Palacios Wealth Management, Llc Portfolio Stock Holdings
Palacios Wealth Management, Llc disclosed 76 stock positions valued at approximately $169.2 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, NEOS ETF TRUST, and BROADCOM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 76
- Portfolio Value
- $169.2M
Holdings by Sector
Palacios Wealth Management, Llc Portfolio Holdings in Q2 2026
71 holdings in the latest reporting period.
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| 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 |
| 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 |
| 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 |
| VANGUARD INDEX FDS | VOO | Other | 0.62% | 1,517 | +199 | +15.10% | $1,042,060 |
| ELI LILLY & CO | LLY | Healthcare | 0.59% | 836 | +15 | +1.83% | $1,002,723 |
| MORGAN STANLEY | MS | Financial Services | 0.59% | 4,785 | -9 | -0.19% | $1,000,256 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.55% | 3,366 | -1,080 | -24.29% | $929,588 |
| MONGODB INC | MDB | Technology | 0.49% | 2,493 | +28 | +1.14% | $837,399 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.45% | 2,232 | +85 | +3.96% | $761,157 |
| CITIGROUP INC | C | Financial Services | 0.41% | 4,975 | -18 | -0.36% | $696,301 |
| TWILIO INC | TWLO | Technology | 0.39% | 3,237 | -110 | -3.29% | $667,890 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.39% | 651 | - | - | $658,549 |
| CISCO SYS INC | CSCO | Technology | 0.36% | 5,223 | -142 | -2.65% | $613,539 |
| WALMART INC | WMT | Consumer Defensive | 0.35% | 5,184 | -68 | -1.29% | $587,140 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.33% | 30,224 | - | - | $560,051 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.33% | 13,166 | -33 | -0.25% | $557,432 |
| GE AEROSPACE | GE | Industrials | 0.32% | 1,438 | -8 | -0.55% | $537,424 |
| SALESFORCE INC | CRM | Technology | 0.29% | 3,183 | -72 | -2.21% | $498,649 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.29% | 5,404 | -12 | -0.22% | $498,627 |
| PFIZER INC | PFE | Healthcare | 0.29% | 20,078 | -484 | -2.35% | $483,478 |
| VANGUARD WORLD FD | VGT | Other | 0.27% | 3,808 | +3,808 | +100.00% | $455,132 |
| PPL CORP | PPL | Utilities | 0.26% | 12,124 | -619 | -4.86% | $440,707 |
| EXXON MOBIL CORP | XOM | Energy | 0.25% | 3,106 | -34 | -1.08% | $424,652 |
| GLOBAL X FDS | QYLD | Other | 0.24% | 22,045 | -900 | -3.92% | $406,289 |
| AT&T INC | T | Communication Services | 0.22% | 18,344 | -3,061 | -14.30% | $379,716 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.22% | 5,140 | -18 | -0.35% | $369,823 |
| IRON MTN INC DEL | IRM | Real Estate | 0.21% | 2,755 | - | - | $347,984 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.20% | 5,866 | -301 | -4.88% | $337,999 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.20% | 1,250 | - | - | $336,075 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.20% | 2,180 | -336 | -13.35% | $330,270 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.19% | 660 | +10 | +1.54% | $315,196 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.18% | 1,393 | - | - | $307,143 |
| BOEING CO | BA | Industrials | 0.17% | 1,363 | - | - | $295,049 |
| GE VERNOVA INC | GEV | Utilities | 0.16% | 234 | +47 | +25.13% | $274,917 |
| FORD MTR CO | F | Consumer Cyclical | 0.16% | 19,638 | -171 | -0.86% | $272,968 |
| CLOVER HEALTH INVESTMENTS CO | CLOV | Healthcare | 0.16% | 51,624 | - | - | $270,510 |
| CSX CORP | CSX | Industrials | 0.16% | 5,631 | -648 | -10.32% | $267,641 |
| DISNEY WALT CO | DIS | Communication Services | 0.15% | 2,586 | -100 | -3.72% | $248,903 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.14% | 473 | -35 | -6.89% | $236,684 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.14% | 13,164 | -982 | -6.94% | $236,031 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.13% | 750 | +750 | +100.00% | $223,418 |
| ISHARES TR | IUSG | Other | 0.13% | 1,180 | - | - | $221,946 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.13% | 2,020 | -100 | -4.72% | $218,019 |
| ISHARES TR | IWM | Other | 0.12% | 676 | -44 | -6.11% | $203,104 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.12% | 2,096 | -230 | -9.89% | $201,174 |
| BLACKBERRY LTD | BB | Technology | 0.09% | 12,080 | - | - | $152,812 |