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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Palacios Wealth Management, LLC

Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001705819-26-000015

Total Value
$130.6M
Positions
68
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA222,592$41.5M31.78%
2BROADCOM INCAVGO21,948$7.6M5.82%
3APPLE INCAAPL27,753$7.5M5.78%
4AMAZON COM INCAMZN22,728$5.2M4.02%
5META PLATFORMS INCMETA6,552$4.3M3.31%
6ALPHABET INCGOOG12,852$4.0M3.08%
7NEOS ETF TRUST78433H67571,344$3.8M2.94%
8CROWDSTRIKE HLDGS INCCRWD8,183$3.8M2.94%
9J P MORGAN EXCHANGE TRADED F46654Q20361,566$3.6M2.74%
10NEOS ETF TRUST78433H30352,909$2.8M2.13%
11ALPHABET INCGOOG7,945$2.5M1.91%
12TESLA INCTSLA5,524$2.5M1.90%
13MICROSOFT CORPMSFT5,070$2.5M1.88%
14JPMORGAN CHASE & CO.VYLD7,519$2.4M1.85%
15ADVANCED MICRO DEVICES INCAMD11,138$2.4M1.83%
16PALANTIR TECHNOLOGIES INCPLTR11,240$2.0M1.53%
17UBER TECHNOLOGIES INCUBER24,364$2.0M1.52%
18GLOBAL X FDS37954Y459129,964$2.0M1.52%
19ORACLE CORPORCL-PD8,861$1.7M1.32%
20AMGEN INCAMGN5,201$1.7M1.30%
21ABBVIE INCABBV7,106$1.6M1.24%
22BANK AMERICA CORP06050510425,634$1.4M1.08%
23MONGODB INCMDB2,763$1.2M0.89%
24SALESFORCE INCCRM4,221$1.1M0.86%
25INTERNATIONAL BUSINESS MACHSINTR3,761$1.1M0.85%
26QUALCOMM INCQCOM6,484$1.1M0.85%
27MORGAN STANLEYMS-PQ5,085$902,7400.69%
28INVESCO QQQ TRIVZ1,424$874,7770.67%
29FIDELITY COVINGTON TRUST3160928083,657$821,6180.63%
30ELI LILLY & COLLY697$749,0520.57%
31WALMART INCWMT6,317$703,7770.54%
32TWILIO INCTWLO4,610$655,7260.50%
33NEOS ETF TRUST78433H63413,001$632,8890.48%
34SCHWAB CHARLES CORPSCHW-PJ6,285$627,9340.48%
35PPL CORPPPLC16,338$572,1570.44%
36AT&T INCT-PC22,233$552,2680.42%
37CITIGROUP INCC-PR4,450$519,2710.40%
38PALO ALTO NETWORKS INCPANW2,785$512,9970.39%
39GOLDMAN SACHS GROUP INCGSCE576$506,3040.39%
40VANGUARD INDEX FDS922908363755$473,4560.36%
41VERIZON COMMUNICATIONS INCVZ11,336$461,6990.35%
42GE AEROSPACE3696043011,281$394,5860.30%
43BOEING COBA-PA1,812$393,4210.30%
44CISCO SYS INCCSCO5,028$387,3370.30%
45LOWES COS INC5486611071,585$382,2390.29%
46EXXON MOBIL CORPXOM3,106$373,7760.29%
47GLOBAL X FDS37954Y48320,655$364,9740.28%
48TJX COS INC NEW8725401092,221$341,1680.26%
49AMERICAN EXPRESS COAXP888$328,5160.25%
50BRISTOL-MYERS SQUIBB COCELG-RI6,071$327,4700.25%
51NEBIUS GROUP N.V.NBIS3,906$326,9520.25%
52ARES CAPITAL CORPARCC16,085$325,4000.25%
53DISNEY WALT CO2546871062,581$293,6400.22%
54PFIZER INCPFE11,550$287,5950.22%
55AST SPACEMOBILE INCASTS3,926$285,1450.22%
56NEOS ETF TRUST78433H5764,946$268,5840.21%
57MICRON TECHNOLOGY INCMU941$268,5710.21%
58PRUDENTIAL FINL INCPUKPF2,370$267,5260.20%
59HOWMET AEROSPACE INCHWM1,250$256,2750.20%
60ALTRIA GROUP INCMO4,375$252,2630.19%
61SOFI TECHNOLOGIES INCSOFI8,957$234,4940.18%
62ISHARES TR4642872262,339$233,6190.18%
63IRON MTN INC DEL46284V1012,755$228,5270.17%
64CSX CORPCSX6,279$227,6140.17%
65ALIBABA GROUP HLDG LTDBBAAY1,501$220,0170.17%
66FORD MTR CO34537086011,699$153,4910.12%
67CLOVER HEALTH INVESTMENTS COCLOV51,624$121,3160.09%
68BLACKBERRY LTDBB12,080$45,7830.04%