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, META, and represent 50.70% of Palacios Wealth Management's stock portfolio.
- Added to shares of these 7 stocks: MU, F, QCOM, BAC, ORCL, BA, AXP.
- Started 2 new stock positions in MU, F.
- Reduced shares in these 10 stocks: NVDA, RYLD, SPYI, AVGO, QQQI, JEPQ, GOOG, UBER, FTEC, AMZN.
- Sold out of its positions in BX, BRO, DOW, HD, IP, IWM, JEPI, KLIP.
- Palacios Wealth Management was a net seller of stock by $-24M.
- Palacios Wealth Management has $131M in assets under management (AUM), dropping by -13.95%.
- Central Index Key (CIK): 0002053829
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Portfolio Holdings for Palacios Wealth Management
Palacios Wealth Management holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 31.8 | $42M | -7% | 223k | 186.50 |
|
| Broadcom (AVGO) | 5.8 | $7.6M | -18% | 22k | 346.10 |
|
| Apple (AAPL) | 5.8 | $7.5M | -5% | 28k | 271.86 |
|
| Amazon (AMZN) | 4.0 | $5.2M | -9% | 23k | 230.82 |
|
| Meta Platforms Cl A (META) | 3.3 | $4.3M | -7% | 6.6k | 660.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $4.0M | -8% | 13k | 313.00 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 2.9 | $3.8M | -20% | 71k | 53.86 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $3.8M | -6% | 8.2k | 468.76 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.7 | $3.6M | -20% | 62k | 58.12 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 2.1 | $2.8M | -49% | 53k | 52.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.5M | -25% | 7.9k | 313.80 |
|
| Tesla Motors (TSLA) | 1.9 | $2.5M | -5% | 5.5k | 449.72 |
|
| Microsoft Corporation (MSFT) | 1.9 | $2.5M | -17% | 5.1k | 483.66 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $2.4M | -4% | 7.5k | 322.22 |
|
| Advanced Micro Devices (AMD) | 1.8 | $2.4M | -14% | 11k | 214.16 |
|
| Palantir Technologies Cl A (PLTR) | 1.5 | $2.0M | -17% | 11k | 177.75 |
|
| Uber Technologies (UBER) | 1.5 | $2.0M | -26% | 24k | 81.71 |
|
| Global X Fds Russell 2000 (RYLD) | 1.5 | $2.0M | -59% | 130k | 15.30 |
|
| Oracle Corporation (ORCL) | 1.3 | $1.7M | 8.9k | 194.91 |
|
|
| Amgen (AMGN) | 1.3 | $1.7M | -2% | 5.2k | 327.33 |
|
| Abbvie (ABBV) | 1.2 | $1.6M | -9% | 7.1k | 228.49 |
|
| Bank of America Corporation (BAC) | 1.1 | $1.4M | 26k | 55.00 |
|
|
| Mongodb Cl A (MDB) | 0.9 | $1.2M | 2.8k | 419.69 |
|
|
| salesforce (CRM) | 0.9 | $1.1M | -7% | 4.2k | 264.91 |
|
| International Business Machines (IBM) | 0.9 | $1.1M | -16% | 3.8k | 296.21 |
|
| Qualcomm (QCOM) | 0.8 | $1.1M | +7% | 6.5k | 171.05 |
|
| Morgan Stanley Com New (MS) | 0.7 | $903k | 5.1k | 177.53 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $875k | -14% | 1.4k | 614.31 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.6 | $822k | -43% | 3.7k | 224.67 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $749k | -37% | 697.00 | 1074.68 |
|
| Wal-Mart Stores (WMT) | 0.5 | $704k | 6.3k | 111.41 |
|
|
| Twilio Cl A (TWLO) | 0.5 | $656k | -2% | 4.6k | 142.24 |
|
| Neos Etf Trust Russell 2000 Hig (IWMI) | 0.5 | $633k | 13k | 48.68 |
|
|
| Charles Schwab Corporation (SCHW) | 0.5 | $628k | -6% | 6.3k | 99.91 |
|
| PPL Corporation (PPL) | 0.4 | $572k | 16k | 35.02 |
|
|
| At&t (T) | 0.4 | $552k | -17% | 22k | 24.84 |
|
| Citigroup Com New (C) | 0.4 | $519k | -21% | 4.5k | 116.69 |
|
| Palo Alto Networks (PANW) | 0.4 | $513k | -10% | 2.8k | 184.20 |
|
| Goldman Sachs (GS) | 0.4 | $506k | 576.00 | 879.00 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $474k | -50% | 755.00 | 627.09 |
|
| Verizon Communications (VZ) | 0.4 | $462k | -37% | 11k | 40.73 |
|
| Ge Aerospace Com New (GE) | 0.3 | $395k | -17% | 1.3k | 308.03 |
|
| Boeing Company (BA) | 0.3 | $393k | 1.8k | 217.12 |
|
|
| Cisco Systems (CSCO) | 0.3 | $387k | -12% | 5.0k | 77.04 |
|
| Lowe's Companies (LOW) | 0.3 | $382k | 1.6k | 241.16 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $374k | 3.1k | 120.34 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $365k | -54% | 21k | 17.67 |
|
| TJX Companies (TJX) | 0.3 | $341k | -8% | 2.2k | 153.61 |
|
| American Express Company (AXP) | 0.3 | $329k | +2% | 888.00 | 369.95 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $328k | -26% | 6.1k | 53.94 |
|
| Nebius Group Shs Class A (NBIS) | 0.3 | $327k | -12% | 3.9k | 83.71 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $325k | -63% | 16k | 20.23 |
|
| Walt Disney Company (DIS) | 0.2 | $294k | -2% | 2.6k | 113.77 |
|
| Pfizer (PFE) | 0.2 | $288k | -51% | 12k | 24.90 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.2 | $285k | -12% | 3.9k | 72.63 |
|
| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.2 | $269k | 4.9k | 54.30 |
|
|
| Micron Technology (MU) | 0.2 | $269k | NEW | 941.00 | 285.41 |
|
| Prudential Financial (PRU) | 0.2 | $268k | -2% | 2.4k | 112.88 |
|
| Howmet Aerospace (HWM) | 0.2 | $256k | 1.3k | 205.02 |
|
|
| Altria (MO) | 0.2 | $252k | -14% | 4.4k | 57.66 |
|
| Sofi Technologies (SOFI) | 0.2 | $235k | -27% | 9.0k | 26.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $234k | 2.3k | 99.88 |
|
|
| Iron Mountain (IRM) | 0.2 | $229k | 2.8k | 82.95 |
|
|
| CSX Corporation (CSX) | 0.2 | $228k | 6.3k | 36.25 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $220k | -28% | 1.5k | 146.58 |
|
| Ford Motor Company (F) | 0.1 | $154k | NEW | 12k | 13.12 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.1 | $121k | 52k | 2.35 |
|
|
| Blackberry (BB) | 0.0 | $46k | 12k | 3.79 |
|
Past Filings by Palacios Wealth Management
SEC 13F filings are viewable for Palacios Wealth Management going back to 2024
- Palacios Wealth Management 2025 Q4 filed Jan. 28, 2026
- 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