Palacios Wealth Management, LLC

Est. AUM

$159.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$46.9M	235051	29.35%	SOLE
2	BROADCOM INC	COM	$10.2M	24428	6.38%	SOLE
3	APPLE INC	COM	$7.9M	29238	4.96%	SOLE
4	NEOS ETF TRUST	NASDAQ 100 HIGH	$7.6M	140337	4.75%	SOLE
5	AMAZON COM INC	COM	$7.3M	27529	4.57%	SOLE
6	NEOS ETF TRUST	NEOS S&P 500 HI	$5.7M	109093	3.58%	SOLE
7	ALPHABET INC	CAP STK CL A	$5.1M	13297	3.20%	SOLE
8	META PLATFORMS INC	CL A	$4.9M	7952	3.04%	SOLE
9	ADVANCED MICRO DEVICES INC	COM	$4.2M	11915	2.64%	SOLE
10	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.0M	67374	2.50%	SOLE
11	CROWDSTRIKE HLDGS INC	CL A	$4.0M	8902	2.48%	SOLE
12	ALPHABET INC	CAP STK CL C	$3.8M	9940	2.38%	SOLE
13	NEOS ETF TRUST	RUSSELL 2000 HIG	$3.0M	58477	1.87%	SOLE
14	GLOBAL X FDS	RUSSELL 2000	$2.5M	161689	1.56%	SOLE
15	JPMORGAN CHASE & CO	COM	$2.4M	7769	1.52%	SOLE
16	MICROSOFT CORP	COM	$2.4M	5862	1.50%	SOLE
17	TESLA INC	COM	$2.3M	6031	1.44%	SOLE
18	UBER TECHNOLOGIES INC	COM	$2.2M	29805	1.39%	SOLE
19	AMGEN INC	COM	$1.8M	5271	1.14%	SOLE
20	PALANTIR TECHNOLOGIES INC	CL A	$1.8M	13052	1.14%	SOLE
21	ORACLE CORP	COM	$1.4M	8705	0.88%	SOLE
22	ABBVIE INC	COM	$1.4M	6562	0.87%	SOLE
23	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$1.4M	5618	0.87%	SOLE
24	BANK AMERICA CORP	COM	$1.3M	23928	0.80%	SOLE
25	INVESCO QQQ TR	UNIT SER 1	$1.1M	1681	0.70%	SOLE
26	QUALCOMM INC	COM	$1.1M	6048	0.68%	SOLE
27	CALAMOS ETF TR	AUTOCALLABLE INC	$1.0M	37342	0.64%	SOLE
28	INTERNATIONAL BUSINESS MACHS	COM	$951K	4116	0.60%	SOLE
29	MORGAN STANLEY	COM NEW	$914K	4794	0.57%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$871K	1318	0.54%	SOLE
31	ELI LILLY & CO	COM	$767K	821	0.48%	SOLE
32	WALMART INC	COM	$693K	5252	0.43%	SOLE
33	AST SPACEMOBILE INC	COM CL A	$657K	8884	0.41%	SOLE
34	CITIGROUP INC	COM NEW	$639K	4993	0.40%	SOLE
35	VERIZON COMMUNICATIONS INC	COM	$634K	13199	0.40%	SOLE
36	MICRON TECHNOLOGY INC	COM	$632K	1222	0.40%	SOLE
37	MONGODB INC	CL A	$618K	2465	0.39%	SOLE
38	NEBIUS GROUP N.V.	SHS CLASS A	$615K	4446	0.38%	SOLE
39	GOLDMAN SACHS GROUP INC	COM	$601K	651	0.38%	SOLE
40	ARES CAPITAL CORP	COM	$579K	30224	0.36%	SOLE
41	SALESFORCE INC	COM	$575K	3255	0.36%	SOLE
42	AT&T INC	COM	$559K	21405	0.35%	SOLE
43	PFIZER INC	COM	$549K	20562	0.34%	SOLE
44	SCHWAB CHARLES CORP	COM	$496K	5416	0.31%	SOLE
45	TWILIO INC	CL A	$496K	3347	0.31%	SOLE
46	CISCO SYS INC	COM	$491K	5365	0.31%	SOLE
47	EXXON MOBIL CORP	COM	$485K	3140	0.30%	SOLE
48	PPL CORP	COM	$477K	12743	0.30%	SOLE
49	GE AEROSPACE	COM NEW	$419K	1446	0.26%	SOLE
50	GLOBAL X FDS	NASDAQ 100 COVER	$413K	22945	0.26%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.