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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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