PALO ALTO WEALTH ADVISORS, LLC - Portfolio overview

PALO ALTO WEALTH ADVISORS, LLC has 64 reported holdings in this dataset, with the latest filing dated 2025-11-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC, 34.14%
2. GOOGL - ALPHABET INC, 16.15%
3. QUAL - ISHARES TR, 7.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.