Palo Alto Wealth Advisors

PALO ALTO, CAfiles as PALO ALTO WEALTH ADVISORS, LLC

$343m in 64 US stocks at the end of 30 September 2025. The top 10 are 81.9% of the money. It changed about 10.1% of the portfolio this quarter.

Value

$343m

Stocks

Top 10 share

81.9%

Turnover

10.1%

What changed this quarter

New

Bought for the first time this quarter.

American Centy ETF TRAVDE
0.2% of the fund
Ishares TRIJH
0.2% of the fund
American Centy ETF TRAVLC
0.1% of the fund
Ishares TRIVW
0.1% of the fund
Berkshire HathawayBRK-B
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
Bank of AmericaBAC
<0.1% of the fund
ExxonMobil HoldingsXOM
<0.1% of the fund
Goldman Sachs Physical GoldAAAU
<0.1% of the fund
Ishares TRITOT
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRQUAL
7.2% of the fund
+5%
Wisdomtree TRDGRW
6.2% of the fund
+3%
Goldman Sachs ETF TRGSIE
2.9% of the fund
+15%
Ishares TRTFLO
1.7% of the fund
+29%
American Centy ETF TRAVMC
1.4% of the fund
+29%
Ishares TRIQLT
1.3% of the fund
+3%
Amazon.comAMZN
0.8% of the fund
+12%
BroadcomAVGO
0.5% of the fund
+88%
JPMorgan ChaseJPM
0.4% of the fund
+4%
TeslaTSLA
0.3% of the fund
+4%
Meta PlatformsMETA
0.3% of the fund
+2%
Ishares TRIVV
0.2% of the fund
+86%
Ishares TRIJR
0.2% of the fund
+174%
Pimco ETF TRMUNI
0.2% of the fund
+3%
Eli LillyLLY
0.2% of the fund
+3%
Pimco ETF TRPYLD
0.2% of the fund
+84%
Vanguard Index FDSVTI
0.2% of the fund
+13%
Taiwan Semiconductor ManufacturingTSM
0.1% of the fund
+5%
Goldman Sachs GroupGS
0.1% of the fund
+2%
Invesco QQQ TRQQQ
0.1% of the fund
+29%
Vanguard Tax-Managed FDSVEA
0.1% of the fund
+22%
Vanguard Index FDSVOO
<0.1% of the fund
+6%
Johnson & JohnsonJNJ
<0.1% of the fund
+17%
NetflixNFLX
<0.1% of the fund
+6%
eBayEBAY
<0.1% of the fund
+2%

Cut

Sold some of their stake.

AlphabetGOOG
34.1% of the fund
-7%
AlphabetGOOGL
16.1% of the fund
-2%
NvidiaNVDA
4.7% of the fund
-16%
Vaneck ETF TrustMOAT
3.4% of the fund
-11%
AppleAAPL
2.6% of the fund
-2%
John Hancock Exchange TradedJHMM
2.2% of the fund
-4%
Wisdomtree TRUSFR
1.9% of the fund
-12%
Ishares TRIWB
1.3% of the fund
-13%
TwilioTWLO
0.4% of the fund
-2%
Palantir TechnologiesPLTR
0.3% of the fund
-8%
Ishares TRUSMV
0.1% of the fund
-4%
Vaneck ETF TrustHYD
0.1% of the fund
-19%
J P Morgan Exchange Traded FJCPB
0.1% of the fund
-48%
OktaOKTA
<0.1% of the fund
-52%

Sold out

Sold their entire stake.

