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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

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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