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Palacios Wealth Management, LLC
Palacios Wealth Management, LLC is an institution, managing $151.5M across 73 long positions as of Q3 2025 with 56% Technology concentration, 63% concentrated in top 10 holdings, 30% allocation to NVDA, and 56% technology allocation.
- Portfolio Value
- $151.5M
- Positions
- 73
- Top Holding
- NVDA at 29.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Palacios Wealth Management, LLC's portfolio (63.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $44.8M | 29.54% | +$2.2M Bought | 0.00% 239.9K shares | |
Semiconductors Technology | $8.9M | 5.87% | +$1.1M Bought | 0.00% 26.9K shares | |
Consumer Electronics Technology | $7.5M | 4.95% | +$206.3K Bought | 0.00% 29.5K shares | |
Specialty Retail Consumer Cyclical | $5.5M | 3.66% | +$265.5K Bought | 0.00% 25.2K shares | |
ETF ETF | $5.5M | 3.65% | +$2.2M Bought | — 105.6K shares | |
Internet Content & Information Communication Services | $5.2M | 3.43% | +$636.0K Bought | 0.00% 7.1K shares | |
ETF ETF | $4.9M | 3.23% | +$2.3M Bought | — 90.2K shares | |
ETF ETF | $4.8M | 3.15% | +$1.1M Bought | — 317.5K shares | |
ETF ETF | $4.4M | 2.93% | -$156.1K Sold | — 77.2K shares | |
Software - Infrastructure Technology | $4.3M | 2.84% | +$195.2K Bought | 0.00% 8.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Palacios Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-36.16% | |
-21.84% |
Analytics
Portfolio insights and performance metrics for Palacios Wealth Management, LLC
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