Palacios Wealth Management
Latest statistics and disclosures from Palacios Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, AAPL, AMZN, SPYI, and represent 47.58% of Palacios Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQI, SPYI, NVDA, AVGO, RYLD, UBER, IWMI, META, GOOG, NBIS.
- Started 6 new stock positions in DOW, BABA, BRO, ASTS, NBIS, IWMI.
- Reduced shares in these 10 stocks: , F, GBAB, ABBV, JEPQ, JEPI, WMT, IRM, DIS, TWLO.
- Sold out of its positions in ADBE, F, GBAB.
- Palacios Wealth Management was a net buyer of stock by $15M.
- Palacios Wealth Management has $152M in assets under management (AUM), dropping by 24.74%.
- Central Index Key (CIK): 0002053829
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Portfolio Holdings for Palacios Wealth Management
Palacios Wealth Management holds 74 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.5 | $45M | +5% | 240k | 186.58 |
|
| Broadcom (AVGO) | 5.9 | $8.9M | +14% | 27k | 329.91 |
|
| Apple (AAPL) | 4.9 | $7.5M | +2% | 30k | 254.63 |
|
| Amazon (AMZN) | 3.6 | $5.5M | +5% | 25k | 219.57 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 3.6 | $5.5M | +65% | 106k | 52.30 |
|
| Meta Platforms Cl A (META) | 3.4 | $5.2M | +13% | 7.1k | 734.38 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 3.2 | $4.9M | +92% | 90k | 54.20 |
|
| Global X Fds Russell 2000 (RYLD) | 3.1 | $4.8M | +30% | 318k | 15.05 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.9 | $4.4M | -3% | 77k | 57.52 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $4.3M | +4% | 8.8k | 490.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $3.4M | +9% | 14k | 243.11 |
|
| Uber Technologies (UBER) | 2.2 | $3.3M | +25% | 33k | 97.97 |
|
| Microsoft Corporation (MSFT) | 2.1 | $3.2M | +13% | 6.2k | 517.99 |
|
| Tesla Motors (TSLA) | 1.7 | $2.6M | +12% | 5.9k | 444.72 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $2.6M | +24% | 11k | 243.55 |
|
| Palantir Technologies Cl A (PLTR) | 1.6 | $2.5M | 14k | 182.42 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.5M | +4% | 7.9k | 315.43 |
|
| Oracle Corporation (ORCL) | 1.6 | $2.5M | 8.8k | 281.24 |
|
|
| Advanced Micro Devices (AMD) | 1.4 | $2.1M | +13% | 13k | 161.79 |
|
| Abbvie (ABBV) | 1.2 | $1.8M | -9% | 7.8k | 231.54 |
|
| Amgen (AMGN) | 1.0 | $1.5M | +2% | 5.3k | 282.22 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.9 | $1.4M | +18% | 6.4k | 222.17 |
|
| Bank of America Corporation (BAC) | 0.9 | $1.3M | 25k | 51.59 |
|
|
| International Business Machines (IBM) | 0.8 | $1.3M | +6% | 4.5k | 282.16 |
|
| salesforce (CRM) | 0.7 | $1.1M | -5% | 4.6k | 237.00 |
|
| Qualcomm (QCOM) | 0.7 | $1.0M | 6.0k | 166.36 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $996k | +7% | 1.7k | 600.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $940k | +33% | 1.5k | 612.26 |
|
| Ares Capital Corporation (ARCC) | 0.6 | $892k | +62% | 44k | 20.41 |
|
| Mongodb Cl A (MDB) | 0.6 | $866k | -4% | 2.8k | 310.38 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $857k | +60% | 1.1k | 763.00 |
|
| Morgan Stanley Com New (MS) | 0.5 | $819k | 5.2k | 158.96 |
|
|
| Verizon Communications (VZ) | 0.5 | $794k | +14% | 18k | 43.95 |
