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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 2025-12-31, filed 2026-01-28, with 68 holding rows worth $130,619,873.

Accession
0001705819-26-000015
Filer
CIK 2053829
Filed
2026-01-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 68 entries on the cover page, a total value of $130,619,873 stated on the cover page (in dollars after the unit check, H1), rows summing to $130,619,873 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 Corp67066G104COM222,592$41,513,480dollars as filed
Broadcom Inc.11135F101COM21,948$7,596,203dollars as filed
Apple Inc037833100COM27,753$7,544,931dollars as filed
Amazon.com, Inc023135106COM22,728$5,245,990dollars as filed
META PLATFORMS INC CL A30303M102COM6,552$4,324,910dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM12,852$4,022,676dollars as filed
NEOS ETF TRUST78433H675NASDAQ 100 HIGH71,344$3,842,588dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,183$3,835,863dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM61,566$3,578,216dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI52,909$2,779,310dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,945$2,493,141dollars as filed
Tesla Motors, Inc88160R101COM5,524$2,484,253dollars as filed
Microsoft Corp594918104COM5,070$2,452,152dollars as filed
JPMorgan Chase & Co46625H100COM7,519$2,422,772dollars as filed
Advanced Micro Devices,Inc.007903107COM11,138$2,385,314dollars as filed
Palantir Technologies Inc. Class A69608A108COM11,240$1,997,910dollars as filed
Uber Technologies90353T100COM24,364$1,990,782dollars as filed
GLOBAL X FDS37954Y459RUSSELL 2000129,964$1,988,449dollars as filed
Oracle Corporation68389X105COM8,861$1,727,098dollars as filed
Amgen Inc.031162100COM5,201$1,702,434dollars as filed
AbbVie,Inc.00287Y109COM7,106$1,623,650dollars as filed
Bank of America Corp060505104COM25,634$1,409,865dollars as filed
MONGODB INC CL A60937P106Stock2,763$1,159,603dollars as filed
Salesforce.com, Inc79466L302COM4,221$1,118,185dollars as filed
International Business Machines Corporation459200101COM3,761$1,114,046dollars as filed
Qualcomm Incorporated747525103COM6,484$1,109,088dollars as filed
Morgan Stanley617446448COM5,085$902,740dollars as filed
INVESCO QQQ TR46090E103COM1,424$874,777dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS3,657$821,618dollars as filed
Eli Lilly and Company532457108COM697$749,052dollars as filed
Walmart Inc.931142103COM6,317$703,777dollars as filed
TWILIO INC CL A90138F102Stock4,610$655,726dollars as filed
NEOS ETF TRUST78433H634RUSS 2000 HI ETF13,001$632,889dollars as filed
Charles Schwab Corp808513105COM6,285$627,934dollars as filed
PPL CORP COM69351T106Stock16,338$572,157dollars as filed
AT&T Inc00206R102COM22,233$552,268dollars as filed
Citigroup Inc.172967424COM4,450$519,271dollars as filed
PALO ALTO NETWORKS INC697435105COM2,785$512,997dollars as filed
Goldman Sachs Group,Inc.38141G104COM576$506,304dollars as filed
Vanguard S&P 500 ETF922908363COM755$473,456dollars as filed
Verizon Communications Inc92343V104COM11,336$461,699dollars as filed
General Electric Company369604301COM1,281$394,586dollars as filed
Boeing Company097023105COM1,812$393,421dollars as filed
Cisco Systems,Inc.17275R102COM5,028$387,337dollars as filed
Lowes Companies,Inc.548661107COM1,585$382,239dollars as filed
EXXON MOBIL CORP30231G102COM3,106$373,776dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER20,655$364,974dollars as filed
TJX Companies Inc872540109COM2,221$341,168dollars as filed
American Express Company025816109COM888$328,516dollars as filed
Bristol-Myers Squibb Company110122108COM6,071$327,470dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A3,906$326,952dollars as filed
ARES CAPITAL CORP04010L103COM16,085$325,400dollars as filed
Walt Disney Co254687106COM2,581$293,640dollars as filed
Pfizer Inc.717081103COM11,550$287,595dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock3,926$285,145dollars as filed
NEOS ETF TRUST78433H576NASDAQ 100 HDGD4,946$268,584dollars as filed
Micron Technology,Inc.595112103COM941$268,571dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,370$267,526dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,250$256,275dollars as filed
Altria Group Inc02209S103COM4,375$252,263dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock8,957$234,494dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,339$233,619dollars as filed
IRON MTN INC DEL COM46284V101REIT2,755$228,527dollars as filed
CSX Corporation126408103COM6,279$227,614dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS1,501$220,017dollars as filed
FORD MTR CO COM345370860Stock11,699$153,491dollars as filed
CLOVER HEALTH INVESTMENTS CO18914F103COMMON STOCK51,624$121,316dollars as filed
BLACKBERRY LTD COM09228F103Stock12,080$45,783dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001705819-26-000015this filing2026-01-28acceptance time not in the bulk data set