Institutions / Palacios Wealth Management, LLC
Palacios Wealth Management, LLC
CIK 2053829 · Institution · as of Dec 31, 2025
Portfolio value
$130.62M
Positions
68
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 68 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $41.51M | 31.8% |
| Broadcom Inc. | $7.60M | 5.8% |
| Apple Inc. | $7.54M | 5.8% |
| Amazon.com Inc | $5.25M | 4.0% |
| Meta Platforms Inc | $4.32M | 3.3% |
| Alphabet Inc. | $4.02M | 3.1% |
| Neos ETF Trust | $3.84M | 2.9% |
| CrowdStrike Holdings, Inc. | $3.84M | 2.9% |
| J P Morgan Exchange Traded F | $3.58M | 2.7% |
| Neos ETF Trust | $2.78M | 2.1% |
| Alphabet Inc. | $2.49M | 1.9% |
| Tesla Inc | $2.48M | 1.9% |
| Microsoft Corp | $2.45M | 1.9% |
| JPMorgan Chase & Co | $2.42M | 1.9% |
| Advanced Micro Devices Inc | $2.39M | 1.8% |
| Palantir Technologies Inc | $2.00M | 1.5% |
| Uber Technologies, Inc | $1.99M | 1.5% |
| Global X Fds | $1.99M | 1.5% |
| Oracle Corp | $1.73M | 1.3% |
| Amgen Inc | $1.70M | 1.3% |
| AbbVie Inc. | $1.62M | 1.2% |
| Bank of America Corp /De | $1.41M | 1.1% |
| MongoDB, Inc. | $1.16M | 0.9% |
| Salesforce Inc | $1.12M | 0.9% |
| International Business Machines Corp | $1.11M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.