Palacios Wealth Management

Palacios Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Palacios Wealth Management

Palacios Wealth Management holds 68 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 31.8 $42M 223k 186.50
Broadcom (AVGO) 5.8 $7.6M 22k 346.10
Apple (AAPL) 5.8 $7.5M 28k 271.86
Amazon (AMZN) 4.0 $5.2M 23k 230.82
Meta Platforms Cl A (META) 3.3 $4.3M 6.6k 660.09
Alphabet Cap Stk Cl A (GOOGL) 3.1 $4.0M 13k 313.00
Neos Etf Trust Nasdaq 100 High (QQQI) 2.9 $3.8M 71k 53.86
Crowdstrike Hldgs Cl A (CRWD) 2.9 $3.8M 8.2k 468.76
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.7 $3.6M 62k 58.12
Neos Etf Trust Neos S&p 500 Hi (SPYI) 2.1 $2.8M 53k 52.53
Alphabet Cap Stk Cl C (GOOG) 1.9 $2.5M 7.9k 313.80
Tesla Motors (TSLA) 1.9 $2.5M 5.5k 449.72
Microsoft Corporation (MSFT) 1.9 $2.5M 5.1k 483.66
JPMorgan Chase & Co. (JPM) 1.9 $2.4M 7.5k 322.22
Advanced Micro Devices (AMD) 1.8 $2.4M 11k 214.16
Palantir Technologies Cl A (PLTR) 1.5 $2.0M 11k 177.75
Uber Technologies (UBER) 1.5 $2.0M 24k 81.71
Global X Fds Russell 2000 (RYLD) 1.5 $2.0M 130k 15.30
Oracle Corporation (ORCL) 1.3 $1.7M 8.9k 194.91
Amgen (AMGN) 1.3 $1.7M 5.2k 327.33
Abbvie (ABBV) 1.2 $1.6M 7.1k 228.49
Bank of America Corporation (BAC) 1.1 $1.4M 26k 55.00
Mongodb Cl A (MDB) 0.9 $1.2M 2.8k 419.69
salesforce (CRM) 0.9 $1.1M 4.2k 264.91
International Business Machines (IBM) 0.9 $1.1M 3.8k 296.21
Qualcomm (QCOM) 0.8 $1.1M 6.5k 171.05
Morgan Stanley Com New (MS) 0.7 $903k 5.1k 177.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $875k 1.4k 614.31
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.6 $822k 3.7k 224.67
Eli Lilly & Co. (LLY) 0.6 $749k 697.00 1074.68
Wal-Mart Stores (WMT) 0.5 $704k 6.3k 111.41
Twilio Cl A (TWLO) 0.5 $656k 4.6k 142.24
Neos Etf Trust Russell 2000 Hig (IWMI) 0.5 $633k 13k 48.68
Charles Schwab Corporation (SCHW) 0.5 $628k 6.3k 99.91
PPL Corporation (PPL) 0.4 $572k 16k 35.02
At&t (T) 0.4 $552k 22k 24.84
Citigroup Com New (C) 0.4 $519k 4.5k 116.69
Palo Alto Networks (PANW) 0.4 $513k 2.8k 184.20
Goldman Sachs (GS) 0.4 $506k 576.00 879.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $474k 755.00 627.09
Verizon Communications (VZ) 0.4 $462k 11k 40.73
Ge Aerospace Com New (GE) 0.3 $395k 1.3k 308.03
Boeing Company (BA) 0.3 $393k 1.8k 217.12
Cisco Systems (CSCO) 0.3 $387k 5.0k 77.04
Lowe's Companies (LOW) 0.3 $382k 1.6k 241.16
Exxon Mobil Corporation (XOM) 0.3 $374k 3.1k 120.34
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $365k 21k 17.67
TJX Companies (TJX) 0.3 $341k 2.2k 153.61
American Express Company (AXP) 0.3 $329k 888.00 369.95
Bristol Myers Squibb (BMY) 0.3 $328k 6.1k 53.94
Nebius Group Shs Class A (NBIS) 0.3 $327k 3.9k 83.71
Ares Capital Corporation (ARCC) 0.2 $325k 16k 20.23
Walt Disney Company (DIS) 0.2 $294k 2.6k 113.77
Pfizer (PFE) 0.2 $288k 12k 24.90
Ast Spacemobile Com Cl A (ASTS) 0.2 $285k 3.9k 72.63
Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.2 $269k 4.9k 54.30
Micron Technology (MU) 0.2 $269k 941.00 285.41
Prudential Financial (PRU) 0.2 $268k 2.4k 112.88
Howmet Aerospace (HWM) 0.2 $256k 1.3k 205.02
Altria (MO) 0.2 $252k 4.4k 57.66
Sofi Technologies (SOFI) 0.2 $235k 9.0k 26.18
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $234k 2.3k 99.88
Iron Mountain (IRM) 0.2 $229k 2.8k 82.95
CSX Corporation (CSX) 0.2 $228k 6.3k 36.25
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $220k 1.5k 146.58
Ford Motor Company (F) 0.1 $154k 12k 13.12
Clover Health Investments Com Cl A (CLOV) 0.1 $121k 52k 2.35
Blackberry (BB) 0.0 $46k 12k 3.79