DOSSIER · 13F-HR · Q3 2025

PALO ALTO WEALTH ADVISORS, LLC

$293M in tracked AUM across 35 positions as of Q3 2025.

PA
CIK 0001964382 · last filed Sep 30, 2025
Total AUM
$293M
as of Q3 2025
Holdings
35
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025
Comprehensive Analysis of PALO ALTO WEALTH ADVISORS, LLC 13F Filing
Portfolio Overview

Palo Alto Wealth Advisors, LLC manages a concentrated portfolio totaling approximately $293.12 million across 35 holdings. The firm employs a high-conviction strategy characterized by significant overweights in specific assets rather than broad diversification. The portfolio experienced robust growth of 10.9% over the quarter, increasing in value from $264.34 million.

The portfolio structure is ...

Key Holdings

The portfolio is defined by an overwhelming conviction in Alphabet Inc. The combined position of GOOG ($117.19M) and GOOGL ($55.43M) represents nearly 60% of the entire fund. This level of concentration (approximately 40% in GOOG alone) is aggressive and indicates that the firm views Alphabet as significantly undervalued or possessing superior risk-reward characteristics relative to the broader market.

Beyond the Alphabet duopoly, the firm utilizes quality-focused ETFs to express market exposure. The iShares MSCI USA Quality Factor ETF (QUAL) is the third-largest holding at 8.43%, followed closely by the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) at 7.24%. This implies a preference for high-quality balance sheets and profitability factors outside of the firm's specific stock picks.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2025. Methodology

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q3Sep 30
$293M▲ 10.9%
35 positionsLocked
2025Q2Jun 30
$264M▲ 18.2%
55 positionsLocked
2025Q1Mar 31
$224M▼ 21.5%
34 positionsLocked
2024Q4Dec 31
$285M▲ 18.0%
51 positionsLocked
2024Q3Sep 30
$242M▲ 67.0%
50 positionsLocked
2024Q2Jun 30
$145M▲ 2.0%
42 positionsLocked
2024Q1Mar 31
$142M▲ 7.2%
42 positionsLocked
2023Q4Dec 31
$132M▲ 10.4%
38 positionsLocked
2023Q3Sep 30
$120M▼ 4.4%
39 positionsLocked
2023Q2Jun 30
$125M▲ 0.4%
39 positionsLocked
2023Q1Mar 31
$125M▲ 6.4%
41 positionsLocked
2022Q4Dec 31
$117M—
43 positionsLocked