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The Analysis of PALO ALTO WEALTH ADVISORS, LLC's Holdings & P&L

Currently, PALO ALTO WEALTH ADVISORS, LLC holds 64 types of securities in its portfolio with a total value $343.3M. In the most recent quarter, they have increased their positions in GSIE (+31.7K shares, valued at $1.3M), TFLO (+25.0K shares, valued at $1.3M), QUAL (+5.5K shares, valued at $1.1M); decreased their positions in GOOG (-30.4K shares, valued at $8.9M), NVDA (-15.4K shares, valued at $3.0M), MOAT (-13.5K shares, valued at $1.4M); initiated new positions in AVDE (+8.5K shares, valued at $683.8K), IJH (+9.9K shares, valued at $643.8K), AVLC (+6.5K shares, valued at $510.1K).

1M P&L

+30.6M+10.86%

3M P&L

+6.9M+2.25%

HY P&L

+40.1M+14.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information175.9M

51.3%

2N/A115.4M

33.6%

3Semiconductors18.6M

5.4%

Top Industries by Stock Count

1N/A38 stocks

59.4%

2Software - Infrastructure5 stocks

7.8%

3Internet Content & Information4 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC401.7K shares-7.04%2025-09-302025-11-12

GOOGL ALPHABET INC190.3K shares-2.08%2025-09-302025-11-12

QUAL ISHARES TR125.7K shares4.61%2025-09-302025-11-12

DGRW WISDOMTREE TR236.8K shares3.11%2025-09-302025-11-12

NVDA NVIDIA CORPORATION83.0K shares-15.65%2025-09-302025-11-12

MOAT VANECK ETF TRUST114.1K shares-10.56%2025-09-302025-11-12

GSIE GOLDMAN SACHS ETF TR239.5K shares15.23%2025-09-302025-11-12

AAPL APPLE INC32.5K shares-2.48%2025-09-302025-11-12

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MSFT MICROSOFT CORP16.3K shares1.44%2025-09-302025-11-12

JHMM JOHN HANCOCK EXCHANGE TRADED115.9K shares-3.71%2025-09-302025-11-12

USFR WISDOMTREE TR128.6K shares-12.34%2025-09-302025-11-12

TFLO ISHARES TR112.5K shares28.56%2025-09-302025-11-12

AVMC AMERICAN CENTY ETF TR68.7K shares29.11%2025-09-302025-11-12

IWB ISHARES TR12.2K shares-12.70%2025-09-302025-11-12

NOW SERVICENOW INC5.3K shares0.00%2025-09-302025-11-12

IQLT ISHARES TR97.8K shares2.61%2025-09-302025-11-12

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AMZN AMAZON COM INC11.5K shares12.12%2025-09-302025-11-12

DASH DOORDASH INC12.1K shares0.12%2025-09-302025-11-12

AVGO BROADCOM INC5.3K shares87.91%2025-09-302025-11-12

SPY SPDR S&P 500 ETF TR2.7K shares0.74%2025-09-302025-11-12

TWLO TWILIO INC10.8K shares-2.39%2025-09-302025-11-12

JPM JPMORGAN CHASE & CO.4.3K shares4.38%2025-09-302025-11-12

TSLA TESLA INC2.6K shares4.07%2025-09-302025-11-12

PLTR PALANTIR TECHNOLOGIES INC5.3K shares-8.12%2025-09-302025-11-12

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VIG VANGUARD SPECIALIZED FUNDS4.2K shares0.00%2025-09-302025-11-12

META META PLATFORMS INC1.4K shares2.12%2025-09-302025-11-12

IVV ISHARES TR1.2K shares86.30%2025-09-302025-11-12

IJR ISHARES TR6.7K shares174.28%2025-09-302025-11-12

MUNI PIMCO ETF TR14.1K shares3.40%2025-09-302025-11-12

LLY ELI LILLY & CO726 shares2.54%2025-09-302025-11-12

AVDE AMERICAN CENTY ETF TR8.5K sharesnew addition2025-09-302025-11-12

UBER UBER TECHNOLOGIES INC7.0K shares0.76%2025-09-302025-11-12

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IJH ISHARES TR9.9K sharesnew addition2025-09-302025-11-12

PYLD PIMCO ETF TR21.9K shares83.78%2025-09-302025-11-12

VTI VANGUARD INDEX FDS1.6K shares12.52%2025-09-302025-11-12

IWM ISHARES TR2.1K shares0.28%2025-09-302025-11-12

AVLC AMERICAN CENTY ETF TR6.5K sharesnew addition2025-09-302025-11-12

USMV ISHARES TR5.3K shares-3.55%2025-09-302025-11-12

TSM TAIWAN SEMICONDUCTOR MFG LTD1.7K shares4.92%2025-09-302025-11-12

QUS SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-11-12

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GS GOLDMAN SACHS GROUP INC590 shares2.25%2025-09-302025-11-12

