Investor
Palacios Wealth Management, LLC
CIK 0002053829 · filed 2026-05-11 · SEC filing
13F book
$159.8M
Positions
75
9 new · 2 sold
Largest name
29.4%
Nvidia Corp · NVDA
Est. mark
$6.46M
Price effect on 66 names still held. Flow $22.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 235.1K | $46.9M | 29.4% | $2.91M | Added$5.4M |
| Broadcom Inc. | AVGO | 24.4K | $10.2M | 6.4% | $1.57M | Added$2.6M |
| Apple Inc. | AAPL | 29.2K | $7.93M | 5.0% | −$14.3K | Added$388.7K |
| Neos Etf Trust | — | 140.3K | $7.6M | 4.8% | $20.7K | Added$3.76M |
| Amazon Com Inc | AMZN | 27.5K | $7.3M | 4.6% | $778.2K | Added$2.05M |
| Neos Etf Trust | — | 109.1K | $5.72M | 3.6% | −$6.88K | Added$2.94M |
| Alphabet Inc | — | 13.3K | $5.12M | 3.2% | $922.8K | Added$1.09M |
| Meta Platforms, Inc. | META | 7.95K | $4.87M | 3.0% | −$315.7K | Added$541K |
| Advanced Micro Devices Inc | AMD | 11.9K | $4.22M | 2.6% | $1.56M | Added$1.84M |
| J P Morgan Exchange Traded F | — | 67.4K | $3.99M | 2.5% | $70.8K | Added$415K |
| Crowdstrike Hldgs Inc | — | 8.9K | $3.97M | 2.5% | −$188.3K | Added$132.2K |
| Alphabet Inc | — | 9.94K | $3.8M | 2.4% | $541.4K | Added$1.3M |
| Neos Etf Trust | — | 58.5K | $2.98M | 1.9% | $30.4K | Added$2.35M |
| Global X Fds | — | 161.7K | $2.5M | 1.6% | $20.8K | Added$511.3K |
| Jpmorgan Chase & Co. | — | 7.77K | $2.43M | 1.5% | −$67.6K | Added$10.7K |
| Microsoft Corp | MSFT | 5.86K | $2.39M | 1.5% | −$384.8K | Added−$61.8K |
| Tesla, Inc. | TSLA | 6.03K | $2.3M | 1.4% | −$376.1K | Added−$182.6K |
| Uber Technologies, Inc | UBER | 29.8K | $2.22M | 1.4% | −$173K | Added$233K |
| Amgen Inc | AMGN | 5.27K | $1.83M | 1.1% | $98.5K | Added$122.8K |
| Palantir Technologies Inc. | PLTR | 13.1K | $1.82M | 1.1% | −$434.3K | Added−$182.2K |
| Oracle Corp | — | 8.71K | $1.4M | 0.9% | −$291.8K | Cut−$322.2K |
| AbbVie Inc. | ABBV | 6.56K | $1.39M | 0.9% | −$112.7K | Cut−$237K |
| Fidelity Covington Trust | — | 5.62K | $1.38M | 0.9% | $79.2K | Added$562.2K |
| Bank America Corp | — | 23.9K | $1.28M | 0.8% | −$36.8K | Cut−$130.7K |
| Invesco Qqq Tr | — | 1.68K | $1.12M | 0.7% | $76.1K | Added$247.7K |
| Qualcomm Inc | — | 6.05K | $1.09M | 0.7% | $51.6K | Cut−$23K |
| Calamos Etf Tr | — | 37.3K | $1.02M | 0.6% | — | New |
| International Business Machs | — | 4.12K | $950.6K | 0.6% | −$245.4K | Added−$163.4K |
| Morgan Stanley | — | 4.79K | $913.7K | 0.6% | $62.6K | Cut$10.9K |
| Vanguard Index Fds | — | 1.32K | $870.7K | 0.5% | $25.3K | Added$397.3K |
| Eli Lilly & Co | LLY | 821 | $767.3K | 0.5% | −$97.6K | Added$18.3K |
| Walmart Inc. | WMT | 5.25K | $692.9K | 0.4% | $107.8K | Cut−$10.9K |
| AST SpaceMobile, Inc. | ASTS | 8.88K | $656.5K | 0.4% | $4.99K | Added$371.4K |
| Citigroup Inc | — | 4.99K | $639K | 0.4% | $50.2K | Added$119.7K |
| Verizon Communications Inc | VZ | 13.2K | $633.9K | 0.4% | $82.8K | Added$172.2K |
