Palacios Wealth Management, LLC Top Holdings and 13F Report (2026) About Palacios Wealth Management, LLCInvestment ActivityPalacios Wealth Management, LLC has $169.23 million in total holdings as of June 30, 2026.Palacios Wealth Management, LLC owns shares of 76 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.83% of the portfolio was purchased this quarter.About 1.83% of the portfolio was sold this quarter.This quarter, Palacios Wealth Management, LLC has purchased 75 new stocks and bought additional shares in 21 stocks.Palacios Wealth Management, LLC sold shares of 41 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $47,045,745NEOS ETF TRUST $9,072,880Broadcom $9,028,603Apple $8,459,921CrowdStrike $6,658,397 Largest New Holdings this Quarter 92204A702 - Vanguard Information Technology ETF $455,132 Holding12811T530 - CALAMOS ETF TR $239,180 Holding573874104 - Marvell Technology $223,418 Holding Largest Purchases this Quarter NEOS ETF TRUST 19,425 shares (about $1.10M)CALAMOS ETF TR 26,685 shares (about $726.10K)NEOS S&P 500 High Income ETF 12,610 shares (about $669.46K)Vanguard Information Technology ETF 3,808 shares (about $455.13K)AST SpaceMobile 3,865 shares (about $343.45K) Largest Sales this Quarter Advanced Micro Devices 1,007 shares (about $584.97K)Global X Russell 2000 Covered Call ETF 23,907 shares (about $382.27K)Yandex 1,080 shares (about $298.26K)Broadcom 527 shares (about $199.07K)JPMorgan Nasdaq Equity Premium Income ETF 2,585 shares (about $158.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalacios Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$47,045,745$14,406 â–²0.0%235,12327.8%Computer and TechnologyNEOS ETF TRUST$9,072,880$1,103,145 â–²13.8%159,7625.4%NASDAQ 100 HIGHAVGOBroadcom$9,028,603$199,074 â–¼-2.2%23,9015.3%Computer and TechnologyAAPLApple$8,459,921$289 â–¼0.0%29,2375.0%Computer and TechnologyCRWDCrowdStrike$6,658,397$135,076 â–¼-2.0%8,7253.9%Computer and TechnologyAMZNAmazon.com$6,565,023$3,813 â–²0.1%27,5453.9%Retail/WholesaleSPYINEOS S&P 500 High Income ETF$6,461,212$669,465 â–²11.6%121,7033.8%ETFAMDAdvanced Micro Devices$6,336,511$584,971 â–¼-8.5%10,9083.7%Computer and TechnologyGOOGLAlphabet$4,678,032$73,977 â–¼-1.6%13,0902.8%Computer and TechnologyMETAMeta Platforms$4,399,311$79,987 â–¼-1.8%7,8102.6%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,981,932$158,874 â–¼-3.8%64,7892.4%ETFGOOGAlphabet$3,558,740$46,640 â–²1.3%10,0722.1%Computer and TechnologyNEOS ETF TRUST$3,323,592$193,903 â–²6.2%62,1002.0%RUSS 2000 HI ETFJPMJPMorgan Chase & Co.$2,538,117$4,910 â–¼-0.2%7,7541.5%FinanceTSLATesla$2,517,291$19,348 â–¼-0.8%5,9851.5%Auto/Tires/TrucksMSFTMicrosoft$2,249,375$62,669 â–²2.9%6,0301.3%Computer and TechnologyRYLDGlobal X Russell 2000 Covered Call ETF$2,203,134$382,273 â–¼-14.8%137,7821.3%ETFUBERUber Technologies$2,121,432$29,297 â–¼-1.4%29,3991.3%Computer and TechnologyAMGNAmgen$1,890,009$18,831 â–¼-1.0%5,2191.1%MedicalCALAMOS ETF TR$1,742,175$726,099 â–²71.5%64,0271.0%AUTOC INCOM ETFFTECFidelity MSCI Information Technology Index ETF$1,739,003$134,516 â–²8.4%6,0891.0%ETFPALANTIR TECHNOLOGIES INC$1,677,948$155,171 â–²10.2%14,3821.0%CL AABBVAbbVie$1,589,862$61,400 â–¼-3.7%6,3180.9%MedicalMUMicron Technology$1,521,354$110,812 â–²7.9%1,3180.9%Computer and TechnologyBACBank of America$1,359,424$3,989 â–¼-0.3%23,8580.8%FinanceORCLOracle$1,282,606$6,888 