Palo Alto Wealth Advisors, LLC Portfolio Holdings

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025

Palo Alto Wealth Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $343 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $117B, Alphabet Inc. with a value of $55.4B, Ishares Msci Usa Quality Facto with a value of $24.7B, Wisdomtree Tr Us Quality Divid with a value of $21.2B, and Nvidia Corp with a value of $16B.

Examining the 13F form we can see an increase of $78.9B in the current position value, from $264B to 343B.

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 $343 Billion
Communication Services: $178 Billion
ETFs: $109 Billion
Technology: $42.7 Billion
Consumer Cyclical: $4.27 Billion
Financial Services: $2.34 Billion
Healthcare: $1.02 Billion
Energy: $231 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$117 Billion 34.14% of portfolio
401,695
Q3 2025 Reduced 7.04%
$1.65T
$55.4 Billion 16.15% of portfolio
190,266
Q3 2025 Reduced 2.08%
$0
$24.7 Billion 7.2% of portfolio
125,685
Q3 2025 Added 4.61%
$0
$21.2 Billion 6.18% of portfolio
236,775
Q3 2025 Added 3.11%
$465B
$16 Billion 4.67% of portfolio
82,950
Q3 2025 Reduced 15.65%
$0
$11.6 Billion 3.38% of portfolio
114,061
Q3 2025 Reduced 10.56%
$0
$10.1 Billion 2.93% of portfolio
239,540
Q3 2025 Added 15.23%
$4.3T
$8.95 Billion 2.61% of portfolio
32,493
Q3 2025 Reduced 2.48%
$3.78T
$8.3 Billion 2.42% of portfolio
16,310
Q3 2025 Added 1.44%
$0
$7.54 Billion 2.2% of portfolio
115,901
Q3 2025 Reduced 3.71%
$0
$6.47 Billion 1.88% of portfolio
128,580
Q3 2025 Reduced 12.34%
$0
$5.68 Billion 1.66% of portfolio
112,526
Q3 2025 Added 28.56%
American Centy ETF Tr
-
$4.79 Billion 1.39% of portfolio
-
Q3 2025 Added 29.11%
$0
$4.58 Billion 1.33% of portfolio
12,232
Q3 2025 Reduced 12.7%
$169B
$4.54 Billion 1.32% of portfolio
5,280
Q2 2025 Reduced 38.45%
$0
$4.42 Billion 1.29% of portfolio
97,842
Q3 2025 Added 2.61%
$74.1B
$2.42 Billion 0.71% of portfolio
12,073
Q3 2025 Added 0.12%
$139B
$1.88 Billion 0.55% of portfolio
5,331
Q3 2025 Added 87.91%
$0
$1.85 Billion 0.54% of portfolio
2,705
Q3 2025 Added 0.74%
$21.7B
$1.41 Billion 0.41% of portfolio
10,756
Q3 2025 Reduced 2.39%
$881B
$1.35 Billion 0.39% of portfolio
4,290
Q3 2025 Added 4.38%
$1.29T
$1.15 Billion 0.33% of portfolio
2,607
Q3 2025 Added 4.07%
$342B
$1.02 Billion 0.3% of portfolio
5,343
Q3 2025 Reduced 8.12%
$0
$920 Million 0.27% of portfolio
4,205
Q2 2025 Added 6.78%
$1.37T
$905 Million 0.26% of portfolio
1,443
Q3 2025 Added 2.12%
$0
$849 Million 0.25% of portfolio
1,237
Q3 2025 Added 86.3%
$0
$798 Million 0.23% of portfolio
6,676
Q3 2025 Added 174.28%
$0
$744 Million 0.22% of portfolio
14,123
Q3 2025 Added 3.4%
$971B
$717 Million 0.21% of portfolio
726
Q3 2025 Added 2.54%
$0
$684 Million 0.2% of portfolio
8,490
Q3 2025 New
$0
$644 Million 0.19% of portfolio
9,855
Q3 2025 New
$181B
$660 Million 0.19% of portfolio
7,047
Q3 2025 Added 0.76%
Pimco ETF Tr
-
$587 Million 0.17% of portfolio
-
Q3 2025 Added 83.78%
$0
$528 Million 0.15% of portfolio
1,573
Q3 2025 Added 12.52%
$0
$518 Million 0.15% of portfolio
2,119
Q3 2025 Added 0.28%
American Centy ETF Tr
-
$510 Million 0.15% of portfolio
-
Q3 2025 New
$265B
$478 Million 0.14% of portfolio
590
Q3 2025 Added 2.25%
$0
$479 Million 0.14% of portfolio
2,765
Q2 2025 Added 0.55%
$1.46T
$497 Million 0.14% of portfolio
1,707
Q3 2025 Added 4.92%
$0
$498 Million 0.14% of portfolio
5,278
Q3 2025 Reduced 3.55%
$0
$460 Million 0.13% of portfolio
741
Q3 2025 Added 29.09%
$0
$424 Million 0.12% of portfolio
6,866
Q3 2025 Added 22.11%
$0
$370 Million 0.11% of portfolio
1,760
Q3 2025 Added 0.06%
$0
$374 Million 0.11% of portfolio
7,867
Q3 2025 Reduced 48.12%
$0
$384 Million 0.11% of portfolio
7,541
Q3 2025 Reduced 19.22%
$0
$388 Million 0.11% of portfolio
3,133
Q3 2025 New
$0
$335 Million 0.1% of portfolio
955
Q1 2024 New
$593B
$293 Million 0.09% of portfolio
1,241
Q3 2025 Added 1.64%
$522B
$307 Million 0.09% of portfolio
1,582
Q3 2025 Added 17.36%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $343 Billion
  • Prior Value $264 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email