Automatic Data ProcessingADP
-100%

Holdings

AlphabetGOOG
Share
34.1%
Value
$117m
Shares
401,695
-7%
AlphabetGOOGL
Share
16.1%
Value
$55m
Shares
190,266
-2%
Ishares TRQUAL
Share
7.2%
Value
$25m
Shares
125,685
+5%
Wisdomtree TRDGRW
Share
6.2%
Value
$21m
Shares
236,775
+3%
NvidiaNVDA
Share
4.7%
Value
$16m
Shares
82,950
-16%
Vaneck ETF TrustMOAT
Share
3.4%
Value
$12m
Shares
114,061
-11%
Goldman Sachs ETF TRGSIE
Share
2.9%
Value
$10m
Shares
239,540
+15%
AppleAAPL
Share
2.6%
Value
$9m
Shares
32,493
-2%
MicrosoftMSFT
Share
2.4%
Value
$8m
Shares
16,310
Held
John Hancock Exchange TradedJHMM
Share
2.2%
Value
$8m
Shares
115,901
-4%
Wisdomtree TRUSFR
Share
1.9%
Value
$6m
Shares
128,580
-12%
Ishares TRTFLO
Share
1.7%
Value
$6m
Shares
112,526
+29%
American Centy ETF TRAVMC
Share
1.4%
Value
$5m
Shares
68,650
+29%
Ishares TRIWB
Share
1.3%
Value
$5m
Shares
12,232
-13%
ServiceNowNOW
Share
1.3%
Value
$5m
Shares
5,280
Held
Ishares TRIQLT
Share
1.3%
Value
$4m
Shares
97,842
+3%
Amazon.comAMZN
Share
0.8%
Value
$3m
Shares
11,478
+12%
DoorDashDASH
Share
0.7%
Value
$2m
Shares
12,073
Held
BroadcomAVGO
Share
0.5%
Value
$2m
Shares
5,331
+88%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$2m
Shares
2,705
Held
TwilioTWLO
Share
0.4%
Value
$1m
Shares
10,756
-2%
JPMorgan ChaseJPM
Share
0.4%
Value
$1m
Shares
4,290
+4%
TeslaTSLA
Share
0.3%
Value
$1m
Shares
2,607
+4%
Palantir TechnologiesPLTR
Share
0.3%
Value
$1m
Shares
5,343
-8%
Vanguard Specialized FundsVIG
Share
0.3%
Value
$920,211
Shares
4,205
Held
Meta PlatformsMETA
Share
0.3%
Value
$904,933
Shares
1,443
+2%
Ishares TRIVV
Share
0.2%
Value
$848,848
Shares
1,237
+86%
Ishares TRIJR
Share
0.2%
Value
$798,386
Shares
6,676
+174%
Pimco ETF TRMUNI
Share
0.2%
Value
$743,711
Shares
14,123
+3%
Eli LillyLLY
Share
0.2%
Value
$717,458
Shares
726
+3%
American Centy ETF TRAVDE
Share
0.2%
Value
$683,785
Shares
8,490
New
Uber TechnologiesUBER
Share
0.2%
Value
$659,599
Shares
7,047
Held
Ishares TRIJH
Share
0.2%
Value
$643,840
Shares
9,855
New
Pimco ETF TRPYLD
Share
0.2%
Value
$587,091
Shares
21,890
+84%
Vanguard Index FDSVTI
Share
0.2%
Value
$528,201
Shares
1,573
+13%
Ishares TRIWM
Share
0.2%
Value
$517,610
Shares
2,119
Held
American Centy ETF TRAVLC
Share
0.1%
Value
$510,125
Shares
6,525
New
Ishares TRUSMV
Share
0.1%
Value
$497,699
Shares
5,278
-4%
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$496,930
Shares
1,707
+5%
Spdr Series TrustQUS
Share
0.1%
Value
$479,269
Shares
2,765
Held
Goldman Sachs GroupGS
Share
0.1%
Value
$478,083
Shares
590
+2%
Invesco QQQ TRQQQ
Share
0.1%
Value
$460,412
Shares
741
+29%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$423,836
Shares
6,866
+22%
Ishares TRIVW
Share
0.1%
Value
$388,210
Shares
3,133
New
Vaneck ETF TrustHYD
Share
0.1%
Value
$384,439
Shares
7,541
-19%
J P Morgan Exchange Traded FJCPB
Share
0.1%
Value
$374,458
Shares
7,867
-48%
Vanguard Index FDSVXF
Share
0.1%
Value
$369,880
Shares
1,760
Held
Vaneck ETF TrustSMH
Share
<0.1%
Value
$335,253
Shares
955
Held
Vanguard Index FDSVOO
Share
<0.1%
Value
$315,615
Shares
503
+6%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$306,704
Shares
1,582
+17%
OracleORCL
Share
<0.1%
Value
$293,100
Shares
1,241
Held
Vanguard World FDVGT
Share
<0.1%
Value
$291,548
Shares
377
Held
NetflixNFLX
Share
<0.1%
Value
$284,110
Shares
250
+6%
eBayEBAY
Share
<0.1%
Value
$269,459
Shares
3,088
+2%
Berkshire HathawayBRK-B
Share
<0.1%
Value
$267,424
Shares
538
New
OktaOKTA
Share
<0.1%
Value
$251,776
Shares
2,942
-52%
Advanced Micro DevicesAMD
Share
<0.1%
Value
$246,625
Shares
1,038
New
Bank of AmericaBAC
Share
<0.1%
Value
$244,191
Shares
4,553
New
Ishares TRESGU
Share
<0.1%
Value
$241,844
Shares
1,616
Held
ExxonMobil HoldingsXOM
Share
<0.1%
Value
$231,430
Shares
1,932
New
Goldman Sachs Physical GoldAAAU
Share
<0.1%
Value
$228,312
Shares
5,600
New
Bondbloxx ETF TrustXHLF
Share
<0.1%
Value
$225,461
Shares
4,485
Held
Blackrock ETF Trust IIINMU
Share
<0.1%
Value
$210,717
Shares
8,725
Held
Ishares TRITOT
Share
<0.1%
Value
$201,001
Shares
1,349
New

