Long-term investor
Palacios Wealth Management, LLC @palacioswealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053829).
Record
- Tracked since 2025-06-30 (434 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days +0.2% · 6 months +5.7% · 1 year +18.8% · all +18.8%
- Max drawdown 0.0% · Sharpe 1.16 · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 27.8% · long · since 2025-06-30
- 78433H675 · 5.4% · long · since 2025-06-30
- AVGO · 5.3% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- CRWD · 3.9% · long · since 2025-06-30
- AMZN · 3.9% · long · since 2025-06-30
- 78433H303 · 3.8% · long · since 2025-06-30
- AMD · 3.7% · long · since 2025-06-30
- GOOGL · 2.8% · long · since 2025-06-30
- META · 2.6% · long · since 2025-06-30
- 46654Q203 · 2.4% · long · since 2025-06-30
- 02079K107 · 2.1% · long · since 2025-06-30
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