13F HOLDINGS REPORT
PALO ALTO WEALTH ADVISORS, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001951757-25-001406
Total Value
$343.3M
Positions
64
Other Managers
1
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 401,695 | $117.2M | 34.14% |
| 2 | ALPHABET INC | GOOG | 190,266 | $55.4M | 16.15% |
| 3 | ISHARES TR | 46432F339 | 125,685 | $24.7M | 7.20% |
| 4 | WISDOMTREE TR | WT | 236,775 | $21.2M | 6.18% |
| 5 | NVIDIA CORPORATION | NVDA | 82,950 | $16.0M | 4.67% |
| 6 | VANECK ETF TRUST | 92189F643 | 114,061 | $11.6M | 3.38% |
| 7 | GOLDMAN SACHS ETF TR | NVGLF | 239,540 | $10.1M | 2.93% |
| 8 | APPLE INC | AAPL | 32,493 | $9.0M | 2.61% |
| 9 | MICROSOFT CORP | MSFT | 16,310 | $8.3M | 2.42% |
| 10 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 115,901 | $7.5M | 2.20% |
| 11 | WISDOMTREE TR | WT | 128,580 | $6.5M | 1.88% |
| 12 | ISHARES TR | 46434V860 | 112,526 | $5.7M | 1.66% |
| 13 | AMERICAN CENTY ETF TR | 025072125 | 68,650 | $4.8M | 1.39% |
| 14 | ISHARES TR | 464287622 | 12,232 | $4.6M | 1.33% |
| 15 | SERVICENOW INC | NOW | 5,280 | $4.5M | 1.32% |
| 16 | ISHARES TR | 46434V456 | 97,842 | $4.4M | 1.29% |
| 17 | AMAZON COM INC | AMZN | 11,478 | $2.9M | 0.83% |
| 18 | DOORDASH INC | DASH | 12,073 | $2.4M | 0.71% |
| 19 | BROADCOM INC | AVGO | 5,331 | $1.9M | 0.55% |
| 20 | SPDR S&P 500 ETF TR | SPY | 2,705 | $1.8M | 0.54% |
| 21 | TWILIO INC | TWLO | 10,756 | $1.4M | 0.41% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 4,290 | $1.4M | 0.39% |
| 23 | TESLA INC | TSLA | 2,607 | $1.1M | 0.33% |
| 24 | PALANTIR TECHNOLOGIES INC | PLTR | 5,343 | $1.0M | 0.30% |
| 25 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,205 | $920,211 | 0.27% |
| 26 | META PLATFORMS INC | META | 1,443 | $904,933 | 0.26% |
| 27 | ISHARES TR | 464287200 | 1,237 | $848,848 | 0.25% |
| 28 | ISHARES TR | 464287804 | 6,676 | $798,386 | 0.23% |
| 29 | PIMCO ETF TR | 72201R866 | 14,123 | $743,711 | 0.22% |
| 30 | ELI LILLY & CO | LLY | 726 | $717,458 | 0.21% |
| 31 | AMERICAN CENTY ETF TR | 025072703 | 8,490 | $683,785 | 0.20% |
| 32 | UBER TECHNOLOGIES INC | UBER | 7,047 | $659,599 | 0.19% |
| 33 | ISHARES TR | 464287507 | 9,855 | $643,840 | 0.19% |
| 34 | PIMCO ETF TR | 72201R585 | 21,890 | $587,091 | 0.17% |
| 35 | VANGUARD INDEX FDS | 922908769 | 1,573 | $528,201 | 0.15% |
| 36 | ISHARES TR | 464287655 | 2,119 | $517,610 | 0.15% |
| 37 | AMERICAN CENTY ETF TR | 025072158 | 6,525 | $510,125 | 0.15% |
| 38 | ISHARES TR | 46429B697 | 5,278 | $497,699 | 0.14% |
| 39 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,707 | $496,930 | 0.14% |
| 40 | SPDR SERIES TRUST | 78468R812 | 2,765 | $479,269 | 0.14% |
| 41 | GOLDMAN SACHS GROUP INC | GSCE | 590 | $478,083 | 0.14% |
| 42 | INVESCO QQQ TR | IVZ | 741 | $460,412 | 0.13% |
| 43 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,866 | $423,836 | 0.12% |
| 44 | ISHARES TR | 464287309 | 3,133 | $388,210 | 0.11% |
| 45 | VANECK ETF TRUST | 92189H409 | 7,541 | $384,439 | 0.11% |
| 46 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 7,867 | $374,458 | 0.11% |
| 47 | VANGUARD INDEX FDS | 922908652 | 1,760 | $369,880 | 0.11% |
| 48 | VANECK ETF TRUST | 92189F676 | 955 | $335,253 | 0.10% |
| 49 | VANGUARD INDEX FDS | 922908363 | 503 | $315,615 | 0.09% |
| 50 | JOHNSON & JOHNSON | JNJ | 1,582 | $306,704 | 0.09% |
| 51 | ORACLE CORP | ORCL-PD | 1,241 | $293,100 | 0.09% |
| 52 | VANGUARD WORLD FD | 92204A702 | 377 | $291,548 | 0.08% |
| 53 | NETFLIX INC | NFLX | 250 | $284,110 | 0.08% |
| 54 | EBAY INC. | EBAY | 3,088 | $269,459 | 0.08% |
| 55 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 538 | $267,424 | 0.08% |
| 56 | OKTA INC | OKTA | 2,942 | $251,776 | 0.07% |
| 57 | ADVANCED MICRO DEVICES INC | AMD | 1,038 | $246,625 | 0.07% |
| 58 | BANK AMERICA CORP | 060505104 | 4,553 | $244,191 | 0.07% |
| 59 | ISHARES TR | 46435G425 | 1,616 | $241,844 | 0.07% |
| 60 | EXXON MOBIL CORP | XOM | 1,932 | $231,430 | 0.07% |
| 61 | GOLDMAN SACHS PHYSICAL GOLD | 38150K103 | 5,600 | $228,312 | 0.07% |
| 62 | BONDBLOXX ETF TRUST | 09789C788 | 4,485 | $225,461 | 0.07% |
| 63 | BLACKROCK ETF TRUST II | BLK | 8,725 | $210,717 | 0.06% |
| 64 | ISHARES TR | 464287150 | 1,349 | $201,001 | 0.06% |