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Disclosery

13F-HR filed by Palacios Wealth Management, LLC

Palacios Wealth Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 75 holding rows worth $159,822,951.

Accession
0001705819-26-000037
Filer
CIK 2053829
Filed
2026-05-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 75 entries on the cover page, a total value of $159,822,951 stated on the cover page (in dollars after the unit check, H1), rows summing to $159,822,951 with VALUE read as dollars as filed, 13F file number 028-24671. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM235,051$46,909,107dollars as filed
Broadcom Inc.11135F101COM24,428$10,196,980dollars as filed
Apple Inc037833100COM29,238$7,933,617dollars as filed
NEOS ETF TRUST78433H675NASDAQ 100 HIGH140,337$7,599,244dollars as filed
Amazon.com, Inc023135106COM27,529$7,296,779dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI109,093$5,716,473dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,297$5,116,748dollars as filed
META PLATFORMS INC CL A30303M102COM7,952$4,865,919dollars as filed
Advanced Micro Devices,Inc.007903107COM11,915$4,223,715dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM67,374$3,993,257dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,902$3,968,067dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM9,940$3,796,484dollars as filed
NEOS ETF TRUST78433H634RUSS 2000 HI ETF58,477$2,983,497dollars as filed
GLOBAL X FDS37954Y459RUSSELL 2000161,689$2,499,712dollars as filed
JPMorgan Chase & Co46625H100COM7,769$2,433,484dollars as filed
Microsoft Corp594918104COM5,862$2,390,357dollars as filed
Tesla Motors, Inc88160R101COM6,031$2,301,611dollars as filed
Uber Technologies90353T100COM29,805$2,223,751dollars as filed
Amgen Inc.031162100COM5,271$1,825,184dollars as filed
Palantir Technologies Inc. Class A69608A108COM13,052$1,815,664dollars as filed
Oracle Corporation68389X105COM8,705$1,404,900dollars as filed
AbbVie,Inc.00287Y109COM6,562$1,386,682dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS5,618$1,383,839dollars as filed
Bank of America Corp060505104COM23,928$1,279,186dollars as filed
INVESCO QQQ TR46090E103COM1,681$1,122,471dollars as filed
Qualcomm Incorporated747525103COM6,048$1,086,069dollars as filed
CALAMOS ETF TR12811T571AUTOC INCOM ETF37,342$1,016,449dollars as filed
International Business Machines Corporation459200101COM4,116$950,619dollars as filed
Morgan Stanley617446448COM4,794$913,688dollars as filed
Vanguard S&P 500 ETF922908363COM1,318$870,716dollars as filed
Eli Lilly and Company532457108COM821$767,307dollars as filed
Walmart Inc.931142103COM5,252$692,896dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock8,884$656,528dollars as filed
Citigroup Inc.172967424COM4,993$639,004dollars as filed
Verizon Communications Inc92343V104COM13,199$633,929dollars as filed
Micron Technology,Inc.595112103COM1,222$631,970dollars as filed
MONGODB INC CL A60937P106Stock2,465$618,296dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A4,446$614,571dollars as filed
Goldman Sachs Group,Inc.38141G104COM651$601,468dollars as filed
ARES CAPITAL CORP04010L103COM30,224$579,092dollars as filed
Salesforce.com, Inc79466L302COM3,255$574,605dollars as filed
AT&T Inc00206R102COM21,405$559,323dollars as filed
Pfizer Inc.717081103COM20,562$549,005dollars as filed
Charles Schwab Corp808513105COM5,416$496,322dollars as filed
TWILIO INC CL A90138F102Stock3,347$495,557dollars as filed
Cisco Systems,Inc.17275R102COM5,365$490,933dollars as filed
EXXON MOBIL CORP30231G102COM3,140$484,596dollars as filed
PPL CORP COM69351T106Stock12,743$477,098dollars as filed
General Electric Company369604301COM1,446$419,239dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER22,945$412,551dollars as filed
TJX Companies Inc872540109COM2,516$394,383dollars as filed
PALO ALTO NETWORKS INC697435105COM2,147$385,000dollars as filed
SPY78462F103SHS523$375,859dollars as filed
Altria Group Inc02209S103COM5,158$374,729dollars as filed
Bristol-Myers Squibb Company110122108COM6,167$373,659dollars as filed
IRON MTN INC DEL COM46284V101REIT2,755$347,102dollars as filed
SOUTHSTATE BK CORP COM84472E102Stock3,507$342,529dollars as filed
Lowes Companies,Inc.548661107COM1,393$332,634dollars as filed
Boeing Company097023105COM1,363$312,168dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,326$306,753dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,250$303,800dollars as filed
CSX Corporation126408103COM6,279$285,255dollars as filed
Walt Disney Co254687106COM2,686$278,673dollars as filed
NEOS ETF TRUST78433H576NASDAQ 100 HDGD4,946$267,495dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS650$257,439dollars as filed
DOW HLDGS INC COM260557103Stock6,220$251,848dollars as filed
Berkshire Hathaway Inc084670702COM508$240,589dollars as filed
FORD MTR CO COM345370860Stock19,809$239,293dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock14,146$227,751dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF1,180$209,497dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,120$207,993dollars as filed
GE Vernova Inc.36828A101COM187$202,607dollars as filed
iShares Russell 2000 ETF464287655SHS720$200,138dollars as filed
CLOVER HEALTH INVESTMENTS CO18914F103COMMON STOCK51,624$141,966dollars as filed
BLACKBERRY LTD COM09228F103Stock12,080$65,232dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001705819-26-000037this filing2026-05-11acceptance time not in the bulk data set