Palacios Wealth Management, Llc Portfolio Stock Holdings
Palacios Wealth Management, Llc disclosed 75 stock positions valued at approximately $159.8 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, BROADCOM INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 75
- Portfolio Value
- $159.8M
Holdings by Sector
Palacios Wealth Management, Llc Portfolio Holdings in Q1 2026
71 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 29.35% | 235,051 | +12,459 | +5.60% | $46,909,107 |
| BROADCOM INC | AVGO | Technology | 6.38% | 24,428 | +2,480 | +11.30% | $10,196,980 |
| APPLE INC | AAPL | Technology | 4.96% | 29,238 | +1,485 | +5.35% | $7,933,617 |
| NEOS ETF TRUST | QQQI | Other | 4.75% | 140,337 | +68,993 | +96.70% | $7,599,244 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.57% | 27,529 | +4,801 | +21.12% | $7,296,779 |
| NEOS ETF TRUST | SPYI | Other | 3.58% | 109,093 | +56,184 | +106.19% | $5,716,473 |
| ALPHABET INC | GOOGL | Communication Services | 3.20% | 13,297 | +445 | +3.46% | $5,116,748 |
| META PLATFORMS INC | META | Communication Services | 3.04% | 7,952 | +1,400 | +21.37% | $4,865,919 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.64% | 11,915 | +777 | +6.98% | $4,223,715 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.50% | 67,374 | +5,808 | +9.43% | $3,993,257 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 2.48% | 8,902 | +719 | +8.79% | $3,968,067 |
| ALPHABET INC | GOOG | Communication Services | 2.38% | 9,940 | +1,995 | +25.11% | $3,796,484 |
| GLOBAL X FDS | RYLD | Other | 1.56% | 161,689 | +31,725 | +24.41% | $2,499,712 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.52% | 7,769 | +250 | +3.32% | $2,433,484 |
| MICROSOFT CORP | MSFT | Technology | 1.50% | 5,862 | +792 | +15.62% | $2,390,357 |
| TESLA INC | TSLA | Consumer Cyclical | 1.44% | 6,031 | +507 | +9.18% | $2,301,611 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.39% | 29,805 | +5,441 | +22.33% | $2,223,751 |
| AMGEN INC | AMGN | Healthcare | 1.14% | 5,271 | +70 | +1.35% | $1,825,184 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.14% | 13,052 | +1,812 | +16.12% | $1,815,664 |
| ORACLE CORP | ORCL | Technology | 0.88% | 8,705 | -156 | -1.76% | $1,404,900 |
| ABBVIE INC | ABBV | Healthcare | 0.87% | 6,562 | -544 | -7.66% | $1,386,682 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.87% | 5,618 | +1,961 | +53.62% | $1,383,839 |
| BANK AMERICA CORP | BAC | Financial Services | 0.80% | 23,928 | -1,706 | -6.66% | $1,279,186 |
| INVESCO QQQ TR | QQQ | Other | 0.70% | 1,681 | +257 | +18.05% | $1,122,471 |
| QUALCOMM INC | QCOM | Technology | 0.68% | 6,048 | -436 | -6.72% | $1,086,069 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.59% | 4,116 | +355 | +9.44% | $950,619 |
| MORGAN STANLEY | MS | Financial Services | 0.57% | 4,794 | -291 | -5.72% | $913,688 |
| VANGUARD INDEX FDS | VOO | Other | 0.54% | 1,318 | +563 | +74.57% | $870,716 |
| ELI LILLY & CO | LLY | Healthcare | 0.48% | 821 | +124 | +17.79% | $767,307 |
| WALMART INC | WMT | Consumer Defensive | 0.43% | 5,252 | -1,065 | -16.86% | $692,896 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.41% | 8,884 | +4,958 | +126.29% | $656,528 |
| CITIGROUP INC | C | Financial Services | 0.40% | 4,993 | +543 | +12.20% | $639,004 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.40% | 13,199 | +1,863 | +16.43% | $633,929 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.40% | 1,222 | +281 | +29.86% | $631,970 |
| MONGODB INC | MDB | Technology | 0.39% | 2,465 | -298 | -10.79% | $618,296 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.38% | 4,446 | +540 | +13.82% | $614,571 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.38% | 651 | +75 | +13.02% | $601,468 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.36% | 30,224 | +14,139 | +87.90% | $579,092 |
| SALESFORCE INC | CRM | Technology | 0.36% | 3,255 | -966 | -22.89% | $574,605 |
| AT&T INC | T | Communication Services | 0.35% | 21,405 | -828 | -3.72% | $559,323 |
| PFIZER INC | PFE | Healthcare | 0.34% | 20,562 | +9,012 | +78.03% | $549,005 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.31% | 5,416 | -869 | -13.83% | $496,322 |
| TWILIO INC | TWLO | Technology | 0.31% | 3,347 | -1,263 | -27.40% | $495,557 |
| CISCO SYS INC | CSCO | Technology | 0.31% | 5,365 | +337 | +6.70% | $490,933 |
| EXXON MOBIL CORP | XOM | Energy | 0.30% | 3,140 | +34 | +1.09% | $484,596 |
| PPL CORP | PPL | Utilities | 0.30% | 12,743 | -3,595 | -22.00% | $477,098 |
| GE AEROSPACE | GE | Industrials | 0.26% | 1,446 | +165 | +12.88% | $419,239 |
| GLOBAL X FDS | QYLD | Other | 0.26% | 22,945 | +2,290 | +11.09% | $412,551 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.25% | 2,516 | +295 | +13.28% | $394,383 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.24% | 2,147 | -638 | -22.91% | $385,000 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.24% | 523 | +523 | +100.00% | $375,859 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.23% | 5,158 | +783 | +17.90% | $374,729 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.23% | 6,167 | +96 | +1.58% | $373,659 |
| IRON MTN INC DEL | IRM | Real Estate | 0.22% | 2,755 | - | - | $347,102 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.21% | 1,393 | -192 | -12.11% | $332,634 |
| BOEING CO | BA | Industrials | 0.20% | 1,363 | -449 | -24.78% | $312,168 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.19% | 2,326 | +825 | +54.96% | $306,753 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.19% | 1,250 | - | - | $303,800 |
| CSX CORP | CSX | Industrials | 0.18% | 6,279 | - | - | $285,255 |
| DISNEY WALT CO | DIS | Communication Services | 0.17% | 2,686 | +105 | +4.07% | $278,673 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.16% | 650 | +650 | +100.00% | $257,439 |
| DOW HLDGS INC | DOW | Basic Materials | 0.16% | 6,220 | +6,220 | +100.00% | $251,848 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.15% | 508 | +508 | +100.00% | $240,589 |
| FORD MTR CO | F | Consumer Cyclical | 0.15% | 19,809 | +8,110 | +69.32% | $239,293 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.14% | 14,146 | +5,189 | +57.93% | $227,751 |
| ISHARES TR | IUSG | Other | 0.13% | 1,180 | +1,180 | +100.00% | $209,497 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.13% | 2,120 | -250 | -10.55% | $207,993 |
| GE VERNOVA INC | GEV | Utilities | 0.13% | 187 | +187 | +100.00% | $202,607 |
| ISHARES TR | IWM | Other | 0.13% | 720 | +720 | +100.00% | $200,138 |
| CLOVER HEALTH INVESTMENTS CO | CLOV | Healthcare | 0.09% | 51,624 | - | - | $141,966 |
| BLACKBERRY LTD | BB | Technology | 0.04% | 12,080 | - | - | $65,232 |