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
$0
$218 Million 0.08% of portfolio
1,612
Q2 2025 Added 0.25%
$124B
$209 Million 0.08% of portfolio
673
Q2 2025 New
$0
$208 Million 0.08% of portfolio
8,872
Q2 2025 Added 0.32%
$452B
$206 Million 0.08% of portfolio
1,348
Q2 2025 New
$53.3B
$224 Million 0.08% of portfolio
3,014
Q2 2025 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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