Titelia

Holdings of Palacios Wealth Management, LLC

68 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 70.6 % of the equity sleeve

Sector breakdown

  • Technology 60.2 %
  • Communication 10.9 %
  • Consumer discretionary 7.8 %
  • Financials 4.9 %
  • Health care 3.5 %
  • Industrials 2.7 %
  • Consumer staples 1.1 %
  • Funds 0.8 %
  • Energy 0.3 %
  • Utilities 0.3 %
  • Real estate 0.2 %
  • Materials 0.2 %
  • Unattributed 7.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • TW 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US67139.1M $99.82 %
2TW1257.4K $0.18 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 235,05146.9M $
2Broadcom Inc 24,42810.2M $
3Apple Inc 29,2387.9M $
4Amazon.com Inc 27,5297.3M $
5Alphabet Inc 13,2975.1M $
6Meta Platforms Inc 7,9524.9M $
7Advanced Micro Devices Inc 11,9154.2M $
8J P Morgan Exchange Traded Fund Trust 67,3744M $
9Crowdstrike Holdings Inc 8,9024M $
10Alphabet Inc 9,9403.8M $
11JPMorgan Chase & Co 7,7692.4M $
12Microsoft Corp 5,8622.4M $
13Tesla Inc 6,0312.3M $
14Uber Technologies Inc 29,8052.2M $
15Amgen Inc 5,2711.8M $
16Palantir Technologies Inc 13,0521.8M $
17Oracle Corp 8,7051.4M $
18AbbVie Inc 6,5621.4M $
19FIDELITY COVINGTON TRUST 5,6181.4M $
20Bank of America Corp 23,9281.3M $
21Invesco QQQ Trust Series 1 1,6811.1M $
22QUALCOMM Inc 6,0481.1M $
23International Business Machines Corp. 4,116950.6K $
24Morgan Stanley 4,794913.7K $
25Vanguard S&P 500 ETF 1,318870.7K $
26Eli Lilly & Co 821767.3K $
27Walmart Inc 5,252692.9K $
28AST SpaceMobile Inc 8,884656.5K $
29Citigroup Inc 4,993639K $
30Verizon Communications Inc 13,199633.9K $
31Micron Technology Inc 1,222632K $
32MongoDB Inc 2,465618.3K $
33Goldman Sachs Group Inc/The 651601.5K $
34Ares Capital Corp 30,224579.1K $
35Salesforce Inc 3,255574.6K $
36AT&T Inc 21,405559.3K $
37Pfizer Inc 20,562549K $
38Charles Schwab Corp/The 5,416496.3K $
39Twilio Inc 3,347495.6K $
40Cisco Systems, Inc. 5,365490.9K $
41Exxon Mobil Corp 3,140484.6K $
42PPL Corp 12,743477.1K $
43General Electric Co 1,446419.2K $
44Global X Funds 22,945412.6K $
45TJX Cos Inc/The 2,516394.4K $
46Palo Alto Networks Inc 2,147385K $
47State Street SPDR S&P 500 ETF Trust 523375.9K $
48Altria Group, Inc. 5,158374.7K $
49Bristol-Myers Squibb Co 6,167373.7K $
50Iron Mountain Inc 2,755347.1K $
51SOUTHSTATE BANK CORP 3,507342.5K $
52Lowe's Cos Inc 1,393332.6K $
53Boeing Co/The 1,363312.2K $
54Alibaba Group Holding Ltd 2,326306.8K $
55Howmet Aerospace Inc 1,250303.8K $
56CSX Corp 6,279285.3K $
57Walt Disney Co/The 2,686278.7K $
58NEOS ETF Trust 4,946267.5K $
59Taiwan Semiconductor Manufacturing Co Ltd 650257.4K $
60Dow Inc 6,220251.8K $
61Berkshire Hathaway Inc 508240.6K $
62Ford Motor Co 19,809239.3K $
63SoFi Technologies Inc 14,146227.8K $
64iShares Core S&P U.S. Growth ETF 1,180209.5K $
65Prudential Financial, Inc. 2,120208K $
66GE Vernova Inc 187202.6K $
67iShares Russell 2000 ETF 720200.1K $
68Clover Health Investments Corp 51,624142K $