Palacios Wealth Management, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$130.6B

Holdings

68

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
222,592$41.5B31.78%
2
AVGOBROADCOM INC
21,948$7.6B5.82%
3
AAPLAPPLE INC
27,753$7.5B5.78%
4
AMZNAMAZON COM INC
22,728$5.2B4.02%
5
METAMETA PLATFORMS INC
6,552$4.3B3.31%
6
GOOGLALPHABET INC
12,852$4.0B3.08%
7
QQQINEOS ETF TRUST
71,344$3.8B2.94%
8
CRWDCROWDSTRIKE HLDGS INC
8,183$3.8B2.94%
9
JEPQJ P MORGAN EXCHANGE TRADED F
61,566$3.6B2.74%
10
SPYINEOS ETF TRUST
52,909$2.8B2.13%
11
GOOGALPHABET INC
7,945$2.5B1.91%
12
TSLATESLA INC
5,524$2.5B1.90%
13
MSFTMICROSOFT CORP
5,070$2.5B1.88%
14
JPMJPMORGAN CHASE & CO.
7,519$2.4B1.85%
15
AMDADVANCED MICRO DEVICES INC
11,138$2.4B1.83%
16
PLTRPALANTIR TECHNOLOGIES INC
11,240$2.0B1.53%
17
UBERUBER TECHNOLOGIES INC
24,364$2.0B1.52%
18
RYLDGLOBAL X FDS
129,964$2.0B1.52%
19
ORCLORACLE CORP
8,861$1.7B1.32%
20
AMGNAMGEN INC
5,201$1.7B1.30%
21
ABBVABBVIE INC
7,106$1.6B1.24%
22
BACBANK AMERICA CORP
25,634$1.4B1.08%
23
MDBMONGODB INC
2,763$1.2B0.89%
24
CRMSALESFORCE INC
4,221$1.1B0.86%
25
IBMINTERNATIONAL BUSINESS MACHS
3,761$1.1B0.85%
26
QCOMQUALCOMM INC
6,484$1.1B0.85%
27
DWDMORGAN STANLEY
5,085$902.0M0.69%
28
NDQINVESCO QQQ TR
1,424$874.0M0.67%
29
FTECFIDELITY COVINGTON TRUST
3,657$821.0M0.63%
30
LLYELI LILLY & CO
697$749.0M0.57%
31
WMTWALMART INC
6,317$703.0M0.54%
32
TWLOTWILIO INC
4,610$655.0M0.50%
33
IWMINEOS ETF TRUST
13,001$632.0M0.48%
34
SCHWSCHWAB CHARLES CORP
6,285$627.0M0.48%
35
PPLPPL CORP
16,338$572.0M0.44%
36
TAT&T INC
22,233$552.0M0.42%
37
TRVCCITIGROUP INC
4,450$519.0M0.40%
38
PANWPALO ALTO NETWORKS INC
2,785$512.0M0.39%
39
GSGOLDMAN SACHS GROUP INC
576$506.0M0.39%
40
VOOVANGUARD INDEX FDS
755$473.0M0.36%
41
BACVERIZON COMMUNICATIONS INC
11,336$461.0M0.35%
42
GEGE AEROSPACE
1,281$394.0M0.30%
43
BABOEING CO
1,812$393.0M0.30%
44
CSCOCISCO SYS INC
5,028$387.0M0.30%
45
LOWLOWES COS INC
1,585$382.0M0.29%
46
XOMEXXON MOBIL CORP
3,106$373.0M0.29%
47
QYLDGLOBAL X FDS
20,655$364.0M0.28%
48
TJXTJX COS INC NEW
2,221$341.0M0.26%
49
AXPAMERICAN EXPRESS CO
888$328.0M0.25%
50
BMYBRISTOL-MYERS SQUIBB CO
6,071$327.0M0.25%
51
NBISNEBIUS GROUP N.V.
3,906$326.0M0.25%
52
ARCCARES CAPITAL CORP
16,085$325.0M0.25%
53
DISDISNEY WALT CO
2,581$293.0M0.22%
54
PFEPFIZER INC
11,550$287.0M0.22%
55
ASTSAST SPACEMOBILE INC
3,926$285.0M0.22%
56
MUMICRON TECHNOLOGY INC
941$268.0M0.21%
57
QQQHNEOS ETF TRUST
4,946$268.0M0.21%
58
PRUPRUDENTIAL FINL INC
2,370$267.0M0.20%
59
HWMHOWMET AEROSPACE INC
1,250$256.0M0.20%
60
MOALTRIA GROUP INC
4,375$252.0M0.19%
61
SOFISOFI TECHNOLOGIES INC
8,957$234.0M0.18%
62
AGGISHARES TR
2,339$233.0M0.18%
63
IRMIRON MTN INC DEL
2,755$228.0M0.17%
64
CSXCSX CORP
6,279$227.0M0.17%
65
BABAALIBABA GROUP HLDG LTD
1,501$220.0M0.17%
66
FFORD MTR CO
11,699$153.0M0.12%
67
CLOVCLOVER HEALTH INVESTMENTS CO
51,624$121.0M0.09%
68
BBBLACKBERRY LTD
12,080$45.0M0.03%