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ERICK J. PALACIOS

Palacios Wealth Management, Llc

Assets Managed
$159.823M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
22.36%(2Q avg: 4.21%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Palacios Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Palacios Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 159.823M in assets, with a quarterly growth rate of 22.36% and a 2-quarter average growth rate of 4.21%. The portfolio is managed by ERICK J. PALACIOS, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 5.6%
29.36%
$46.909M
235,051 shares@ $199.57 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 11.3%
6.39%
$10.197M
24,428 shares@ $417.43 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.36%
4.97%
$7.934M
29,238 shares@ $271.35 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Increased 96.71%
4.76%
$7.599M
140,337 shares@ $54.15 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 21.13%
4.57%
$7.297M
27,529 shares@ $265.06 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 106.19%
3.58%
$5.716M
109,093 shares@ $52.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.47%
3.21%
$5.117M
13,297 shares@ $384.81 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 21.37%
3.05%
$4.866M
7,952 shares@ $611.92 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 6.98%
2.65%
$4.224M
11,915 shares@ $354.49 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 9.44%
2.5%
$3.993M
67,374 shares@ $59.28 avg price

1-10 of 75