PALO ALTO WEALTH ADVISORS, LLC
Q3 2025 13F Holdings
- Locationpalo alto, CA
- Num holdings
64
- Value ($000)
$343,271
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001964382
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $117.19 M | 34 % | 401,695 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $55.43 M | 16 % | 190,266 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $24.70 M | 7 % | 125,685 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $21.22 M | 6 % | 236,775 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.02 M | 5 % | 82,950 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $11.59 M | 3 % | 114,061 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $10.06 M | 3 % | 239,540 | ||
AAPL APPLE INC | COM | 037833100 | $8.95 M | 3 % | 32,493 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.30 M | 2 % | 16,310 | ||
JHMM JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | $7.54 M | 2 % | 115,901 |
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