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PALO ALTO WEALTH ADVISORS, LLC

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13F filer, CIK 1964382, PALO ALTO, CA

PALO ALTO WEALTH ADVISORS, LLC reported $256,392,740 across 52 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 80.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000562

Period
2025-03-31
Reported value
$256M
Holdings
52
Top 10 weight
80.59%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+42,903$5.57M
TFLOadded+64,241$3.25M
QUALadded+18,295$3.23M
DGRWadded+10,839$872K
TSLAadded+1,475$493K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MOATreduced-161,682-$14.7M
USFRreduced-41,597-$2.1M
GOOGLreduced-6,960-$1.11M
AMZNreduced-4,095-$866K
AAPLreduced-3,409-$727K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001951757-25-000562, largest first. % of portfolio is the value over $256,392,740, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70,530 shares; 2024Q1: 82,884 shares; 2024Q2: 77,752 shares; 2024Q3: 327,081 shares; 2024Q4: 439,243 shares; 2025Q1: 435,369 shares 435,369$70M27.32%-3,874Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,896 shares; 2024Q1: 46,897 shares; 2024Q2: 46,599 shares; 2024Q3: 255,063 shares; 2024Q4: 269,859 shares; 2025Q1: 262,899 shares 262,899$41.9M16.36%-6,960Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,568 shares; 2024Q1: 84,613 shares; 2024Q2: 87,567 shares; 2024Q3: 92,172 shares; 2024Q4: 96,732 shares; 2025Q1: 115,027 shares 115,027$20.3M7.93%+18,295Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 208,679 shares; 2024Q1: 203,887 shares; 2024Q2: 205,530 shares; 2024Q3: 205,871 shares; 2024Q4: 214,866 shares; 2025Q1: 225,705 shares 225,705$18.1M7.08%+10,839Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 305,018 shares; 2024Q1: 321,633 shares; 2024Q2: 317,771 shares; 2024Q3: 311,240 shares; 2024Q4: 306,674 shares; 2025Q1: 144,992 shares 144,992$13.2M5.14%-161,682Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136,043 shares; 2024Q1: 153,397 shares; 2024Q2: 162,237 shares; 2024Q3: 177,160 shares; 2024Q4: 186,041 shares; 2025Q1: 175,505 shares 175,505$10.5M4.1%-10,536Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,499 shares; 2024Q1: 1,369 shares; 2024Q2: 13,692 shares; 2024Q3: 20,102 shares; 2024Q4: 26,119 shares; 2025Q1: 69,022 shares 69,022$8.97M3.5%+42,903Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,664 shares; 2024Q4: 8,554 shares; 2025Q1: 8,579 shares 8,579$8.89M3.47%+25Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 211,923 shares; 2024Q1: 184,719 shares; 2024Q2: 191,462 shares; 2024Q3: 200,944 shares; 2024Q4: 202,199 shares; 2025Q1: 195,491 shares 195,491$7.45M2.9%-6,708Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,323 shares; 2024Q1: 22,687 shares; 2024Q2: 22,450 shares; 2024Q3: 17,747 shares; 2024Q4: 15,850 shares; 2025Q1: 15,972 shares 15,972$7.17M2.8%+122Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,429 shares; 2024Q1: 20,455 shares; 2024Q2: 19,799 shares; 2024Q3: 34,136 shares; 2024Q4: 34,412 shares; 2025Q1: 31,003 shares 31,003$6.61M2.58%-3,409Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,525 shares; 2024Q1: 47,193 shares; 2024Q2: 60,208 shares; 2024Q3: 41,734 shares; 2024Q4: 60,027 shares; 2025Q1: 124,268 shares 124,268$6.28M2.45%+64,241Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 201,960 shares; 2024Q1: 175,131 shares; 2024Q2: 129,778 shares; 2024Q3: 143,674 shares; 2024Q4: 158,923 shares; 2025Q1: 117,326 shares 117,326$5.91M2.31%-41,597Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,540 shares; 2024Q1: 14,955 shares; 2024Q2: 14,650 shares; 2024Q3: 14,550 shares; 2024Q4: 14,262 shares; 2025Q1: 14,005 shares 14,005$4.52M1.76%-257Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 64,588 shares; 2024Q1: 58,022 shares; 2024Q2: 60,033 shares; 2024Q3: 60,633 shares; 2024Q4: 90,193 shares; 2025Q1: 93,801 shares 93,801$3.94M1.54%+3,608Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 12,003 shares; 2025Q1: 12,057 shares 12,057$2.38M0.93%+54Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,461 shares; 2024Q1: 8,461 shares; 2024Q2: 8,465 shares; 2024Q3: 13,010 shares; 2024Q4: 14,391 shares; 2025Q1: 10,296 shares 10,296$2.18M0.85%-4,095Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,670 shares; 2024Q1: 2,635 shares; 2024Q2: 2,428 shares; 2024Q3: 2,426 shares; 2024Q4: 2,745 shares; 2025Q1: 2,685 shares 2,685$1.58M0.61%-60Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,729 shares; 2024Q4: 11,088 shares; 2025Q1: 11,015 shares 11,015$1.26M0.49%-73Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,983 shares; 2024Q1: 1,983 shares; 2024Q2: 1,995 shares; 2024Q3: 1,817 shares; 2024Q4: 3,548 shares; 2025Q1: 4,042 shares 4,042$1.06M0.41%+494Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,359 shares; 2024Q1: 1,360 shares; 2024Q2: 1,211 shares; 2024Q3: 1,373 shares; 2024Q4: 1,325 shares; 2025Q1: 1,390 shares 