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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$41.5 Billion 31.78% of portfolio
222,592
Q4 2025 Reduced 7.23%
$139B
$7.6 Billion 5.82% of portfolio
21,948
Q4 2025 Reduced 18.55%
$4.3T
$7.54 Billion 5.78% of portfolio
27,753
Q4 2025 Reduced 5.78%
$2.39T
$5.25 Billion 4.02% of portfolio
22,728
Q4 2025 Reduced 9.91%
$1.37T
$4.32 Billion 3.31% of portfolio
6,552
Q4 2025 Reduced 7.43%
$1.65T
$4.02 Billion 3.08% of portfolio
12,852
Q4 2025 Reduced 8.3%
Neos ETF Trust
-
$3.84 Billion 2.94% of portfolio
-
Q4 2025 Reduced 20.9%
$115B
$3.84 Billion 2.94% of portfolio
8,183
Q4 2025 Reduced 6.62%
$0
$3.58 Billion 2.74% of portfolio
61,566
Q4 2025 Reduced 20.24%
-
$2.78 Billion 2.13% of portfolio
-
Q4 2025 Reduced 49.91%
$1.74T
$2.49 Billion 1.91% of portfolio
7,945
Q4 2025 Reduced 25.0%
$1.29T
$2.48 Billion 1.9% of portfolio
5,524
Q4 2025 Reduced 5.99%
$3.78T
$2.45 Billion 1.88% of portfolio
5,070
Q4 2025 Reduced 17.87%
$881B
$2.42 Billion 1.85% of portfolio
7,519
Q4 2025 Reduced 4.37%
$388B
$2.39 Billion 1.83% of portfolio
11,138
Q4 2025 Reduced 14.42%
$342B
$2 Billion 1.53% of portfolio
11,240
Q4 2025 Reduced 17.61%
$181B
$1.99 Billion 1.52% of portfolio
24,364
Q4 2025 Reduced 26.96%
$593B
$1.73 Billion 1.32% of portfolio
8,861
Q4 2025 Added 0.59%
$183B
$1.7 Billion 1.3% of portfolio
5,201
Q4 2025 Reduced 2.44%
$414B
$1.62 Billion 1.24% of portfolio
7,106
Q4 2025 Reduced 9.42%
$413B
$1.41 Billion 1.08% of portfolio
25,634
Q4 2025 Added 0.77%
$24.2B
$1.16 Billion 0.89% of portfolio
2,763
Q4 2025 Reduced 0.93%
$237B
$1.12 Billion 0.86% of portfolio
4,221
Q4 2025 Reduced 7.5%
$187B
$1.11 Billion 0.85% of portfolio
6,484
Q4 2025 Added 7.64%
$266B
$1.11 Billion 0.85% of portfolio
3,761
Q4 2025 Reduced 16.83%
$270B
$903 Million 0.69% of portfolio
5,085
Q4 2025 Reduced 1.26%
$0
$875 Million 0.67% of portfolio
1,424
Q4 2025 Reduced 14.17%
$0
$822 Million 0.63% of portfolio
3,657
Q4 2025 Reduced 43.03%
$971B
$749 Million 0.57% of portfolio
697
Q4 2025 Reduced 37.93%
$279B
$704 Million 0.54% of portfolio
6,317
Q4 2025 Reduced 1.56%
$21.7B
$656 Million 0.5% of portfolio
4,610
Q4 2025 Reduced 2.25%
Neos ETF Trust
-
$633 Million 0.48% of portfolio
-
Q4 2025 Reduced 1.66%
$167B
$628 Million 0.48% of portfolio
6,285
Q4 2025 Reduced 6.51%
$27.1B
$572 Million 0.44% of portfolio
16,338
Q3 2025 Reduced 5.9%
$181B
$552 Million 0.42% of portfolio
22,233
Q4 2025 Reduced 17.86%
$190B
$519 Million 0.4% of portfolio
4,450
Q4 2025 Reduced 21.1%
$265B
$506 Million 0.39% of portfolio
576
Q2 2025 New
$61.4B
$513 Million 0.39% of portfolio
2,785
Q4 2025 Reduced 10.82%
$0
$473 Million 0.36% of portfolio
755
Q4 2025 Reduced 50.85%
$172B
$462 Million 0.35% of portfolio
11,336
Q4 2025 Reduced 37.27%
$114B
$393 Million 0.3% of portfolio
1,812
Q4 2025 Added 1.97%
$319B
$387 Million 0.3% of portfolio
5,028
Q4 2025 Reduced 12.98%
$328B
$395 Million 0.3% of portfolio
1,281
Q4 2025 Reduced 17.88%
$490B
$374 Million 0.29% of portfolio
3,106
Q3 2025 Reduced 2.3%
$140B
$382 Million 0.29% of portfolio
1,585
Q2 2025 Added 15.78%
$0
$365 Million 0.28% of portfolio
20,655
Q4 2025 Reduced 54.02%
$170B
$341 Million 0.26% of portfolio
2,221
Q4 2025 Reduced 8.37%
$99.5B
$327 Million 0.25% of portfolio
6,071
Q4 2025 Reduced 26.86%
Nebius Group N.V.
-
$327 Million 0.25% of portfolio
-
Q4 2025 Reduced 12.26%

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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