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CIK: 0002053829
Total reported value
$169.2M
$169.2M
68 檔
39.1%
In Q4 2025, Palacios Wealth Management, LLC's U.S. equity holdings reached a combined market value of $169.2M, distributed across 68 disclosed stock positions.
In Q4 2025, Palacios Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 31.78% | -1.55% | -7.23% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.82% | -1.04% | -18.55% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.78% | +0.04% | -5.78% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.02% | -0.69% | -9.91% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.31% | -0.44% | -7.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | -0.44% | -8.30% | |
| 7 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 2.94% | +0.61% | -20.90% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.94% | +1.45% | -6.62% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.74% | -0.15% | -20.24% | |
| 10 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 2.13% | +0.24% | -49.91% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.91% | -0.28% | -25.00% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.90% | +0.05% | -5.99% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.17% | -17.87% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.85% | -0.02% | -4.37% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.83% | +1.10% | -14.42% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.53% | -0.15% | -17.61% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.52% | -0.14% | -26.96% | |
| 18 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 1.52% | -0.26% | -59.07% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.32% | -0.12% | +0.59% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.30% | -0.02% | -2.44% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.07% | -9.42% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.08% | — | +0.77% | |
| 23 | MDB | Mongodb Inc | Stock-Tech | 0.89% | +0.10% | -0.93% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.86% | -0.07% | -7.50% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | +0.08% | -16.83% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.85% | — | +7.64% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.02% | -1.26% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.04% | -14.17% | |
| 29 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.63% | +0.16% | -43.03% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.11% | -37.93% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.08% | -1.56% | |
| 32 | TWLO | Twilio Inc - A | Stock-Tech | 0.50% | +0.08% | -2.25% | |
| 33 | IWMI | Neos Russell 2000 High Inc | ETF-Small Cap | 0.48% | +0.09% | -1.66% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.48% | -0.02% | -6.51% | |
| 35 | PPL | Ppl CORP | Stock-Utilities | 0.44% | -0.04% | — | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.42% | -0.13% | -17.86% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.40% | +0.01% | -21.10% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.21% | -10.82% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.39% | +0.01% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.08% | -50.85% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.07% | -37.27% | |
| 42 | GE | General Electric | Stock-Industrials | 0.30% | +0.06% | -17.88% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.30% | -0.03% | +1.97% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.05% | -12.98% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.03% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.05% | — | |
| 47 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.28% | -0.02% | -54.02% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.26% | -0.05% | -8.37% | |
| 49 | AXP | American Express Co | Stock-Financials | 0.25% | — | +2.07% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.25% | -0.03% | -26.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | -7.23% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -8.30% | Trim |
| 3 | AMD | Advanced Micro Devices | +0.4% | -14.42% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.4% | -9.91% | Trim |
| 5 | MDB | Mongodb Inc | +0.3% | -0.93% | Trim |
| 6 | AMGN | Amgen Inc | +0.3% | -2.44% | Trim |
| 7 | BAC | Bank Of America CORP | +0.2% | +0.77% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -25.00% | Trim |
| 9 | TWLO | Twilio Inc - A | +0.2% | -2.25% | Trim |
| 10 | QCOM | Qualcomm Inc | +0.2% | +7.64% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | -5.99% | Trim |
| 12 | MS | Morgan Stanley | +0.2% | -1.26% | Trim |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.62% | Trim |
| 14 | ABBV | Abbvie Inc | 0% | -9.42% | Trim |
| 15 | IBM | Intl Business Machines CORP | 0% | -16.83% | Trim |
| 16 | QQQ | Invesco Qqq Trust Series 1 | 0% | -14.17% | Trim |
| 17 | LLY | Eli Lilly & Co | 0% | -37.93% | Trim |
| 18 | GE | General Electric | 0% | -17.88% | Trim |
| 19 | PANW | Palo Alto Networks Inc | 0% | -10.82% | Trim |
| 20 | MO | Altria Group Inc | 0% | -14.88% | Trim |
| 21 | AVGO | Broadcom Inc | 0% | -18.55% | Trim |
| 22 | SOFI | Sofi Technologies Inc | 0% | -27.93% | Trim |
| 23 | T | At&t Inc | -0.1% | -17.86% | Trim |
| 24 | NBIS | Nebius Group N.V. | -0.1% | -12.26% | Trim |
| 25 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -28.69% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -7.43% | Trim |
| 27 | PLTR | Palantir Technologies Inc-a | -0.1% | -17.61% | Trim |
| 28 | VZ | Verizon Communications Inc | -0.2% | -37.27% | Trim |
| 29 | JEPQ | JPM Nasdaq Equity Premium | -0.2% | -20.24% | Trim |
| 30 | PFE | Pfizer Inc | -0.2% | -51.25% | Trim |
| 31 | QYLD | Global X Nasd 100 Cov Call | -0.2% | -54.02% | Trim |
| 32 | MSFT | Microsoft CORP | -0.2% | -17.87% | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | -0.3% | -50.85% | Trim |
| 34 | QQQI | Neos Nasdaq-100 High Inc ETF | -0.3% | -20.90% | Trim |
| 35 | ORCL | Oracle CORP | -0.3% | +0.59% | Add |
| 36 | FTEC | Fidelity Msci Info Tech Indx | -0.3% | -43.03% | Trim |
| 37 | ARCC | Ares Capital CORP | -0.3% | -63.18% | Trim |
| 38 | UBER | Uber Technologies Inc | -0.6% | -26.96% | Trim |
| 39 | SPYI | Neos S&p 500 High Income ETF | -1.5% | -49.91% | Trim |
| 40 | RYLD | Global X Russell 2000 Cov Cl | -1.6% | -59.07% | Trim |
| 41 | HD | Home Depot Inc | — | EXIT | Sold out |
| 42 | BRO | Brown & Brown Inc | — | EXIT | Sold out |
| 43 | KLIP | Kranesh Kweb Cov Cal Str ETF | — | EXIT | Sold out |
| 44 | MU | Micron Technology Inc | — | NEW | New buy |
| 45 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 46 | BX | Blackstone Inc | — | EXIT | Sold out |
| 47 | IP | International Paper Co | — | EXIT | Sold out |
| 48 | JEPI | Jpmorgan Equity Premium Inco | — | EXIT | Sold out |
| 49 | DOW | Dow Inc | — | EXIT | Sold out |
| 50 | F | Ford Motor Co | — | NEW | New buy |
According to official SEC Form 13F filings, Palacios Wealth Management, LLC reported a total U.S. public equity portfolio value of $169.2M across 68 disclosed positions in Q4 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 39.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $268.6K
Top Position Liquidated / Trimmed
HD
前期市值: $409.6K
During Q4 2025, Palacios Wealth Management, LLC's top holdings by market value included NVDA (31.8%)、AVGO (5.8%)、AAPL (5.8%). The largest single position, NVDA, represented 31.8% of total portfolio value.
In Q4 2025, Palacios Wealth Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 37 holdings, and fully liquidating 8 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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