Palacios Wealth Management, LLC
Annual return '25
+18.2%
SPY '25
+17.7%
Alpha
+0.5ptsvs SPY
Invested
$159.8M
Holdings
74
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 98.9% (222.6k → 2.5k shares)
29.4%
02
$AVGO
BROADCOM INC
Q1 2026: Sold 96.9% (21.9k → 672 shares)
6.4%
03
$AAPL
APPLE INC
Q1 2026: Sold 56.1% (27.8k → 12.2k shares)
5.0%
04
$QQQI
NEOS ETF TRUST
Q1 2026: Exited (was 71.3k shares)
4.8%
05
$AMZN
AMAZON COM INC
Q1 2026: Sold 89.7% (22.7k → 2.4k shares)
4.6%
06
$SPYI
NEOS ETF TRUST
Q1 2026: Sold 86.3% (52.9k → 7.3k shares)
3.6%
07
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 12.9k shares)
3.2%
08
$META
META PLATFORMS INC
Q1 2026: Exited (was 6.6k shares)
3.0%
09
$AMD
ADVANCED MICRO DEVICES INC
Q1 2026: Exited (was 11.1k shares)
2.6%
10
$JEPQ
J P MORGAN EXCHANGE TRADED F
Q1 2026: Sold 92.3% (61.6k → 4.7k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:12 UTC.