Institutional Manager · CIK 0001964382
PALO ALTO WEALTH ADVISORS, LLC
PALO ALTO, CA · File #028-22829
Latest AUM
$343.3M
Positions
64
Top-10 Concentration
82.7%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $343.3M
- 13F HOLDINGS REPORTQ/E Jun 202555 pos · $264.3M
- 13F HOLDINGS REPORTQ/E Mar 202552 pos · $256.4M
- 13F HOLDINGS REPORTQ/E Dec 202451 pos · $285.0M
- 13F HOLDINGS REPORTQ/E Sep 202450 pos · $241.6M
- 13F HOLDINGS REPORTQ/E Jun 202442 pos · $144.7M
- 13F HOLDINGS REPORTQ/E Mar 202442 pos · $141.8M
- 13F HOLDINGS REPORTQ/E Dec 202339 pos · $119.8M
- 13F HOLDINGS REPORTQ/E Sep 202339 pos · $125.3M
- 13F HOLDINGS REPORTQ/E Jun 202341 pos · $124.8M
- 13F HOLDINGS REPORTQ/E Mar 202343 pos · $117.3M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 401,695 | $117.2M | 34.49% |
| 2 | ALPHABET INC | GOOG | 190,266 | $55.4M | 16.31% |
| 3 | ISHARES TR | 46432F339 | 125,685 | $24.7M | 7.27% |
| 4 | WISDOMTREE TR | WT | 236,775 | $21.2M | 6.25% |
| 5 | NVIDIA CORPORATION | NVDA | 82,950 | $16.0M | 4.72% |
| 6 | VANECK ETF TRUST | 92189F643 | 114,061 | $11.6M | 3.41% |
| 7 | GOLDMAN SACHS ETF TR | NVGLF | 239,540 | $10.1M | 2.96% |
| 8 | APPLE INC | AAPL | 32,493 | $9.0M | 2.63% |
| 9 | MICROSOFT CORP | MSFT | 16,310 | $8.3M | 2.44% |
| 10 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 115,901 | $7.5M | 2.22% |
| 11 | WISDOMTREE TR | WT | 128,580 | $6.5M | 1.90% |
| 12 | ISHARES TR | 46434V860 | 112,526 | $5.7M | 1.67% |
| 13 | AMERICAN CENTY ETF TR | 025072125 | 68,650 | $4.8M | 1.41% |
| 14 | ISHARES TR | 464287622 | 12,232 | $4.6M | 1.35% |
| 15 | SERVICENOW INC | NOW | 5,280 | $4.5M | 1.34% |
| 16 | ISHARES TR | 46434V456 | 97,842 | $4.4M | 1.30% |
| 17 | AMAZON COM INC | AMZN | 11,478 | $2.9M | 0.84% |
| 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% |