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%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%TechnologyAAPLApple$8,459,921$289 â–¼0.0%29,2375.0%TechnologyCRWDCrowdStrike$6,658,397$135,076 â–¼-2.0%8,7253.9%TechnologyAMZNAmazon.com$6,565,023$3,813 â–²0.1%27,5453.9%Consumer DiscretionarySPYINEOS 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%TechnologyGOOGLAlphabet$4,678,032$73,977 â–¼-1.6%13,0902.8%Communication ServicesMETAMeta Platforms$4,399,311$79,987 â–¼-1.8%7,8102.6%Communication ServicesJEPQJPMorgan 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%Communication ServicesNEOS 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%Consumer DiscretionaryMSFTMicrosoft$2,249,375$62,669 â–²2.9%6,0301.3%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%IndustrialsAMGNAmgen$1,890,009$18,831 â–¼-1.0%5,2191.1%HealthcareCALAMOS 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%HealthcareMUMicron Technology$1,521,354$110,812 â–²7.9%1,3180.9%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%TechnologyQQQInvesco QQQ$1,245,989$8,100 â–²0.7%1,6920.7%ETFQCOMQualcomm$1,155,656$38,066 â–²3.4%6,2540.7%TechnologyASTSAST SpaceMobile$1,132,880$343,445 â–²43.5%12,7490.7%Communication ServicesIBMInternational Business Machines$1,125,965$31,496 â–¼-2.7%4,0040.7%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%HealthcareMSMorgan 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%TechnologyMDBMongoDB$837,399$9,405 â–²1.1%2,4930.5%TechnologyPANWPalo Alto Networks$761,157$28,987 â–²4.0%2,2320.4%TechnologyCCitigroup$696,301$2,519 â–¼-0.4%4,9750.4%FinanceTWLOTwilio$667,890$22,696 â–¼-3.3%3,2370.4%TechnologyGSThe Goldman Sachs Group$658,5490.0%6510.4%FinanceCSCOCisco Systems$613,539$16,681 â–¼-2.6%5,2230.4%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%Communication ServicesGEGE Aerospace$537,424$2,990 â–¼-0.6%1,4380.3%IndustrialsCRMSalesforce$498,649$11,280 â–¼-2.2%3,1830.3%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%HealthcareVGTVanguard 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%ETFTAT&T$379,716$63,362 â–¼-14.3%18,3440.2%Communication ServicesMOAltria 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%Real EstateBMYBristol Myers Squibb$337,999$17,344 â–¼-4.9%5,8660.2%HealthcareHWMHowmet Aerospace$336,0750.0%1,2500.2%IndustrialsTJXTJX Companies$330,270$50,904 â–¼-13.4%2,1800.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$315,196$4,776 â–²1.5%6600.2%TechnologyLOWLowe's Companies$307,1430.0%1,3930.2%Consumer DiscretionaryBABoeing$295,0490.0%1,3630.2%IndustrialsNEOS 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%Consumer DiscretionaryCLOVClover Health Investments$270,5100.0%51,6240.2%HealthcareCSXCSX$267,641$30,799 â–¼-10.3%5,6310.2%IndustrialsDISWalt Disney$248,903$9,625 â–¼-3.7%2,5860.1%Communication ServicesCALAMOS 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%TechnologyIUSGiShares Core S&P U.S. Growth ETF$221,9460.0%1,1800.1%ETFPRUPrudential 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%ETFBABAAlibaba Group$201,174$22,075 â–¼-9.9%2,0960.1%Consumer DiscretionaryBBBlackBerry$152,8120.0%12,0800.1%TechnologySPYSPDR S&P 500 ETF Trust$0$375,859 â–¼-100.0%00.0%ETFDOWDOW$0$251,848 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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