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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 $264,337,020 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 79.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001091

Period
2025-06-30
Reported value
$264M
Holdings
55
Top 10 weight
79.66%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+29,317$4.63M
AVMCnew+53,170$3.52M
USFRadded+29,358$1.48M
QUALadded+5,117$935K
OKTAnew+6,107$611K

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
GOOGLreduced-68,595-$12.1M
NOWreduced-3,299-$3.39M
JHMMreduced-55,133-$3.37M
TFLOreduced-36,743-$1.86M
MOATreduced-17,462-$1.64M

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, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-001091, largest first. % of portfolio is the value over $264,337,020, 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; 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; 2025Q2: 432,099 shares 432,099$76.6M29%-3,270Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 194,304 shares 194,304$34.2M12.95%-68,595Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 120,144 shares 120,144$22M8.31%+5,117Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 229,642 shares 229,642$19.2M7.27%+3,937Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 98,339 shares 98,339$15.5M5.88%+29,317Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 127,530 shares 127,530$12M4.52%-17,462Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 207,879 shares 207,879$8.24M3.12%+12,388Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 16,078 shares 16,078$8M3.03%+106Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 146,684 shares 146,684$7.38M2.79%+29,358Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 120,372 shares 120,372$7.36M2.78%-55,133Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 33,319 shares 33,319$6.84M2.59%+2,316Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,664 shares; 2024Q4: 8,554 shares; 2025Q1: 8,579 shares; 2025Q2: 5,280 shares 5,280$5.43M2.05%-3,299Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 14,011 shares 14,011$4.76M1.8%+6Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 87,525 shares 87,525$4.43M1.68%-36,743Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 95,354 shares 95,354$4.12M1.56%+1,553Timeline
AVMCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,170 shares 53,170$3.52M1.33%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,000 shares; 2024Q4: 12,003 shares; 2025Q1: 12,057 shares; 2025Q2: 12,059 shares 12,059$2.97M1.12%+2Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 10,237 shares 10,237$2.25M0.85%-59Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,685 shares 2,685$1.66M0.63%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,729 shares; 2024Q4: 11,088 shares; 2025Q1: 11,015 shares; 2025Q2: 11,019 shares 11,019$1.37M0.52%+4Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,110 shares 4,110$1.19M0.45%+68Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,413 shares 1,413$1.04M0.39%+23Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,205 shares 4,205$864K0.33%+267Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,505 shares 2,505$796K0.3%+6Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,261 shares; 2025Q1: 5,791 shares; 2025Q2: 5,815 shares 5,815$793K0.3%+24Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,439 shares; 2024Q4: 2,680 shares; 2025Q1: 2,813 shares; 2025Q2: 2,837 shares 2,837$782K0.3%+24Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 15,163 shares 15,163$714K0.27%-1,258Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 13,658 shares 13,658$701K0.27%+1,189Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 6,994 shares 6,994$653K0.25%+9Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,655 shares; 2024Q1: 9,928 shares; 2024Q2: 8,035 shares; 2024Q3: 6,080 shares; 2024Q4: 5,480 shares; 2025Q1: not reported; 2025Q2: 6,107 shares 6,107$611K0.23%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 712 shares; 2025Q2: 708 shares 708$552K0.21%-4Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,472 shares 5,472$514K0.19%+19Timeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 9,335 shares 9,335$469K0.18%+618Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,113 shares 2,113$456K0.17%+5Timeline
QUSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,765 shares 2,765$451K0.17%+15Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 822 shares; 2024Q2: 822 shares; 2024Q3: 971 shares; 2024Q4: 1,395 shares; 2025Q1: 1,655 shares; 2025Q2: 1,398 shares 1,398$426K0.16%-257Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 745 shares; 2024Q1: 747 shares; 2024Q2: 750 shares; 2024Q3: 753 shares; 2024Q4: 705 shares; 2025Q1: 662 shares; 2025Q2: 664 shares 664$412K0.16%+2Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 557 shares; 2025Q1: 569 shares; 2025Q2: 577 shares 577$408K0.15%+8Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares 1,627$368K0.14%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,759 shares 1,759$339K0.13%+5Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 5,623 shares 5,623$321K0.12%-466Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,050 shares; 2024Q2: 1,531 shares; 2024Q3: 1,052 shares; 2024Q4: 1,053 shares; 2025Q1: 574 shares; 2025Q2: 574 shares 574$317K0.12%0Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,975 shares; 2024Q4: 10,350 shares; 2025Q1: 11,462 shares; 2025Q2: 11,911 shares 11,911$316K0.12%+449Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 236 shares 236$316K0.12%+8Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 581 shares; 2024Q1: 704 shares; 2024Q2: 593 shares; 2024Q3: 594 shares; 2024Q4: 528 shares; 2025Q1: 476 shares; 2025Q2: 476 shares 476$271K0.1%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,221 shares 1,221$267K0.1%-1,161Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 955 shares; 2024Q2: 955 shares; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares 955$266K0.1%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 2,434 shares 2,434$266K0.1%+1Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares 377$250K0.09%0Timeline
XHLFBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,485 shares; 2024Q4: 17,165 shares; 2025Q1: 6,865 shares; 2025Q2: 4,485 shares 4,485$226K0.09%-2,380Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,014 shares 3,014$224K0.08%newTimeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,599 shares; 2024Q4: 1,604 shares; 2025Q1: 1,608 shares; 2025Q2: 1,612 shares 1,612$218K0.08%+4Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares 673$209K0.08%newTimeline
INMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,665 shares; 2024Q4: 8,741 shares; 2025Q1: 8,844 shares; 2025Q2: 8,872 shares 8,872$208K0.08%+28Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares 1,348$206K0.08%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
PINSPINTEREST INC10,372$342Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL440$225Kshares

How Q2 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 0001951757-25-001091 base2025-08-14acceptance time not in the bulk data set