Palacios Wealth Management

Palacios Wealth Management as of June 30, 2026

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