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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Palacios Wealth Management LLC
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|---|---|
| CRD # | 327660 |
| SEC # | 801-131973 |
| CIK # | 0002053829 |
| AUM | $149.1 M (2025-01-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 386-271-2127 |
| Address | 595 W Granada Boulevard Ormond Beach, FL 32174 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 36.1 | ||
| Broadcom Inc | 6.5 | ||
| Apple Inc | 5.9 | ||
| Amazon Com Inc | 5.3 | ||
| Facebook Inc | 4.6 | ||
| CrowdStrike Holdings Inc | 4.3 | ||
| Microsoft Corp | 2.7 | ||
| Uber Technologies Inc | 2.5 | ||
| Alphabet Inc | 2.3 | ||
| J P Morgan Chase & Co | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 63.3 |
| (b) Individuals (high net worth individuals) | 24 | 58.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 27.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,030 | 149.1 |
| By Discretionary | ||
| Discretionary | 523 | 121.2 |
| Non-Discretionary | 507 | 27.9 |
| Total | 1,030 | 149.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.1 | |
| Total | 1,030 | 149.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053829] |
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