Palacios Wealth Management, LLC Portfolio Holdings

Palacios Wealth Management, LLC

  • $131 Billion
  • Q4 2025

Palacios Wealth Management, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $41.5B, Broadcom Inc. with a value of $7.6B, Apple Inc. with a value of $7.54B, Amazon Com Inc with a value of $5.25B, and Meta Platforms, Inc. with a value of $4.32B.

Examining the 13F form we can see an decrease of $21.2B in the current position value, from $152B to 131B.

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 $131 Billion
Technology: $76.8 Billion
Communication Services: $13.1 Billion
Consumer Cyclical: $8.83 Billion
ETFs: $8.34 Billion
Financial Services: $7.54 Billion
Healthcare: $4.81 Billion
Industrials: $1.27 Billion
Consumer Defensive: $956 Million
Other: $1.17 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$947M
$121 Million 0.09% of portfolio
51,624
Q3 2025 Added 1.98%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $131 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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