PALO ALTO WEALTH ADVISORS, LLC

PALO ALTO, CA · CIK 1964382 · 13F filing filed 2025-11-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPalo Alto, CA

$343.3m reported value +29.9% vs Q2 2025

64positions

81.9%in top 10

10 new 33 added 15 reduced 1 sold out vs Q2 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

O'Shaughnessy Asset Management/ Canvas Custom Indexing – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL C GOOG	GOOG	401,695	$117.2m34.14%	34.14%	Reduced -30.4k	-30,404 -7.0%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	190,266	$55.4m16.15%	16.15%	Reduced -4.0k	-4,038 -2.1%
3	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	125,685	$24.7m7.20%	7.20%	Added +5.5k	+5,541 4.6%
4	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	236,775	$21.2m6.18%	6.18%	Added +7.1k	+7,133 3.1%
5	NVIDIA CORPORATION COM NVDA	NVDA	82,950	$16.0m4.67%	4.67%	Reduced -15.4k	-15,389 -15.7%
6	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	114,061	$11.6m3.38%	3.38%	Reduced -13.5k	-13,469 -10.6%
7	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	239,540	$10.1m2.93%	2.93%	Added +31.7k	+31,661 15.2%
8	APPLE INC COM AAPL	AAPL	32,493	$9.0m2.61%	2.61%	Reduced -826	-826 -2.5%
9	MICROSOFT CORP COM MSFT	MSFT	16,310	$8.3m2.42%	2.42%	Added +232	+232 1.4%
10	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	115,901	$7.5m2.20%	2.20%	Reduced -4.5k	-4,471 -3.7%
11	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	128,580	$6.5m1.88%	1.88%	Reduced -18.1k	-18,104 -12.3%
12	ISHARES TR TRS FLT RT BD TFLO	TFLO	112,526	$5.7m1.66%	1.66%	Added +25.0k	+25,001 28.6%
13	AMERICAN CENTY ETF TR AVANTIS US MID C AVMC	AVMC	68,650	$4.8m1.39%	1.39%	Added +15.5k	+15,480 29.1%
14	ISHARES TR RUS 1000 ETF IWB	IWB	12,232	$4.6m1.33%	1.33%	Reduced -1.8k	-1,779 -12.7%
15	SERVICENOW INC COM NOW	NOW	5,280	$4.5m1.32%	1.32%	Unchanged
16	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	97,842	$4.4m1.29%	1.29%	Added +2.5k	+2,488 2.6%
17	AMAZON COM INC COM AMZN	AMZN	11,478	$2.9m0.83%	0.83%	Added +1.2k	+1,241 12.1%
18	DOORDASH INC CL A DASH	DASH	12,073	$2.4m0.71%	0.71%	Added +14	+14 0.1%
19	BROADCOM INC COM AVGO	AVGO	5,331	$1.9m0.55%	0.55%	Added +2.5k	+2,494 87.9%
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,705	$1.8m0.54%	0.54%	Added +20	+20 0.7%
21	TWILIO INC CL A TWLO	TWLO	10,756	$1.4m0.41%	0.41%	Reduced -263	-263 -2.4%
22	JPMORGAN CHASE & CO COM JPM	JPM	4,290	$1.4m0.39%	0.39%	Added +180	+180 4.4%
23	TESLA INC COM TSLA	TSLA	2,607	$1.1m0.33%	0.33%	Added +102	+102 4.1%
24	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,343	$1.0m0.30%	0.30%	Reduced -472	-472 -8.1%
25	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,205	$920.2k0.27%	0.27%	Unchanged
26	META PLATFORMS INC CL A META	META	1,443	$904.9k0.26%	0.26%	Added +30	+30 2.1%
27	ISHARES TR CORE S&P500 ETF IVV	IVV	1,237	$848.8k0.25%	0.25%	Added +573	+573 86.3%
28	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,676	$798.4k0.23%	0.23%	Added +4.2k	+4,242 174.3%
29	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	14,123	$743.7k0.22%	0.22%	Added +465	+465 3.4%
