Holders — by stockHoldings — by fund
Palacios Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002053829
$169.2M
disclosed book value
76
positions
27.8%
largest position share
Positions, as of 2026-06-30
top 76 of 76 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 235,123 | $47.0M | 27.8% |
| 2 | QQQINEOS ETF TRUST | 159,762 | $9.1M | 5.4% |
| 3 | AVGOBROADCOM INC | 23,901 | $9.0M | 5.3% |
| 4 | AAPLAPPLE INC | 29,237 | $8.5M | 5% |
| 5 | CRWDCROWDSTRIKE HLDGS INC | 8,725 | $6.7M | 3.9% |
| 6 | AMZNAMAZON COM INC | 27,545 | $6.6M | 3.9% |
| 7 | SPYINEOS ETF TRUST | 121,703 | $6.5M | 3.8% |
| 8 | AMDADVANCED MICRO DEVICES INC | 10,908 | $6.3M | 3.7% |
| 9 | GOOGLALPHABET INC | 13,090 | $4.7M | 2.8% |
| 10 | METAMETA PLATFORMS INC | 7,810 | $4.4M | 2.6% |
| 11 | JEPQJ P MORGAN EXCHANGE TRADED F | 64,789 | $4.0M | 2.4% |
| 12 | GOOGALPHABET INC | 10,072 | $3.6M | 2.1% |
| 13 | IWMINEOS ETF TRUST | 62,100 | $3.3M | 2% |
| 14 | JPMJPMORGAN CHASE & CO | 7,754 | $2.5M | 1.5% |
| 15 | TSLATESLA INC | 5,985 | $2.5M | 1.5% |
| 16 | MSFTMICROSOFT CORP | 6,030 | $2.2M | 1.3% |
| 17 | RYLDGLOBAL X FDS | 137,782 | $2.2M | 1.3% |
| 18 | UBERUBER TECHNOLOGIES INC | 29,399 | $2.1M | 1.3% |
| 19 | AMGNAMGEN INC | 5,219 | $1.9M | 1.1% |
| 20 | CAIECALAMOS ETF TR | 64,027 | $1.7M | 1% |
| 21 | FTECFIDELITY COVINGTON TRUST | 6,089 | $1.7M | 1% |
| 22 | PLTRPALANTIR TECHNOLOGIES INC | 14,382 | $1.7M | 1% |
| 23 | ABBVABBVIE INC | 6,318 | $1.6M | 0.9% |
| 24 | MUMICRON TECHNOLOGY INC | 1,318 | $1.5M | 0.9% |
| 25 | BACBANK OF AMER CORP | 23,858 | $1.4M | 0.8% |
| 26 | ORCLORACLE CORP | 8,752 | $1.3M | 0.8% |
| 27 | QQQINVESCO QQQ TR | 1,692 | $1.2M | 0.7% |
| 28 | QCOMQUALCOMM INC | 6,254 | $1.2M | 0.7% |
| 29 | ASTSAST SPACEMOBILE INC | 12,749 | $1.1M | 0.7% |
| 30 | IBMINTERNATIONAL BUSINESS MACHS | 4,004 | $1.1M | 0.7% |
| 31 | VOOVANGUARD INDEX FDS | 1,517 | $1.0M | 0.6% |
| 32 | LLYELI LILLY & CO | 836 | $1.0M | 0.6% |
| 33 | MSMORGAN STANLEY | 4,785 | $1.0M | 0.6% |
| 34 | NBISNEBIUS GROUP N.V. | 3,366 | $929,588 | 0.5% |
| 35 | MDBMONGODB INC | 2,493 | $837,399 | 0.5% |
| 36 | PANWPALO ALTO NETWORKS INC | 2,232 | $761,157 | 0.4% |
| 37 | CCITIGROUP INC | 4,975 | $696,301 | 0.4% |
| 38 | TWLOTWILIO INC | 3,237 | $667,890 | 0.4% |
| 39 | GSGOLDMAN SACHS GROUP INC | 651 | $658,549 | 0.4% |
| 40 | CSCOCISCO SYS INC | 5,223 | $613,539 | 0.4% |
| 41 | WMTWALMART INC | 5,184 | $587,140 | 0.3% |
| 42 | ARCCARES CAPITAL CORP | 30,224 | $560,051 | 0.3% |
| 43 | VZVERIZON COMMUNICATIONS INC | 13,166 | $557,432 | 0.3% |
| 44 | GEGE AEROSPACE | 1,438 | $537,424 | 0.3% |
| 45 | CRMSALESFORCE INC | 3,183 | $498,649 | 0.3% |
| 46 | SCHWSCHWAB CHARLES CORP | 5,404 | $498,627 | 0.3% |
| 47 | PFEPFIZER INC | 20,078 | $483,478 | 0.3% |
| 48 | VGTVANGUARD WORLD FD | 3,808 | $455,132 | 0.3% |
| 49 | PPLPPL CORP | 12,124 | $440,707 | 0.3% |
| 50 | XOMEXXON MOBIL CORP | 3,106 | $424,652 | 0.3% |
| 51 | QYLDGLOBAL X FDS | 22,045 | $406,289 | 0.2% |
| 52 | TAT&T INC | 18,344 | $379,716 | 0.2% |
| 53 | MOALTRIA GROUP INC | 5,140 | $369,823 | 0.2% |
| 54 | SSBSOUTHSTATE BK CORP | 3,507 | $350,349 | 0.2% |
| 55 | IRMIRON MTN INC DEL | 2,755 | $347,984 | 0.2% |
| 56 | BMYBRISTOL-MYERS SQUIBB CO | 5,866 | $337,999 | 0.2% |
| 57 | HWMHOWMET AEROSPACE INC | 1,250 | $336,075 | 0.2% |
| 58 | TJXTJX COS INC NEW | 2,180 | $330,270 | 0.2% |
| 59 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 660 | $315,196 | 0.2% |
| 60 | LOWLOWES COS INC | 1,393 | $307,143 | 0.2% |
| 61 | BABOEING CO | 1,363 | $295,049 | 0.2% |
| 62 | QQQHNEOS ETF TRUST | 4,946 | $276,185 | 0.2% |
| 63 | GEVGE VERNOVA INC | 234 | $274,917 | 0.2% |
| 64 | FFORD MTR CO | 19,638 | $272,968 | 0.2% |
| 65 | CLOVCLOVER HEALTH INVESTMENTS CO | 51,624 | $270,510 | 0.2% |
| 66 | CSXCSX CORP | 5,631 | $267,641 | 0.2% |
| 67 | DISDISNEY WALT CO | 2,586 | $248,903 | 0.1% |
| 68 | CAIQCALAMOS ETF TR | 8,908 | $239,180 | 0.1% |
| 69 | BRK/BBERKSHIRE HATHAWAY INC DEL | 473 | $236,684 | 0.1% |
| 70 | SOFISOFI TECHNOLOGIES INC | 13,164 | $236,031 | 0.1% |
| 71 | MRVLMARVELL TECHNOLOGY INC | 750 | $223,418 | 0.1% |
| 72 | IUSGISHARES TR | 1,180 | $221,946 | 0.1% |
| 73 | PRUPRUDENTIAL FINL INC | 2,020 | $218,019 | 0.1% |
| 74 | IWMISHARES TR | 676 | $203,104 | 0.1% |
| 75 | BABAALIBABA GROUP HLDG LTD | 2,096 | $201,174 | 0.1% |
| 76 | BBBLACKBERRY LTD | 12,080 | $152,812 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.