Company	Share of fund	Value	Shares	Change
AlphabetGOOG	34.1%	$117m	401,695	-7%
AlphabetGOOGL	16.1%	$55m	190,266	-2%
Ishares TRQUAL	7.2%	$25m	125,685	+5%
Wisdomtree TRDGRW	6.2%	$21m	236,775	+3%
NvidiaNVDA	4.7%	$16m	82,950	-16%
Vaneck ETF TrustMOAT	3.4%	$12m	114,061	-11%
Goldman Sachs ETF TRGSIE	2.9%	$10m	239,540	+15%
AppleAAPL	2.6%	$9m	32,493	-2%
MicrosoftMSFT	2.4%	$8m	16,310	Held
John Hancock Exchange TradedJHMM	2.2%	$8m	115,901	-4%
Wisdomtree TRUSFR	1.9%	$6m	128,580	-12%
Ishares TRTFLO	1.7%	$6m	112,526	+29%
American Centy ETF TRAVMC	1.4%	$5m	68,650	+29%
Ishares TRIWB	1.3%	$5m	12,232	-13%
ServiceNowNOW	1.3%	$5m	5,280	Held
Ishares TRIQLT	1.3%	$4m	97,842	+3%
Amazon.comAMZN	0.8%	$3m	11,478	+12%
DoorDashDASH	0.7%	$2m	12,073	Held
BroadcomAVGO	0.5%	$2m	5,331	+88%
State STR Spdr S&P 500 ETF TSPY	0.5%	$2m	2,705	Held
TwilioTWLO	0.4%	$1m	10,756	-2%
JPMorgan ChaseJPM	0.4%	$1m	4,290	+4%
TeslaTSLA	0.3%	$1m	2,607	+4%
Palantir TechnologiesPLTR	0.3%	$1m	5,343	-8%
Vanguard Specialized FundsVIG	0.3%	$920,211	4,205	Held
Meta PlatformsMETA	0.3%	$904,933	1,443	+2%
Ishares TRIVV	0.2%	$848,848	1,237	+86%
Ishares TRIJR	0.2%	$798,386	6,676	+174%
Pimco ETF TRMUNI	0.2%	$743,711	14,123	+3%
Eli LillyLLY	0.2%	$717,458	726	+3%
American Centy ETF TRAVDE	0.2%	$683,785	8,490	New
Uber TechnologiesUBER	0.2%	$659,599	7,047	Held
Ishares TRIJH	0.2%	$643,840	9,855	New
Pimco ETF TRPYLD	0.2%	$587,091	21,890	+84%
Vanguard Index FDSVTI	0.2%	$528,201	1,573	+13%
Ishares TRIWM	0.2%	$517,610	2,119	Held
American Centy ETF TRAVLC	0.1%	$510,125	6,525	New
Ishares TRUSMV	0.1%	$497,699	5,278	-4%
Taiwan Semiconductor ManufacturingTSM	0.1%	$496,930	1,707	+5%
Spdr Series TrustQUS	0.1%	$479,269	2,765	Held
Goldman Sachs GroupGS	0.1%	$478,083	590	+2%
Invesco QQQ TRQQQ	0.1%	$460,412	741	+29%
Vanguard Tax-Managed FDSVEA	0.1%	$423,836	6,866	+22%
Ishares TRIVW	0.1%	$388,210	3,133	New
Vaneck ETF TrustHYD	0.1%	$384,439	7,541	-19%
J P Morgan Exchange Traded FJCPB	0.1%	$374,458	7,867	-48%
Vanguard Index FDSVXF	0.1%	$369,880	1,760	Held
Vaneck ETF TrustSMH	<0.1%	$335,253	955	Held
Vanguard Index FDSVOO	<0.1%	$315,615	503	+6%
Johnson & JohnsonJNJ	<0.1%	$306,704	1,582	+17%
OracleORCL	<0.1%	$293,100	1,241	Held
Vanguard World FDVGT	<0.1%	$291,548	377	Held
NetflixNFLX	<0.1%	$284,110	250	+6%
eBayEBAY	<0.1%	$269,459	3,088	+2%
Berkshire HathawayBRK-B	<0.1%	$267,424	538	New
OktaOKTA	<0.1%	$251,776	2,942	-52%
Advanced Micro DevicesAMD	<0.1%	$246,625	1,038	New
Bank of AmericaBAC	<0.1%	$244,191	4,553	New
Ishares TRESGU	<0.1%	$241,844	1,616	Held
ExxonMobil HoldingsXOM	<0.1%	$231,430	1,932	New
Goldman Sachs Physical GoldAAAU	<0.1%	$228,312	5,600	New
Bondbloxx ETF TrustXHLF	<0.1%	$225,461	4,485	Held
Blackrock ETF Trust IIINMU	<0.1%	$210,717	8,725	Held
Ishares TRITOT	<0.1%	$201,001	1,349	New

Over time and by industry

Value over time

Sep '25

Value is up 29.9% since 30 June 2025.

Where the money is

Media & telecom50.6%

Technology12.6%

Retail & consumer2.0%

Financial services0.7%

Health care0.3%

Industrials0.2%

Energy0.1%

Other33.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.