|
| At&t (T) | 0.5 | $764k | 27k | 28.24 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.5 | $764k | +17% | 45k | 17.01 |
|
| Wal-Mart Stores (WMT) | 0.4 | $661k | -12% | 6.4k | 103.06 |
|
| Neos Etf Trust Russell 2000 Hig (IWMI) | 0.4 | $642k | NEW | 13k | 48.58 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $642k | +6% | 6.7k | 95.47 |
|
| Palo Alto Networks (PANW) | 0.4 | $636k | 3.1k | 203.62 |
|
|
| PPL Corporation (PPL) | 0.4 | $607k | -5% | 16k | 37.16 |
|
| Pfizer (PFE) | 0.4 | $604k | +15% | 24k | 25.48 |
|
| Citigroup Com New (C) | 0.4 | $573k | 5.6k | 101.50 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.3 | $500k | NEW | 4.5k | 112.27 |
|
| Twilio Cl A (TWLO) | 0.3 | $472k | -12% | 4.7k | 100.09 |
|
| Ge Aerospace Com New (GE) | 0.3 | $469k | +21% | 1.6k | 300.82 |
|
| Goldman Sachs (GS) | 0.3 | $459k | 576.00 | 796.35 |
|
|
| Home Depot (HD) | 0.3 | $410k | 1.0k | 405.19 |
|
|
| Lowe's Companies (LOW) | 0.3 | $398k | 1.6k | 251.31 |
|
|
| Cisco Systems (CSCO) | 0.3 | $395k | +6% | 5.8k | 68.42 |
|
| Boeing Company (BA) | 0.3 | $384k | -4% | 1.8k | 215.83 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $376k | NEW | 2.1k | 178.73 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $374k | 8.3k | 45.10 |
|
|
| TJX Companies (TJX) | 0.2 | $350k | 2.4k | 144.54 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $350k | -2% | 3.1k | 112.75 |
|
| Altria (MO) | 0.2 | $340k | 5.1k | 66.06 |
|
|
| Sofi Technologies (SOFI) | 0.2 | $328k | +16% | 12k | 26.42 |
|
| Walt Disney Company (DIS) | 0.2 | $302k | -19% | 2.6k | 114.50 |
|
| Brown & Brown (BRO) | 0.2 | $291k | NEW | 3.1k | 93.79 |
|
| American Express Company (AXP) | 0.2 | $289k | 870.00 | 332.16 |
|
|
| Kraneshares Trust Kweb Coverd Call (KLIP) | 0.2 | $286k | -4% | 8.7k | 32.90 |
|
| Iron Mountain (IRM) | 0.2 | $281k | -21% | 2.8k | 101.94 |
|
| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.2 | $269k | 4.9k | 54.40 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $254k | -13% | 1.1k | 241.96 |
|
| Prudential Financial (PRU) | 0.2 | $252k | -2% | 2.4k | 103.74 |
|
| Howmet Aerospace (HWM) | 0.2 | $245k | 1.3k | 196.23 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $236k | 1.4k | 170.85 |
|
|
| International Paper Company (IP) | 0.2 | $236k | +16% | 5.1k | 46.40 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $235k | 2.3k | 100.25 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $232k | -36% | 4.1k | 57.10 |
|
| CSX Corporation (CSX) | 0.1 | $223k | -2% | 6.3k | 35.51 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $221k | NEW | 4.5k | 49.08 |
|
| Dow (DOW) | 0.1 | $209k | NEW | 9.1k | 22.93 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.1 | $158k | 52k | 3.06 |
|
|
| Blackberry (BB) | 0.0 | $59k | 12k | 4.88 |
|
Past Filings by Palacios Wealth Management
SEC 13F filings are viewable for Palacios Wealth Management going back to 2024
- Palacios Wealth Management 2025 Q3 filed Nov. 5, 2025
- Palacios Wealth Management 2025 Q2 filed July 14, 2025
- Palacios Wealth Management 2025 Q1 filed May 9, 2025
- Palacios Wealth Management 2024 Q4 filed Jan. 30, 2025