Palacios Wealth Management, LLC
•CIK: 2053829•Filing: Q4 2025
**Palacios Wealth Management, LLC** manages $131M across a diversified portfolio of 68 positions. The strategy exhibits a clear tilt toward technology and growth leaders, evidenced by the top holding in NVDA at $41.5M. Significant allocations are maintained in semiconductor and mega-cap tech names, including AVGO ($7.6M), AAPL ($7.5M), and AMZN ($5.2M). This concentrated exposure suggests a conviction in high-growth, market-leading technology equities.
Total AUM
$130.6M
QoQ Performance
-13.9%
Positions
63
Top 10 Concentration
64.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AVGO
AAPL
NVDA31.8%
AVGO5.8%
AAPL5.8%
AMZN4.0%
META3.3%
GOOGL3.1%
QQQI2.9%
CRWD2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology59.6%
Other21.9%
Consumer8.3%
Financial4.6%
Healthcare3.6%
Communication0.6%
Industrial0.6%
ETF0.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW2 new positions
↑5 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024