Palacios Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0002053829
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
74.6%
Palacios Wealth Management, LLC — $130M AUM allocation strategy
Palacios Wealth Management, LLC files SEC Form 13F and reports $130M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 61.7%, followed by Communication Services 10.6% and Consumer Discretionary 7.4%.
The top 10 holdings account for 75% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Palacios Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$130M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
75% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +12.5K sh · +$5.4M+$PFE +9.01K sh · +$261K+$F +8.11K sh · +$85.8K
Biggest trims (shares)
−$PPL −3.6K sh · −$95.1K−$BAC −1.71K sh · −$131K−$IVV −1.16K sh · −$24.1K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors48.2%—
- Interactive Media & Services10.6%—
- Technology Hardware, Storage & Peripherals6.1%—
- Broadline Retail5.6%—
- Systems Software4.9%—
- Diversified Banks2.9%—
- Application Software2.5%—
- Biotechnology2.5%—
- Other holdings16.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 235K | $46.9M | +12.5K | 36.2% |
| $AVGO | Broadcom Inc | 24.4K | $10.2M | +2.48K | 7.9% |
| $AAPL | Apple Inc | 29.2K | $7.93M | +1.49K | 6.1% |
| $AMZN | Amazon.com Inc | 27.5K | $7.3M | +4.8K | 5.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.3K | $5.12M | +445 | 3.9% |
| $META | Meta Platforms Inc | 7.95K | $4.87M | +1.4K | 3.8% |
| $AMD | Advanced Micro Devices Inc | 11.9K | $4.22M | +777 | 3.3% |
| $CRWD | CrowdStrike Holdings Inc | 8.9K | $3.97M | +719 | 3.1% |
| $GOOGL | Alphabet Inc | 9.94K | $3.8M | +2K | 2.9% |
| $JPM | JP Morgan Chase & Co | 7.77K | $2.43M | +250 | 1.9% |
…and 45 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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