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 (477 days), 73 trades recorded
  • Returns: week n/a · month n/a · 90 days -2.5% · 6 months +22.3% · 1 year +21.4% · all +21.4%
  • Max drawdown n/a · 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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