Palacios Wealth Management, LLC
All 13F Filings
- Location
- Ormond Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 169,234
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 76 | 169,234 | 13F-HR | Palacios Wealth Management, LLC |
| Q1 2026 | 5/11/2026 | 75 | 159,823 | 13F-HR | Palacios Wealth Management, LLC |
| 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 | 138.4 K | 81.8% | 5.801 K | 0 | 5.801 K |
| ETFs | 30.87 K | 18.2% | 3.609 K | 0 | 3.609 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
169,234
Holdings
76
QoQ value change ($000)
9,411
(5.9%)
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.