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Disclosery

13F-HR filed by Palacios Wealth Management, LLC

Palacios Wealth Management, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-05, with 74 holding rows worth $151,799,822.

Accession
0001705819-25-000079
Filer
CIK 2053829
Filed
2025-11-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 74 entries on the cover page, a total value of $151,799,822 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,799,822 with VALUE read as dollars as filed, 13F file number 028-24671. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM239,927$44,765,650dollars as filed
Broadcom Inc.11135F101COM26,948$8,890,415dollars as filed
Apple Inc037833100COM29,456$7,500,438dollars as filed
Amazon.com, Inc023135106COM25,229$5,539,484dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI105,636$5,524,763dollars as filed
META PLATFORMS INC CL A30303M102COM7,078$5,197,942dollars as filed
NEOS ETF TRUST78433H675NASDAQ 100 HIGH90,191$4,888,348dollars as filed
GLOBAL X FDS37954Y459RUSSELL 2000317,514$4,778,586dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM77,192$4,440,084dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,763$4,297,200dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM14,015$3,407,126dollars as filed
Uber Technologies90353T100COM33,358$3,268,083dollars as filed
Microsoft Corp594918104COM6,173$3,197,527dollars as filed
Tesla Motors, Inc88160R101COM5,876$2,613,175dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM10,594$2,580,169dollars as filed
Palantir Technologies Inc. Class A69608A108COM13,643$2,488,756dollars as filed
JPMorgan Chase & Co46625H100COM7,863$2,480,226dollars as filed
Oracle Corporation68389X105COM8,809$2,477,443dollars as filed
Advanced Micro Devices,Inc.007903107COM13,014$2,105,505dollars as filed
AbbVie,Inc.00287Y109COM7,845$1,816,431dollars as filed
Amgen Inc.031162100COM5,331$1,504,490dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS6,419$1,426,132dollars as filed
Bank of America Corp060505104COM25,439$1,312,394dollars as filed
International Business Machines Corporation459200101COM4,522$1,275,928dollars as filed
Salesforce.com, Inc79466L302COM4,563$1,081,431dollars as filed
Qualcomm Incorporated747525103COM6,024$1,002,153dollars as filed
INVESCO QQQ TR46090E103COM1,659$996,014dollars as filed
Vanguard S&P 500 ETF922908363COM1,536$940,424dollars as filed
ARES CAPITAL CORP04010L103COM43,689$891,692dollars as filed
MONGODB INC CL A60937P106Stock2,789$865,650dollars as filed
Eli Lilly and Company532457108COM1,123$856,849dollars as filed
Morgan Stanley617446448COM5,150$818,644dollars as filed
Verizon Communications Inc92343V104COM18,070$794,158dollars as filed
AT&T Inc00206R102COM27,066$764,333dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER44,923$764,140dollars as filed
Walmart Inc.931142103COM6,417$661,336dollars as filed
NEOS ETF TRUST78433H634RUSS 2000 HI ETF13,221$642,210dollars as filed
Charles Schwab Corp808513105COM6,723$641,845dollars as filed
PALO ALTO NETWORKS INC697435105COM3,123$635,905dollars as filed
PPL CORP COM69351T106Stock16,338$607,120dollars as filed
Pfizer Inc.717081103COM23,692$603,672dollars as filed
Citigroup Inc.172967424COM5,640$572,460dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A4,452$499,826dollars as filed
TWILIO INC CL A90138F102Stock4,716$472,024dollars as filed
General Electric Company369604301COM1,560$469,279dollars as filed
Goldman Sachs Group,Inc.38141G104COM576$458,698dollars as filed
Home Depot, Inc437076102COM1,011$409,647dollars as filed
Lowes Companies,Inc.548661107COM1,585$398,326dollars as filed
Cisco Systems,Inc.17275R102COM5,778$395,358dollars as filed
Boeing Company097023105COM1,777$383,530dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,105$376,227dollars as filed
Bristol-Myers Squibb Company110122108COM8,301$374,375dollars as filed
TJX Companies Inc872540109COM2,424$350,365dollars as filed
EXXON MOBIL CORP30231G102COM3,106$350,202dollars as filed
Altria Group Inc02209S103COM5,140$339,548dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock12,429$328,374dollars as filed
Walt Disney Co254687106COM2,634$301,593dollars as filed
BROWN & BROWN INC COM115236101Stock3,105$291,218dollars as filed
American Express Company025816109COM870$288,979dollars as filed
KRANESHARES TRUST500767272KWEB COVERD CALL8,706$286,426dollars as filed
IRON MTN INC DEL COM46284V101REIT2,755$280,845dollars as filed
NEOS ETF TRUST78433H576NASDAQ 100 HDGD4,946$269,052dollars as filed
iShares Russell 2000 ETF464287655SHS1,051$254,300dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,432$252,296dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,250$245,288dollars as filed
BLACKSTONE INC09260D107COM1,382$236,115dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock5,085$235,944dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,339$234,485dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF4,056$231,598dollars as filed
CSX Corporation126408103COM6,279$222,967dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock4,501$220,909dollars as filed
DOW HLDGS INC COM260557103Stock9,105$208,778dollars as filed
CLOVER HEALTH INVESTMENTS CO18914F103COMMON STOCK51,624$157,969dollars as filed
BLACKBERRY LTD COM09228F103Stock12,080$58,950dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001705819-25-000079this filing2025-11-05acceptance time not in the bulk data set