§ 13F · FUND PROFILE
PALO ALTO WEALTH ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $343M (13F)Positions · 64Turnover · — · Q3Filed · Nov 12, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$343M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 402K | $117M | 34.1% | NEW |
| 2 | GOOGL | ALPHABET INC | 190K | $55M | 16.1% | NEW |
| 3 | QUAL | ISHARES TR | 126K | $25M | 7.2% | NEW |
| 4 | DGRW | WISDOMTREE TR | 237K | $21M | 6.2% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 83K | $16M | 4.7% | NEW |
| 6 | MOAT | VANECK ETF TRUST | 114K | $12M | 3.4% | NEW |
| 7 | GSIE | GOLDMAN SACHS ETF TR | 240K | $10M | 2.9% | NEW |
| 8 | AAPL | APPLE INC | 32K | $9M | 2.6% | NEW |
| 9 | MSFT | MICROSOFT CORP | 16K | $8M | 2.4% | NEW |
| 10 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 116K | $8M | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALO SIGNAL
AC read
PALO ALTO WEALTH ADVISORS, LLC is a Other fund managing $343 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed