Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palacios Wealth Management, LLC (CIK 2053829) reported $159.8M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($46.9M, 29.35%), AVGO ($10.2M, 6.38%), AAPL ($7.9M, 4.96%), QQQI ($7.6M, 4.75%), AMZN ($7.3M, 4.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $46.9M | 29.35% | 235,051 | Added |
| 2 | AVGO | BROADCOM INC | $10.2M | 6.38% | 24,428 | Added |
| 3 | AAPL | APPLE INC | $7.9M | 4.96% | 29,238 | Added |
| 4 | QQQI | NEOS ETF TRUST | $7.6M | 4.75% | 140,337 | Added |
| 5 | AMZN | AMAZON COM INC | $7.3M | 4.57% | 27,529 | Added |
| 6 | SPYI | NEOS ETF TRUST | $5.7M | 3.58% | 109,093 | Added |
| 7 | GOOGL | ALPHABET INC | $5.1M | 3.20% | 13,297 | Added |
| 8 | META | META PLATFORMS INC | $4.9M | 3.04% | 7,952 | Added |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $4.2M | 2.64% | 11,915 | Added |
| 10 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.0M | 2.50% | 67,374 | Added |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $4.0M | 2.48% | 8,902 | Added |
| 12 | GOOG | ALPHABET INC | $3.8M | 2.38% | 9,940 | Added |
| 13 | IWMI | NEOS ETF TRUST | $3.0M | 1.87% | 58,477 | Added |
| 14 | RYLD | GLOBAL X FDS | $2.5M | 1.56% | 161,689 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.52% | 7,769 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.4M | 1.50% | 5,862 | Added |
| 17 | TSLA | TESLA INC | $2.3M | 1.44% | 6,031 | Added |
| 18 | UBER | UBER TECHNOLOGIES INC | $2.2M | 1.39% | 29,805 | Added |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $1.8M | 1.14% | 13,052 | Added |
| 20 | AMGN | AMGEN INC | $1.8M | 1.14% | 5,271 | Added |
| 21 | ORCL | ORACLE CORP | $1.4M | 0.88% | 8,705 | Trimmed |
| 22 | FTEC | FIDELITY COVINGTON TRUST | $1.4M | 0.87% | 5,618 | Added |
| 23 | ABBV | ABBVIE INC | $1.4M | 0.87% | 6,562 | Trimmed |
| 24 | BAC | BANK AMERICA CORP | $1.3M | 0.80% | 23,928 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $1.1M | 0.70% | 1,681 | Added |
Source: SEC Form 13F filings · as of 2026-03-31