Palacios Wealth Management, LLC Top Holdings and 13F Report (2026) About Palacios Wealth Management, LLCInvestment ActivityPalacios Wealth Management, LLC has $187.74 million in total holdings as of September 30, 2026.Palacios Wealth Management, LLC owns shares of 83 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 8.35% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Palacios Wealth Management, LLC has purchased 76 new stocks and bought additional shares in 35 stocks.Palacios Wealth Management, LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $54,286,709Apple $9,756,062NEOS ETF TRUST $9,650,642CrowdStrike $9,229,450Broadcom $8,646,649 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $533,494 Holding464287663 - iShares Core S&P U.S. Value ETF $322,569 Holding464287200 - iShares Core S&P 500 ETF $317,062 Holding81762P102 - ServiceNow $285,709 Holding46641Q332 - JPMorgan Equity Premium Income ETF $284,529 Holding Largest Purchases this Quarter CrowdStrike 26,136 shares (about $6.92M)NEOS ETF TRUST 13,967 shares (about $775.87K)NEOS S&P 500 High Income ETF 14,373 shares (about $764.21K)NEOS ETF TRUST 14,704 shares (about $720.05K)CALAMOS ETF TR 23,298 shares (about $620.19K) Largest Sales this Quarter Vanguard Information Technology ETF 1,302 shares (about $163.62K)Advanced Micro Devices 259 shares (about $158.44K)Global X Russell 2000 Covered Call ETF 5,922 shares (about $91.61K)SOUTHSTATE BK CORP 900 shares (about $89.60K)Fidelity MSCI Information Technology Index ETF 255 shares (about $76.52K) 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$54,286,709$589,221 ▲1.1%237,70328.9%TechnologyAAPLApple$9,756,062$19,648 ▲0.2%29,2965.2%TechnologyNEOS ETF TRUST$9,650,642$775,867 ▲8.7%173,7295.1%NASDAQ 100 HIGHCRWDCrowdStrike$9,229,450$6,919,506 ▲299.6%34,8614.9%TechnologyAVGOBroadcom$8,646,649$252,857 ▲3.0%24,6214.6%TechnologySPYINEOS S&P 500 High Income ETF$7,235,141$764,210 ▲11.8%136,0763.9%ETFAMZNAmazon.com$7,037,346$174,408 ▲2.5%28,2453.7%Consumer DiscretionaryAMDAdvanced Micro Devices$6,514,574$158,444 ▼-2.4%10,6493.5%TechnologyMETAMeta Platforms$5,788,408$124,731 ▲2.2%7,9823.1%Communication ServicesGOOGLAlphabet$4,469,655$34,408 ▼-0.8%12,9902.4%Communication ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,926,092$42,882 ▼-1.1%64,0892.1%ETFNEOS ETF TRUST$3,761,092$720,055 ▲23.7%76,8042.0%RUSS 2000 HI ETFGOOGAlphabet$3,492,585$60,652 ▲1.8%10,2501.9%Communication ServicesMSFTMicrosoft$3,107,750$14,875 ▲0.5%6,0591.7%TechnologyPALANTIR TECHNOLOGIES INC$2,739,721$49,568 ▲1.8%14,6471.5%CL AJPMJPMorgan Chase & Co.$2,611,572$46,316 ▲1.8%7,8941.4%FinanceCALAMOS ETF TR$2,324,593$620,193 ▲36.4%87,3251.2%AUTOC INCOM ETFAMGNAmgen$2,199,9830.0%5,2191.2%HealthcareTSLATesla$2,119,635$3,903 ▼-0.2%5,9741.1%Consumer DiscretionaryRYLDGlobal X Russell 2000 Covered Call ETF$2,039,874$91,613 ▼-4.3%131,8601.1%ETFUBERUber Technologies$1,941,642$72,484 ▼-3.6%28,3411.0%IndustrialsFTECFidelity MSCI Information Technology Index ETF$1,750,661$76,520 ▼-4.2%5,8340.9%ETFABBVAbbVie$1,672,345$19,619 ▲1.2%6,3930.9%HealthcareMUMicron Technology$1,646,660$242,845 ▲17.3%1,5460.9%TechnologyQQQInvesco QQQ$1,314,571$62,880 ▲5.0%1,7770.7%ETFBACBank of America$1,298,5860.0%23,8580.7%FinanceORCLOracle$1,245,448$43,799 ▲3.6%9,0710.7%TechnologyVOOVanguard S&P 500 ETF$1,242,884$179,458 ▲16.9%1,7730.7%ETFQCOMQualcomm$1,176,915$25,949 ▲2.3%6,3950.6%TechnologyLLYEli Lilly and