Palacios Wealth Management
Latest statistics and disclosures from Palacios Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AVGO, AAPL, QQQI, AMZN, and represent 50.02% of Palacios Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQI, SPYI, NVDA, IWMI, AMZN, AVGO, CAIE, META, GOOG, RYLD.
- Started 9 new stock positions in SPY, IWM, TSM, IUSG, BRK.B, DOW, SSB, CAIE, GEV.
- Reduced shares in these 10 stocks: AXP, AGG, TWLO, CRM, WMT, PPL, ABBV, PANW, BA, BAC.
- Sold out of its positions in AXP, AGG.
- Palacios Wealth Management was a net buyer of stock by $23M.
- Palacios Wealth Management has $160M in assets under management (AUM), dropping by 22.36%.
- Central Index Key (CIK): 0002053829
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Portfolio Holdings for Palacios Wealth Management
Palacios Wealth Management holds 75 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 29.4 | $47M | +5% | 235k | 199.57 |
|
| Broadcom (AVGO) | 6.4 | $10M | +11% | 24k | 417.43 |
|
| Apple (AAPL) | 5.0 | $7.9M | +5% | 29k | 271.35 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 4.8 | $7.6M | +96% | 140k | 54.15 |
|
| Amazon (AMZN) | 4.6 | $7.3M | +21% | 28k | 265.06 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 3.6 | $5.7M | +106% | 109k | 52.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $5.1M | +3% | 13k | 384.80 |
|
| Meta Platforms Cl A (META) | 3.0 | $4.9M | +21% | 8.0k | 611.91 |
|
| Advanced Micro Devices (AMD) | 2.6 | $4.2M | +6% | 12k | 354.49 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.5 | $4.0M | +9% | 67k | 59.27 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.5 | $4.0M | +8% | 8.9k | 445.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $3.8M | +25% | 9.9k | 381.94 |
|
| Neos Etf Trust Russell 2000 Hig (IWMI) | 1.9 | $3.0M | +349% | 59k | 51.02 |
|
| Global X Fds Russell 2000 (RYLD) | 1.6 | $2.5M | +24% | 162k | 15.46 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $2.4M | +3% | 7.8k | 313.23 |
|
| Microsoft Corporation (MSFT) | 1.5 | $2.4M | +15% | 5.9k | 407.77 |
|
| Tesla Motors (TSLA) | 1.4 | $2.3M | +9% | 6.0k | 381.63 |
|
| Uber Technologies (UBER) | 1.4 | $2.2M | +22% | 30k | 74.61 |
|
| Amgen (AMGN) | 1.1 | $1.8M | 5.3k | 346.27 |
|
|
| Palantir Technologies Cl A (PLTR) | 1.1 | $1.8M | +16% | 13k | 139.11 |
|
| Oracle Corporation (ORCL) | 0.9 | $1.4M | 8.7k | 161.39 |
|
|
| Abbvie (ABBV) | 0.9 | $1.4M | -7% | 6.6k | 211.32 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.9 | $1.4M | +53% | 5.6k | 246.32 |
|
| Bank of America Corporation (BAC) | 0.8 | $1.3M | -6% | 24k | 53.46 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.1M | +18% | 1.7k | 667.74 |
|
| Qualcomm (QCOM) | 0.7 | $1.1M | -6% | 6.0k | 179.57 |
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.6 | $1.0M | NEW | 37k | 27.22 |
|
| International Business Machines (IBM) | 0.6 | $951k | +9% | 4.1k | 230.96 |
|
| Morgan Stanley Com New (MS) | 0.6 | $914k | -5% | 4.8k | 190.59 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $871k | +74% | 1.3k | 660.63 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $767k | +17% | 821.00 | 934.60 |
|
| Wal-Mart Stores (WMT) | 0.4 | $693k | -16% | 5.3k | 131.93 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.4 | $657k | +126% | 8.9k | 73.90 |
|
