SEC Form 13F

PALO ALTO WEALTH ADVISORS, LLC 13F Holdings

Report period2025-09-30
Publicly available2025-11-13
Reported value$343,271,148
Positions64

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INCGOOGCAP STK CL C$117,190,358401,695
ALPHABET INCGOOGLCAP STK CL A$55,426,425190,266
ISHARES TRQUALMSCI USA QLT FCT$24,699,566125,685
WISDOMTREE TRDGRWUS QTLY DIV GRT$21,222,151236,775
NVIDIA CORPORATIONNVDACOM$16,022,53282,950
VANECK ETF TRUSTMOATMRNGSTR WDE MOAT$11,589,780114,061
GOLDMAN SACHS ETF TRGSIEACTIVEBETA INT$10,058,305239,540
APPLE INCAAPLCOM$8,952,03732,493
MICROSOFT CORPMSFTCOM$8,296,73116,310
JOHN HANCOCK EXCHANGE TRADEDJHMMMULTIFACTOR MI$7,540,488115,901

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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