Palacios Wealth Management, LLC
CIK: 0002053829SEC EDGAR →
Portfolio Value
$130.6B
Holdings
68
As of
Q4 2025
New Positions
68
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 222,592 | $41.5B | 31.78% |
| 2 | BROADCOM INC | 21,948 | $7.6B | 5.82% |
| 3 | APPLE INC | 27,753 | $7.5B | 5.78% |
| 4 | AMAZON COM INC | 22,728 | $5.2B | 4.02% |
| 5 | META PLATFORMS INC | 6,552 | $4.3B | 3.31% |
| 6 | ALPHABET INC | 12,852 | $4.0B | 3.08% |
| 7 | NEOS ETF TRUST | 71,344 | $3.8B | 2.94% |
| 8 | CROWDSTRIKE HLDGS INC | 8,183 | $3.8B | 2.94% |
| 9 | J P MORGAN EXCHANGE TRADED F | 61,566 | $3.6B | 2.74% |
| 10 | NEOS ETF TRUST | 52,909 | $2.8B | 2.13% |
Quarterly Changes
New Positions (68)
$41.5B · 223K shares
$7.6B · 22K shares
$7.5B · 28K shares
$5.2B · 23K shares
$4.3B · 7K shares
$4.0B · 13K shares
$3.8B · 71K shares
$3.8B · 8K shares
$3.6B · 62K shares
$2.8B · 53K shares
$2.5B · 8K shares
$2.5B · 6K shares
$2.5B · 5K shares
$2.4B · 8K shares
$2.4B · 11K shares
$2.0B · 11K shares
$2.0B · 24K shares
$2.0B · 130K shares
$1.7B · 9K shares
$1.7B · 5K shares
$1.6B · 7K shares
$1.4B · 26K shares
$1.2B · 3K shares
$1.1B · 4K shares
$1.1B · 4K shares
$1.1B · 6K shares
$902.0M · 5K shares
$874.0M · 1K shares
$821.0M · 4K shares
$749.0M · 697 shares
$703.0M · 6K shares
$655.0M · 5K shares
$632.0M · 13K shares
$627.0M · 6K shares
$572.0M · 16K shares
$552.0M · 22K shares
$519.0M · 4K shares
$512.0M · 3K shares
$506.0M · 576 shares
$473.0M · 755 shares
$461.0M · 11K shares
$394.0M · 1K shares
$393.0M · 2K shares
$387.0M · 5K shares
$382.0M · 2K shares
$373.0M · 3K shares
$364.0M · 21K shares
$341.0M · 2K shares
$328.0M · 888 shares
$327.0M · 6K shares
$326.0M · 4K shares
$325.0M · 16K shares
$293.0M · 3K shares
$287.0M · 12K shares
$285.0M · 4K shares
$268.0M · 941 shares
$268.0M · 5K shares
$267.0M · 2K shares
$256.0M · 1K shares
$252.0M · 4K shares
$234.0M · 9K shares
$233.0M · 2K shares
$228.0M · 3K shares
$227.0M · 6K shares
$220.0M · 2K shares
$153.0M · 12K shares
$121.0M · 52K shares
$45.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $77.0B | 59.0% |
| Financial Services | 19 | $21.6B | 16.5% |
| Communication Services | 7 | $12.7B | 9.7% |
| Consumer Cyclical | 6 | $8.8B | 6.8% |
| Healthcare | 6 | $4.8B | 3.7% |
| Unknown | 3 | $2.3B | 1.8% |
| Industrials | 4 | $1.3B | 1.0% |
| Consumer Defensive | 2 | $955.0M | 0.7% |
| Utilities | 1 | $572.0M | 0.4% |
| Energy | 1 | $373.0M | 0.3% |
| Real Estate | 1 | $228.0M | 0.2% |