Palacios Wealth Management, LLC 13F Holdings · Q2 2026
Palacios Wealth Management, LLC reported 76 securities worth $169.23M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (27.80%), QQQI (5.36%), AVGO (5.33%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $47.0M | 27.80% | 235,123 | Added |
| 2 | QQQI | NEOS ETF TRUST | $9.1M | 5.36% | 159,762 | Added |
| 3 | AVGO | BROADCOM INC | $9.0M | 5.33% | 23,901 | Trimmed |
| 4 | AAPL | APPLE INC | $8.5M | 5.00% | 29,237 | Trimmed |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | $6.7M | 3.93% | 8,725 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $6.6M | 3.88% | 27,545 | Added |
| 7 | SPYI | NEOS ETF TRUST | $6.5M | 3.82% | 121,703 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $6.3M | 3.74% | 10,908 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $4.7M | 2.76% | 13,090 | Trimmed |
| 10 | META | META PLATFORMS INC | $4.4M | 2.60% | 7,810 | Trimmed |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.0M | 2.35% | 64,789 | Trimmed |
| 12 | GOOG | ALPHABET INC | $3.6M | 2.10% | 10,072 | Added |
| 13 | IWMI | NEOS ETF TRUST | $3.3M | 1.96% | 62,100 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.50% | 7,754 | Trimmed |
| 15 | TSLA | TESLA INC | $2.5M | 1.49% | 5,985 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $2.2M | 1.33% | 6,030 | Added |
| 17 | RYLD | GLOBAL X FDS | $2.2M | 1.30% | 137,782 | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC | $2.1M | 1.25% | 29,399 | Trimmed |
| 19 | AMGN | AMGEN INC | $1.9M | 1.12% | 5,219 | Trimmed |
| 20 | CAIE | CALAMOS ETF TR | $1.7M | 1.03% | 64,027 | Added |
| 21 | FTEC | FIDELITY COVINGTON TRUST | $1.7M | 1.03% | 6,089 | Added |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | $1.7M | 0.99% | 14,382 | Added |
| 23 | ABBV | ABBVIE INC | $1.6M | 0.94% | 6,318 | Trimmed |
| 24 | MU | MICRON TECHNOLOGY INC | $1.5M | 0.90% | 1,318 | Added |
| 25 | BAC | BANK OF AMER CORP | $1.4M | 0.80% | 23,858 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR