Palo Alto Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Palo Alto Wealth Advisors, LLC reported 52 stock positions worth $256.4 million. Its top holding was Alphabet Class C (GOOG) at 27.3% of the portfolio, followed by Alphabet Class A (GOOGL, 16.4%) and iShares MSCI USA Quality Fac (QUAL, 7.9%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 24 and reduced 22. The biggest buy was Nvidia (NVDA, shares +164%) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −53%).
- Most Recent 13F
- Q3 2025
- Location
- PALO ALTO, CA
- CIK
- 0001964382
- Portfolio Value
- $256.4M (Q1 2025)
- SEC Filing
- 0001951757-25-000562 ↗ filed May 15, 2025
Holdings Value
Holdings 52 stocks · $256.4M
| GOOG Alphabet Inc. Class C | 27.32% | 435,369 | $70.0M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 16.36% | 262,899 | $41.9M | Reduce -2.6% |
| QUAL iShares MSCI USA Quality Fac | 7.93% | 115,027 | $20.3M | Add +18.9% |
| DGRW Wisdomtree U.S. Quality Divi | 7.08% | 225,705 | $18.1M | Add +5.0% |
| MOAT Vaneck Morningstar Wide Moat | 5.14% | 144,992 | $13.2M | Reduce -52.7% |
| JHMM John Hancock Multi Fact Mid | 4.10% | 175,505 | $10.5M | Reduce -5.7% |
| NVDA Nvidia Corp. | 3.50% | 69,022 | $9.0M | Add +164.3% |
| NOW ServiceNow Inc. | 3.47% | 8,579 | $8.9M | Add +0.3% |
| GSIE Goldman Sachs Activebeta Int | 2.90% | 195,491 | $7.4M | Reduce -3.3% |
| MSFT Microsoft Corp. | 2.80% | 15,972 | $7.2M | Add +0.8% |
| AAPL Apple Inc. | 2.58% | 31,003 | $6.6M | Reduce -9.9% |
| TFLO iShares Treasury Floating Ra | 2.45% | 124,268 | $6.3M | Add +107.0% |
| USFR Wisdomtree Floating Rate Tre | 2.31% | 117,326 | $5.9M | Reduce -26.2% |
| IWB iShares Russell 1000 ETF | 1.76% | 14,005 | $4.5M | Reduce -1.8% |
| IQLT iShares MSCI International Q | 1.54% | 93,801 | $3.9M | Add +4.0% |
| DASH DoorDash Inc. Class A | 0.93% | 12,057 | $2.4M | Add +0.5% |
| AMZN Amazon.com Inc. | 0.85% | 10,296 | $2.2M | Reduce -28.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 2,685 | $1.6M | Reduce -2.2% |
| TWLO Twilio Inc. Class A | 0.49% | 11,015 | $1.3M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.41% | 4,042 | $1.1M | Add +13.9% |
| META Meta Platforms Inc. Class A | 0.36% | 1,390 | $912K | Add +4.9% |
| TSLA Tesla Inc. | 0.33% | 2,499 | $835K | Add +144.0% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 3,938 | $774K | Add +0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.30% | 16,421 | $758K | Reduce -2.6% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 5,791 | $742K | Add +35.9% |
| AVGO Broadcom Inc. | 0.26% | 2,813 | $654K | Add +5.0% |
| UBER Uber Technologies Inc. | 0.25% | 6,985 | $641K | Reduce -10.7% |
| MUNI PIMCO Intermediate Municipal | 0.25% | 12,469 | $637K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.21% | 712 | $532K | Add +2.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 5,453 | $503K | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,655 | $479K | Add +18.6% |
| IWM iShares Russell 2000 ETF | 0.17% | 2,108 | $440K | Add +0.2% |
| HYD Vaneck High Yield Muni ETF | 0.17% | 8,717 | $437K | Add +0.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.17% | 2,750 | $435K | Reduce -11.3% |
| IVV iShares Core S&P 500 ETF | 0.15% | 662 | $391K | Reduce -6.1% |
| ORCL Oracle Corp. | 0.15% | 2,382 | $386K | Reduce -5.9% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.13% | 6,865 | $345K | Reduce -60.0% |
| GS Goldman Sachs Group Inc. | 0.13% | 569 | $344K | Add +2.1% |
| PINS Pinterest Inc. Class A | 0.13% | 10,372 | $342K | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.13% | 6,089 | $329K | Reduce -19.2% |
| VXF Vanguard Extended Market ETF | 0.13% | 1,754 | $325K | Reduce -4.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 1,627 | $316K | No change |