Company$1,057,571$90,252 ▲9.3%9140.6%HealthcareMDBMongoDB$970,530$101,445 ▲11.7%2,7840.5%TechnologyTWLOTwilio$946,6930.0%3,2370.5%TechnologyASTSAST SpaceMobile$921,280$170,871 ▲22.8%15,6520.5%Communication ServicesMSMorgan Stanley$919,711$19,748 ▲2.2%4,8900.5%FinancePANWPalo Alto Networks$918,183$31,387 ▲3.5%2,3110.5%TechnologyIBMInternational Business Machines$896,875$16,275 ▲1.8%4,0780.5%TechnologyYNDXYandex$787,367$6,605 ▼-0.8%3,3380.4%TechnologyARCCAres Capital$733,765$156,486 ▲27.1%38,4170.4%FinanceCCitigroup$709,809$65,646 ▲10.2%5,4820.4%FinanceCSCOCisco Systems$697,650$135,505 ▲24.1%6,4820.4%TechnologyCRMSalesforce$692,842$37,879 ▼-5.2%3,0180.4%TechnologyGSThe Goldman Sachs Group$586,2650.0%6510.3%FinanceVZVerizon Communications$571,248$32,658 ▼-5.4%12,4540.3%Communication ServicesPFEPfizer$558,108$14,517 ▼-2.5%19,5690.3%HealthcareWALMART INC$537,731$1,039 ▼-0.2%5,1740.3%COMEXXONMOBIL HOLDINGS CORP$533,494$533,494 ▲New Holding3,2780.3%COM SHSSCHWCharles Schwab$528,1870.0%5,4040.3%FinanceGEGE Aerospace$450,322$1,249 ▲0.3%1,4420.2%IndustrialsCALAMOS ETF TR$433,677$200,378 ▲85.9%16,5590.2%NASDAQ AUTOCALLLQYLDGlobal X Nasdaq 100 Covered Call ETF$408,9350.0%22,0450.2%ETFTAT&T$376,839$70,761 ▼-15.8%15,4440.2%Communication ServicesMOAltria Group$367,407$21,279 ▲6.1%5,4560.2%Consumer StaplesPPLPPL$349,423$49,335 ▼-12.4%10,6240.2%UtilitiesIUSViShares Core S&P U.S. Value ETF$322,569$322,569 ▲New Holding2,9250.2%ETFIVViShares Core S&P 500 ETF$317,062$317,062 ▲New Holding4140.2%ETFVGTVanguard Information Technology ETF$314,929$163,622 ▼-34.2%2,5060.2%ETFBMYBristol Myers Squibb$314,558$51,480 ▼-14.1%5,0410.2%HealthcareIRMIron Mountain$305,6670.0%2,7550.2%Real EstateBABoeing$288,378$34,791 ▲13.7%1,5500.2%IndustrialsNOWServiceNow$285,709$285,709 ▲New Holding2,1320.2%TechnologyJEPIJPMorgan Equity Premium Income ETF$284,529$284,529 ▲New Holding5,0610.2%ETFHWMHowmet Aerospace$282,7250.0%1,2500.2%IndustrialsSCHFSchwab International Equity ETF$281,842$281,842 ▲New Holding10,2600.2%ETFTJXTJX Companies$278,513$9,923 ▼-3.4%2,1050.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$277,820$23,266 ▼-7.7%6090.1%TechnologyNEOS ETF TRUST$274,6950.0%4,9460.1%NASDAQ 100 HDGDCSXCSX$261,8980.0%5,6310.1%IndustrialsSOUTHSTATE BK CORP$259,553$89,604 ▼-25.7%2,6070.1%COMLOWLowe's Companies$256,7160.0%1,3930.1%Consumer DiscretionaryDISWalt Disney$255,536$15,735 ▼-5.8%2,4360.1%Communication ServicesPRUPrudential Financial$236,701$7,269 ▲3.2%2,0840.1%FinanceMRNAModerna$236,283$236,283 ▲New Holding1,2270.1%HealthcareJNJJohnson & Johnson$234,030$234,030 ▲New Holding8840.1%HealthcareIUSGiShares Core S&P U.S. Growth ETF$228,6250.0%1,1800.1%ETFCLOVClover Health Investments$222,4990.0%51,6240.1%HealthcareBRK.BBerkshire Hathaway$220,592$14,939 ▼-6.3%4430.1%FinanceIYWiShares U.S. Technology ETF$220,132$220,132 ▲New Holding8310.1%ETFBABAAlibaba Group$209,811$15,593 ▼-6.9%1,9510.1%Consumer DiscretionaryMRVLMarvell Technology$206,348$8,191 ▲4.1%7810.1%TechnologySOFISoFi Technologies$204,313$2,625 ▼-1.3%12,9970.1%FinanceIAUiShares Gold Trust$202,826$202,826 ▲New Holding2,5970.1%ETFFFord Motor$168,780$68,055 ▼-28.7%13,9950.1%Consumer DiscretionaryBBBlackBerry$109,2030.0%12,0800.1%TechnologyXOMExxonMobil$0$424,652 ▼-100.0%00.0%EnergyGE VERNOVA INC$0$274,917 ▼-100.0%00.0%COMIWMiShares Russell 2000 ETF$0$203,104 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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