PALO ALTO WEALTH ADVISORS, LLC QUAL — ISHARES

Ownership history in PALO ALTO WEALTH ADVISORS, LLC  ·  12 quarters on record

AI Ownership Summary

PALO ALTO WEALTH ADVISORS, LLC reported ISHARES (QUAL) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 10.34% in 2024 Q2. The latest visible filing shows QUAL at 7.20% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QUAL 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 ISHARES, 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

QUAL was reported at 7.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.34% in 2024 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.

QUAL stock page PALO ALTO WEALTH ADVISORS, LLC fund profile PALO ALTO WEALTH ADVISORS, LLC full holdings
How PALO ALTO WEALTH ADVISORS, LLC held QUAL — position size vs. price
% of Fund (quarterly)    QUAL 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 ADDED — — — 125,685 +5,541 +4.6% 7.20% $24.7M 2025-11-14 (Est.) $193.03
2025 Q2 ADDED — — — 120,144 +5,117 +4.4% 8.31% $22.0M 2025-08-14 $186.84
2025 Q1 ADDED — — — 115,027 +18,295 +18.9% 7.93% $20.3M 2025-05-15 $175.88
2024 Q4 ADDED — — — 96,732 +4,560 +4.9% 6.04% $17.2M 2025-02-14 $182.56
2024 Q3 ADDED — — — 92,172 +4,605 +5.3% 6.94% $16.8M 2024-11-06 $179.21
2024 Q2 ADDED — — — 87,567 +2,954 +3.5% 10.34% $15.0M 2024-08-13 $167.68
2024 Q1 ADDED — — — 84,613 +8,045 +10.5% 9.80% $13.9M 2024-04-30 $153.55
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QUAL

As of 2026 Q2 — sorted by position size

Aventus Investment Advisors, Inc. 20.58% Baron Wealth Management LLC 3Y 16.04% Orgel Wealth Management, LLC 3Y 7Y 13.98% LANDAAS & CO /WI /ADV 3Y 7Y 12.41% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 11.25% Client First Capital LLC 3Y 10.77% Facet Wealth, Inc. 3Y 10.38% RIVER'S EDGE WEALTH MANAGEMENT, LLC 9.94% Wells Financial Advisors INC 3Y 9.5% Unison Advisors LLC 3Y 7Y 9.37%

FAQ About PALO ALTO WEALTH ADVISORS, LLC and QUAL

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 QUAL?

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

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

The largest reported portfolio weight for QUAL was 10.34% in 2024 Q2.

What is the latest reported QUAL position on this page?

The most recent filing on this page is 2025 Q3, when PALO ALTO WEALTH ADVISORS, LLC reported 125,685 shares, equal to 7.20% of portfolio, with an estimated market value of $24.7M.

What does the chart on this QUAL ownership page compare?

The chart compares PALO ALTO WEALTH ADVISORS, LLC's quarterly QUAL 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 QUAL position?

Based on 13F filing dates vs. subsequent QUAL price moves, PALO ALTO WEALTH ADVISORS, LLC correctly timed 10 out of 11 reported position changes (91%). The annualised alpha on QUAL relative to SPY over the holding period was -1.7%.

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