30	ELI LILLY & CO COM LLY	LLY	726	$717.5k0.21%	0.21%	Added +18	+18 2.5%
31	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	8,490	$683.8k0.20%	0.20%	New
32	UBER TECHNOLOGIES INC COM UBER	UBER	7,047	$659.6k0.19%	0.19%	Added +53	+53 0.8%
33	ISHARES TR CORE S&P MCP ETF IJH	IJH	9,855	$643.8k0.19%	0.19%	New
34	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	21,890	$587.1k0.17%	0.17%	Added +10.0k	+9,979 83.8%
35	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,573	$528.2k0.15%	0.15%	Added +175	+175 12.5%
36	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,119	$517.6k0.15%	0.15%	Added +6	+6 0.3%
37	AMERICAN CENTY ETF TR AVANTIS US LARG AVLC	AVLC	6,525	$510.1k0.15%	0.15%	New
38	ISHARES TR MSCI USA MIN VOL USMV	USMV	5,278	$497.7k0.14%	0.14%	Reduced -194	-194 -3.5%
39	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,707	$496.9k0.14%	0.14%	Added +80	+80 4.9%
40	SPDR SER TR MSCI USA STRTGIC QUS	QUS	2,765	$479.3k0.14%	0.14%	Unchanged
41	GOLDMAN SACHS GROUP INC COM GS	GS	590	$478.1k0.14%	0.14%	Added +13	+13 2.2%
42	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	741	$460.4k0.13%	0.13%	Added +167	+167 29.1%
43	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,866	$423.8k0.12%	0.12%	Added +1.2k	+1,243 22.1%
44	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,133	$388.2k0.11%	0.11%	New
45	VANECK ETF TRUST HIGH YLD MUNIETF HYD	HYD	7,541	$384.4k0.11%	0.11%	Reduced -1.8k	-1,794 -19.2%
46	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	7,867	$374.5k0.11%	0.11%	Reduced -7.3k	-7,296 -48.1%
47	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	1,760	$369.9k0.11%	0.11%	Added +1	+1 0.1%
48	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	955	$335.3k0.10%	0.10%	Unchanged
49	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	503	$315.6k0.09%	0.09%	Added +27	+27 5.7%
50	JOHNSON & JOHNSON COM JNJ	JNJ	1,582	$306.7k0.09%	0.09%	Added +234	+234 17.4%
51	ORACLE CORP COM ORCL	ORCL	1,241	$293.1k0.09%	0.09%	Added +20	+20 1.6%
52	VANGUARD WORLD FD INF TECH ETF VGT	VGT	377	$291.5k0.08%	0.08%	Unchanged
53	NETFLIX INC COM NFLX	NFLX	250	$284.1k0.08%	0.08%	Added +14	+14 5.9%
54	EBAY INC. COM EBAY	EBAY	3,088	$269.5k0.08%	0.08%	Added +74	+74 2.5%
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	538	$267.4k0.08%	0.08%	New
56	OKTA INC CL A OKTA	OKTA	2,942	$251.8k0.07%	0.07%	Reduced -3.2k	-3,165 -51.8%
57	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,038	$246.6k0.07%	0.07%	New
58	BANK AMERICA CORP COM BAC	BAC	4,553	$244.2k0.07%	0.07%	New
59	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	1,616	$241.8k0.07%	0.07%	Added +4	+4 0.2%
60	EXXON MOBIL CORP COM XOM	XOM	1,932	$231.4k0.07%	0.07%	New
61	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	5,600	$228.3k0.07%	0.07%	New
62	BONDBLOXX ETF TRUST BLOOMBERG SIX MN XHLF	XHLF	4,485	$225.5k0.07%	0.07%	Unchanged
63	BLACKROCK ETF TRUST II ISHARES INTERMED INMU	INMU	8,725	$210.7k0.06%	0.06%	Reduced -147	-147 -1.7%
64	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,349	$201.0k0.06%	0.06%	New

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
AUTOMATIC DATA PROCESSING IN ADP	ADP	673	$208.6k673 shares