1,390$912K0.36%+65Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,236 shares; 2024Q1: 1,236 shares; 2024Q2: 1,236 shares; 2024Q3: 1,200 shares; 2024Q4: 1,024 shares; 2025Q1: 2,499 shares 2,499$835K0.33%+1,475Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,922 shares; 2024Q1: 3,939 shares; 2024Q2: 3,939 shares; 2024Q3: 3,798 shares; 2024Q4: 3,925 shares; 2025Q1: 3,938 shares 3,938$774K0.3%+13Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,645 shares; 2024Q1: 11,072 shares; 2024Q2: 8,388 shares; 2024Q3: 11,418 shares; 2024Q4: 16,861 shares; 2025Q1: 16,421 shares 16,421$758K0.3%-440Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,261 shares; 2025Q1: 5,791 shares 5,791$742K0.29%+1,530Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,439 shares; 2024Q4: 2,680 shares; 2025Q1: 2,813 shares 2,813$654K0.26%+133Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,800 shares; 2024Q1: 7,400 shares; 2024Q2: 7,400 shares; 2024Q3: 7,800 shares; 2024Q4: 7,820 shares; 2025Q1: 6,985 shares 6,985$641K0.25%-835Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,418 shares; 2024Q2: 4,640 shares; 2024Q3: 4,694 shares; 2024Q4: 12,406 shares; 2025Q1: 12,469 shares 12,469$637K0.25%+63Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 712 shares 712$532K0.21%+20Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,984 shares; 2024Q1: 6,347 shares; 2024Q2: 6,370 shares; 2024Q3: 6,398 shares; 2024Q4: 5,434 shares; 2025Q1: 5,453 shares 5,453$503K0.2%+19Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 822 shares; 2024Q2: 822 shares; 2024Q3: 971 shares; 2024Q4: 1,395 shares; 2025Q1: 1,655 shares 1,655$479K0.19%+260Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,078 shares; 2024Q1: 2,083 shares; 2024Q2: 2,089 shares; 2024Q3: 2,096 shares; 2024Q4: 2,103 shares; 2025Q1: 2,108 shares 2,108$440K0.17%+5Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,264 shares; 2024Q2: 4,703 shares; 2024Q3: 4,769 shares; 2024Q4: 8,649 shares; 2025Q1: 8,717 shares 8,717$437K0.17%+68Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,936 shares; 2024Q1: 3,025 shares; 2024Q2: 3,045 shares; 2024Q3: 3,045 shares; 2024Q4: 3,100 shares; 2025Q1: 2,750 shares 2,750$435K0.17%-350Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 745 shares; 2024Q1: 747 shares; 2024Q2: 750 shares; 2024Q3: 753 shares; 2024Q4: 705 shares; 2025Q1: 662 shares 662$391K0.15%-43Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,689 shares; 2024Q1: 2,689 shares; 2024Q2: 2,698 shares; 2024Q3: 2,331 shares; 2024Q4: 2,532 shares; 2025Q1: 2,382 shares 2,382$386K0.15%-150Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,485 shares; 2024Q4: 17,165 shares; 2025Q1: 6,865 shares 6,865$345K0.13%-10,300Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 557 shares; 2025Q1: 569 shares 569$344K0.13%+12Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 37,573 shares; 2024Q1: 10,792 shares; 2024Q2: 10,792 shares; 2024Q3: 10,792 shares; 2024Q4: 10,380 shares; 2025Q1: 10,372 shares 10,372$342K0.13%-8Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,374 shares; 2024Q1: 5,677 shares; 2024Q2: 5,455 shares; 2024Q3: 6,519 shares; 2024Q4: 7,536 shares; 2025Q1: 6,089 shares 6,089$329K0.13%-1,447Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,641 shares; 2024Q1: 2,509 shares; 2024Q2: 2,334 shares; 2024Q3: 2,348 shares; 2024Q4: 1,842 shares; 2025Q1: 1,754 shares 1,754$325K0.13%-88Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares 1,627$316K0.12%0Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,975 shares; 2024Q4: 10,350 shares; 2025Q1: 11,462 shares 11,462$298K0.12%+1,112Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,050 shares; 2024Q2: 1,531 shares; 2024Q3: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 574 shares 574$296K0.12%-479Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,234 shares; 2024Q1: 3,244 shares; 2024Q2: 2,430 shares; 2024Q3: 2,431 shares; 2024Q4: 2,433 shares; 2025Q1: 2,433 shares 2,433$263K0.1%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228 shares 228$260K0.1%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 581 shares; 2024Q1: 704 shares; 2024Q2: 593 shares; 2024Q3: 594 shares; 2024Q4: 528 shares; 2025Q1: 476 shares 476$257K0.1%-52Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 955 shares; 2024Q2: 955 shares; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares 955$235K0.09%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares 377$231K0.09%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440 shares 440$225K0.09%newTimeline
INMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,665 shares; 2024Q4: 8,741 shares; 2025Q1: 8,844 shares 8,844$207K0.08%+103Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,599 shares; 2024Q4: 1,604 shares; 2025Q1: 1,608 shares 1,608$206K0.08%+4Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
OKTAOKTA INC5,480$432Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000562 base2025-05-15acceptance time not in the bulk data set