Palacios Wealth Management, LLC has recently filed its 13F-HR report with the SEC, detailing its investment portfolio valued at approximately $187.74 million as of September 30, 2026. This filing is significant as it reflects the firm's strategic investment choices and its active engagement in the financial services industry.

Palacios Wealth Management, based in Ormond Beach, Florida, specializes in wealth management services. The firm operates under the Central Index Key (CIK) 0002053829 and is categorized as an 'other' entity type. The company has been consistently filing reports, with the latest being on November 4, 2026, following previous filings throughout the year.

The 13F-HR filing reveals a total of 83 holdings, with a diverse range of investments across various sectors. Some of the notable companies in Palacios' portfolio include:

  • Apple Inc. - 29,296 shares valued at approximately $9.76 million
  • Amazon.com Inc. - 28,245 shares valued at around $7.04 million
  • NVIDIA Corporation - 237,703 shares valued at about $54.29 million
  • Alphabet Inc. - 10,250 shares of Class C and 12,990 shares of Class A, valued at approximately $3.49 million and $4.47 million respectively
  • Microsoft Corp. - 6,059 shares valued at about $3.11 million

This diverse portfolio indicates Palacios Wealth Management's strategy to invest in both technology and traditional sectors, reflecting a balanced approach to risk and growth. The firm's total portfolio value of $187.74 million showcases its significant presence in the wealth management space.

As Palacios Wealth Management continues to navigate the competitive landscape of financial services, its investment decisions may influence other firms in the sector. The filing emphasizes the importance of strategic asset allocation and the ongoing need for wealth management firms to adapt to market changes.

Looking ahead, the filing does not specify what actions Palacios Wealth Management plans to take next. However, the firm’s consistent reporting and strategic investments suggest a proactive approach to managing its portfolio and responding to market dynamics.