Palacios Wealth Management
Latest statistics and disclosures from Palacios Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, QQQI, AVGO, AAPL, CRWD, and represent 47.43% of Palacios Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQI, CAIE, SPYI, VGT, ASTS, CAIQ, MRVL, IWMI, PLTR, VOO.
- Started 3 new stock positions in VGT, MRVL, CAIQ.
- Reduced shares in these 10 stocks: AMD, RYLD, , NBIS, DOW, AVGO, JEPQ, CRWD, META, GOOGL.
- Sold out of its positions in DOW, SPY.
- Palacios Wealth Management was a net buyer of stock by $1.7M.
- Palacios Wealth Management has $169M in assets under management (AUM), dropping by 5.89%.
- Central Index Key (CIK): 0002053829
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Portfolio Holdings for Palacios Wealth Management
Palacios Wealth Management holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 27.8 | $47M | 235k | 200.09 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 5.4 | $9.1M | +13% | 160k | 56.79 |
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| Broadcom (AVGO) | 5.3 | $9.0M | -2% | 24k | 377.75 |
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| Apple (AAPL) | 5.0 | $8.5M | 29k | 289.36 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.9 | $6.7M | 8.7k | 763.14 |
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| Amazon (AMZN) | 3.9 | $6.6M | 28k | 238.34 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 3.8 | $6.5M | +11% | 122k | 53.09 |
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| Advanced Micro Devices (AMD) | 3.7 | $6.3M | -8% | 11k | 580.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $4.7M | 13k | 357.37 |
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| Meta Platforms Cl A (META) | 2.6 | $4.4M | 7.8k | 563.29 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.4 | $4.0M | -3% | 65k | 61.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $3.6M | 10k | 353.33 |
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| Neos Etf Trust Russ 2000 Hi Etf (IWMI) | 2.0 | $3.3M | +6% | 62k | 53.52 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $2.5M | 7.8k | 327.33 |
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| Tesla Motors (TSLA) | 1.5 | $2.5M | 6.0k | 420.60 |
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| Microsoft Corporation (MSFT) | 1.3 | $2.2M | +2% | 6.0k | 373.03 |
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| Global X Fds Russell 2000 (RYLD) | 1.3 | $2.2M | -14% | 138k | 15.99 |
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| Uber Technologies (UBER) | 1.3 | $2.1M | 29k | 72.16 |
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| Amgen (AMGN) | 1.1 | $1.9M | 5.2k | 362.14 |
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| Calamos Etf Tr Autoc Incom Etf (CAIE) | 1.0 | $1.7M | +71% | 64k | 27.21 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.0 | $1.7M | +8% | 6.1k | 285.60 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $1.7M | +10% | 14k | 116.67 |
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| Abbvie (ABBV) | 0.9 | $1.6M | -3% | 6.3k | 251.64 |
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| Micron Technology (MU) | 0.9 | $1.5M | +7% | 1.3k | 1154.29 |
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| Bank of America Corporation (BAC) | 0.8 | $1.4M | 24k | 56.98 |
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| Oracle Corporation (ORCL) | 0.8 | $1.3M | 8.8k | 146.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.2M | 1.7k | 736.40 |
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| Qualcomm (QCOM) | 0.7 | $1.2M | +3% | 6.3k | 184.79 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.7 | $1.1M | +43% | 13k | 88.86 |
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| International Business Machines (IBM) | 0.7 | $1.1M | -2% | 4.0k | 281.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.0M | +15% | 1.5k | 686.92 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.0M | 836.00 | 1199.43 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.0M | 4.8k | 209.04 |
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| Nebius Group Shs Class A (NBIS) | 0.5 | $930k | -24% | 3.4k | 276.17 |
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| Mongodb Cl A (MDB) | 0.5 | $837k | 2.5k | 335.90 |
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| Palo Alto Networks (PANW) | 0.4 | $761k | +3% | 2.2k | 341.02 |
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| Citigroup Com New (C) | 0.4 | $696k | 5.0k | 139.96 |
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| Twilio Cl A (TWLO) | 0.4 | $668k | -3% | 3.2k | 206.33 |
