PALO ALTO WEALTH ADVISORS, LLC

Q3 2025 13F Holdings

  • Location
    palo alto, CA
  • Num holdings

    64

  • Value ($000)

    $343,271

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001964382
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$117.19M
34 %

401,695

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$55.43M
16 %

190,266

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$24.70M
7 %

125,685

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$21.22M
6 %

236,775

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.02M
5 %

82,950

M
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
92189F643
$11.59M
3 %

114,061

G
GSIE

GOLDMAN SACHS ETF TR

ACTIVEBETA INT
381430107
$10.06M
3 %

239,540

A
AAPL

APPLE INC

COM
037833100
$8.95M
3 %

32,493

M
MSFT

MICROSOFT CORP

COM
594918104
$8.30M
2 %

16,310

J
JHMM

JOHN HANCOCK EXCHANGE TRADED

MULTIFACTOR MI
47804J206
$7.54M
2 %

115,901

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