Palacios Wealth Management, LLC
CIK: 0002053829SEC EDGAR →
Portfolio Value
$130.6M
Holdings
68
As of
Q4 2025
New Positions
68
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 222,592 | $41.5M | 31.78% |
| 2 | BROADCOM INC | 21,948 | $7.6M | 5.82% |
| 3 | APPLE INC | 27,753 | $7.5M | 5.78% |
| 4 | AMAZON COM INC | 22,728 | $5.2M | 4.02% |
| 5 | META PLATFORMS INC | 6,552 | $4.3M | 3.31% |
| 6 | ALPHABET INC | 12,852 | $4.0M | 3.08% |
| 7 | NEOS ETF TRUST | 71,344 | $3.8M | 2.94% |
| 8 | CROWDSTRIKE HLDGS INC | 8,183 | $3.8M | 2.94% |
| 9 | J P MORGAN EXCHANGE TRADED F | 61,566 | $3.6M | 2.74% |
| 10 | NEOS ETF TRUST | 52,909 | $2.8M | 2.13% |
Quarterly Changes
New Positions (68)
$41.5M · 223K shares
$7.6M · 22K shares
$7.5M · 28K shares
$5.2M · 23K shares
$4.3M · 7K shares
$4.0M · 13K shares
$3.8M · 71K shares
$3.8M · 8K shares
$3.6M · 62K shares
$2.8M · 53K shares
$2.5M · 8K shares
$2.5M · 6K shares
$2.5M · 5K shares
$2.4M · 8K shares
$2.4M · 11K shares
$2.0M · 11K shares
$2.0M · 24K shares
$2.0M · 130K shares
$1.7M · 9K shares
$1.7M · 5K shares
$1.6M · 7K shares
$1.4M · 26K shares
$1.2M · 3K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.1M · 6K shares
$902K · 5K shares
$874K · 1K shares
$821K · 4K shares
$749K · 697 shares
$703K · 6K shares
$655K · 5K shares
$632K · 13K shares
$627K · 6K shares
$572K · 16K shares
$552K · 22K shares
$519K · 4K shares
$512K · 3K shares
$506K · 576 shares
$473K · 755 shares
$461K · 11K shares
$394K · 1K shares
$393K · 2K shares
$387K · 5K shares
$382K · 2K shares
$373K · 3K shares
$364K · 21K shares
$341K · 2K shares
$328K · 888 shares
$327K · 6K shares
$326K · 4K shares
$325K · 16K shares
$293K · 3K shares
$287K · 12K shares
$285K · 4K shares
$268K · 941 shares
$268K · 5K shares
$267K · 2K shares
$256K · 1K shares
$252K · 4K shares
$234K · 9K shares
$233K · 2K shares
$228K · 3K shares
$227K · 6K shares
$220K · 2K shares
$153K · 12K shares
$121K · 52K shares
$45K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $77.0M | 59.0% |
| Financial Services | 19 | $21.6M | 16.5% |
| Communication Services | 7 | $12.7M | 9.7% |
| Consumer Cyclical | 6 | $8.8M | 6.8% |
| Healthcare | 6 | $4.8M | 3.7% |
| Unknown | 3 | $2.3M | 1.8% |
| Industrials | 4 | $1.3M | 1.0% |
| Consumer Defensive | 2 | $955K | 0.7% |
| Utilities | 1 | $572K | 0.4% |
| Energy | 1 | $373K | 0.3% |
| Real Estate | 1 | $228K | 0.2% |