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Palo Alto Wealth Advisors, LLCAggressive Growth

CIK: 0001964382 | PALO ALTO, CA

Q2 2025 vs Q3 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2025
13F-HR64$343.3M2025-11-12SEC ↗
Q2 2025
13F-HR55$264.3M2025-08-14SEC ↗
Q1 2025
13F-HR52$256.4M2025-05-15SEC ↗
Q4 2024
13F-HR51$285.0M2025-02-14SEC ↗
Q3 2024
13F-HR50$241.6M2024-11-06SEC ↗
Q2 2024
13F-HR42$144.7M2024-08-13SEC ↗
Q1 2024
13F-HR42$141.8M2024-04-30SEC ↗
Q4 2023
13F-HR38$132.3M2024-02-05SEC ↗
Q3 2023
13F-HR39$119.8M2023-10-30SEC ↗
Q2 2023
13F-HR39$125.3M2023-08-07SEC ↗
Q1 2023
13F-HR41$124.8M2023-04-18SEC ↗
Q4 2022
13F-HR43$117.3M2023-02-07SEC ↗