PALO ALTO WEALTH ADVISORS, LLC
CIK
1964382
Location
PALO ALTO, CA
Portfolio Value
Micro
$99,375,363
Diversification
Highly concentrated
Filing Date
Global Rank
#5,612
/ 7,983
▲ 184
Top Industry
Internet Content & Information
48.8%
3Y Alpha vs SPY
+9.1%
Period ended 9 months ago
Filed Nov 12, 2025 · 7mo
12 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+121.2%
SPY
+78.1%
Annualised alpha
+9.1%
Max drawdown
−27.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
29 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
46.5%
+5.0 pts
Top 5
82.2%
+0.2 pts
Top 10
90.9%
−0.3 pts
HHI
2,584
Highly concentrated+300
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 47.6% | $47,343,347 |
| Technology | 39.2% | $38,933,949 |
| Consumer Cyclical | 7.3% | $7,244,197 |
| Unclassified | 2.5% | $2,460,362 |
| Financial Services | 2.3% | $2,328,403 |
| Healthcare | 0.9% | $847,272 |
| Energy | 0.2% | $217,833 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | +2,494 | 5,331 | $1,758,750 | |
| AMZN | Amazon Com Inc | +1,241 | 11,478 | $2,520,224 | |
| JNJ | Johnson & Johnson | +234 | 1,582 | $293,334 | |
| MSFT | Microsoft Corp | +232 | 16,310 | $8,447,764 | |
| JPM | Jpmorgan Chase & Co | +180 | 4,290 | $1,353,194 | |
| QQQ | Invesco Qqq Trust, Series 1 | +167 | 741 | $444,874 | |
| TSLA | Tesla, Inc. | +102 | 2,607 | $1,159,385 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +80 | 1,707 | $476,748 | |
| EBAY | Ebay Inc | +74 | 3,088 | $280,853 | |
| UBER | Uber Technologies, Inc | +53 | 7,047 | $690,394 | |
| META | Meta Platforms, Inc. | +30 | 1,443 | $1,059,710 | |
| ORCL | Oracle Corp | +20 | 1,241 | $349,018 | |
| SPY | Spdr S&P 500 ETF Trust | +20 | 2,705 | $1,802,016 | |
| LLY | ELI LILLY & Co | +18 | 726 | $553,938 | |
| NFLX | Netflix Inc | +14 | 250 | $29,973 | |
| DASH | DoorDash, Inc. | +14 | 12,073 | $3,283,735 | |
| GS | Goldman Sachs Group Inc | +13 | 590 | $469,846 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −15,389 | 82,950 | $15,476,811 | |
| GOOGL | Alphabet Inc. | −4,038 | 190,266 | $46,253,664 | |
| OKTA | Okta, Inc. | −3,165 | 2,942 | $269,781 | |
| AAPL | Apple Inc. | −826 | 32,493 | $8,273,692 | |
| PLTR | Palantir Technologies Inc. | −472 | 5,343 | $974,670 | |
| TWLO | Twilio Inc | −263 | 10,756 | $1,076,568 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADP | Automatic Data Processing Inc | 673 | $207,553 | |
| No positions match the current search. | ||||
29 positions ·
$99,375,363 total
· as of Sep 30, 2025
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
Added | 250 | $29,973 | 0.03% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,038 | $167,938 | 0.17% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
NEW | 5,600 | $213,472 | 0.21% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,932 | $217,833 | 0.22% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 4,553 | $234,889 | 0.24% | |
| OKTA |
Okta, Inc.
Technology
|
Reduced | 2,942 | $269,781 | 0.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 538 | $270,474 | 0.27% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Added | 3,088 | $280,853 | 0.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,582 | $293,334 | 0.30% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,241 | $349,018 | 0.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 741 | $444,874 | 0.45% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 590 | $469,846 | 0.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,707 | $476,748 | 0.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 726 | $553,938 | 0.56% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 7,047 | $690,394 | 0.69% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 5,280 | $971,815 | 0.98% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 5,343 | $974,670 | 0.98% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,443 | $1,059,710 | 1.07% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 10,756 | $1,076,568 | 1.08% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,607 | $1,159,385 | 1.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,290 | $1,353,194 | 1.36% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,331 | $1,758,750 | 1.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,705 | $1,802,016 | 1.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,478 | $2,520,224 | 2.54% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Added | 12,073 | $3,283,735 | 3.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 32,493 | $8,273,692 | 8.33% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,310 | $8,447,764 | 8.50% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 82,950 | $15,476,811 | 15.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 190,266 | $46,253,664 | 46.54% |