§ 13F · FUND PROFILE
Palacios Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151.8T (13F)Positions · 74Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$422.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 223K | $41.5T | 31.8% | −7% |
| 2 | AVGO | BROADCOM INC | 22K | $7.6T | 5.8% | −19% |
| 3 | AAPL | APPLE INC | 28K | $7.5T | 5.8% | −6% |
| 4 | AMZN | AMAZON COM INC | 23K | $5.2T | 4.0% | −10% |
| 5 | META | META PLATFORMS INC | 7K | $4.3T | 3.3% | −7% |
| 6 | GOOGL | ALPHABET INC | 13K | $4.0T | 3.1% | −8% |
| 7 | QQQI | NEOS ETF TRUST | 71K | $3.8T | 2.9% | −21% |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | 8K | $3.8T | 2.9% | −7% |
| 9 | JEPQ | J P MORGAN EXCHANGE TRADED F | 62K | $3.6T | 2.7% | −20% |
| 10 | SPYI | NEOS ETF TRUST | 53K | $2.8T | 2.1% | −50% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALACIOS SIGNAL
AC read
Palacios Wealth Management, LLC is a Other fund managing $151799.8 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed