Palacios Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Palacios Wealth Management, LLC held in its portfolio 68 assets valued at $130,619,873 (i.e. $130.62M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($41.51M), BROADCOM INC ($7.60M), and APPLE INC ($7.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 68 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Palacios Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 222592 | 41513480 | COM |
| BROADCOM INC | 21948 | 7596203 | COM |
| APPLE INC | 27753 | 7544931 | COM |
| AMAZON COM INC | 22728 | 5245990 | COM |
| META PLATFORMS INC | 6552 | 4324910 | CL A |
| ALPHABET INC | 12852 | 4022676 | CAP STK CL A |
| NEOS ETF TRUST | 71344 | 3842588 | NASDAQ 100 HIGH |
| CROWDSTRIKE HLDGS INC | 8183 | 3835863 | CL A |
| J P MORGAN EXCHANGE TRADED F | 61566 | 3578216 | NASDAQ EQT PREM |
| NEOS ETF TRUST | 52909 | 2779310 | NEOS S&P 500 HI |
| ALPHABET INC | 7945 | 2493141 | CAP STK CL C |
| TESLA INC | 5524 | 2484253 | COM |
| MICROSOFT CORP | 5070 | 2452152 | COM |
| JPMORGAN CHASE & CO. | 7519 | 2422772 | COM |
| ADVANCED MICRO DEVICES INC | 11138 | 2385314 | COM |
| PALANTIR TECHNOLOGIES INC | 11240 | 1997910 | CL A |
| UBER TECHNOLOGIES INC | 24364 | 1990782 | COM |
| GLOBAL X FDS | 129964 | 1988449 | RUSSELL 2000 |
| ORACLE CORP | 8861 | 1727098 | COM |
| AMGEN INC | 5201 | 1702434 | COM |
| ABBVIE INC | 7106 | 1623650 | COM |
| BANK AMERICA CORP | 25634 | 1409865 | COM |
| MONGODB INC | 2763 | 1159603 | CL A |
| SALESFORCE INC | 4221 | 1118185 | COM |
| INTERNATIONAL BUSINESS MACHS | 3761 | 1114046 | COM |
| QUALCOMM INC | 6484 | 1109088 | COM |
| MORGAN STANLEY | 5085 | 902740 | COM NEW |
| INVESCO QQQ TR | 1424 | 874777 | UNIT SER 1 |
| FIDELITY COVINGTON TRUST | 3657 | 821618 | MSCI INFO TECH I |
| ELI LILLY & CO | 697 | 749052 | COM |
| WALMART INC | 6317 | 703777 | COM |
| TWILIO INC | 4610 | 655726 | CL A |
| NEOS ETF TRUST | 13001 | 632889 | RUSSELL 2000 HIG |
| SCHWAB CHARLES CORP | 6285 | 627934 | COM |
| PPL CORP | 16338 | 572157 | COM |
| AT&T INC | 22233 | 552268 | COM |
| CITIGROUP INC | 4450 | 519271 | COM NEW |
| PALO ALTO NETWORKS INC | 2785 | 512997 | COM |
| GOLDMAN SACHS GROUP INC | 576 | 506304 | COM |
| VANGUARD INDEX FDS | 755 | 473456 | S&P 500 ETF SHS |
| VERIZON COMMUNICATIONS INC | 11336 | 461699 | COM |
| GE AEROSPACE | 1281 | 394586 | COM NEW |
| BOEING CO | 1812 | 393421 | COM |
| CISCO SYS INC | 5028 | 387337 | COM |
| LOWES COS INC | 1585 | 382239 | COM |
| EXXON MOBIL CORP | 3106 | 373776 | COM |
| GLOBAL X FDS | 20655 | 364974 | NASDAQ 100 COVER |
| TJX COS INC NEW | 2221 | 341168 | COM |
| AMERICAN EXPRESS CO | 888 | 328516 | COM |
| BRISTOL-MYERS SQUIBB CO | 6071 | 327470 | COM |
| NEBIUS GROUP N.V. | 3906 | 326952 | SHS CLASS A |
| ARES CAPITAL CORP | 16085 | 325400 | COM |
| DISNEY WALT CO | 2581 | 293640 | COM |
| PFIZER INC | 11550 | 287595 | COM |
| AST SPACEMOBILE INC | 3926 | 285145 | COM CL A |
| NEOS ETF TRUST | 4946 | 268584 | NASDAQ 100 HDGD |
| MICRON TECHNOLOGY INC | 941 | 268571 | COM |
| PRUDENTIAL FINL INC | 2370 | 267526 | COM |
| HOWMET AEROSPACE INC | 1250 | 256275 | COM |
| ALTRIA GROUP INC | 4375 | 252263 | COM |
| SOFI TECHNOLOGIES INC | 8957 | 234494 | COM |
| ISHARES TR | 2339 | 233619 | CORE US AGGBD ET |
| IRON MTN INC DEL | 2755 | 228527 | COM |
| CSX CORP | 6279 | 227614 | COM |
| ALIBABA GROUP HLDG LTD | 1501 | 220017 | SPONSORED ADS |
| FORD MTR CO | 11699 | 153491 | COM |
| CLOVER HEALTH INVESTMENTS CO | 51624 | 121316 | COM CL A |
| BLACKBERRY LTD | 12080 | 45783 | COM |
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