🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Palacios Wealth Management - Q4 2025 13F Filings

PA

Palacios Wealth Management, LLC

CIK: 0002053829
Address: Florida Ormond Beach 595 W. Granada Boulevard Suite K
$130.62 M
Portfolio Value
68
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MU Micron Technology
+$268,571
2. F Ford Motor Company
+$153,491
3. QCOM Qualcomm Incorporated
+$78,682.99
4. BAC Bank Of America Corporation
+$10,724.96
5. ORCL Oracle Corporation
+$10,135.32

Top Sells

Q4 2025
1. NVDA Nvidia Corporation
−$3.23 M
2. RYLD Global X Russell 2000 Covered Call Etf
−$2.87 M
3. SPYI Neos S&P 500 High Income Etf
−$2.77 M
4. AVGO Broadcom
−$1.73 M
5. QQQI Neos Nasdaq 100 High Income Etf
−$1.02 M

Asset Allocation

Stocks/ETFs
-13.95%
$130.62 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Palacios Wealth Management Q4 2025 Filing Summary

Palacios Wealth Management, LLC filed its 13F report for Q4 2025 on January 28, 2026. The portfolio totaled 130.62 M reflecting a -13.95% change from the prior quarter, spanning 68 assets. The top 10 holdings comprised 64.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 8 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Palacios Wealth Management’s Q4 2025 Filing

Palacios Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/28/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Palacios Wealth Management reported a managed portfolio value of 130.62 M, consisting of 68 individual positions.

This page displays the raw filing documents. To see which stocks Palacios Wealth Management bought or sold during Q4 2025, please visit Palacios Wealth Management's Portfolio Analysis page.