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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$36.1 Billion 29.64% of portfolio
228,298
Q2 2025 Added 4.33%
$116B
$6.48 Billion 5.32% of portfolio
23,495
Q2 2025 Added 7.26%
$3.38T
$5.88 Billion 4.83% of portfolio
28,646
Q2 2025 Added 127.53%
$2.28T
$5.27 Billion 4.33% of portfolio
24,020
Q2 2025 Added 68.38%
$1.62T
$4.59 Billion 3.77% of portfolio
6,212
Q2 2025 Added 20.88%
$0
$4.35 Billion 3.57% of portfolio
79,905
Q2 2025 Reduced 13.42%
$101B
$4.26 Billion 3.5% of portfolio
8,365
Q2 2025 Added 11.3%
$0
$3.62 Billion 2.98% of portfolio
243,075
Q2 2025 Reduced 2.73%
-
$3.22 Billion 2.64% of portfolio
-
Q2 2025 Added 12.09%
$3.81T
$2.71 Billion 2.23% of portfolio
5,447
Q2 2025 Added 4.25%
$179B
$2.48 Billion 2.04% of portfolio
26,608
Q2 2025 Added 8.73%
Neos ETF Trust
-
$2.44 Billion 2.0% of portfolio
-
Q2 2025 Added 361.6%
$1.07T
$2.26 Billion 1.86% of portfolio
12,852
Q2 2025 Added 134.61%
$850B
$2.19 Billion 1.8% of portfolio
7,556
Q2 2025 Added 224.29%
$671B
$1.9 Billion 1.56% of portfolio
8,684
Q2 2025 Added 0.22%
$302B
$1.88 Billion 1.54% of portfolio
13,780
Q2 2025 Added 8.76%
$259B
$1.63 Billion 1.34% of portfolio
11,473
Q2 2025 Added 29.93%
$338B
$1.61 Billion 1.32% of portfolio
8,651
Q2 2025 Reduced 2.56%
$1.12T
$1.51 Billion 1.24% of portfolio
8,535
Q2 2025 Added 0.39%
$160B
$1.45 Billion 1.19% of portfolio
5,201
Q2 2025 Added 0.19%
$260B
$1.31 Billion 1.08% of portfolio
4,821
Q2 2025 Reduced 9.82%
$253B
$1.25 Billion 1.03% of portfolio
4,232
Q2 2025 Reduced 6.23%
$377B
$1.2 Billion 0.99% of portfolio
25,439
Q2 2025 Added 365.75%
$0
$1.07 Billion 0.88% of portfolio
5,405
Q2 2025 Reduced 3.1%
$171B
$943 Million 0.78% of portfolio
5,924
Q2 2025 Reduced 0.92%
$0
$853 Million 0.7% of portfolio
1,547
Q2 2025 Added 4.39%
$192B
$770 Million 0.63% of portfolio
26,618
Q2 2025 Added 32.31%
$239B
$725 Million 0.6% of portfolio
5,150
Q2 2025 New
$258B
$717 Million 0.59% of portfolio
7,332
Q2 2025 Added 31.35%
$172B
$685 Million 0.56% of portfolio
15,832
Q2 2025 Added 5.03%
$21.9B
$671 Million 0.55% of portfolio
5,392
Q2 2025 Reduced 0.75%
$0
$653 Million 0.54% of portfolio
1,150
Q2 2025 Added 9.73%
$0
$641 Million 0.53% of portfolio
38,337
Q2 2025 Reduced 8.77%
$58.7B
$634 Million 0.52% of portfolio
3,099
Q2 2025 Added 145.56%
$15B
$615 Million 0.51% of portfolio
2,930
Q2 2025 Added 26.02%
$0
$592 Million 0.49% of portfolio
26,945
Q2 2025 Reduced 5.97%
$26.2B
$588 Million 0.48% of portfolio
17,363
Q2 2025 Added 10.29%
$169B
$573 Million 0.47% of portfolio
6,285
Q2 2025 New
$724B
$546 Million 0.45% of portfolio
700
Q2 2025 Reduced 93.47%
$138B
$496 Million 0.41% of portfolio
20,469
Q2 2025 Reduced 92.03%
$180B
$483 Million 0.4% of portfolio
5,675
Q1 2025 Reduced 2.49%
$241B
$408 Million 0.34% of portfolio
576
Q2 2025 New
$223B
$406 Million 0.33% of portfolio
3,274
Q2 2025 Added 17.81%
$138B
$389 Million 0.32% of portfolio
1,857
Q2 2025 Added 37.05%
$280B
$375 Million 0.31% of portfolio
5,403
Q2 2025 Reduced 2.7%
$102B
$382 Million 0.31% of portfolio
8,251
Q2 2025 Added 5.57%
$0
$361 Million 0.3% of portfolio
6,353
Q2 2025 Reduced 55.86%
$368B
$371 Million 0.3% of portfolio
1,011
Q2 2025 New
$28.7B
$362 Million 0.3% of portfolio
3,525
Q4 2024 New

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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