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
$114B
$384 Million 0.25% of portfolio
1,777
Q3 2025 Reduced 4.31%
$418B
$376 Million 0.25% of portfolio
2,105
Q3 2025 New
$490B
$350 Million 0.23% of portfolio
3,106
Q3 2025 Reduced 2.3%
$170B
$350 Million 0.23% of portfolio
2,424
Q2 2025 New
$22.2B
$328 Million 0.22% of portfolio
12,429
Q3 2025 Added 16.16%
$104B
$340 Million 0.22% of portfolio
5,140
Q3 2025 Added 1.58%
$193B
$302 Million 0.2% of portfolio
2,634
Q3 2025 Reduced 19.55%
$22.8B
$291 Million 0.19% of portfolio
3,105
Q3 2025 New
$255B
$289 Million 0.19% of portfolio
870
Q2 2025 New
$26.6B
$281 Million 0.19% of portfolio
2,755
Q3 2025 Reduced 21.84%
Kraneshares Trust
-
$286 Million 0.19% of portfolio
-
Q3 2025 Reduced 4.88%
Neos ETF Trust
-
$269 Million 0.18% of portfolio
-
Q1 2025 New
$39.9B
$252 Million 0.17% of portfolio
2,432
Q3 2025 Reduced 2.49%
$0
$254 Million 0.17% of portfolio
1,051
Q3 2025 Reduced 13.36%
$84.4B
$245 Million 0.16% of portfolio
1,250
Q2 2025 New
$98.1B
$236 Million 0.16% of portfolio
1,382
Q2 2025 New
$73.4B
$223 Million 0.15% of portfolio
6,279
Q3 2025 Reduced 2.32%
$3.34B
$221 Million 0.15% of portfolio
4,501
Q3 2025 New
$0
$232 Million 0.15% of portfolio
4,056
Q3 2025 Reduced 36.16%
$0
$234 Million 0.15% of portfolio
2,339
Q4 2024 New
$16.1B
$209 Million 0.14% of portfolio
9,105
Q3 2025 New
$947M
$158 Million 0.1% of portfolio
51,624
Q3 2025 Added 1.98%
$2.49B
$59 Million 0.04% of portfolio
12,080
Q4 2024 New

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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