Institutional Manager · CIK 0002053829
Palacios Wealth Management, LLC
ORMOND BEACH, FL · File #028-24671
Latest AUM
$130.6M
Positions
68
Top-10 Concentration
66.7%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 222,592 | $41.5M | 32.86% |
| 2 | BROADCOM INC | AVGO | 21,948 | $7.6M | 6.01% |
| 3 | APPLE INC | AAPL | 27,753 | $7.5M | 5.97% |
| 4 | AMAZON COM INC | AMZN | 22,728 | $5.2M | 4.15% |
| 5 | META PLATFORMS INC | META | 6,552 | $4.3M | 3.42% |
| 6 | ALPHABET INC | GOOG | 12,852 | $4.0M | 3.18% |
| 7 | NEOS ETF TRUST | 78433H675 | 71,344 | $3.8M | 3.04% |
| 8 | CROWDSTRIKE HLDGS INC | CRWD | 8,183 | $3.8M | 3.04% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 61,566 | $3.6M | 2.83% |
| 10 | NEOS ETF TRUST | 78433H303 | 52,909 | $2.8M | 2.20% |
| 11 | ALPHABET INC | GOOG | 7,945 | $2.5M | 1.97% |
| 12 | TESLA INC | TSLA | 5,524 | $2.5M | 1.97% |
| 13 | MICROSOFT CORP | MSFT | 5,070 | $2.5M | 1.94% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 7,519 | $2.4M | 1.92% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 11,138 | $2.4M | 1.89% |
| 16 | PALANTIR TECHNOLOGIES INC | PLTR | 11,240 | $2.0M | 1.58% |
| 17 | UBER TECHNOLOGIES INC | UBER | 24,364 | $2.0M | 1.58% |
| 18 | GLOBAL X FDS | 37954Y459 | 129,964 | $2.0M | 1.57% |
| 19 | ORACLE CORP | ORCL-PD | 8,861 | $1.7M | 1.37% |
| 20 | AMGEN INC | AMGN | 5,201 | $1.7M | 1.35% |