# EDGAR Filing Document

**Accession Number:** 0002053829
**File Stem:** 0001705819-26-000015
**Filing Date:** 2026-1
**Character Count:** 10243
**Document Hash:** 6ddfdd2d76f9adace91a77f4b07cfe28
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001705819-26-000015.hdr.sgml**: 20260128

**ACCESSION NUMBER**: 0001705819-26-000015

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260128

**DATE AS OF CHANGE**: 20260128

**EFFECTIVENESS DATE**: 20260128

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Palacios Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002053829

**ORGANIZATION NAME:**
- **EIN:** 472004231
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24671
- **FILM NUMBER:** 26571478

**BUSINESS ADDRESS:**
- **STREET 1:** 595 W. GRANADA BOULEVARD
- **STREET 2:** SUITE K
- **CITY:** ORMOND BEACH
- **STATE:** FL
- **ZIP:** 32174
- **BUSINESS PHONE:** 386-271-2127

**MAIL ADDRESS:**
- **STREET 1:** 595 W. GRANADA BOULEVARD
- **STREET 2:** SUITE K
- **CITY:** ORMOND BEACH
- **STATE:** FL
- **ZIP:** 32174

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Palacios Wealth Management LLC<br>**Address:** 595 W. GRANADA BOULEVARD<br>SUITE K<br>ORMOND BEACH, FL 32174

**Form 13F File Number:** 028-24671

**CRD Number (if applicable):** 000327660

**SEC File Number (if applicable):** 801-131973

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** ERICK J. PALACIOS<br>**Title:** MANAGING MEMBER  CCO<br>**Phone:** 386-271-2127

**Signature, Place, and Date of Signing:**

ERICK J. PALACIOS  ORMOND BEACH, FL  01-28-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $130619873

