Palacios Wealth Management, LLC Top Holdings and 13F Report (2026) About Palacios Wealth Management, LLCInvestment ActivityPalacios Wealth Management, LLC has $159.82 million in total holdings as of March 31, 2026.Palacios Wealth Management, LLC owns shares of 75 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 15.57% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Palacios Wealth Management, LLC has purchased 68 new stocks and bought additional shares in 44 stocks.Palacios Wealth Management, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $46,909,107Broadcom $10,196,980Apple $7,933,617NEOS ETF TRUST $7,599,244Amazon.com $7,296,779 Largest New Holdings this Quarter 12811T571 - CALAMOS ETF TR $1,016,449 Holding78462F103 - SPDR S&P 500 ETF Trust $375,859 Holding84472E102 - SOUTHSTATE BK CORP $342,529 Holding874039100 - Taiwan Semiconductor Manufacturing $257,439 Holding260557103 - DOW $251,848 Holding Largest Purchases this Quarter NEOS ETF TRUST 68,993 shares (about $3.74M)NEOS S&P 500 High Income ETF 56,184 shares (about $2.94M)NVIDIA 12,459 shares (about $2.49M)NEOS ETF TRUST 45,476 shares (about $2.32M)Amazon.com 4,801 shares (about $1.27M) Largest Sales this Quarter Twilio 1,263 shares (about $187.00K)Salesforce 966 shares (about $170.53K)WALMART INC 1,065 shares (about $140.51K)PPL 3,595 shares (about $134.60K)AbbVie 544 shares (about $114.96K) 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$46,909,107$2,486,442 â–²5.6%235,05129.4%Computer and TechnologyAVGOBroadcom$10,196,980$1,035,226 â–²11.3%24,4286.4%Computer and TechnologyAAPLApple$7,933,617$402,949 â–²5.4%29,2385.0%Computer and TechnologyNEOS ETF TRUST$7,599,244$3,735,969 â–²96.7%140,3374.8%NASDAQ 100 HIGHAMZNAmazon.com$7,296,779$1,272,543 â–²21.1%27,5294.6%Retail/WholesaleSPYINEOS S&P 500 High Income ETF$5,716,473$2,944,041 â–²106.2%109,0933.6%ETFGOOGLAlphabet$5,116,748$171,238 â–²3.5%13,2973.2%Computer and TechnologyMETAMeta Platforms$4,865,919$856,676 â–²21.4%7,9523.0%Computer and TechnologyAMDAdvanced Micro Devices$4,223,715$275,437 â–²7.0%11,9152.6%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,993,257$344,240 â–²9.4%67,3742.5%ETFCRWDCrowdStrike$3,968,067$320,494 â–²8.8%8,9022.5%Computer and TechnologyGOOGAlphabet$3,796,484$761,970 â–²25.1%9,9402.4%Computer and TechnologyNEOS ETF TRUST$2,983,497$2,320,186 â–²349.8%58,4771.9%RUSSELL 2000 HIGRYLDGlobal X Russell 2000 Covered Call ETF$2,499,712$490,469 â–²24.4%161,6891.6%ETFJPMJPMorgan Chase & Co.$2,433,484$78,308 â–²3.3%7,7691.5%FinanceMSFTMicrosoft$2,390,357$322,955 â–²15.6%5,8621.5%Computer and TechnologyTSLATesla$2,301,611$193,486 â–²9.2%6,0311.4%Auto/Tires/TrucksUBERUber Technologies$2,223,751$405,953 â–²22.3%29,8051.4%Computer and TechnologyAMGNAmgen$1,825,184$24,239 â–²1.3%5,2711.1%MedicalPALANTIR TECHNOLOGIES INC$1,815,664$252,067 â–²16.1%13,0521.1%CL AORCLOracle$1,404,900$25,177 â–¼-1.8%8,7050.9%Computer and TechnologyABBVAbbVie$1,386,682$114,958 â–¼-7.7%6,5620.9%MedicalFTECFidelity MSCI Information Technology Index ETF$1,383,839$483,038 â–²53.6%5,6180.9%ETFBACBank of America$1,279,186$91,202 â–¼-6.7%23,9280.8%FinanceQQQInvesco QQQ$1,122,471$171,609 â–²18.0%1,6810.7%FinanceQCOMQualcomm$1,086,069$78,295 â–¼-6.7%6,0480.7%Computer and TechnologyCALAMOS ETF TR$1,016,449$1,016,449 â–²New Holding37,3420.6%AUTOCALLABLE