â–²0.5%8,7520.8%Computer and TechnologyQQQInvesco QQQ$1,245,989$8,100 â–²0.7%1,6920.7%FinanceQCOMQualcomm$1,155,656$38,066 â–²3.4%6,2540.7%Computer and TechnologyASTSAST SpaceMobile$1,132,880$343,445 â–²43.5%12,7490.7%Computer and TechnologyIBMInternational Business Machines$1,125,965$31,496 â–¼-2.7%4,0040.7%Computer and TechnologyVOOVanguard S&P 500 ETF$1,042,060$136,697 â–²15.1%1,5170.6%ETFLLYEli Lilly and Company$1,002,723$17,991 â–²1.8%8360.6%MedicalMSMorgan Stanley$1,000,256$1,881 â–¼-0.2%4,7850.6%FinanceYNDXYandex$929,588$298,264 â–¼-24.3%3,3660.5%Computer and TechnologyMDBMongoDB$837,399$9,405 â–²1.1%2,4930.5%Computer and TechnologyPANWPalo Alto Networks$761,157$28,987 â–²4.0%2,2320.4%Computer and TechnologyCCitigroup$696,301$2,519 â–¼-0.4%4,9750.4%Financial ServicesTWLOTwilio$667,890$22,696 â–¼-3.3%3,2370.4%Computer and TechnologyGSThe Goldman Sachs Group$658,5490.0%6510.4%FinanceCSCOCisco Systems$613,539$16,681 â–¼-2.6%5,2230.4%Computer and TechnologyWALMART INC$587,140$7,702 â–¼-1.3%5,1840.3%COMARCCAres Capital$560,0510.0%30,2240.3%FinanceVZVerizon Communications$557,432$1,397 â–¼-0.3%13,1660.3%Computer and TechnologyGEGE Aerospace$537,424$2,990 â–¼-0.6%1,4380.3%AerospaceCRMSalesforce$498,649$11,280 â–¼-2.2%3,1830.3%Computer and TechnologySCHWCharles Schwab$498,627$1,107 â–¼-0.2%5,4040.3%FinancePFEPfizer$483,478$11,655 â–¼-2.4%20,0780.3%MedicalVGTVanguard Information Technology ETF$455,132$455,132 â–²New Holding3,8080.3%ETFPPLPPL$440,707$22,501 â–¼-4.9%12,1240.3%UtilitiesXOMExxonMobil$424,652$4,648 â–¼-1.1%3,1060.3%EnergyQYLDGlobal X Nasdaq 100 Covered Call ETF$406,289$16,587 â–¼-3.9%22,0450.2%ManufacturingTAT&T$379,716$63,362 â–¼-14.3%18,3440.2%Computer and TechnologyMOAltria Group$369,823$1,295 â–¼-0.3%5,1400.2%Consumer StaplesSOUTHSTATE BK CORP$350,3490.0%3,5070.2%COMIRMIron Mountain$347,9840.0%2,7550.2%Business ServicesBMYBristol Myers Squibb$337,999$17,344 â–¼-4.9%5,8660.2%MedicalHWMHowmet Aerospace$336,0750.0%1,2500.2%AerospaceTJXTJX Companies$330,270$50,904 â–¼-13.4%2,1800.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$315,196$4,776 â–²1.5%6600.2%Computer and TechnologyLOWLowe's Companies$307,1430.0%1,3930.2%Retail/WholesaleBABoeing$295,0490.0%1,3630.2%AerospaceNEOS ETF TRUST$276,1850.0%4,9460.2%NASDAQ 100 HDGDGE VERNOVA INC$274,917$55,218 â–²25.1%2340.2%COMFFord Motor$272,968$2,377 â–¼-0.9%19,6380.2%Auto/Tires/TrucksCLOVClover Health Investments$270,5100.0%51,6240.2%MedicalCSXCSX$267,641$30,799 â–¼-10.3%5,6310.2%TransportationDISWalt Disney$248,903$9,625 â–¼-3.7%2,5860.1%Consumer DiscretionaryCALAMOS ETF TR$239,180$239,180 â–²New Holding8,9080.1%NASDAQ AUTOCALLLBRK.BBerkshire Hathaway$236,684$17,514 â–¼-6.9%4730.1%FinanceSOFISoFi Technologies$236,031$17,607 â–¼-6.9%13,1640.1%FinanceMRVLMarvell Technology$223,418$223,418 â–²New Holding7500.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$221,9460.0%1,1800.1%ManufacturingPRUPrudential Financial$218,019$10,793 â–¼-4.7%2,0200.1%FinanceIWMiShares Russell 2000 ETF$203,104$13,220 â–¼-6.1%6760.1%FinanceBABAAlibaba Group$201,174$22,075 â–¼-9.9%2,0960.1%Retail/WholesaleBBBlackBerry$152,8120.0%12,0800.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$375,859 â–¼-100.0%00.0%FinanceDOWDOW$0$251,848 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. 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