Palacios Wealth Management, LLC Portfolio Holdings

Palacios Wealth Management, LLC

  • $122 Billion
  • Q2 2025

Palacios Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $36.1B, Broadcom Inc. with a value of $6.48B, Apple Inc. with a value of $5.88B, Amazon Com Inc with a value of $5.27B, and Meta Platforms, Inc. with a value of $4.59B.

Examining the 13F form we can see an decrease of $13B in the current position value, from $135B to 122B.

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 $122 Billion
Technology: $68.7 Billion
ETFs: $12 Billion
Communication Services: $10.9 Billion
Consumer Cyclical: $8.39 Billion
Financial Services: $7.34 Billion
Healthcare: $4.62 Billion
Industrials: $1.16 Billion
Consumer Defensive: $1.01 Billion
Other: $1.29 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $122 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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