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Palacios Wealth Management, LLC

Portfolio Manager
Palacios Wealth Management, LLC
Performance
-8.63% (2026 Q1)
AUM (13F)
$159.82M
# of Holdings
75
Performance Rank
Allocation (Top 20)
81.39%

Palacios Wealth Management, LLC Holdings Map

Top 50 Palacios Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
29.35%235.1K$46.9M
+5.60%(+12.46K)
2025-Q1: 218.8K shares2025-Q2: 228.3K shares2025-Q3: 239.9K shares2025-Q4: 222.6K shares2026-Q1: 235.1K shares
$132.83(+46.68%)
2026-03-31
AVGO
BROADCOM INC
6.38%24.4K$10.2M
+11.30%(+2.48K)
2025-Q1: 21.9K shares2025-Q2: 23.5K shares2025-Q3: 26.9K shares2025-Q4: 21.9K shares2026-Q1: 24.4K shares
$228.36(+57.84%)
2026-03-31
AAPL
APPLE INC
4.96%29.2K$7.9M
+5.35%(+1.49K)
2025-Q1: 12.6K shares2025-Q2: 28.6K shares2025-Q3: 29.5K shares2025-Q4: 27.8K shares2026-Q1: 29.2K shares
$224.51(+37.47%)
2026-03-31
QQQI
NEOS ETF TRUST
4.75%140.3K$7.6M
+96.70%(+68.99K)
2025-Q1: 10.2K shares2025-Q2: 46.9K shares2025-Q3: 90.2K shares2025-Q4: 71.3K shares2026-Q1: 140.3K shares
$51.62(+7.25%)
2026-03-31
AMZN
AMAZON COM INC
4.57%27.5K$7.3M
+21.12%(+4.80K)
2025-Q1: 14.3K shares2025-Q2: 24.0K shares2025-Q3: 25.2K shares2025-Q4: 22.7K shares2026-Q1: 27.5K shares
$207.46(+16.97%)
2026-03-31
SPYI
NEOS ETF TRUST
3.58%109.1K$5.7M
+106.19%(+56.18K)
2025-Q1: 57.1K shares2025-Q2: 64.0K shares2025-Q3: 105.6K shares2025-Q4: 52.9K shares2026-Q1: 109.1K shares
$50.94(+4.17%)
2026-03-31
GOOGL
ALPHABET INC
3.2%13.3K$5.1M
+3.46%(+445)
2025-Q1: 5.5K shares2025-Q2: 12.9K shares2025-Q3: 14.0K shares2025-Q4: 12.9K shares2026-Q1: 13.3K shares
$177.99(+102.21%)
2026-03-31
META
META PLATFORMS INC
3.04%8.0K$4.9M
+21.37%(+1.40K)
2025-Q1: 5.1K shares2025-Q2: 6.2K shares2025-Q3: 7.1K shares2025-Q4: 6.6K shares2026-Q1: 8.0K shares
$611.19(-4.63%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
2.64%11.9K$4.2M
+6.98%(+777)
2025-Q1: 8.8K shares2025-Q2: 11.5K shares2025-Q3: 13.0K shares2025-Q4: 11.1K shares2026-Q1: 11.9K shares
$144.03(+259.52%)
2026-03-31
JEPQ
J P MORGAN EXCHANGE TRADED F
2.5%67.4K$4.0M
+9.43%(+5.81K)
2025-Q1: 92.3K shares2025-Q2: 79.9K shares2025-Q3: 77.2K shares2025-Q4: 61.6K shares2026-Q1: 67.4K shares
$55.76(+6.52%)
2026-03-31

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