Palacios Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Palacios Wealth Management, Llc disclosed 76 stock positions valued at approximately $169.23M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, NEOS ETF TRUST, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 76
- Portfolio Value
- $169.23M
Holdings by Sector
Palacios Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 27.80% | 235,123 | +72 | +0.03% | $47,045,745 |
| NEOS ETF TRUST | QQQI | Other | 5.36% | 159,762 | +19,425 | +13.84% | $9,072,880 |
| BROADCOM INC | AVGO | Technology | 5.33% | 23,901 | -527 | -2.16% | $9,028,603 |
| APPLE INC | AAPL | Technology | 5.00% | 29,237 | -1 | -0.00% | $8,459,921 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 3.93% | 8,725 | -177 | -1.99% | $6,658,397 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.88% | 27,545 | +16 | +0.06% | $6,565,023 |
| NEOS ETF TRUST | SPYI | Other | 3.82% | 121,703 | +12,610 | +11.56% | $6,461,212 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.74% | 10,908 | -1,007 | -8.45% | $6,336,511 |
| ALPHABET INC | GOOGL | Communication Services | 2.76% | 13,090 | -207 | -1.56% | $4,678,032 |
| META PLATFORMS INC | META | Communication Services | 2.60% | 7,810 | -142 | -1.79% | $4,399,311 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.35% | 64,789 | -2,585 | -3.84% | $3,981,932 |
| ALPHABET INC | GOOG | Communication Services | 2.10% | 10,072 | +132 | +1.33% | $3,558,740 |
| NEOS ETF TRUST | IWMI | Other | 1.96% | 62,100 | +3,623 | +6.20% | $3,323,592 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.50% | 7,754 | -15 | -0.19% | $2,538,117 |
| TESLA INC | TSLA | Consumer Cyclical | 1.49% | 5,985 | -46 | -0.76% | $2,517,291 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 6,030 | +168 | +2.87% | $2,249,375 |
| GLOBAL X FDS | RYLD | Other | 1.30% | 137,782 | -23,907 | -14.79% | $2,203,134 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.25% | 29,399 | -406 | -1.36% | $2,121,432 |
| AMGEN INC | AMGN | Healthcare | 1.12% | 5,219 | -52 | -0.99% | $1,890,009 |
| CALAMOS ETF TR | CAIE | Other | 1.03% | 64,027 | +26,685 | +71.46% | $1,742,175 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 1.03% | 6,089 | +471 | +8.38% | $1,739,003 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.99% | 14,382 | +1,330 | +10.19% | $1,677,948 |
| ABBVIE INC | ABBV | Healthcare | 0.94% | 6,318 | -244 | -3.72% | $1,589,862 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.90% | 1,318 | +96 | +7.86% | $1,521,354 |
| BANK OF AMER CORP | BAC | Financial Services | 0.80% | 23,858 | -70 | -0.29% | $1,359,424 |
| ORACLE CORP | ORCL | Technology | 0.76% | 8,752 | +47 | +0.54% | $1,282,606 |
| INVESCO QQQ TR | QQQ | Other | 0.74% | 1,692 | +11 | +0.65% | $1,245,989 |
| QUALCOMM INC | QCOM | Technology | 0.68% | 6,254 | +206 | +3.41% | $1,155,656 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.67% | 12,749 | +3,865 | +43.51% | $1,132,880 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.67% | 4,004 | -112 | -2.72% | $1,125,965 |
Showing 30 of 76 holdings in the latest reporting period.