Palacios Wealth Management, LLC
CIK: 0002053829Latest portfolio: $130.6M · Q4 2025
Holdings
68
Total Value
$130.6M
New Positions
67
Closed Positions
0
Top Holdings
View All 68 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 222,592 | $41.5M | 31.78% | NEW | |
| 2 | AVGOBROADCOM INC | 21,948 | $7.6M | 5.82% | NEW | |
| 3 | AAPLAPPLE INC | 27,753 | $7.5M | 5.78% | NEW | |
| 4 | AMZNAMAZON COM INC | 22,728 | $5.2M | 4.02% | NEW | |
| 5 | METAMETA PLATFORMS INC | 6,552 | $4.3M | 3.31% | NEW | |
| 6 | GOOGLALPHABET INC | 12,852 | $4.0M | 3.08% | NEW | |
| 7 | QQQINEOS ETF TRUST | 71,344 | $3.8M | 2.94% | NEW | |
| 8 | CRWDCROWDSTRIKE HLDGS INC | 8,183 | $3.8M | 2.94% | NEW | |
| 9 | JEPQJ P MORGAN EXCHANGE TRADED F | 61,566 | $3.6M | 2.74% | NEW | |
| 10 | SPYINEOS ETF TRUST | 52,909 | $2.8M | 2.13% | NEW | |
| 11 | GOOGALPHABET INC | 7,945 | $2.5M | 1.91% | NEW | |
| 12 | TSLATESLA INC | 5,524 | $2.5M | 1.90% | NEW | |
| 13 | MSFTMICROSOFT CORP | 5,070 | $2.5M | 1.88% | NEW | |
| 14 | JPMJPMORGAN CHASE & CO. | 7,519 | $2.4M | 1.85% | NEW | |
| 15 | AMDADVANCED MICRO DEVICES INC | 11,138 | $2.4M | 1.83% | NEW | |
| 16 | PLTRPALANTIR TECHNOLOGIES INC | 11,240 | $2.0M | 1.53% | NEW | |
| 17 | UBERUBER TECHNOLOGIES INC | 24,364 | $2.0M | 1.52% | NEW | |
| 18 | RYLDGLOBAL X FDS | 129,964 | $2.0M | 1.52% | NEW | |
| 19 | ORCLORACLE CORP | 8,861 | $1.7M | 1.32% | NEW | |
| 20 | AMGNAMGEN INC | 5,201 | $1.7M | 1.30% | NEW | |
| 21 | ABBVABBVIE INC | 7,106 | $1.6M | 1.24% | NEW | |
| 22 | BACBANK AMERICA CORP | 25,634 | $1.4M | 1.08% | NEW | |
| 23 | MDBMONGODB INC | 2,763 | $1.2M | 0.89% | NEW | |
| 24 | CRMSALESFORCE INC | 4,221 | $1.1M | 0.86% | NEW | |
| 25 | IBMINTERNATIONAL BUSINESS MACHS | 3,761 | $1.1M | 0.85% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($4.151375967544383e+57T)
Financial Services0.0% ($3.842357827792422e+53T)
Communication Services0.0% ($432440222493655.5T)
Consumer Cyclical0.0% ($52452484382.3T)
Healthcare0.0% ($17021623749.3T)
Industrials0.0% ($394.4T)
Unknown0.0% ($902.9B)
Consumer Defensive0.0% ($703.3M)
Utilities0.0% ($572K)
Energy0.0% ($373K)
Real Estate0.0% ($228K)
Filing History
Fund Information
Palacios Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $130.6M across 68 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 31.8% of the portfolio. Compared to the previous quarter, the fund opened 68 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.