PALO ALTO WEALTH ADVISORS, LLC current holdings: USA Stocks
PALO ALTO WEALTH ADVISORS, LLC reported $0.23 billion in share positions in stocks (listed in the US), 27 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are GOOG, GOOGL, NVDA.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 401,695; Value $117,190,358.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 190,266; Value $55,426,425.
- NVDA: Country of operation United States; Class COM; Shares 82,950; Value $16,022,532.
- AAPL: Country of operation United States; Class COM; Shares 32,493; Value $8,952,037.
Form 13F-HR as filed (SEC CIK 1964382): quarter ended 2025-09-30, filed 2025-11-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 401,695 | $117,190,358 | 51.31% | 2025-09-30 | 2025-11-12 | +38.50% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 190,266 | $55,426,425 | 24.27% | 2025-09-30 | 2025-11-12 | +40.24% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 82,950 | $16,022,532 | 7.02% | 2025-09-30 | 2025-11-12 | +21.78% |
|---|
AAPL
APPLE INC | United States | COM | 32,493 | $8,952,037 | 3.92% | 2025-09-30 | 2025-11-12 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 16,310 | $8,296,731 | 3.63% | 2025-09-30 | 2025-11-12 | -1.74% |
|---|
NOW
SERVICENOW INC | United States | COM | 5,280 | $4,544,338 | 1.99% | 2025-09-30 | 2025-11-12 | -29.40% |
|---|
AMZN
AMAZON COM INC | United States | COM | 11,478 | $2,859,253 | 1.25% | 2025-09-30 | 2025-11-12 | +12.34% |
|---|
DASH
DOORDASH INC | United States | CL A | 12,073 | $2,422,206 | 1.06% | 2025-09-30 | 2025-11-12 | -31.21% |
|---|
AVGO
BROADCOM INC | United States | COM | 5,331 | $1,876,141 | 0.82% | 2025-09-30 | 2025-11-12 | +7.64% |
|---|
TWLO
TWILIO INC | United States | CL A | 10,756 | $1,405,164 | 0.62% | 2025-09-30 | 2025-11-12 | +190.52% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 4,290 | $1,353,853 | 0.59% | 2025-09-30 | 2025-11-12 | +6.20% |
|---|
TSLA
TESLA INC | United States | COM | 2,607 | $1,146,089 | 0.50% | 2025-09-30 | 2025-11-12 | -20.66% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 5,343 | $1,020,299 | 0.45% | 2025-09-30 | 2025-11-12 | +2.49% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,443 | $904,933 | 0.40% | 2025-09-30 | 2025-11-12 | +0.60% |
|---|
LLY
ELI LILLY & CO | United States | COM | 726 | $717,458 | 0.31% | 2025-09-30 | 2025-11-12 | +55.26% |
|---|
UBER
UBER TECHNOLOGIES INC | United States | COM | 7,047 | $659,599 | 0.29% | 2025-09-30 | 2025-11-12 | -29.20% |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 590 | $478,083 | 0.21% | 2025-09-30 | 2025-11-12 | +15.05% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,582 | $306,704 | 0.13% | 2025-09-30 | 2025-11-12 | +44.30% |
|---|
ORCL
ORACLE CORP | United States | COM | 1,241 | $293,100 | 0.13% | 2025-09-30 | 2025-11-12 | -51.01% |
|---|
NFLX
NETFLIX INC | United States | COM | 250 | $284,110 | 0.12% | 2025-09-30 | 2025-11-12 | -41.36% |
|---|
EBAY
EBAY INC. | United States | COM | 3,088 | $269,459 | 0.12% | 2025-09-30 | 2025-11-12 | +15.68% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 538 | $267,424 | 0.12% | 2025-09-30 | 2025-11-12 | |
|---|
OKTA
OKTA INC | United States | CL A | 2,942 | $251,776 | 0.11% | 2025-09-30 | 2025-11-12 | +123.42% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,038 | $246,625 | 0.11% | 2025-09-30 | 2025-11-12 | +275.53% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 4,553 | $244,191 | 0.11% | 2025-09-30 | 2025-11-12 | +6.53% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 1,932 | $231,430 | 0.10% | 2025-09-30 | 2025-11-12 | |
|---|
AAAU
GOLDMAN SACHS PHYSICAL GOLD | United States | UNIT | 5,600 | $228,312 | 0.10% | 2025-09-30 | 2025-11-12 | |
|---|
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