| PYLD PIMCO Multisector Bond Actv | 0.12% | 11,462 | $298K | Add +10.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 574 | $296K | Reduce -45.5% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,433 | $263K | No change |
| NFLX Netflix Inc. | 0.10% | 228 | $260K | New |
| VOO Vanguard S&P 500 ETF | 0.10% | 476 | $257K | Reduce -9.8% |
| SMH Vaneck Semiconductor ETF | 0.09% | 955 | $235K | No change |
| VGT Vanguard Info Tech ETF | 0.09% | 377 | $231K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 440 | $225K | New |
| INMU iShares Intermediate Muni Inc. | 0.08% | 8,844 | $207K | Add +1.2% |
| ESGU iShares ESG Aware MSCI USA | 0.08% | 1,608 | $206K | Add +0.3% |
Portfolio Sells Q4 2024 → Q1 2025
| MOAT Vaneck Morningstar Wide Moat | Reduce -52.7% | 5.14% | −4.84 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 27.32% | −2.03 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 16.36% | −1.57 |
| USFR Wisdomtree Floating Rate Tre | Reduce -26.2% | 2.31% | −0.50 |
| AAPL Apple Inc. | Reduce -9.9% | 2.58% | −0.45 |
| AMZN Amazon.com Inc. | Reduce -28.5% | 0.85% | −0.26 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Reduce -60.0% | 0.13% | −0.17 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.15 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -45.5% | 0.12% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -9.8% | 0.10% | +0.00 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -11.3% | 0.17% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -19.2% | 0.13% | +0.00 |
| ORCL Oracle Corp. | Reduce -5.9% | 0.15% | +0.00 |
| VXF Vanguard Extended Market ETF | Reduce -4.8% | 0.13% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -6.1% | 0.15% | +0.01 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -2.6% | 0.30% | +0.02 |
| PINS Pinterest Inc. Class A | Reduce -0.1% | 0.13% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.61% | +0.05 |
| TWLO Twilio Inc. Class A | Reduce -0.7% | 0.49% | +0.07 |
| UBER Uber Technologies Inc. | Reduce -10.7% | 0.25% | +0.08 |
| IWB iShares Russell 1000 ETF | Reduce -1.8% | 1.76% | +0.15 |
| JHMM John Hancock Multi Fact Mid | Reduce -5.7% | 4.10% | +0.20 |
| GSIE Goldman Sachs Activebeta Int | Reduce -3.3% | 2.90% | +0.54 |
Portfolio Buys Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Add +164.3% | 3.50% | +2.27 |
| QUAL iShares MSCI USA Quality Fac | Add +18.9% | 7.93% | +1.88 |
| TFLO iShares Treasury Floating Ra | Add +107.0% | 2.45% | +1.39 |
| DGRW Wisdomtree U.S. Quality Divi | Add +5.0% | 7.08% | +0.97 |
| MSFT Microsoft Corp. | Add +0.8% | 2.80% | +0.45 |
| IQLT iShares MSCI International Q | Add +4.0% | 1.54% | +0.36 |
| NOW ServiceNow Inc. | Add +0.3% | 3.47% | +0.29 |
| DASH DoorDash Inc. Class A | Add +0.5% | 0.93% | +0.22 |
| TSLA Tesla Inc. | Add +144.0% | 0.33% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | Add +35.9% | 0.29% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +13.9% | 0.41% | +0.12 |
| NFLX Netflix Inc. | New | 0.10% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +4.9% | 0.36% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.6% | 0.19% | +0.04 |
| AVGO Broadcom Inc. | Add +5.0% | 0.26% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.30% | +0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.3% | 0.20% | +0.03 |
| MUNI PIMCO Intermediate Municipal | Add +0.5% | 0.25% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +2.1% | 0.13% | +0.02 |
| PYLD PIMCO Multisector Bond Actv | Add +10.7% | 0.12% | +0.02 |
| LLY Eli Lilly & Co. | Add +2.9% | 0.21% | +0.02 |
| HYD Vaneck High Yield Muni ETF | Add +0.8% | 0.17% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.17% | +0.01 |
| INMU iShares Intermediate Muni Inc. | Add +1.2% | 0.08% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +0.3% | 0.08% | +0.01 |
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 |