Institutional Fund
Palacios Wealth Management, LLC
Ormond Beach, FLCIK 20538295 filings on record
Portfolio Value
$159.82M
Q1 2026
Holdings
75
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+22.4%
from $130.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation29.4%
- Broadcom Inc6.4%
- Apple Inc5.0%
- Neos ETF Trust4.8%
- Amazon Com Inc4.6%
- Neos ETF Trust3.6%
- Other46.4%
Portfolio Holdings
75 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 235.1K | $46.91M | 29.4% | +12.5K | Added |
| 2 | Broadcom Inc | 24.4K | $10.20M | 6.4% | +2.5K | Added |
| 3 | Apple Inc | 29.2K | $7.93M | 5.0% | +1.5K | Added |
| 4 | Neos ETF Trust | 140.3K | $7.60M | 4.8% | +69.0K | Added |
| 5 | Amazon Com Inc | 27.5K | $7.30M | 4.6% | +4.8K | Added |
| 6 | Neos ETF Trust | 109.1K | $5.72M | 3.6% | +56.2K | Added |
| 7 | Alphabet Inc | 13.3K | $5.12M | 3.2% | +445 | Added |
| 8 | Meta Platforms Inc | 8.0K | $4.87M | 3.0% | +1.4K | Added |
| 9 | Advanced Micro Devices Inc | 11.9K | $4.22M | 2.6% | +777 | Added |
| 10 | J P Morgan Exchange Traded F | 67.4K | $3.99M | 2.5% | +5.8K | Added |
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