Palo Alto Wealth Advisors, LLC Portfolio Holdings

Palo Alto Wealth Advisors, LLC

  • $264 Billion
  • Q2 2025

Palo Alto Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $264 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $76.6B, Alphabet Inc. with a value of $34.2B, Ishares Msci Usa Quality Facto with a value of $22B, Wisdomtree Tr Us Quality Divid with a value of $19.2B, and Nvidia Corp with a value of $15.5B.

Examining the 13F form we can see an increase of $7.94B in the current position value, from $256B to 264B.

Palo Alto Wealth Advisors, LLC is based out at Palo Alto, CA

Below you can find more details about Palo Alto Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $264 Billion
Communication Services: $117 Billion
ETFs: $98.4 Billion
Technology: $39.3 Billion
Consumer Cyclical: $3.27 Billion
Financial Services: $1.6 Billion
Healthcare: $758 Million
Industrials: $209 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24T
$76.6 Billion 29.0% of portfolio
432,099
Q2 2025 Reduced 0.75%
$1.21T
$34.2 Billion 12.95% of portfolio
194,304
Q2 2025 Reduced 26.09%
$0
$22 Billion 8.31% of portfolio
120,144
Q2 2025 Added 4.45%
$0
$19.2 Billion 7.27% of portfolio
229,642
Q2 2025 Added 1.74%
$456B
$15.5 Billion 5.88% of portfolio
98,339
Q2 2025 Added 42.47%
$0
$12 Billion 4.52% of portfolio
127,530
Q2 2025 Reduced 12.04%
$0
$8.24 Billion 3.12% of portfolio
207,879
Q2 2025 Added 6.34%
$3.95T
$8 Billion 3.03% of portfolio
16,078
Q2 2025 Added 0.66%
$0
$7.38 Billion 2.79% of portfolio
146,684
Q2 2025 Added 25.02%
$0
$7.36 Billion 2.78% of portfolio
120,372
Q2 2025 Reduced 31.41%
$3.69T
$6.84 Billion 2.59% of portfolio
33,319
Q2 2025 Added 7.47%
$172B
$5.43 Billion 2.05% of portfolio
5,280
Q2 2025 Reduced 38.45%
$0
$4.76 Billion 1.8% of portfolio
14,011
Q2 2025 Added 0.04%
$0
$4.43 Billion 1.68% of portfolio
87,525
Q2 2025 Reduced 29.57%
$0
$4.12 Billion 1.56% of portfolio
95,354
Q2 2025 Added 1.66%
American Centy ETF Tr
-
$3.52 Billion 1.33% of portfolio
-
Q2 2025 New
$2.26T
$2.25 Billion 0.85% of portfolio
10,237
Q2 2025 Reduced 0.57%
$0
$1.66 Billion 0.63% of portfolio
2,685
Q1 2025 Reduced 2.19%
$16.5B
$1.37 Billion 0.52% of portfolio
11,019
Q2 2025 Added 0.04%
$859B
$1.19 Billion 0.45% of portfolio
4,110
Q2 2025 Added 1.68%
$1.78T
$1.04 Billion 0.39% of portfolio
1,413
Q2 2025 Added 1.65%
$0
$864 Million 0.33% of portfolio
4,205
Q2 2025 Added 6.78%
$127B
$782 Million 0.3% of portfolio
2,837
Q2 2025 Added 0.85%
$367B
$793 Million 0.3% of portfolio
5,815
Q2 2025 Added 0.41%
$1.08T
$796 Million 0.3% of portfolio
2,505
Q2 2025 Added 0.24%
$0
$714 Million 0.27% of portfolio
15,163
Q2 2025 Reduced 7.66%
$0
$701 Million 0.27% of portfolio
13,658
Q2 2025 Added 9.54%
$182B
$653 Million 0.25% of portfolio
6,994
Q2 2025 Added 0.13%
$13.6B
$611 Million 0.23% of portfolio
6,107
Q2 2025 New
$608B
$552 Million 0.21% of portfolio
708
Q2 2025 Reduced 0.56%
$0
$514 Million 0.19% of portfolio
5,472
Q2 2025 Added 0.35%
$0
$469 Million 0.18% of portfolio
9,335
Q2 2025 Added 7.09%
$0
$456 Million 0.17% of portfolio
2,113
Q2 2025 Added 0.24%
$0
$451 Million 0.17% of portfolio
2,765
Q2 2025 Added 0.55%
$0
$412 Million 0.16% of portfolio
664
Q2 2025 Added 0.3%
$0
$426 Million 0.16% of portfolio
1,398
Q2 2025 Reduced 15.53%
$254B
$408 Million 0.15% of portfolio
577
Q2 2025 Added 1.41%
$1.27T
$368 Million 0.14% of portfolio
1,627
Q4 2024 New
$0
$339 Million 0.13% of portfolio
1,759
Q2 2025 Added 0.29%
$545B
$316 Million 0.12% of portfolio
236
Q2 2025 Added 3.51%
Pimco ETF Tr
-
$316 Million 0.12% of portfolio
-
Q2 2025 Added 3.92%
$0
$317 Million 0.12% of portfolio
574
Q1 2025 Reduced 45.49%
$0
$321 Million 0.12% of portfolio
5,623
Q2 2025 Reduced 7.65%
$684B
$267 Million 0.1% of portfolio
1,221
Q2 2025 Reduced 48.74%
$0
$266 Million 0.1% of portfolio
955
Q1 2024 New
$0
$266 Million 0.1% of portfolio
2,434
Q2 2025 Added 0.04%
$0
$271 Million 0.1% of portfolio
476
Q1 2025 Reduced 9.85%
-
$226 Million 0.09% of portfolio
-
Q2 2025 Reduced 34.67%
$0
$250 Million 0.09% of portfolio
377
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $264 Billion
  • Prior Value $256 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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