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PALO ALTO WEALTH ADVISORS, LLC Current Holdings: USA ETF

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PALO ALTO WEALTH ADVISORS, LLC current holdings: USA ETF

PALO ALTO WEALTH ADVISORS, LLC reported $0.11 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 36 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are QUAL, DGRW, MOAT.

  • QUAL: Country of operation —; Class MSCI USA QLT FCT; Shares 125,685; Value $24,699,566.
  • DGRW: Country of operation —; Class US QTLY DIV GRT; Shares 236,775; Value $21,222,151.
  • MOAT: Country of operation —; Class MRNGSTR WDE MOAT; Shares 114,061; Value $11,589,780.
  • GSIE: Country of operation —; Class ACTIVEBETA INT; Shares 239,540; Value $10,058,305.

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.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
QUAL
ISHARES TR		MSCI USA QLT FCT125,685$24,699,5662025-09-302025-11-12
DGRW
WISDOMTREE TR		US QTLY DIV GRT236,775$21,222,1512025-09-302025-11-12
MOAT
VANECK ETF TRUST		MRNGSTR WDE MOAT114,061$11,589,7802025-09-302025-11-12
GSIE
GOLDMAN SACHS ETF TR		ACTIVEBETA INT239,540$10,058,3052025-09-302025-11-12
JHMM
JOHN HANCOCK EXCHANGE TRADED		MULTIFACTOR MI115,901$7,540,4882025-09-302025-11-12
USFR
WISDOMTREE TR		FLOATNG RAT TREA128,580$6,470,1272025-09-302025-11-12
TFLO
ISHARES TR		TRS FLT RT BD112,526$5,681,4242025-09-302025-11-12
AVMC
AMERICAN CENTY ETF TR		AVANTIS US MID C68,650$4,788,1002025-09-302025-11-12
IWB
ISHARES TR		RUS 1000 ETF12,232$4,576,4112025-09-302025-11-12
IQLT
ISHARES TR		MSCI INTL QUALTY97,842$4,420,5012025-09-302025-11-12
SPY
SPDR S&P 500 ETF TR		TR UNIT2,705$1,847,2852025-09-302025-11-12
VIG
VANGUARD SPECIALIZED FUNDS		DIV APP ETF4,205$920,2112025-09-302025-11-12
IVV
ISHARES TR		CORE S&P500 ETF1,237$848,8482025-09-302025-11-12
IJR
ISHARES TR		CORE S&P SCP ETF6,676$798,3862025-09-302025-11-12
MUNI
PIMCO ETF TR		INTER MUN BD ACT14,123$743,7112025-09-302025-11-12
AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF8,490$683,7852025-09-302025-11-12
IJH
ISHARES TR		CORE S&P MCP ETF9,855$643,8402025-09-302025-11-12
PYLD
PIMCO ETF TR		MULTISECTOR BD21,890$587,0912025-09-302025-11-12
VTI
VANGUARD INDEX FDS		TOTAL STK MKT1,573$528,2012025-09-302025-11-12
IWM
ISHARES TR		RUSSELL 2000 ETF2,119$517,6102025-09-302025-11-12
AVLC
AMERICAN CENTY ETF TR		AVANTIS US LARG6,525$510,1252025-09-302025-11-12
USMV
ISHARES TR		MSCI USA MIN VOL5,278$497,6992025-09-302025-11-12
QUS
SPDR SERIES TRUST		MSCI USA STRTGIC2,765$479,2692025-09-302025-11-12
QQQ
INVESCO QQQ TR		UNIT SER 1741$460,4122025-09-302025-11-12+20.11%
VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT6,866$423,8362025-09-302025-11-12
IVW
ISHARES TR		S&P 500 GRWT ETF3,133$388,2102025-09-302025-11-12
HYD
VANECK ETF TRUST		HIGH YLD MUNIETF7,541$384,4392025-09-302025-11-12
JCPB
J P MORGAN EXCHANGE TRADED F		CORE PLUS BD ETF7,867$374,4582025-09-302025-11-12
VXF
VANGUARD INDEX FDS		EXTEND MKT ETF1,760$369,8802025-09-302025-11-12
SMH
VANECK ETF TRUST		SEMICONDUCTR ETF955$335,2532025-09-302025-11-12
VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS503$315,6152025-09-302025-11-12
VGT
VANGUARD WORLD FD		INF TECH ETF377$291,5482025-09-302025-11-12
ESGU
ISHARES TR		ESG AWR MSCI USA1,616$241,8442025-09-302025-11-12
XHLF
BONDBLOXX ETF TRUST		BLOOMBERG SIX MN4,485$225,4612025-09-302025-11-12
INMU
BLACKROCK ETF TRUST II		ISHARES INTERMED8,725$210,7172025-09-302025-11-12
ITOT
ISHARES TR		CORE S&P TTL STK1,349$201,0012025-09-302025-11-12

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