| Citigroup Com New (C) | 0.4 | $639k | +12% | 5.0k | 127.98 |
|
| Verizon Communications (VZ) | 0.4 | $634k | +16% | 13k | 48.03 |
|
| Micron Technology (MU) | 0.4 | $632k | +29% | 1.2k | 517.16 |
|
| Mongodb Cl A (MDB) | 0.4 | $618k | -10% | 2.5k | 250.83 |
|
| Nebius Group Shs Class A (NBIS) | 0.4 | $615k | +13% | 4.4k | 138.23 |
|
| Goldman Sachs (GS) | 0.4 | $602k | +13% | 651.00 | 923.91 |
|
| Ares Capital Corporation (ARCC) | 0.4 | $579k | +87% | 30k | 19.16 |
|
| salesforce (CRM) | 0.4 | $575k | -22% | 3.3k | 176.53 |
|
| At&t (T) | 0.3 | $559k | -3% | 21k | 26.13 |
|
| Pfizer (PFE) | 0.3 | $549k | +78% | 21k | 26.70 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $496k | -13% | 5.4k | 91.64 |
|
| Twilio Cl A (TWLO) | 0.3 | $496k | -27% | 3.3k | 148.06 |
|
| Cisco Systems (CSCO) | 0.3 | $491k | +6% | 5.4k | 91.51 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $485k | 3.1k | 154.33 |
|
|
| PPL Corporation (PPL) | 0.3 | $477k | -22% | 13k | 37.44 |
|
| Ge Aerospace Com New (GE) | 0.3 | $419k | +12% | 1.4k | 289.93 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $413k | +11% | 23k | 17.98 |
|
| TJX Companies (TJX) | 0.2 | $394k | +13% | 2.5k | 156.75 |
|
| Palo Alto Networks (PANW) | 0.2 | $385k | -22% | 2.1k | 179.32 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $376k | NEW | 523.00 | 718.66 |
|
| Altria (MO) | 0.2 | $375k | +17% | 5.2k | 72.65 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $374k | 6.2k | 60.59 |
|
|
| Iron Mountain (IRM) | 0.2 | $347k | 2.8k | 125.99 |
|
|
| Southstate Bk Corp (SSB) | 0.2 | $343k | NEW | 3.5k | 97.67 |
|
| Lowe's Companies (LOW) | 0.2 | $333k | -12% | 1.4k | 238.79 |
|
| Boeing Company (BA) | 0.2 | $312k | -24% | 1.4k | 229.03 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $307k | +54% | 2.3k | 131.88 |
|
| Howmet Aerospace (HWM) | 0.2 | $304k | 1.3k | 243.04 |
|
|
| CSX Corporation (CSX) | 0.2 | $285k | 6.3k | 45.43 |
|
|
| Walt Disney Company (DIS) | 0.2 | $279k | +4% | 2.7k | 103.75 |
|
| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.2 | $268k | 4.9k | 54.08 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $257k | NEW | 650.00 | 396.06 |
|
| Dow (DOW) | 0.2 | $252k | NEW | 6.2k | 40.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $241k | NEW | 508.00 | 473.60 |
|
| Ford Motor Company (F) | 0.1 | $239k | +69% | 20k | 12.08 |
|
| Sofi Technologies (SOFI) | 0.1 | $228k | +57% | 14k | 16.10 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $210k | NEW | 1.2k | 177.54 |
|
| Prudential Financial (PRU) | 0.1 | $208k | -10% | 2.1k | 98.11 |
|
| Ge Vernova (GEV) | 0.1 | $203k | NEW | 187.00 | 1083.46 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $200k | NEW | 720.00 | 277.97 |
|
| Clover Health Investments Com Cl A (CLOV) | 0.1 | $142k | 52k | 2.75 |
|
|
| Blackberry (BB) | 0.0 | $65k | 12k | 5.40 |
|
Past Filings by Palacios Wealth Management
SEC 13F filings are viewable for Palacios Wealth Management going back to 2024
- Palacios Wealth Management 2026 Q1 filed May 11, 2026
- Palacios Wealth Management 2025 Q4 filed Jan. 28, 2026
- Palacios Wealth Management 2025 Q3 filed Nov. 5, 2025
- Palacios Wealth Management 2025 Q2 filed July 14, 2025
- Palacios Wealth Management 2025 Q1 filed May 9, 2025
- Palacios Wealth Management 2024 Q4 filed Jan. 30, 2025