Palacios Wealth Management, LLC

CIK 0002053829 · ORMOND BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Palacios Wealth Management, LLC reported 76 positions worth $169.2M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: NVDA (27.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$169.2M
2026 Q2
Positions
76
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
64.2%
Est. Net Flow (Q)
2026 Q2
10 / 76 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$47.0M27.80%235,123
2QQQINEOS ETF TRUSTSH$9.1M5.36%159,762
3AVGOBROADCOM INCSH$9.0M5.33%23,901
4AAPLAPPLE INCSH$8.5M5.00%29,237
5CRWDCROWDSTRIKE HLDGS INCSH$6.7M3.93%8,725
6AMZNAMAZON COM INCSH$6.6M3.88%27,545
7SPYINEOS ETF TRUSTSH$6.5M3.82%121,703
8AMDADVANCED MICRO DEVICES INCSH$6.3M3.74%10,908
9GOOGLALPHABET INCSH$4.7M2.76%13,090
10METAMETA PLATFORMS INCSH$4.4M2.60%7,810

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Palacios Wealth Management, LLC hold as of Q2 2026?

Palacios Wealth Management, LLC reported 76 positions worth $169.2M in its Q2 2026 13F filing. Largest positions: NVDA (27.8%), QQQI (5.4%), AVGO (5.3%), AAPL (5.0%) and CRWD (3.9%).

What did Palacios Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Palacios Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.