Palacios Wealth Management

Palacios Wealth Management as of March 31, 2026

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 235k 199.57
Broadcom (AVGO) 6.4 $10M 24k 417.43
Apple (AAPL) 5.0 $7.9M 29k 271.35
Neos Etf Trust Nasdaq 100 High (QQQI) 4.8 $7.6M 140k 54.15
Amazon (AMZN) 4.6 $7.3M 28k 265.06
Neos Etf Trust Neos S&p 500 Hi (SPYI) 3.6 $5.7M 109k 52.40
Alphabet Cap Stk Cl A (GOOGL) 3.2 $5.1M 13k 384.80
Meta Platforms Cl A (META) 3.0 $4.9M 8.0k 611.91
Advanced Micro Devices (AMD) 2.6 $4.2M 12k 354.49
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.5 $4.0M 67k 59.27
Crowdstrike Hldgs Cl A (CRWD) 2.5 $4.0M 8.9k 445.75
Alphabet Cap Stk Cl C (GOOG) 2.4 $3.8M 9.9k 381.94
Neos Etf Trust Russell 2000 Hig (IWMI) 1.9 $3.0M 59k 51.02
Global X Fds Russell 2000 (RYLD) 1.6 $2.5M 162k 15.46
JPMorgan Chase & Co. (JPM) 1.5 $2.4M 7.8k 313.23
Microsoft Corporation (MSFT) 1.5 $2.4M 5.9k 407.77
Tesla Motors (TSLA) 1.4 $2.3M 6.0k 381.63
Uber Technologies (UBER) 1.4 $2.2M 30k 74.61
Amgen (AMGN) 1.1 $1.8M 5.3k 346.27
Palantir Technologies Cl A (PLTR) 1.1 $1.8M 13k 139.11
Oracle Corporation (ORCL) 0.9 $1.4M 8.7k 161.39
Abbvie (ABBV) 0.9 $1.4M 6.6k 211.32
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.9 $1.4M 5.6k 246.32
Bank of America Corporation (BAC) 0.8 $1.3M 24k 53.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 1.7k 667.74
Qualcomm (QCOM) 0.7 $1.1M 6.0k 179.57
Calamos Etf Tr Autocallable Inc (CAIE) 0.6 $1.0M 37k 27.22
International Business Machines (IBM) 0.6 $951k 4.1k 230.96
Morgan Stanley Com New (MS) 0.6 $914k 4.8k 190.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $871k 1.3k 660.63
Eli Lilly & Co. (LLY) 0.5 $767k 821.00 934.60
Wal-Mart Stores (WMT) 0.4 $693k 5.3k 131.93
Ast Spacemobile Com Cl A (ASTS) 0.4 $657k 8.9k 73.90
Citigroup Com New (C) 0.4 $639k 5.0k 127.98
Verizon Communications (VZ) 0.4 $634k 13k 48.03
Micron Technology (MU) 0.4 $632k 1.2k 517.16
Mongodb Cl A (MDB) 0.4 $618k 2.5k 250.83
Nebius Group Shs Class A (NBIS) 0.4 $615k 4.4k 138.23
Goldman Sachs (GS) 0.4 $602k 651.00 923.91
Ares Capital Corporation (ARCC) 0.4 $579k 30k 19.16
salesforce (CRM) 0.4 $575k 3.3k 176.53
At&t (T) 0.3 $559k 21k 26.13
Pfizer (PFE) 0.3 $549k 21k 26.70
Charles Schwab Corporation (SCHW) 0.3 $496k 5.4k 91.64
Twilio Cl A (TWLO) 0.3 $496k 3.3k 148.06
Cisco Systems (CSCO) 0.3 $491k 5.4k 91.51
Exxon Mobil Corporation (XOM) 0.3 $485k 3.1k 154.33
PPL Corporation (PPL) 0.3 $477k 13k 37.44
Ge Aerospace Com New (GE) 0.3 $419k 1.4k 289.93
Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $413k 23k 17.98
TJX Companies (TJX) 0.2 $394k 2.5k 156.75
Palo Alto Networks (PANW) 0.2 $385k 2.1k 179.32
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $376k 523.00 718.66
Altria (MO) 0.2 $375k 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 3.5k 97.67
Lowe's Companies (LOW) 0.2 $333k 1.4k 238.79
Boeing Company (BA) 0.2 $312k 1.4k 229.03
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $307k 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 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 650.00 396.06
Dow (DOW) 0.2 $252k 6.2k 40.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $241k 508.00 473.60
Ford Motor Company (F) 0.1 $239k 20k 12.08
Sofi Technologies (SOFI) 0.1 $228k 14k 16.10
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $210k 1.2k 177.54
Prudential Financial (PRU) 0.1 $208k 2.1k 98.11
Ge Vernova (GEV) 0.1 $203k 187.00 1083.46
Ishares Tr Russell 2000 Etf (IWM) 0.1 $200k 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