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Latest PALO ALTO WEALTH ADVISORS, LLC Stock Portfolio

$343Million | No. of Holdings #64

PALO ALTO WEALTH ADVISORS, LLC Performance

2025 Q3+28.99%
YTD+27.64%
2024+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 2025-11-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, PALO ALTO WEALTH ADVISORS, LLC reported an equity portfolio of $343.3 Millions as of 30 Sep, 2025. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 12 Nov, 2025
$343Million
  as of Nov 12, 2025

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%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
american centy etf tr683,785
ishares tr643,840
american centy etf tr510,125
ishares tr388,210
berkshire hathaway inc del267,424
advanced micro devices inc246,625
bank america corp244,191
exxon mobil corp231,430
New stocks bought by PALO ALTO WEALTH ADVISORS, LLC

Additions

Ticker% Inc.
ishares tr174
broadcom inc87.91
ishares tr86.3
pimco etf tr83.78
american centy etf tr29.11
invesco qqq tr29.09
ishares tr28.56
vanguard tax-managed fds22.11
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.

  • Communication Services
  • Others
  • Technology
  • Consumer Cyclical
Sector%
Communication Services51.7
Others27.4
Technology18.5
Consumer Cyclical1.2

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.

  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • LARGE-CAP
Category%
MEGA-CAP63
UNALLOCATED27.4
MID-CAP6.2
LARGE-CAP3.2

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064.6
Others29.1
RUSSELL 20006.3
Top 5 Winners (%)%
GOOG
alphabet inc
64.7 %
GOOG
alphabet inc
62.5 %
PLTR
palantir technologies inc
39.6 %
TSLA
tesla inc
36.4 %
AAPL
apple inc
34.0 %
Top 5 Winners ($)$
GOOG
alphabet inc
47.9 M
GOOG
alphabet inc
22.2 M
NVDA
nvidia corporation
3.4 M
AAPL
apple inc
2.3 M
JAMF
wisdomtree tr
1.4 M
Top 5 Losers (%)%
DASH
doordash inc
-18.6 %
NOW
servicenow inc
-16.3 %
META
meta platforms inc
-14.8 %
NFLX
netflix inc
-14.4 %
OKTA
okta inc
-11.2 %
Top 5 Losers ($)$
NOW
servicenow inc
-0.9 M
DASH
doordash inc
-0.6 M
META
meta platforms inc
-0.2 M
OKTA
okta inc
-0.1 M
NFLX
netflix inc
0.0 M

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.

$343.27MTotal Value
65.00Positions
12 Nov, 2025Last Reported
Current holdings of Current Stock Holdings of PALO ALTO WEALTH ADVISORS, LLC, last reported on 12 Nov, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
PALO ALTO WEALTH ADVISORS, LLC's holding in Goldman Sachs Physical Gold over time
0.07%5,600
$228.3K
0.07%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
PALO ALTO WEALTH ADVISORS, LLC's holding in Ishares Tr over time
1.66%112,526
$5.68M
1.66%
increased 28.56 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
PALO ALTO WEALTH ADVISORS, LLC's holding in Ishares Tr over time
1.29%97,842
$4.42M
1.29%
increased 2.61 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PALO ALTO WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
1.4%68,650
$4.79M
1.4%
increased 29.11 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PALO ALTO WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
0.2%8,490
$683.8K
0.2%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PALO ALTO WEALTH ADVISORS, LLC's holding in American Centy Etf Tr over time
0.15%6,525
$510.1K
0.15%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PALO ALTO WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
3.38%114,061
$11.59M
3.38%
decreased 10.56 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PALO ALTO WEALTH ADVISORS, LLC's holding in Vaneck Etf Trust over time
0.1%955
$335.3K
0.1%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
PALO ALTO WEALTH ADVISORS, LLC's holding in Ishares Tr over time
0.07%1,616
$241.8K
0.07%
increased 0.25 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
PALO ALTO WEALTH ADVISORS, LLC's holding in J P Morgan Exchange Traded F over time
0.11%7,867
$374.5K
0.11%
decreased 48.12 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
PALO ALTO WEALTH ADVISORS, LLC's holding in Spdr Series Trust over time
0.14%2,765
$479.3K
0.14%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
PALO ALTO WEALTH ADVISORS, LLC's holding in Pimco Etf Tr over time
0.22%14,123
$743.7K
0.22%
increased 3.4 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
PALO ALTO WEALTH ADVISORS, LLC's holding in Pimco Etf Tr over time
0.17%21,890
$587.1K
0.17%
increased 83.78 percentadded