Latest PALO ALTO WEALTH ADVISORS, LLC Stock Portfolio
PALO ALTO WEALTH ADVISORS, LLC Performance:
2025 Q3: 28.99%YTD: 27.64%2024: 15.31%
Performance for 2025 Q3 is 28.99%, and YTD is 27.64%, and 2024 is 15.31%.
About PALO ALTO WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings
PALO ALTO WEALTH ADVISORS, LLC is a hedge fund based in PALO ALTO, CA. On 19-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $472.7 Millions. In it's latest 13F Holdings report, PALO ALTO WEALTH ADVISORS, LLC reported an equity portfolio of $343.3 Millions as of 30 Sep, 2025.
The top stock holdings of PALO ALTO WEALTH ADVISORS, LLC are GOOG, GOOG, IBCE. The fund has invested 34.1% of it's portfolio in ALPHABET INC and 16.1% of portfolio in ALPHABET INC.
The fund managers got completely rid off AUTOMATIC DATA PROCESSING IN (ADP) stocks. They significantly reduced their stock positions in OKTA INC (OKTA), J P MORGAN EXCHANGE TRADED F (BBAX) and VANECK ETF TRUST (BUZZ). PALO ALTO WEALTH ADVISORS, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), ISHARES TR (IJR) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BROADCOM INC (AVGO) and PIMCO ETF TR (BOND).
The top stock holdings of PALO ALTO WEALTH ADVISORS, LLC are GOOG, GOOG, IBCE. The fund has invested 34.1% of it's portfolio in ALPHABET INC and 16.1% of portfolio in ALPHABET INC.
The fund managers got completely rid off AUTOMATIC DATA PROCESSING IN (ADP) stocks. They significantly reduced their stock positions in OKTA INC (OKTA), J P MORGAN EXCHANGE TRADED F (BBAX) and VANECK ETF TRUST (BUZZ). PALO ALTO WEALTH ADVISORS, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), ISHARES TR (IJR) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BROADCOM INC (AVGO) and PIMCO ETF TR (BOND).
PALO ALTO WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that PALO ALTO WEALTH ADVISORS, LLC made a return of 28.99% in the last quarter. In trailing 12 months, it's portfolio return was 35.6%.
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 683,785 |
| ishares tr | 643,840 |
| american centy etf tr | 510,125 |
| ishares tr | 388,210 |
| berkshire hathaway inc del | 267,424 |
| advanced micro devices inc | 246,625 |
| bank america corp | 244,191 |
| exxon mobil corp | 231,430 |
New stocks bought by PALO ALTO WEALTH ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 174 |
| broadcom inc | 87.91 |
| ishares tr | 86.3 |
| pimco etf tr | 83.78 |
| american centy etf tr | 29.11 |
| invesco qqq tr | 29.09 |
| ishares tr | 28.56 |
| vanguard tax-managed fds | 22.11 |
Additions to existing portfolio by PALO ALTO WEALTH ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| okta inc | -51.83 |
| j p morgan exchange traded f | -48.12 |
| vaneck etf trust | -19.22 |
| nvidia corporation | -15.65 |
| ishares tr | -12.7 |
| wisdomtree tr | -12.34 |
| vaneck etf trust | -10.56 |
| palantir technologies inc | -8.12 |
PALO ALTO WEALTH ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| automatic data processing in | -208,590 |
PALO ALTO WEALTH ADVISORS, LLC got rid off the above stocks
Sector Distribution
PALO ALTO WEALTH ADVISORS, LLC has about 51.7% of it's holdings in Communication Services sector.
| Sector | % |
|---|---|
| Communication Services | 51.7 |
| Others | 27.4 |
| Technology | 18.5 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
PALO ALTO WEALTH ADVISORS, LLC has about 66.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 63 |
| UNALLOCATED | 27.4 |
| MID-CAP | 6.2 |
| LARGE-CAP | 3.2 |
Stocks belong to which Index?
About 70.9% of the stocks held by PALO ALTO WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 64.6 |
| Others | 29.1 |
| RUSSELL 2000 | 6.3 |
PALO ALTO WEALTH ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of PALO ALTO WEALTH ADVISORS, LLC
PALO ALTO WEALTH ADVISORS, LLC has 64 stocks in it's portfolio. About 81.9% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for PALO ALTO WEALTH ADVISORS, LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.07 | 5,600 | 228,312 | new | |||
| AAPL | apple inc | 2.61 | 32,493 | 8,952,040 | reduced | -2.48 | ||
| ACWF | ishares tr | 1.66 | 112,526 | 5,681,420 | added | 28.56 | ||
| ACWF | ishares tr | 1.29 | 97,842 | 4,420,500 | added | 2.61 | ||
| ADP | automatic data processing in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEMB | american centy etf tr | 1.40 | 68,650 | 4,788,100 | added | 29.11 | ||
| AEMB | american centy etf tr | 0.20 | 8,490 | 683,785 | new | |||
| AEMB | american centy etf tr | 0.15 | 6,525 | 510,125 | new | |||
| AFK | vaneck etf trust | 3.38 | 114,061 | 11,589,800 | reduced | -10.56 | ||
| AFK | vaneck etf trust | 0.10 | 955 | 335,253 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.07 | 1,616 | 241,844 | added | 0.25 | ||
| AMD | advanced micro devices inc | 0.07 | 1,038 | 246,625 | new | |||
| AMPS | ishares tr | 0.14 | 5,278 | 497,699 | reduced | -3.55 | ||
| AMZN | amazon com inc | 0.83 | 11,478 | 2,859,250 | added | 12.12 | ||
| AVGO | broadcom inc | 0.55 | 5,331 | 1,876,140 | added | 87.91 | ||
| BAC | bank america corp | 0.07 | 4,553 | 244,191 | new | |||
| BBAX | j p morgan exchange traded f | 0.11 | 7,867 | 374,458 | reduced | -48.12 | ||
| BIL | spdr series trust | 0.14 | 2,765 | 479,269 | unchanged | 0.00 | ||
| BOND | pimco etf tr | 0.22 | 14,123 | 743,711 | added | 3.4 | ||
| BOND | pimco etf tr | 0.17 | 21,890 | 587,091 | added | 83.78 | ||