PALO ALTO WEALTH ADVISORS, LLC HYD — VANECK ETF TRUST

Ownership history in PALO ALTO WEALTH ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

PALO ALTO WEALTH ADVISORS, LLC reported VANECK ETF TRUST (HYD) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.18% in 2025 Q2. The latest visible filing shows HYD at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PALO ALTO WEALTH ADVISORS, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HYD was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYD stock page PALO ALTO WEALTH ADVISORS, LLC fund profile PALO ALTO WEALTH ADVISORS, LLC full holdings
How PALO ALTO WEALTH ADVISORS, LLC held HYD — position size vs. price
% of Fund (quarterly)    HYD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19.2% +1.8% ❌ 7,541 -1,794 -19.2% 0.11% $384K 2025-11-14 (Est.) $49.27
2025 Q2 ADDED — — — 9,335 +618 +7.1% 0.18% $469K 2025-08-14 $47.29
2025 Q1 ADDED — — — 8,717 +68 +0.8% 0.17% $437K 2025-05-15 $47.45
2024 Q4 ADDED — — — 8,649 +3,880 +81.4% 0.16% $449K 2025-02-14 $48.83
2024 Q3 ADDED — — — 4,769 +66 +1.4% 0.10% $251K 2024-11-06 $47.96
2024 Q2 ADDED — — — 4,703 +439 +10.3% 0.17% $243K 2024-08-13 $48.20
2024 Q1 INITIATED — — — 4,264 — — 0.16% $223K 2024-04-30 $46.45

🏢 Other funds also holding HYD

As of 2026 Q2 — sorted by position size

CERTIOR FINANCIAL GROUP, LLC 1.71% Ocean Park Asset Management, LLC 3Y 1.65% Revolve Wealth Partners, LLC 3Y 1.6% Veery Capital, LLC 3Y 1.29% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 1.08% APS Management Group, Inc. 0.97% RAMSEY QUANTITATIVE SYSTEMS 3Y 7Y 0.97% Brindle & Bay Financial Advisors, LLC 0.91% K2 Financial Inc. 0.79% Melone Private Wealth, LLC 3Y 0.64%

FAQ About PALO ALTO WEALTH ADVISORS, LLC and HYD

These are the practical questions this page is built to answer before you even open the full history table.

How long has PALO ALTO WEALTH ADVISORS, LLC reported owning HYD?

PALO ALTO WEALTH ADVISORS, LLC reported HYD across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported HYD position in PALO ALTO WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for HYD was 0.18% in 2025 Q2.

What is the latest reported HYD position on this page?

The most recent filing on this page is 2025 Q3, when PALO ALTO WEALTH ADVISORS, LLC reported 7,541 shares, equal to 0.11% of portfolio, with an estimated market value of $384K.

What does the chart on this HYD ownership page compare?

The chart compares PALO ALTO WEALTH ADVISORS, LLC's quarterly HYD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PALO ALTO WEALTH ADVISORS, LLC time their HYD position?

Based on 13F filing dates vs. subsequent HYD price moves, PALO ALTO WEALTH ADVISORS, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on HYD relative to SPY over the holding period was -15.0%.

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