Palacios Wealth Management, LLC
CIK 2053829 · Holdings on Jun 30, 2025 · First reported Jul 14, 2025
Top ten holdings
Q2 2025- NVDA29.64%
- AVGO5.32%
- AAPL4.83%
- AMZN4.33%
- META3.77%
- JEPQ3.57%
- CRWD3.50%
- RYLD2.98%
- SPYI2.64%
- MSFT2.23%
Share classes counted separately62.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +12.03 pp17.61% → 29.64%Shares +9.47K (+4.33%)
- AAPLWeight increased · +2.75 pp2.08% → 4.83%Shares +16.06K (+127.53%)
- AVGOWeight increased · +2.60 pp2.72% → 5.32%Shares +1.59K (+7.26%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $36.07M | 29.64% | 228.30K shares | 17.61% → 29.64%+12.03 pp +9.47K (+4.33%) | Added | ↗▾ |
| 02 | AVGOBROADCOM INC View history and evidence | $6.48M | 5.32% | 23.50K shares | 2.72% → 5.32%+2.60 pp +1.59K (+7.26%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $5.88M | 4.83% | 28.65K shares | 2.08% → 4.83%+2.75 pp +16.06K (+127.53%) | Added | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $5.27M | 4.33% | 24.02K shares | 2.02% → 4.33%+2.31 pp +9.76K (+68.38%) | Added | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $4.59M | 3.77% | 6.21K shares | 2.20% → 3.77%+1.57 pp +1.07K (+20.88%) | Added | ↗▾ |
| 06 | JEPQJPM NASDAQ EQUITY PREMIUMNASDAQ EQT PREM View history and evidence | $4.35M | 3.57% | 79.91K shares | 3.55% → 3.57%+0.02 pp -12.38K (-13.42%) | Reduced | ↗▾ |
| 07 | CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | $4.26M | 3.50% | 8.37K shares | 1.97% → 3.50%+1.53 pp +849 (+11.30%) | Added | ↗▾ |
| 08 | RYLDGLOBAL X RUSSELL 2000 COV CLRUSSELL 2000 View history and evidence | $3.62M | 2.98% | 243.07K shares | 2.80% → 2.98%+0.18 pp -6.81K (-2.73%) | Reduced | ↗▾ |
| 09 | SPYINEOS S&P 500 HIGH INCOME ETFNEOS S&P 500 HI View history and evidence | $3.22M | 2.64% | 63.96K shares | 2.03% → 2.64%+0.61 pp +6.90K (+12.09%) | Added | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $2.71M | 2.23% | 5.45K shares | 1.46% → 2.23%+0.77 pp +222 (+4.25%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PG PROCTER & GAMBLE CO/THE | Non-derivative | -257,260 | -$25.64M | SEC filing ↗ | SEC filing ↗ |
| IWR ISHARES RUSSELL MID-CAP ETF | Non-derivative | -2,054 | -$406.81K | SEC filing ↗ | SEC filing ↗ |
| KWEB KRANESH CSI CHINA INTERNET | Non-derivative | -9,938 | -$326.56K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2053829 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Jul 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 121688292
}Research all 71 reported holdings.
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