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CIK: 0002053829
Total reported value
$169.2M
$169.2M
74 檔
42.7%
At the close of Q3 2025, Palacios Wealth Management, LLC disclosed equity holdings valued at approximately $169.2M, spread across 74 reported holdings.
In Q3 2025, Palacios Wealth Management, LLC displayed an active expansion posture, initiating 15 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 29.49% | -1.55% | +5.09% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.86% | -1.04% | +14.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.04% | +2.83% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.65% | -0.69% | +5.03% | |
| 5 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 3.64% | +0.24% | +65.16% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.42% | -0.44% | +13.94% | |
| 7 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 3.22% | +0.61% | +92.31% | |
| 8 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 3.15% | -0.26% | +30.62% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.92% | -0.15% | -3.40% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.83% | +1.45% | +4.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | -0.44% | +9.05% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 2.15% | -0.14% | +25.37% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.17% | +13.33% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.72% | +0.05% | +12.20% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.70% | -0.28% | +24.12% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.64% | -0.15% | -0.99% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | -0.02% | +4.06% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.63% | -0.12% | +1.44% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.39% | +1.10% | +13.43% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | +0.07% | -9.32% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.99% | -0.02% | +2.50% | |
| 22 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.94% | +0.16% | +18.76% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | — | — | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.08% | +6.85% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.07% | -5.35% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | — | +1.69% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.04% | +7.24% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.08% | +33.57% | |
| 29 | ARCC | Ares Capital CORP | Stock-Financials | 0.59% | -0.03% | +62.14% | |
| 30 | MDB | Mongodb Inc | Stock-Tech | 0.57% | +0.10% | -4.81% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.11% | +60.43% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.54% | +0.02% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.07% | +14.14% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.50% | -0.13% | +1.68% | |
| 35 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | -0.02% | +17.18% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.08% | -12.48% | |
| 37 | IWMI | Neos Russell 2000 High Inc | ETF-Small Cap | 0.42% | +0.09% | — | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.42% | -0.02% | +6.97% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.42% | +0.21% | +0.77% | |
| 40 | PPL | Ppl CORP | Stock-Utilities | 0.40% | -0.04% | -5.90% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.40% | -0.05% | +15.75% | |
| 42 | C | Citigroup Inc | Stock-Financials | 0.38% | +0.01% | -0.62% | |
| 43 | NBIS | Nebius Group N.V. | Stock-Other | 0.33% | +0.17% | — | |
| 44 | TWLO | Twilio Inc - A | Stock-Tech | 0.31% | +0.08% | -12.54% | |
| 45 | GE | General Electric | Stock-Industrials | 0.31% | +0.06% | +21.78% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.30% | +0.01% | — | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | — | — | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.26% | -0.03% | — | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.05% | +6.94% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.25% | -0.03% | -4.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +11.9% | +5.09% | Add |
| 2 | AVGO | Broadcom Inc | +3.1% | +14.70% | Add |
| 3 | AAPL | Apple Inc | +2.9% | +2.83% | Add |
| 4 | QQQI | Neos Nasdaq-100 High Inc ETF | +2.9% | +92.31% | Add |
| 5 | AMZN | Amazon.com Inc | +1.6% | +5.03% | Add |
| 6 | SPYI | Neos S&p 500 High Income ETF | +1.6% | +65.16% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +1.6% | +9.05% | Add |
| 8 | META | Meta Platforms Inc-class A | +1.2% | +13.94% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +1.2% | +4.06% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | +4.76% | Add |
| 11 | PLTR | Palantir Technologies Inc-a | +0.9% | -0.99% | Add |
| 12 | UBER | Uber Technologies Inc | +0.8% | +25.37% | Add |
| 13 | TSLA | Tesla Inc | +0.8% | +12.20% | Add |
| 14 | ORCL | Oracle CORP | +0.7% | +1.44% | Add |
| 15 | AMD | Advanced Micro Devices | +0.7% | +13.43% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.7% | +24.12% | Add |
| 17 | BAC | Bank Of America CORP | +0.7% | — | Add |
| 18 | MSFT | Microsoft CORP | +0.7% | +13.33% | Add |
| 19 | RYLD | Global X Russell 2000 Cov Cl | +0.4% | +30.62% | Add |
| 20 | LLY | Eli Lilly & Co | +0.3% | +60.43% | Trim |
| 21 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | +18.76% | Add |
| 22 | MDB | Mongodb Inc | +0.3% | -4.81% | Add |
| 23 | PANW | Palo Alto Networks Inc | +0.3% | +0.77% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | +0.2% | +33.57% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.24% | Add |
| 26 | ARCC | Ares Capital CORP | +0.1% | +62.14% | Add |
| 27 | CRM | Salesforce Inc | -0.4% | -5.35% | Trim |
| 28 | JEPQ | JPM Nasdaq Equity Premium | -0.6% | -3.40% | Trim |
| 29 | JEPI | Jpmorgan Equity Premium Inco | -1.1% | -36.16% | Trim |
| 30 | PFE | Pfizer Inc | -18.6% | +15.75% | Trim |
| 31 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 32 | MS | Morgan Stanley | — | NEW | New buy |
| 33 | IWMI | Neos Russell 2000 High Inc | — | NEW | New buy |
| 34 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 35 | NBIS | Nebius Group N.V. | — | NEW | New buy |
| 36 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 37 | HD | Home Depot Inc | — | NEW | New buy |
| 38 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | Sold out |
| 39 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 40 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 41 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
| 42 | KWEB | Kranesh Csi China Internet | — | EXIT | Sold out |
| 43 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 44 | AXP | American Express Co | — | NEW | New buy |
| 45 | KLIP | Kranesh Kweb Cov Cal Str ETF | — | NEW | New buy |
| 46 | MMM | 3m Co | — | EXIT | Sold out |
| 47 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 48 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 49 | BX | Blackstone Inc | — | NEW | New buy |
| 50 | IWN | Ishares Russell 2000 Value E | — | EXIT | Sold out |
According to official SEC Form 13F filings, Palacios Wealth Management, LLC reported a total U.S. public equity portfolio value of $169.2M across 74 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, AAPL) accounted for 42.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
MS
市值: $818.6K
Top Position Liquidated / Trimmed
PG
前期市值: $25.6M
During Q3 2025, Palacios Wealth Management, LLC's top holdings by market value included NVDA (29.5%)、AVGO (5.9%)、AAPL (4.9%). The largest single position, NVDA, represented 29.5% of total portfolio value.
In Q3 2025, Palacios Wealth Management, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 25 positions, trimming 5 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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