INCIBMInternational Business Machines$950,619$81,990 â–²9.4%4,1160.6%Computer and TechnologyMSMorgan Stanley$913,688$55,462 â–¼-5.7%4,7940.6%FinanceVOOVanguard S&P 500 ETF$870,716$371,937 â–²74.6%1,3180.5%ETFLLYEli Lilly and Company$767,307$115,890 â–²17.8%8210.5%MedicalWALMART INC$692,896$140,505 â–¼-16.9%5,2520.4%COMASTSAST SpaceMobile$656,528$366,396 â–²126.3%8,8840.4%Computer and TechnologyCCitigroup$639,004$69,493 â–²12.2%4,9930.4%Financial ServicesVZVerizon Communications$633,929$89,477 â–²16.4%13,1990.4%Computer and TechnologyMUMicron Technology$631,970$145,322 â–²29.9%1,2220.4%Computer and TechnologyMDBMongoDB$618,296$74,747 â–¼-10.8%2,4650.4%Computer and TechnologyYNDXYandex$614,571$74,644 â–²13.8%4,4460.4%Computer and TechnologyGSThe Goldman Sachs Group$601,468$69,294 â–²13.0%6510.4%FinanceARCCAres Capital$579,092$270,903 â–²87.9%30,2240.4%FinanceCRMSalesforce$574,605$170,528 â–¼-22.9%3,2550.4%Computer and TechnologyTAT&T$559,323$21,636 â–¼-3.7%21,4050.3%Computer and TechnologyPFEPfizer$549,005$240,620 â–²78.0%20,5620.3%MedicalSCHWCharles Schwab$496,322$79,635 â–¼-13.8%5,4160.3%FinanceTWLOTwilio$495,557$187,000 â–¼-27.4%3,3470.3%Computer and TechnologyCSCOCisco Systems$490,933$30,838 â–²6.7%5,3650.3%Computer and TechnologyXOMExxonMobil$484,596$5,247 â–²1.1%3,1400.3%EnergyPPLPPL$477,098$134,597 â–¼-22.0%12,7430.3%UtilitiesGEGE Aerospace$419,239$47,838 â–²12.9%1,4460.3%AerospaceQYLDGlobal X Nasdaq 100 Covered Call ETF$412,551$41,174 â–²11.1%22,9450.3%ManufacturingTJXTJX Companies$394,383$46,241 â–²13.3%2,5160.2%Retail/WholesalePANWPalo Alto Networks$385,000$114,406 â–¼-22.9%2,1470.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$375,859$375,859 â–²New Holding5230.2%FinanceMOAltria Group$374,729$56,885 â–²17.9%5,1580.2%Consumer StaplesBMYBristol Myers Squibb$373,659$5,817 â–²1.6%6,1670.2%MedicalIRMIron Mountain$347,1020.0%2,7550.2%Business ServicesSOUTHSTATE BK CORP$342,529$342,529 â–²New Holding3,5070.2%COMLOWLowe's Companies$332,634$45,848 â–¼-12.1%1,3930.2%Retail/WholesaleBABoeing$312,168$102,835 â–¼-24.8%1,3630.2%AerospaceBABAAlibaba Group$306,753$108,801 â–²55.0%2,3260.2%Retail/WholesaleHWMHowmet Aerospace$303,8000.0%1,2500.2%AerospaceCSXCSX$285,2550.0%6,2790.2%TransportationDISWalt Disney$278,673$10,894 â–²4.1%2,6860.2%Consumer DiscretionaryNEOS ETF TRUST$267,4950.0%4,9460.2%NASDAQ 100 HDGDTSMTaiwan Semiconductor Manufacturing$257,439$257,439 â–²New Holding6500.2%Computer and TechnologyDOWDOW$251,848$251,848 â–²New Holding6,2200.2%Basic MaterialsBRK.BBerkshire Hathaway$240,589$240,589 â–²New Holding5080.2%FinanceFFord Motor$239,293$97,969 â–²69.3%19,8090.1%Auto/Tires/TrucksSOFISoFi Technologies$227,751$83,543 â–²57.9%14,1460.1%FinanceIUSGiShares Core S&P U.S. Growth ETF$209,497$209,497 â–²New Holding1,1800.1%ManufacturingPRUPrudential Financial$207,993$24,527 â–¼-10.5%2,1200.1%FinanceGE VERNOVA INC$202,607$202,607 â–²New Holding1870.1%COMIWMiShares Russell 2000 ETF$200,138$200,138 â–²New Holding7200.1%FinanceCLOVClover Health Investments$141,9660.0%51,6240.1%MedicalBBBlackBerry$65,2320.0%12,0800.0%Computer and TechnologyAXPAmerican Express$0$328,516 â–¼-100.0%00.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$0$233,619 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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