Palacios Wealth Management, LLC
All 13F Filings
- Location
- Ormond Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 130,620
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 68 | 130,620 | 13F-HR | Palacios Wealth Management, LLC |
| Q3 2025 | 11/5/2025 | 74 | 151,800 | 13F-HR | Palacios Wealth Management, LLC |
| Q2 2025 | 7/14/2025 | 71 | 121,688 | 13F-HR | Palacios Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 130.1 K | 99.6% | 0 | 20.17 K | -20.17 K |
| ETFs | 473 | 0.4% | 0 | 721 | -721 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
130,620
Holdings
68
QoQ value change ($000)
-21,180
(-14.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.