| Micron Technology Inc | MU | 1.22K | $632K | 0.4% | $218.1K | Added$363.4K |
| MongoDB, Inc. | MDB | 2.46K | $618.3K | 0.4% | −$416.2K | Cut−$541.3K |
| Nebius Group N.V. | NBIS | 4.45K | $614.6K | 0.4% | $213K | Added$287.6K |
| Goldman Sachs Group Inc | — | 651 | $601.5K | 0.4% | $25.9K | Added$95.2K |
| Ares Capital Corp | ARCC | 30.2K | $579.1K | 0.4% | −$17.2K | Added$253.7K |
| Salesforce, Inc. | CRM | 3.25K | $574.6K | 0.4% | −$287.7K | Cut−$543.6K |
| At&T Inc | — | 21.4K | $559.3K | 0.4% | $27.6K | Cut$7.05K |
| Pfizer Inc | PFE | 20.6K | $549K | 0.3% | $20.8K | Added$261.4K |
| Schwab Charles Corp | — | 5.42K | $496.3K | 0.3% | −$44.8K | Cut−$131.6K |
| Twilio Inc | TWLO | 3.35K | $495.6K | 0.3% | $19.5K | Cut−$160.2K |
| Cisco Sys Inc | — | 5.37K | $490.9K | 0.3% | $72.8K | Added$103.6K |
| Exxon Mobil Corp | — | 3.14K | $484.6K | 0.3% | $105.6K | Added$110.8K |
| Ppl Corp | — | 12.7K | $477.1K | 0.3% | $30.8K | Cut−$95.1K |
| Ge Aerospace | — | 1.45K | $419.2K | 0.3% | −$23.2K | Added$24.7K |
| Global X Fds | — | 22.9K | $412.6K | 0.3% | $6.4K | Added$47.6K |
| Tjx Cos Inc New | — | 2.52K | $394.4K | 0.2% | $6.97K | Added$53.2K |
| Palo Alto Networks Inc | PANW | 2.15K | $385K | 0.2% | −$10.5K | Cut−$128K |
| Spdr S&P 500 Etf Tr | — | 523 | $375.9K | 0.2% | — | New |
| Altria Group, Inc. | MO | 5.16K | $374.7K | 0.2% | $65.6K | Added$122.5K |
| Bristol-Myers Squibb Co | — | 6.17K | $373.7K | 0.2% | $40.4K | Added$46.2K |
| Iron Mtn Inc Del | — | 2.75K | $347.1K | 0.2% | $118.6K | Held |
| Southstate Bk Corp | — | 3.51K | $342.5K | 0.2% | — | New |
| Lowes Cos Inc | — | 1.39K | $332.6K | 0.2% | −$3.3K | Cut−$49.6K |
| Boeing Co | — | 1.36K | $312.2K | 0.2% | $16.2K | Cut−$81.3K |
| Alibaba Group Hldg Ltd | — | 2.33K | $306.8K | 0.2% | −$22.1K | Added$86.7K |
| Howmet Aerospace Inc. | HWM | 1.25K | $303.8K | 0.2% | $47.5K | Held |
| Csx Corp | CSX | 6.28K | $285.3K | 0.2% | $57.6K | Held |
| Disney Walt Co | — | 2.69K | $278.7K | 0.2% | −$25.9K | Added−$15K |
| Neos Etf Trust | — | 4.95K | $267.5K | 0.2% | −$1.09K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 650 | $257.4K | 0.2% | — | New |
| Dow Inc. | DOW | 6.22K | $251.8K | 0.2% | — | New |
| Berkshire Hathaway Inc Del | — | 508 | $240.6K | 0.2% | — | New |
| Ford Mtr Co | — | 19.8K | $239.3K | 0.1% | −$12.2K | Added$85.8K |
| SoFi Technologies, Inc. | SOFI | 14.1K | $227.8K | 0.1% | −$90.3K | Added−$6.74K |
| Ishares Tr | — | 1.18K | $209.5K | 0.1% | — | New |
| Prudential Finl Inc | — | 2.12K | $208K | 0.1% | −$31.3K | Cut−$59.5K |
| GE Vernova Inc. | GEV | 187 | $202.6K | 0.1% | — | New |
| Ishares Tr | — | 720 | $200.1K | 0.1% | — | New |
| Clover Health Investments Co | — | 51.6K | $142K | 0.1% | $20.6K | Held |
| BlackBerry Ltd | BB | 12.1K | $65.2K | 0.0% | $19.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.