Palacios Wealth Management, LLC 13F Holdings
CIK 0002053829 · ORMOND BEACH, FL
As of Sep 30, 2025, Palacios Wealth Management, LLC reported 74 positions worth
CIK 0002053829 · ORMOND BEACH, FL
As of Sep 30, 2025, Palacios Wealth Management, LLC reported 74 positions worth
51.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 239,927 | $44.8M | 29.49% |
| BROADCOM INC | AVGO | Technology | 26,948 | $8.9M | 5.86% |
| APPLE INC | AAPL | Technology | 29,456 | $7.5M | 4.94% |
| AMAZON.COM INC | AMZN | Equity | 25,229 | $5.5M | 3.65% |
| NEOS S&P 500(R) HIGH INCOME ETF | SPYI | — | 105,636 | $5.5M | 3.64% |
| META PLATFORMS INC | META | Communication Services | 7,078 | $5.2M | 3.42% |
| NEOS ETF TRUST | — | — | 90,191 | $4.9M | 3.22% |
| GLOBAL X RUSSELL 2000 COVERED CALL ETF | RYLD | — | 317,514 | $4.8M | 3.15% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 77,192 | $4.4M | 2.92% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 8,763 | $4.3M | 2.83% |
| ALPHABET INC | GOOGL | Equity | 14,015 | $3.4M | 2.24% |
| UBER TECHNOLOGIES INC | UBER | Technology | 33,358 | $3.3M | 2.15% |
| MICROSOFT CORP | MSFT | Technology | 6,173 | $3.2M | 2.11% |
| TESLA INC | TSLA | Consumer Cyclical | 5,876 | $2.6M | 1.72% |
| ALPHABET INC | GOOG | Equity | 10,594 | $2.6M | 1.70% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 13,643 | $2.5M | 1.64% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 7,863 | $2.5M | 1.63% |
| ORACLE CORP | ORCL | Technology | 8,809 | $2.5M | 1.63% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 13,014 | $2.1M | 1.39% |
| ABBVIE INC | ABBV | Equity | 7,845 | .8M | 1.20% |
| AMGEN INC | AMGN | Healthcare | 5,331 | .5M | 0.99% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 6,419 | .4M | 0.94% |
| BANK OF AMERICA CORP | BAC | Financial Services | 25,439 | .3M | 0.86% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 4,522 | .3M | 0.84% |
| SALESFORCE INC | CRM | Technology | 4,563 | .1M | 0.71% |