13F Filings History of Palo Alto Wealth Advisors, Llc

Latest 13F report
Q3 2025 - Nov 12, 2025
Value $
$343M
Signature - Title
Nathan Blair - Chief Compliance Officer
Location
Palo Alto, CA
Summary
This page shows a list of all the recent 13F filings made by Palo Alto Wealth Advisors, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Palo Alto Wealth Advisors, Llc reported 64 stock holdings with total value $343M as of Q3 2025. Top holdings included GOOG, GOOGL, QUAL, DGRW, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 64 $343M +$12.2M -$17.5M -$5.37M GOOG, GOOGL, QUAL, DGRW, NVDA 13F-HR 11/12/2025, 04:28 PM
Q2 2025 55 $264M +$13.5M -$24M -$10.6M GOOG, GOOGL, QUAL, DGRW, NVDA 13F-HR 8/14/2025, 12:20 PM
Q1 2025 52 $256M +$14.5M -$22.7M -$8.16M GOOG, GOOGL, QUAL, DGRW, MOAT 13F-HR 5/15/2025, 08:19 AM
Q4 2024 51 $285M +$34.1M -$4.77M +$29.3M GOOG, GOOGL, MOAT, DGRW, QUAL 13F-HR 2/14/2025, 09:33 AM
Q3 2024 50 $242M +$96.7M -$5.34M +$91.4M GOOG, GOOGL, MOAT, DGRW, QUAL 13F-HR 11/6/2024, 10:55 AM
Q2 2024 42 $145M +$4.62M -$5.67M -$1.05M MOAT, DGRW, QUAL, GOOG, MSFT 13F-HR 8/13/2024, 05:02 PM
Q1 2024 42 $142M +$9.16M -$8.41M +$751K MOAT, DGRW, QUAL, GOOG, MSFT 13F-HR 4/30/2024, 10:24 AM
Q4 2023 38 $132M +$5.74M -$5.52M +$216K MOAT, DGRW, QUAL, MSFT, USFR 13F-HR 2/5/2024, 12:33 PM
Q3 2023 39 $120M +$5.03M -$7.49M -$2.46M MOAT, DGRW, QUAL, GOOG, MSFT 13F-HR 10/30/2023, 11:47 AM
Q2 2023 39 $125M +$5.84M -$17.4M -$11.5M MOAT, DGRW, GOOG, QUAL, MSFT 13F-HR 8/7/2023, 05:06 PM
Q1 2023 41 $125M +$3.13M -$7.9M -$4.77M MOAT, DGRW, GOOGL, QUAL, MSFT 13F-HR 4/18/2023, 03:41 PM
Q4 2022 43 $117M $0 $0 MOAT, DGRW, GOOGL, QUAL, GSIE 13F-HR 2/7/2023, 09:54 AM