Palacios Wealth Management, LLC Portfolio Holdings

Palacios Wealth Management, LLC

  • $152 Billion
  • Q3 2025

Palacios Wealth Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $44.8B, Broadcom Inc. with a value of $8.89B, Apple Inc. with a value of $7.5B, Amazon Com Inc with a value of $5.54B, and Shp ETF Tr Neos S&P 500 High I with a value of $5.52B.

Examining the 13F form we can see an increase of $30.1B in the current position value, from $122B to 152B.

Palacios Wealth Management, LLC is based out at Ormond Beach, FL

Below you can find more details about Palacios Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
Technology: $84.3 Billion
ETFs: $14.1 Billion
Communication Services: $13.7 Billion
Consumer Cyclical: $9.92 Billion
Financial Services: $8.57 Billion
Healthcare: $5.31 Billion
Industrials: $1.32 Billion
Consumer Defensive: $1 Billion
Other: $1.45 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$44.8 Billion 29.49% of portfolio
239,927
Q3 2025 Added 5.09%
$139B
$8.89 Billion 5.86% of portfolio
26,948
Q3 2025 Added 14.7%
$4.3T
$7.5 Billion 4.94% of portfolio
29,456
Q3 2025 Added 2.83%
$2.39T
$5.54 Billion 3.65% of portfolio
25,229
Q3 2025 Added 5.03%
-
$5.52 Billion 3.64% of portfolio
-
Q3 2025 Added 65.16%
$1.37T
$5.2 Billion 3.42% of portfolio
7,078
Q3 2025 Added 13.94%
Neos ETF Trust
-
$4.89 Billion 3.22% of portfolio
-
Q3 2025 Added 92.31%
$0
$4.78 Billion 3.15% of portfolio
317,514
Q3 2025 Added 30.62%
$0
$4.44 Billion 2.92% of portfolio
77,192
Q3 2025 Reduced 3.4%
$115B
$4.3 Billion 2.83% of portfolio
8,763
Q3 2025 Added 4.76%
$1.65T
$3.41 Billion 2.24% of portfolio
14,015
Q3 2025 Added 9.05%
$181B
$3.27 Billion 2.15% of portfolio
33,358
Q3 2025 Added 25.37%
$3.78T
$3.2 Billion 2.11% of portfolio
6,173
Q3 2025 Added 13.33%
$1.29T
$2.61 Billion 1.72% of portfolio
5,876
Q3 2025 Added 12.2%
$1.74T
$2.58 Billion 1.7% of portfolio
10,594
Q3 2025 Added 24.12%
$342B
$2.49 Billion 1.64% of portfolio
13,643
Q3 2025 Reduced 0.99%
$881B
$2.48 Billion 1.63% of portfolio
7,863
Q3 2025 Added 4.06%
$388B
$2.11 Billion 1.39% of portfolio
13,014
Q3 2025 Added 13.43%
$414B
$1.82 Billion 1.2% of portfolio
7,845
Q3 2025 Reduced 9.32%
$183B
$1.5 Billion 0.99% of portfolio
5,331
Q3 2025 Added 2.5%
$0
$1.43 Billion 0.94% of portfolio
6,419
Q3 2025 Added 18.76%
$413B
$1.31 Billion 0.86% of portfolio
25,439
Q2 2025 Added 365.75%
$266B
$1.28 Billion 0.84% of portfolio
4,522
Q3 2025 Added 6.85%
$237B
$1.08 Billion 0.71% of portfolio
4,563
Q3 2025 Reduced 5.35%
$0
$996 Million 0.66% of portfolio
1,659
Q3 2025 Added 7.24%
$187B
$1 Billion 0.66% of portfolio
6,024
Q3 2025 Added 1.69%
$0
$940 Million 0.62% of portfolio
1,536
Q3 2025 Added 33.57%
$0
$892 Million 0.59% of portfolio
43,689
Q3 2025 Added 62.14%
$24.2B
$866 Million 0.57% of portfolio
2,789
Q3 2025 Reduced 4.81%
$971B
$857 Million 0.56% of portfolio
1,123
Q3 2025 Added 60.43%
$270B
$819 Million 0.54% of portfolio
5,150
Q2 2025 New
$172B
$794 Million 0.52% of portfolio
18,070
Q3 2025 Added 14.14%
$0
$764 Million 0.5% of portfolio
44,923
Q3 2025 Added 17.18%
$181B
$764 Million 0.5% of portfolio
27,066
Q3 2025 Added 1.68%
$279B
$661 Million 0.44% of portfolio
6,417
Q3 2025 Reduced 12.48%
$61.4B
$636 Million 0.42% of portfolio
3,123
Q3 2025 Added 0.77%
Neos ETF Trust
-
$642 Million 0.42% of portfolio
-
Q3 2025 New
$167B
$642 Million 0.42% of portfolio
6,723
Q3 2025 Added 6.97%
$27.1B
$607 Million 0.4% of portfolio
16,338
Q3 2025 Reduced 5.9%
$141B
$604 Million 0.4% of portfolio
23,692
Q3 2025 Added 15.75%
$190B
$572 Million 0.38% of portfolio
5,640
Q3 2025 Reduced 0.62%
Nebius Group N.V.
-
$500 Million 0.33% of portfolio
-
Q3 2025 New
$328B
$469 Million 0.31% of portfolio
1,560
Q3 2025 Added 21.78%
$21.7B
$472 Million 0.31% of portfolio
4,716
Q3 2025 Reduced 12.54%
$265B
$459 Million 0.3% of portfolio
576
Q2 2025 New
$367B
$410 Million 0.27% of portfolio
1,011
Q2 2025 New
$140B
$398 Million 0.26% of portfolio
1,585
Q2 2025 Added 15.78%
$319B
$395 Million 0.26% of portfolio
5,778
Q3 2025 Added 6.94%
$99.5B
$374 Million 0.25% of portfolio
8,301
Q3 2025 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $152 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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