Palacios Wealth Management, LLCAggressive GrowthConcentrated long-term

CIK: 0002053829 | ORMOND BEACH, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	83	$187.7M	2026-11-04	SEC ↗
Q2 2026	13F-HR	76	$169.2M	2026-07-23	SEC ↗
Q1 2026	13F-HR	75	$159.8M	2026-05-11	SEC ↗
Q4 2025	13F-HR	68	$130.6M	2026-01-28	SEC ↗
Q3 2025	13F-HR	74	$151.8M	2025-11-05	SEC ↗
Q2 2025	13F-HR	71	$121.7M	2025-07-14	SEC ↗
Q1 2025	13F-HR	64	$134.7M	2025-05-09	SEC ↗
Q4 2024	13F-HR	63	$92.6M	2025-01-30	SEC ↗