PALO ALTO WEALTH ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationpalo alto, CA
- CIK0001964382
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
52 | $256.39 M | GOOG, GOOGL, QUAL, DGRW | 13F-HR | May 15, 2025 | 000195175725000562 | ||
51 | $284.98 M | GOOG, GOOGL, MOAT, DGRW | 13F-HR | Feb 14, 2025 | 000195175725000266 | ||
50 | $241.56 M | GOOG, GOOGL, MOAT, DGRW | 13F-HR | Nov 6, 2024 | 000195175724001178 | ||
42 | $144.67 M | MOAT, DGRW, QUAL, GOOG | 13F-HR | Aug 13, 2024 | 000195175724000747 | ||
42 | $141.84 M | MOAT, DGRW, QUAL, GOOG | 13F-HR | Apr 30, 2024 | 000195175724000420 | ||
38 | $132.27 M | MOAT, DGRW, QUAL, MSFT | 13F-HR | Feb 5, 2024 | 000195175724000200 | ||
39 | $119.83 M | MOAT, DGRW, QUAL, GOOG | 13F-HR | Oct 30, 2023 | 000195175723000642 | ||
39 | $125.31 M | MOAT, DGRW, GOOG, QUAL | 13F-HR | Aug 7, 2023 | 000195175723000487 | ||
41 | $124.83 M | MOAT, DGRW, GOOGL, QUAL | 13F-HR | Apr 18, 2023 | 000195175723000175 | ||
43 | $117.33 M | MOAT, DGRW, GOOGL, QUAL | 13F-HR | Feb 7, 2023 | 000195175723000107 |