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 1623650 | 7106 | SH |  | SOLE |  | 0 | 0 | 7106 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2385314 | 11138 | SH |  | SOLE |  | 0 | 0 | 11138 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 220017 | 1501 | SH |  | SOLE |  | 0 | 0 | 1501 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2493141 | 7945 | SH |  | SOLE |  | 0 | 0 | 7945 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4022676 | 12852 | SH |  | SOLE |  | 0 | 0 | 12852 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 252263 | 4375 | SH |  | SOLE |  | 0 | 0 | 4375 |
| AMAZON COM INC | COM | 023135106 |  | 5245990 | 22728 | SH |  | SOLE |  | 0 | 0 | 22728 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 328516 | 888 | SH |  | SOLE |  | 0 | 0 | 888 |
| AMGEN INC | COM | 031162100 |  | 1702434 | 5201 | SH |  | SOLE |  | 0 | 0 | 5201 |
| APPLE INC | COM | 037833100 |  | 7544931 | 27753 | SH |  | SOLE |  | 0 | 0 | 27753 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 325400 | 16085 | SH |  | SOLE |  | 0 | 0 | 16085 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 |  | 285145 | 3926 | SH |  | SOLE |  | 0 | 0 | 3926 |
| AT INC | COM | 00206R102 |  | 552268 | 22233 | SH |  | SOLE |  | 0 | 0 | 22233 |
| BANK AMERICA CORP | COM | 060505104 |  | 1409865 | 25634 | SH |  | SOLE |  | 0 | 0 | 25634 |
| BLACKBERRY LTD | COM | 09228F103 |  | 45783 | 12080 | SH |  | SOLE |  | 0 | 0 | 12080 |
| BOEING CO | COM | 097023105 |  | 393421 | 1812 | SH |  | SOLE |  | 0 | 0 | 1812 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 327470 | 6071 | SH |  | SOLE |  | 0 | 0 | 6071 |
| BROADCOM INC | COM | 11135F101 |  | 7596203 | 21948 | SH |  | SOLE |  | 0 | 0 | 21948 |
| CISCO SYS INC | COM | 17275R102 |  | 387337 | 5028 | SH |  | SOLE |  | 0 | 0 | 5028 |
| CITIGROUP INC | COM NEW | 172967424 |  | 519271 | 4450 | SH |  | SOLE |  | 0 | 0 | 4450 |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | 18914F103 |  | 121316 | 51624 | SH |  | SOLE |  | 0 | 0 | 51624 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 3835863 | 8183 | SH |  | SOLE |  | 0 | 0 | 8183 |
| CSX CORP | COM | 126408103 |  | 227614 | 6279 | SH |  | SOLE |  | 0 | 0 | 6279 |
| DISNEY WALT CO | COM | 254687106 |  | 293640 | 2581 | SH |  | SOLE |  | 0 | 0 | 2581 |
| ELI LILLY  CO | COM | 532457108 |  | 749052 | 697 | SH |  | SOLE |  | 0 | 0 | 697 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 373776 | 3106 | SH |  | SOLE |  | 0 | 0 | 3106 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 821618 | 3657 | SH |  | SOLE |  | 0 | 0 | 3657 |
| FORD MTR CO | COM | 345370860 |  | 153491 | 11699 | SH |  | SOLE |  | 0 | 0 | 11699 |
| GE AEROSPACE | COM NEW | 369604301 |  | 394586 | 1281 | SH |  | SOLE |  | 0 | 0 | 1281 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 364974 | 20655 | SH |  | SOLE |  | 0 | 0 | 20655 |
| GLOBAL X FDS | RUSSELL 2000 | 37954Y459 |  | 1988449 | 129964 | SH |  | SOLE |  | 0 | 0 | 129964 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 506304 | 576 | SH |  | SOLE |  | 0 | 0 | 576 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 256275 | 1250 | SH |  | SOLE |  | 0 | 0 | 1250 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1114046 | 3761 | SH |  | SOLE |  | 0 | 0 | 3761 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 874777 | 1424 | SH |  | SOLE |  | 0 | 0 | 1424 |
| IRON MTN INC DEL | COM | 46284V101 |  | 228527 | 2755 | SH |  | SOLE |  | 0 | 0 | 2755 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 233619 | 2339 | SH |  | SOLE |  | 0 | 0 | 2339 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 3578216 | 61566 | SH |  | SOLE |  | 0 | 0 | 61566 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2422772 | 7519 | SH |  | SOLE |  | 0 | 0 | 7519 |
| LOWES COS INC | COM | 548661107 |  | 382239 | 1585 | SH |  | SOLE |  | 0 | 0 | 1585 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4324910 | 6552 | SH |  | SOLE |  | 0 | 0 | 6552 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 268571 | 941 | SH |  | SOLE |  | 0 | 0 | 941 |
| MICROSOFT CORP | COM | 594918104 |  | 2452152 | 5070 | SH |  | SOLE |  | 0 | 0 | 5070 |
| MONGODB INC | CL A | 60937P106 |  | 1159603 | 2763 | SH |  | SOLE |  | 0 | 0 | 2763 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 902740 | 5085 | SH |  | SOLE |  | 0 | 0 | 5085 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 326952 | 3906 | SH |  | SOLE |  | 0 | 0 | 3906 |
| NEOS ETF TRUST | NASDAQ 100 HIGH | 78433H675 |  | 3842588 | 71344 | SH |  | SOLE |  | 0 | 0 | 71344 |
| NEOS ETF TRUST | NASDAQ 100 HDGD | 78433H576 |  | 268584 | 4946 | SH |  | SOLE |  | 0 | 0 | 4946 |
| NEOS ETF TRUST | NEOS S 500 HI | 78433H303 |  | 2779310 | 52909 | SH |  | SOLE |  | 0 | 0 | 52909 |
| NEOS ETF TRUST | RUSSELL 2000 HIG | 78433H634 |  | 632889 | 13001 | SH |  | SOLE |  | 0 | 0 | 13001 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 41513480 | 222592 | SH |  | SOLE |  | 0 | 0 | 222592 |
| ORACLE CORP | COM | 68389X105 |  | 1727098 | 8861 | SH |  | SOLE |  | 0 | 0 | 8861 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1997910 | 11240 | SH |  | SOLE |  | 0 | 0 | 11240 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 512997 | 2785 | SH |  | SOLE |  | 0 | 0 | 2785 |
| PFIZER INC | COM | 717081103 |  | 287595 | 11550 | SH |  | SOLE |  | 0 | 0 | 11550 |
| PPL CORP | COM | 69351T106 |  | 572157 | 16338 | SH |  | SOLE |  | 0 | 0 | 16338 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 267526 | 2370 | SH |  | SOLE |  | 0 | 0 | 2370 |
| QUALCOMM INC | COM | 747525103 |  | 1109088 | 6484 | SH |  | SOLE |  | 0 | 0 | 6484 |
| SALESFORCE INC | COM | 79466L302 |  | 1118185 | 4221 | SH |  | SOLE |  | 0 | 0 | 4221 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 627934 | 6285 | SH |  | SOLE |  | 0 | 0 | 6285 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 234494 | 8957 | SH |  | SOLE |  | 0 | 0 | 8957 |
| TESLA INC | COM | 88160R101 |  | 2484253 | 5524 | SH |  | SOLE |  | 0 | 0 | 5524 |
| TJX COS INC NEW | COM | 872540109 |  | 341168 | 2221 | SH |  | SOLE |  | 0 | 0 | 2221 |
| TWILIO INC | CL A | 90138F102 |  | 655726 | 4610 | SH |  | SOLE |  | 0 | 0 | 4610 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1990782 | 24364 | SH |  | SOLE |  | 0 | 0 | 24364 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 473456 | 755 | SH |  | SOLE |  | 0 | 0 | 755 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 461699 | 11336 | SH |  | SOLE |  | 0 | 0 | 11336 |
| WALMART INC | COM | 931142103 |  | 703777 | 6317 | SH |  | SOLE |  | 0 | 0 | 6317 |

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