PALO ALTO WEALTH ADVISORS, LLC

Est. AUM

$343.3M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL C	$117.2M	401695	34.14%	DFND
2	ALPHABET INC	CAP STK CL A	$55.4M	190266	16.15%	DFND
3	ISHARES TR	MSCI USA QLT FCT	$24.7M	125685	7.20%	DFND
4	WISDOMTREE TR	US QTLY DIV GRT	$21.2M	236775	6.18%	DFND
5	NVIDIA CORPORATION	COM	$16.0M	82950	4.67%	DFND
6	VANECK ETF TRUST	MRNGSTR WDE MOAT	$11.6M	114061	3.38%	DFND
7	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$10.1M	239540	2.93%	DFND
8	APPLE INC	COM	$9.0M	32493	2.61%	DFND
9	MICROSOFT CORP	COM	$8.3M	16310	2.42%	DFND
10	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$7.5M	115901	2.20%	SOLE
11	WISDOMTREE TR	FLOATNG RAT TREA	$6.5M	128580	1.88%	SOLE
12	ISHARES TR	TRS FLT RT BD	$5.7M	112526	1.65%	SOLE
13	AMERICAN CENTY ETF TR	AVANTIS US MID C	$4.8M	68650	1.39%	SOLE
14	ISHARES TR	RUS 1000 ETF	$4.6M	12232	1.33%	SOLE
15	SERVICENOW INC	COM	$4.5M	5280	1.32%	DFND
16	ISHARES TR	MSCI INTL QUALTY	$4.4M	97842	1.29%	SOLE
17	AMAZON COM INC	COM	$2.9M	11478	0.83%	DFND
18	DOORDASH INC	CL A	$2.4M	12073	0.71%	DFND
19	BROADCOM INC	COM	$1.9M	5331	0.55%	DFND
20	SPDR S&P 500 ETF TR	TR UNIT	$1.8M	2705	0.54%	SOLE
21	TWILIO INC	CL A	$1.4M	10756	0.41%	DFND
22	JPMORGAN CHASE & CO.	COM	$1.4M	4290	0.39%	DFND
23	TESLA INC	COM	$1.1M	2607	0.33%	DFND
24	PALANTIR TECHNOLOGIES INC	CL A	$1.0M	5343	0.30%	DFND
25	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$920K	4205	0.27%	SOLE
26	META PLATFORMS INC	CL A	$905K	1443	0.26%	DFND
27	ISHARES TR	CORE S&P500 ETF	$849K	1237	0.25%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$798K	6676	0.23%	SOLE
29	PIMCO ETF TR	INTER MUN BD ACT	$744K	14123	0.22%	SOLE
30	ELI LILLY & CO	COM	$717K	726	0.21%	DFND
31	AMERICAN CENTY ETF TR	INTL EQT ETF	$684K	8490	0.20%	SOLE
32	UBER TECHNOLOGIES INC	COM	$660K	7047	0.19%	DFND
33	ISHARES TR	CORE S&P MCP ETF	$644K	9855	0.19%	SOLE
34	PIMCO ETF TR	MULTISECTOR BD	$587K	21890	0.17%	SOLE
35	VANGUARD INDEX FDS	TOTAL STK MKT	$528K	1573	0.15%	SOLE
36	ISHARES TR	RUSSELL 2000 ETF	$518K	2119	0.15%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS US LARG	$510K	6525	0.15%	SOLE
38	ISHARES TR	MSCI USA MIN VOL	$498K	5278	0.15%	SOLE
39	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$497K	1707	0.14%	SOLE
40	SPDR SERIES TRUST	MSCI USA STRTGIC	$479K	2765	0.14%	DFND
41	GOLDMAN SACHS GROUP INC	COM	$478K	590	0.14%	DFND
42	INVESCO QQQ TR	UNIT SER 1	$460K	741	0.13%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$424K	6866	0.12%	SOLE
44	ISHARES TR	S&P 500 GRWT ETF	$388K	3133	0.11%	SOLE
45	VANECK ETF TRUST	HIGH YLD MUNIETF	$384K	7541	0.11%	SOLE
46	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$374K	7867	0.11%	SOLE
47	VANGUARD INDEX FDS	EXTEND MKT ETF	$370K	1760	0.11%	SOLE
48	VANECK ETF TRUST	SEMICONDUCTR ETF	$335K	955	0.10%	SOLE
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$316K	503	0.09%	SOLE
50	JOHNSON & JOHNSON	COM	$307K	1582	0.09%	DFND

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.