0001951757-24-000420.txt : 20240430 0001951757-24-000420.hdr.sgml : 20240430 20240430102419 ACCESSION NUMBER: 0001951757-24-000420 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240430 DATE AS OF CHANGE: 20240430 EFFECTIVENESS DATE: 20240430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PALO ALTO WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001964382 ORGANIZATION NAME: IRS NUMBER: 813851925 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22829 FILM NUMBER: 24894656 BUSINESS ADDRESS: STREET 1: 715 COLORADO AVENUE STREET 2: SUITE A CITY: PALO ALTO STATE: CA ZIP: 94303 BUSINESS PHONE: 650-656-9800 MAIL ADDRESS: STREET 1: 715 COLORADO AVENUE STREET 2: SUITE A CITY: PALO ALTO STATE: CA ZIP: 94303 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001964382 XXXXXXXX 03-31-2024 03-31-2024 PALO ALTO WEALTH ADVISORS, LLC

715 COLORADO AVENUE SUITE A PALO ALTO CA 94303

13F HOLDINGS REPORT 028-22829 N Nathan Blair (650) 656-9800 Nathan Blair Palo Alto CA 04-30-2024 0 42 141834547 false INFORMATION TABLE 2 F_13F_PaloAlto_Q12024.xml VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 28914807 321633 SH SOLE 0 0 321633 WISDOMTREE TR US QTLY DIV GRT 97717X669 15534113 203887 SH SOLE 0 0 203887 ISHARES TR MSCI USA QLT FCT 46432F339 13906103 84613 SH SOLE 0 0 84613 ALPHABET INC CAP STK CL C 02079K107 12619994 82884 SH SOLE 0 0 82884 MICROSOFT CORP COM 594918104 9544726 22687 SH SOLE 0 0 22687 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 8807356 175131 SH SOLE 0 0 175131 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 8801920 153397 SH SOLE 0 0 153397 ALPHABET INC CAP STK CL A 02079K305 7078164 46897 SH SOLE 0 0 46897 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 6334026 184719 SH SOLE 0 0 184719 ISHARES TR RUS 1000 ETF 464287622 4307573 14955 SH SOLE 0 0 14955 APPLE INC COM 037833100 3507625 20455 SH SOLE 0 0 20455 ISHARES TR TRS FLT RT BD 46434V860 2392190 47193 SH SOLE 0 0 47193 ISHARES TR MSCI INTL QUALTY 46434V456 2301153 58022 SH SOLE 0 0 58022 KRANESHARES TRUST CALIFORNIA CARB 500767553 1762978 61535 SH SOLE 0 0 61535 AMAZON COM INC COM 023135106 1526195 8461 SH SOLE 0 0 8461 SPDR S&P 500 ETF TR TR UNIT 78462F103 1382492 2635 SH SOLE 0 0 2635 NVIDIA CORPORATION COM 67066G104 1237026 1369 SH SOLE 0 0 1369 KRANESHARES TRUST GLOBAL CARB STRA 500767678 1153900 37513 SH SOLE 0 0 37513 OKTA INC CL A 679295105 1038667 9928 SH SOLE 0 0 9928 INNOVATOR ETFS TRUST US EQT PWR BUF 45782C870 1036789 30866 SH SOLE 0 0 30866 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 719247 3939 SH SOLE 0 0 3939 META PLATFORMS INC CL A 30303M102 660554 1360 SH SOLE 0 0 1360 UBER TECHNOLOGIES INC COM 90353T100 569726 7400 SH SOLE 0 0 7400 ISHARES TR MSCI USA MIN VOL 46429B697 530446 6347 SH SOLE 0 0 6347 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 516432 11072 SH SOLE 0 0 11072 INVESCO QQQ TR UNIT SER 1 46090E103 466734 1050 SH SOLE 0 0 1050 SPDR SER TR MSCI USA STRTGIC 78468R812 440531 3025 SH SOLE 0 0 3025 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 439692 2509 SH SOLE 0 0 2509 ISHARES TR RUSSELL 2000 ETF 464287655 438113 2083 SH SOLE 0 0 2083 JPMORGAN CHASE & CO COM 46625H100 397195 1983 SH SOLE 0 0 1983 ISHARES TR CORE S&P500 ETF 464287200 392917 747 SH SOLE 0 0 747 PINTEREST INC CL A 72352L106 374159 10792 SH SOLE 0 0 10792 ISHARES TR CORE S&P SCP ETF 464287804 358498 3244 SH SOLE 0 0 3244 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 338351 704 SH SOLE 0 0 704 ORACLE CORP COM 68389X105 337765 2689 SH SOLE 0 0 2689 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 284824 5677 SH SOLE 0 0 5677 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C318 281193 8660 SH SOLE 0 0 8660 PIMCO ETF TR INTER MUN BD ACT 72201R866 231790 4418 SH SOLE 0 0 4418 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 222835 4264 SH SOLE 0 0 4264 TESLA INC COM 88160R101 217276 1236 SH SOLE 0 0 1236 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 214865 955 SH SOLE 0 0 955 VANGUARD INDEX FDS TOTAL STK MKT 922908769 213607 822 SH SOLE 0 0 822