StockDriftsStockDriftsTop 50 Palo Alto Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 34.14% | 401.7K | $117.2M | -7.04%(-30.40K) | $159.58(+97.37%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 16.15% | 190.3K | $55.4M | -2.08%(-4.04K) | $154.64(+102.74%) | 2025-09-30 | |
| QUAL | ISHARES TR | 7.2% | 125.7K | $24.7M | +4.61%(+5.54K) | $137.30(+46.42%) | 2025-09-30 | |
| DGRW | WISDOMTREE TR | 6.18% | 236.8K | $21.2M | +3.11%(+7.13K) | $62.44(+44.79%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.67% | 83.0K | $16.0M | -15.65%(-15.39K) | $109.04(+74.74%) | 2025-09-30 | |
| MOAT | VANECK ETF TRUST | 3.38% | 114.1K | $11.6M | -10.56%(-13.47K) | $66.96(+56.34%) | 2025-09-30 | |
| GSIE | GOLDMAN SACHS ETF TR | 2.93% | 239.5K | $10.1M | +15.23%(+31.66K) | $29.88(+44.59%) | 2025-09-30 | |
| AAPL | APPLE INC | 2.61% | 32.5K | $9.0M | -2.48%(-826) | $178.95(+52.78%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 2.42% | 16.3K | $8.3M | +1.44%(+232) | $246.34(+97.99%) | 2025-09-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 2.2% | 115.9K | $7.5M | -3.71%(-4.47K) | $49.36(+35.83%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +88.57% |
| Top 20 Holdings Unweighted | — | — | — | — | +77.13% |
Palo Alto Wealth Advisors, Llc reports $343.27M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (34.1%), GOOGL (16.1%) and QUAL (7.2%). The top 20 holdings account for 93.38% of reported assets. Its disclosed equity book has returned +88.57% cumulatively over 11 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palo Alto Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964382). View Palo Alto Wealth Advisors, Llc’s 13F filings on SEC