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| Goldman Sachs (GS) | 0.4 | $659k | 651.00 | 1011.60 |
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| Cisco Systems (CSCO) | 0.4 | $614k | -2% | 5.2k | 117.47 |
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| Wal-Mart Stores (WMT) | 0.3 | $587k | 5.2k | 113.26 |
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| Ares Capital Corporation (ARCC) | 0.3 | $560k | 30k | 18.53 |
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| Verizon Communications (VZ) | 0.3 | $557k | 13k | 42.34 |
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| Ge Aerospace Com New (GE) | 0.3 | $537k | 1.4k | 373.73 |
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| salesforce (CRM) | 0.3 | $499k | -2% | 3.2k | 156.66 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $499k | 5.4k | 92.27 |
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| Pfizer (PFE) | 0.3 | $484k | -2% | 20k | 24.08 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $455k | NEW | 3.8k | 119.52 |
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| PPL Corporation (PPL) | 0.3 | $441k | -4% | 12k | 36.35 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $425k | 3.1k | 136.72 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $406k | -3% | 22k | 18.43 |
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| At&t (T) | 0.2 | $380k | -14% | 18k | 20.70 |
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| Altria (MO) | 0.2 | $370k | 5.1k | 71.95 |
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| Southstate Bk Corp (SSB) | 0.2 | $350k | 3.5k | 99.90 |
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| Iron Mountain (IRM) | 0.2 | $348k | 2.8k | 126.31 |
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| Bristol Myers Squibb (BMY) | 0.2 | $338k | -4% | 5.9k | 57.62 |
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| Howmet Aerospace (HWM) | 0.2 | $336k | 1.3k | 268.86 |
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| TJX Companies (TJX) | 0.2 | $330k | -13% | 2.2k | 151.50 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $315k | 660.00 | 477.57 |
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| Lowe's Companies (LOW) | 0.2 | $307k | 1.4k | 220.49 |
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| Boeing Company (BA) | 0.2 | $295k | 1.4k | 216.47 |
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| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.2 | $276k | 4.9k | 55.84 |
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| Ge Vernova (GEV) | 0.2 | $275k | +25% | 234.00 | 1174.86 |
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| Ford Motor Company (F) | 0.2 | $273k | 20k | 13.90 |
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| Clover Health Investments Com Cl A (CLOV) | 0.2 | $271k | 52k | 5.24 |
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| CSX Corporation (CSX) | 0.2 | $268k | -10% | 5.6k | 47.53 |
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| Walt Disney Company (DIS) | 0.1 | $249k | -3% | 2.6k | 96.25 |
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| Calamos Etf Tr Nasdaq Autocalll (CAIQ) | 0.1 | $239k | NEW | 8.9k | 26.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $237k | -6% | 473.00 | 500.39 |
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| Sofi Technologies (SOFI) | 0.1 | $236k | -6% | 13k | 17.93 |
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| Marvell Technology (MRVL) | 0.1 | $223k | NEW | 750.00 | 297.89 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $222k | 1.2k | 188.09 |
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| Prudential Financial (PRU) | 0.1 | $218k | -4% | 2.0k | 107.93 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $203k | -6% | 676.00 | 300.45 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $201k | -9% | 2.1k | 95.98 |
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| Blackberry (BB) | 0.1 | $153k | 12k | 12.65 |
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Past Filings by Palacios Wealth Management
SEC 13F filings are viewable for Palacios Wealth Management going back to 2024
- Palacios Wealth Management 2026 Q2 filed July 23, 2026
- Palacios Wealth Management 2026 Q1 filed May 11, 2026
- Palacios Wealth Management 2025 Q4 filed Jan. 28, 2026
- Palacios Wealth Management 2025 Q3 filed Nov. 5, 2025
- Palacios Wealth Management 2025 Q2 filed July 14, 2025
- Palacios Wealth Management 2025 Q1 filed May 9, 2025
- Palacios Wealth Management 2024 Q4 filed Jan. 30, 2025