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CIK: 0001964382
Total reported value
$343.3M
$343.3M
55 檔
48.8%
At the close of Q2 2025, Palo Alto Wealth Advisors, LLC disclosed equity holdings valued at approximately $343.3M, spread across 55 reported holdings.
During Q2 2025, Palo Alto Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 29.00% | +6.82% | -0.75% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 12.95% | -0.21% | -26.09% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.31% | -0.73% | +4.45% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.27% | -0.90% | +1.74% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.88% | +1.17% | +42.47% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.52% | -1.76% | -12.04% | |
| 7 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.12% | +0.03% | +6.34% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.38% | +0.66% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.79% | -0.43% | +25.02% | |
| 10 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.78% | -1.90% | -31.41% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.03% | +7.47% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 2.05% | -2.15% | -38.45% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.80% | — | +0.04% | |
| 14 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.68% | -0.79% | -29.57% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.56% | -0.25% | +1.66% | |
| 16 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 1.33% | +1.39% | NEW | |
| 17 | DASH | Doordash Inc - A | Stock-Consumer Disc | 1.12% | — | +0.02% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.02% | -0.57% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.07% | — | |
| 20 | TWLO | Twilio Inc - A | Stock-Tech | 0.52% | -0.08% | +0.04% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.02% | +1.68% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | — | +1.65% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.03% | +6.78% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | — | +0.24% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.30% | +0.01% | +0.41% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.29% | +0.85% | |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.27% | -0.19% | -7.66% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.27% | -0.03% | +9.54% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.25% | — | +0.13% | |
| 30 | OKTA | Okta Inc | Stock-Tech | 0.23% | +0.07% | NEW | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | — | -0.56% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.19% | — | +0.35% | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.18% | — | +7.09% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | -0.02% | +0.24% | |
| 35 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.17% | — | +0.55% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | — | -15.53% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.10% | +0.30% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.15% | +0.01% | +1.41% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.14% | +0.02% | — | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.13% | — | +0.29% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.12% | -0.01% | -7.65% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.12% | +0.01% | — | |
| 43 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.12% | +0.05% | +3.92% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.12% | — | +3.51% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.06% | -48.74% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.10% | +0.01% | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.10% | +0.13% | +0.04% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.09% | — | — | |
| 50 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.09% | -0.06% | -34.67% |
According to official SEC Form 13F filings, Palo Alto Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $343.3M across 55 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GOOG, GOOGL, QUAL) accounted for 48.8% of total reported equity market value during Q2 2025.
During Q2 2025, Palo Alto Wealth Advisors, LLC's top holdings by market value included GOOG (29.0%)、GOOGL (12.9%)、QUAL (8.3%). The largest single position, GOOG, represented 29.0% of total portfolio value.
In Q2 2025, Palo Alto Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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