PALO ALTO WEALTH ADVISORS, LLC
Q2 2025 13F Holdings
- Locationpalo alto, CA
- Num holdings
55
- Value ($000)
$264,337
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $76.65M | 29 % | 432,099 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $34.24M | 13 % | 194,304 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $21.96M | 8 % | 120,144 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $19.23M | 7 % | 229,642 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $15.54M | 6 % | 98,339 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $11.96M | 5 % | 127,530 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $8.24M | 3 % | 207,879 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.00M | 3 % | 16,078 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $7.38M | 3 % | 146,684 | ||
JHMM JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | $7.36M | 3 % | 120,372 |
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