QQQ INVESCO QQQ TR741 shares29.09%2025-09-302025-11-12

VEA VANGUARD TAX-MANAGED FDS6.9K shares22.11%2025-09-302025-11-12

IVW ISHARES TR3.1K sharesnew addition2025-09-302025-11-12

HYD VANECK ETF TRUST7.5K shares-19.22%2025-09-302025-11-12

JCPB J P MORGAN EXCHANGE TRADED F7.9K shares-48.12%2025-09-302025-11-12

VXF VANGUARD INDEX FDS1.8K shares0.06%2025-09-302025-11-12

SMH VANECK ETF TRUST955 shares0.00%2025-09-302025-11-12

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VOO VANGUARD INDEX FDS503 shares5.67%2025-09-302025-11-12

JNJ JOHNSON & JOHNSON1.6K shares17.36%2025-09-302025-11-12

ORCL ORACLE CORP1.2K shares1.64%2025-09-302025-11-12

VGT VANGUARD WORLD FD377 shares0.00%2025-09-302025-11-12

NFLX NETFLIX INC250 shares5.93%2025-09-302025-11-12

EBAY EBAY INC.3.1K shares2.46%2025-09-302025-11-12

BRK.B BERKSHIRE HATHAWAY INC DEL538 sharesnew addition2025-09-302025-11-12

OKTA OKTA INC2.9K shares-51.83%2025-09-302025-11-12

Sponsored

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-09-302025-11-12

BAC BANK AMERICA CORP4.6K sharesnew addition2025-09-302025-11-12

ESGU ISHARES TR1.6K shares0.25%2025-09-302025-11-12

XOM EXXON MOBIL CORP1.9K sharesnew addition2025-09-302025-11-12

AAAU GOLDMAN SACHS PHYSICAL GOLD5.6K sharesnew addition2025-09-302025-11-12

XHLF BONDBLOXX ETF TRUST4.5K shares0.00%2025-09-302025-11-12

INMU BLACKROCK ETF TRUST II8.7K shares-1.66%2025-09-302025-11-12

ITOT ISHARES TR1.3K sharesnew addition2025-09-302025-11-12

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GOOG

ALPHABET INC

-7.04%

Shares401.7K

Event2025-09-30

Filed2025-11-12

GOOGL

ALPHABET INC

-2.08%

Shares190.3K

Event2025-09-30

Filed2025-11-12

QUAL

ISHARES TR

4.61%

Shares125.7K

Event2025-09-30

Filed2025-11-12

DGRW

WISDOMTREE TR

3.11%

Shares236.8K

Event2025-09-30

Filed2025-11-12

NVDA

NVIDIA CORPORATION

-15.65%

Shares83.0K

Event2025-09-30

Filed2025-11-12

MOAT

VANECK ETF TRUST

-10.56%

Shares114.1K

Event2025-09-30

Filed2025-11-12

GSIE

GOLDMAN SACHS ETF TR

15.23%

Shares239.5K

Event2025-09-30

Filed2025-11-12

AAPL

APPLE INC

-2.48%

Shares32.5K

Event2025-09-30

Filed2025-11-12

MSFT

MICROSOFT CORP

1.44%

Shares16.3K

Event2025-09-30

Filed2025-11-12

JHMM

JOHN HANCOCK EXCHANGE TRADED

-3.71%

Shares115.9K

Event2025-09-30

Filed2025-11-12

USFR

WISDOMTREE TR

-12.34%

Shares128.6K

Event2025-09-30

Filed2025-11-12

TFLO

ISHARES TR

28.56%

Shares112.5K

Event2025-09-30

Filed2025-11-12

AVMC

AMERICAN CENTY ETF TR

29.11%

Shares68.7K

Event2025-09-30

Filed2025-11-12

IWB

ISHARES TR

-12.70%

Shares12.2K

Event2025-09-30

Filed2025-11-12

NOW

SERVICENOW INC

0.00%

Shares5.3K

Event2025-09-30

Filed2025-11-12

IQLT

ISHARES TR

2.61%

Shares97.8K

Event2025-09-30

Filed2025-11-12

AMZN

AMAZON COM INC

12.12%

Shares11.5K

Event2025-09-30

Filed2025-11-12

DASH

DOORDASH INC

0.12%

Shares12.1K

Event2025-09-30

Filed2025-11-12

AVGO

BROADCOM INC

87.91%

Shares5.3K

Event2025-09-30

Filed2025-11-12

SPY

SPDR S&P 500 ETF TR

0.74%

Shares2.7K

Event2025-09-30

Filed2025-11-12

TWLO

TWILIO INC

-2.39%

Shares10.8K

Event2025-09-30

Filed2025-11-12

JPM

JPMORGAN CHASE & CO.

4.38%

Shares4.3K

Event2025-09-30

Filed2025-11-12

TSLA

TESLA INC

4.07%

Shares2.6K

Event2025-09-30

Filed2025-11-12

PLTR

PALANTIR TECHNOLOGIES INC

-8.12%

Shares5.3K

Event2025-09-30

Filed2025-11-12

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.2K

Event2025-09-30

Filed2025-11-12