Notify me when PALO ALTO WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 64 | $343,271,148 | +$12,178,949 | -$17,547,024 | -$5,368,075 | GOOG, GOOGL, QUAL, DGRW, NVDA | 13F-HR | 12 Nov 2025, 16:28 |
| Q2 2025 | 55 | $264,337,020 | +$13,462,550 | -$24,049,760 | -$10,587,210 | GOOG, GOOGL, QUAL, DGRW, NVDA | 13F-HR | 14 Aug 2025, 12:20 |
| Q1 2025 | 52 | $255,650,913 | +$14,490,522 | -$22,650,285 | -$8,159,763 | GOOG, GOOGL, QUAL, DGRW, MOAT | 13F-HR | 15 May 2025, 08:19 |
| Q4 2024 | 51 | $284,981,121 | +$34,081,563 | -$4,765,775 | +$29,315,788 | GOOG, GOOGL, MOAT, DGRW, QUAL | 13F-HR | 14 Feb 2025, 09:33 |
| Q3 2024 | 50 | $241,558,258 | +$96,725,246 | -$5,343,903 | +$91,381,343 | GOOG, GOOGL, MOAT, DGRW, QUAL | 13F-HR | 06 Nov 2024, 10:55 |
| Q2 2024 | 42 | $144,673,565 | +$4,624,964 | -$5,674,876 | -$1,049,912 | MOAT, DGRW, QUAL, GOOG, MSFT | 13F-HR | 13 Aug 2024, 17:02 |
| Q1 2024 | 42 | $141,834,547 | +$9,156,039 | -$8,405,453 | +$750,586 | MOAT, DGRW, QUAL, GOOG, MSFT | 13F-HR | 30 Apr 2024, 10:24 |
| Q4 2023 | 38 | $132,266,953 | +$5,735,585 | -$5,519,596 | +$215,989 | MOAT, DGRW, QUAL, MSFT, USFR | 13F-HR | 05 Feb 2024, 12:33 |
| Q3 2023 | 39 | $119,827,318 | +$5,029,364 | -$7,487,640 | -$2,458,276 | MOAT, DGRW, QUAL, GOOG, MSFT | 13F-HR | 30 Oct 2023, 11:47 |
| Q2 2023 | 39 | $125,308,913 | +$5,840,188 | -$17,371,259 | -$11,531,071 | MOAT, DGRW, GOOG, QUAL, MSFT | 13F-HR | 07 Aug 2023, 17:06 |
| Q1 2023 | 41 | $124,829,485 | +$3,127,804 | -$7,902,715 | -$4,774,911 | MOAT, DGRW, GOOGL, QUAL, MSFT | 13F-HR | 18 Apr 2023, 15:41 |
| Q4 2022 | 43 | $117,331,582 | $0 | $0 | $0 | MOAT, DGRW, GOOGL, QUAL, GSIE | 13F-HR | 07 Feb 2023, 09:54 |