Palacios Wealth Management, LLC - Portfolio overview

Palacios Wealth Management, LLC has 83 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 28.95%
2. AVGO - BROADCOM INC, 6.29%
3. AAPL - APPLE INC, 4.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.