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Showing Q3 2025 data
PALO ALTO WEALTH ADVISORS, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
PALO ALTO WEALTH ADVISORS, LLC
•CIK: 1964382•Filing: Q3 2025
**PALO ALTO WEALTH ADVISORS, LLC** manages $343M across a diversified portfolio of 64 positions. The strategy exhibits a significant concentration in mega-cap technology names, notably allocating $117.2M to GOOG and $55.4M to GOOGL. Further substantial exposure includes $24.7M in QUAL and $21.2M in DGRW, underpinning a core focus on established growth leaders. This top-ten concentration alone accounts for over $230M of the fund's total assets.
Total AUM
$343.3M
QoQ Performance
+29.9%
Positions
44
Top 10 Concentration
81.9%
Latest Filing
Q3 2025
Top Holdings Allocation
GOOG
GOOGL
QUAL
DGRW
GOOG34.1%
GOOGL16.1%
QUAL7.2%
DGRW6.2%
NVDA4.7%
MOAT3.4%
GSIE2.9%
AAPL2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology60.9%
Other35.7%
Consumer1.4%
ETF0.9%
Financial0.7%
Healthcare0.3%
Communication0.1%
Energy0.1%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW10 new positions
↑33 increased
↓15 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023