.15% | 1,024 | $414K | Reduce -14.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 1,395 | $404K | Add +43.7% |
| VEA Vanguard Ftse Developed ETF | 0.13% | 7,536 | $360K | Add +15.6% |
| VXF Vanguard Extended Market ETF | 0.12% | 1,842 | $350K | Reduce -21.6% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 4,261 | $322K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,627 | $321K | New |
| GS Goldman Sachs Group Inc. | 0.11% | 557 | $319K | New |
| PINS Pinterest Inc. Class A | 0.11% | 10,380 | $301K | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 0.10% | 528 | $285K | Reduce -11.1% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,433 | $280K | Add +0.1% |
| PYLD PIMCO Multisector Bond Actv | 0.09% | 10,350 | $270K | Add +3.8% |
| VGT Vanguard Info Tech ETF | 0.08% | 377 | $234K | No change |
| SMH Vaneck Semiconductor ETF | 0.08% | 955 | $231K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.07% | 1,604 | $207K | Add +0.3% |
| INMU iShares Intermediate Muni Inc. | 0.07% | 8,741 | $206K | Add +0.9% |
Portfolio Sells Q3 2024 → Q4 2024
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.5% | 9.98% | −2.52 |
| MSFT Microsoft Corp. | Reduce -10.7% | 2.34% | −0.73 |
| KRBN KS Global Carbon Stratgy ETF | Sold out | 0.00% | −0.65 |
| KCCA Kraneshares California Carbo | Sold out | 0.00% | −0.32 |
| IWB iShares Russell 1000 ETF | Reduce -2.0% | 1.61% | −0.32 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.24 |
| NOW ServiceNow Inc. | Reduce -1.3% | 3.18% | −0.11 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -15.1% | 0.17% | −0.08 |
| VXF Vanguard Extended Market ETF | Reduce -21.6% | 0.12% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -3.5% | 0.27% | −0.05 |
| PINS Pinterest Inc. Class A | Reduce -3.8% | 0.11% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -6.4% | 0.15% | −0.04 |
| OKTA Okta Inc. | Reduce -9.9% | 0.15% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -11.1% | 0.10% | −0.03 |
| TSLA Tesla Inc. | Reduce -14.7% | 0.15% | +0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOG Alphabet Inc. Class C | Add +34.3% | 29.35% | +6.90 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 17.93% | +0.60 |
| TFLO iShares Treasury Floating Ra | Add +43.8% | 1.06% | +0.19 |
| LLY Eli Lilly & Co. | New | 0.19% | +0.19 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Add +164.7% | 0.30% | +0.17 |
| IQLT iShares MSCI International Q | Add +48.8% | 1.17% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +95.3% | 0.30% | +0.13 |
| MUNI PIMCO Intermediate Municipal | Add +164.3% | 0.23% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | New | 0.11% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.11% | +0.11 |
| GS Goldman Sachs Group Inc. | New | 0.11% | +0.11 |
| TWLO Twilio Inc. Class A | Add +3.4% | 0.42% | +0.11 |
| AMZN Amazon.com Inc. | Add +10.6% | 1.11% | +0.09 |
| HYD Vaneck High Yield Muni ETF | Add +81.4% | 0.16% | +0.05 |
| JCPB JPMorgan Core Plus Bond ETF | Add +47.7% | 0.27% | +0.05 |
| AVGO Broadcom Inc. | Add +9.9% | 0.22% | +0.04 |
| NVDA Nvidia Corp. | Add +29.9% | 1.23% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +43.7% | 0.14% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +15.6% | 0.13% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.3% | 0.07% | −0.01 |
| INMU iShares Intermediate Muni Inc. | Add +0.9% | 0.07% | −0.01 |
| PYLD PIMCO Multisector Bond Actv | Add +3.8% | 0.09% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.10% | −0.02 |
| ORCL Oracle Corp. | Add +8.6% | 0.15% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.2% | 0.57% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.19% | −0.03 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.16% | −0.03 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +1.8% | 0.17% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +3.3% | 0.27% | −0.04 |
| DASH DoorDash Inc. Class A | Add +0.0% | 0.71% | −0.05 |
| UBER Uber Technologies Inc. | Add +0.3% | 0.17% | −0.09 |
| USFR Wisdomtree Floating Rate Tre | Add +10.6% | 2.81% | −0.19 |
| AAPL Apple Inc. | Add +0.8% | 3.02% | −0.32 |
| GSIE Goldman Sachs Activebeta Int | Add +0.6% | 2.37% | −0.55 |
| JHMM John Hancock Multi Fact Mid | Add +5.0% | 3.90% | −0.56 |
| QUAL iShares MSCI USA Quality Fac | Add +5.0% | 6.04% | −0.90 |
| DGRW Wisdomtree U.S. Quality Divi | Add +4.4% | 6.10% | −1.07 |
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 |