Palacios Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$159.8M
Q ending 2026-03-31
Prior quarter
$130.6M
Q ending 2025-12-31
Change
+22.4% QoQ · +18.7% YoY
Positions
75
reported holdings
Largest positions
All 75 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $46.9M | 235K |
| Broadcom Inc | AVGO | Shares | $10.2M | 24K |
| Apple Inc | AAPL | Shares | $7.9M | 29K |
| Neos Etf Trust | QQQI | Shares | $7.6M | 140K |
| Amazon Com Inc | AMZN | Shares | $7.3M | 28K |
| Neos Etf Trust | SPYI | Shares | $5.7M | 109K |
| Alphabet Inc | GOOGL | Shares | $5.1M | 13K |
| Meta Platforms Inc | META | Shares | $4.9M | 8K |
| Advanced Micro Devices Inc | AMD | Shares | $4.2M | 12K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $4.0M | 67K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $4.0M | 9K |
| Alphabet Inc | GOOG | Shares | $3.8M | 10K |
| Neos Etf Trust | IWMI | Shares | $3.0M | 58K |
| Global X Fds | RYLD | Shares | $2.5M | 162K |
| Jpmorgan Chase & Co | JPM | Shares | $2.4M | 8K |
| Microsoft Corp | MSFT | Shares | $2.4M | 6K |
| Tesla Inc | TSLA | Shares | $2.3M | 6K |
| Uber Technologies Inc | UBER | Shares | $2.2M | 30K |
| Amgen Inc | AMGN | Shares | $1.8M | 5K |
| Palantir Technologies Inc | PLTR | Shares | $1.8M | 13K |
| Oracle Corp | ORCL | Shares | $1.4M | 9K |
| Abbvie Inc | ABBV | Shares | $1.4M | 7K |
| Fidelity Covington Trust | FTEC | Shares | $1.4M | 6K |
| Bank America Corp | BAC | Shares | $1.3M | 24K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Qualcomm Inc | QCOM | Shares | $1.1M | 6K |
| Calamos Etf Tr | CAIE | Shares | $1.0M | 37K |
| International Business Machs | IBM | Shares | $951K | 4K |
| Morgan Stanley | MS | Shares | $914K | 5K |
| Vanguard Index Fds | VOO | Shares | $871K | 1K |
| Eli Lilly & Co | LLY | Shares | $767K | 821 |
| Walmart Inc | WMT | Shares | $693K | 5K |
| Ast Spacemobile Inc | ASTS | Shares | $657K | 9K |
| Citigroup Inc | C | Shares | $639K | 5K |
| Verizon Communications Inc | VZ | Shares | $634K | 13K |
| Micron Technology Inc | MU | Shares | $632K | 1K |
| Mongodb Inc | MDB | Shares | $618K | 2K |
| Nebius Group N.V. | Shares | $615K | 4K | |
| Goldman Sachs Group Inc | GS | Shares | $601K | 651 |
| Ares Capital Corp | ARCC | Shares | $579K | 30K |
| Salesforce Inc | CRM | Shares | $575K | 3K |
| At&T Inc | T | Shares | $559K | 21K |
| Pfizer Inc | PFE | Shares | $549K | 21K |
| Schwab Charles Corp | SCHW | Shares | $496K | 5K |
| Twilio Inc | TWLO | Shares | $496K | 3K |
| Cisco Sys Inc | CSCO | Shares | $491K | 5K |
| Exxon Mobil Corp | XOM | Shares | $485K | 3K |
| Ppl Corp | PPL | Shares | $477K | 13K |
| Ge Aerospace | GE | Shares | $419K | 1K |
| Global X Fds | QYLD | Shares | $413K | 23K |
| Tjx Cos Inc New | TJX | Shares | $394K | 3K |
| Palo Alto Networks Inc | PANW | Shares | $385K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $376K | 523 |
| Altria Group Inc | MO | Shares | $375K | 5K |
| Bristol-Myers Squibb Co | BMY | Shares | $374K | 6K |
| Iron Mtn Inc Del | IRM | Shares | $347K | 3K |
| Southstate Bk Corp | SSB | Shares | $343K | 4K |
| Lowes Cos Inc | LOW | Shares | $333K | 1K |
| Boeing Co | BA | Shares | $312K | 1K |
| Alibaba Group Hldg Ltd | BABA | Shares | $307K | 2K |
| Howmet Aerospace Inc | HWM | Shares | $304K | 1K |
| Csx Corp | CSX | Shares | $285K | 6K |
| Disney Walt Co | DIS | Shares | $279K | 3K |
| Neos Etf Trust | QQQH | Shares | $267K | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $257K | 650 |
| Dow Hldgs Inc | DOW | Shares | $252K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $241K | 508 |
| Ford Mtr Co | F | Shares | $239K | 20K |
| Sofi Technologies Inc | SOFI | Shares | $228K | 14K |
| Ishares Tr | IUSG | Shares | $209K | 1K |
| Prudential Finl Inc | PRU | Shares | $208K | 2K |
| Ge Vernova Inc | GEV | Shares | $203K | 187 |
| Ishares Tr | IWM | Shares | $200K | 720 |
| Clover Health Investments Co | CLOV | Shares | $142K | 52K |
| Blackberry Ltd | BB | Shares | $65K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.