PALO ALTO WEALTH ADVISORS, LLC logo

PALO ALTO WEALTH ADVISORS, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for PALO ALTO WEALTH ADVISORS, LLC with $343.3M in long positions as of Q3 2025, 52% allocated to Communication Services, and 82% concentrated in top 10 positions.

Portfolio Value
$343.3M
Top 10 Concentration
82%
Top Sector
Communication Services (52%)
US Exposure
100%
Market Cap Focus
Mega Cap
Countries
2

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Communication Services: 51.70%Communication ServicesETF: 33.30%ETFTechnology: 12.40%TechnologyConsumer Cyclical: 1.20%Financial Services: 0.70%Healthcare: 0.30%Energy: 0.10%
Communication Services
51.70%
ETF
33.30%
Technology
12.40%
Consumer Cyclical
1.20%
Financial Services
0.70%
Healthcare
0.30%
Energy
0.10%

Industry Breakdown

14 industries across all sectors

Internet Content & Information: 51.66%Internet Content & InformationETF: 33.26%ETFSemiconductors: 5.43%Software - Infrastructure: 2.87%Consumer Electronics: 2.61%Software - Application: 1.52%8 more: 2.38%
Internet Content & Information
Communication Services
51.66%
ETF
ETF
33.26%
Semiconductors
Technology
5.43%
Software - Infrastructure
Technology
2.87%
Consumer Electronics
Technology
2.61%
Software - Application
Technology
1.52%
Specialty Retail
Consumer Cyclical
0.91%
Banks - Diversified
Financial Services
0.47%
Auto - Manufacturers
Consumer Cyclical
0.33%
Drug Manufacturers - General
Healthcare
0.30%
Financial - Capital Markets
Financial Services
0.14%
Entertainment
Communication Services
0.083%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 63.73%Mega Cap (> $200B)Large Cap ($10B - $200B): 2.59%N/A (ETF or Unknown): 33.68%N/A (ETF or Unknown)
Mega Cap (> $200B)
63.73%
Large Cap ($10B - $200B)
2.59%
N/A (ETF or Unknown)
33.68%

Portfolio Concentration

Top 10 Holdings %
81.86%
Top 20 Holdings %
93.36%
Top 50 Holdings %
98.98%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.86%
International
0.145%
Countries
2
Largest Int'l Market
Taiwan - 0.14%
United States of America
99.86% ($342.8M)
63 holdings
Taiwan
0.14% ($496.9K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
11 quarters
Avg. Top 20
9.3 quarters
Avg. All Positions
6.7 quarters
Median Holding Period
6.5 quarters
Persistence Rate
71.88%
Persistent Holdings Weight
96.5%
Persistent Positions
46
Longest Held
iShares Russell 1000 ETF logo
iShares Russell 1000 ETFIWB - 11 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.11%
Avg. Position Weight
1.56%
Largest Position
Alphabet Inc. Class C Capital Stock logo
Alphabet Inc. Class C Capital StockGOOG - 34.14%
Largest Ownership Stake
Twilio Inc. logo
Twilio Inc.TWLO - 0.01%
Avg. Ownership Stake
0.002%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2022)

Avg. New Position
1.37%
Avg. Ownership Stake
0.007%
Largest Position
Alphabet Inc. Class C Capital Stock logo
Alphabet Inc. Class C Capital StockGOOG - 34.14% (Q3 2025)
Largest Ownership Stake
Franklin BSP Realty Trust, Inc. logo
Franklin BSP Realty Trust, Inc.FBRT - 0.55% (Q4 2022)

Portfolio Turnover

Current Quarter

Turnover Ratio
4.3%
Value Traded
$14.86M
Positions Added
9
Positions Exited
1

Historical (Since Q4 2022)

Avg. Turnover Ratio
10.8%
Avg. Positions Added
7
Avg. Positions Exited
2
Highest Turnover
50.0%
Q4 2022
Lowest Turnover
3.0%
Q2 2024

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