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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 2026-06-30, filed 2026-07-23, with 76 holding rows worth $169,234,258.

Accession
0001705819-26-000043
Filer
CIK 2053829
Filed
2026-07-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 76 entries on the cover page, a total value of $169,234,258 stated on the cover page (in dollars after the unit check, H1), rows summing to $169,234,258 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 Corp67066G104COM235,123$47,045,745dollars as filed
NEOS ETF TRUST78433H675NASDAQ 100 HIGH159,762$9,072,880dollars as filed
Broadcom Inc.11135F101COM23,901$9,028,603dollars as filed
Apple Inc037833100COM29,237$8,459,921dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM8,725$6,658,397dollars as filed
Amazon.com, Inc023135106COM27,545$6,565,023dollars as filed
NEOS ETF TRUST78433H303NEOS S&P 500 HI121,703$6,461,212dollars as filed
Advanced Micro Devices,Inc.007903107COM10,908$6,336,511dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,090$4,678,032dollars as filed
META PLATFORMS INC CL A30303M102COM7,810$4,399,311dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM64,789$3,981,932dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM10,072$3,558,740dollars as filed
NEOS ETF TRUST78433H634RUSS 2000 HI ETF62,100$3,323,592dollars as filed
JPMorgan Chase & Co46625H100COM7,754$2,538,117dollars as filed
Tesla Motors, Inc88160R101COM5,985$2,517,291dollars as filed
Microsoft Corp594918104COM6,030$2,249,375dollars as filed
GLOBAL X FDS37954Y459RUSSELL 2000137,782$2,203,134dollars as filed
Uber Technologies90353T100COM29,399$2,121,432dollars as filed
Amgen Inc.031162100COM5,219$1,890,009dollars as filed
CALAMOS ETF TR12811T571AUTOC INCOM ETF64,027$1,742,175dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS6,089$1,739,003dollars as filed
Palantir Technologies Inc. Class A69608A108COM14,382$1,677,948dollars as filed
AbbVie,Inc.00287Y109COM6,318$1,589,862dollars as filed
Micron Technology,Inc.595112103COM1,318$1,521,354dollars as filed
Bank of America Corp060505104COM23,858$1,359,424dollars as filed
Oracle Corporation68389X105COM8,752$1,282,606dollars as filed
INVESCO QQQ TR46090E103COM1,692$1,245,989dollars as filed
Qualcomm Incorporated747525103COM6,254$1,155,656dollars as filed
AST SPACEMOBILE INC COM CL A00217D100Stock12,749$1,132,880dollars as filed
International Business Machines Corporation459200101COM4,004$1,125,965dollars as filed
Vanguard S&P 500 ETF922908363COM1,517$1,042,060dollars as filed
Eli Lilly and Company532457108COM836$1,002,723dollars as filed
Morgan Stanley617446448COM4,785$1,000,256dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A3,366$929,588dollars as filed
MONGODB INC CL A60937P106Stock2,493$837,399dollars as filed
PALO ALTO NETWORKS INC697435105COM2,232$761,157dollars as filed
Citigroup Inc.172967424COM4,975$696,301dollars as filed
TWILIO INC CL A90138F102Stock3,237$667,890dollars as filed
Goldman Sachs Group,Inc.38141G104COM651$658,549dollars as filed
Cisco Systems,Inc.17275R102COM5,223$613,539dollars as filed
Walmart Inc.931142103COM5,184$587,140dollars as filed
ARES CAPITAL CORP04010L103COM30,224$560,051dollars as filed
Verizon Communications Inc92343V104COM13,166$557,432dollars as filed
General Electric Company369604301COM1,438$537,424dollars as filed
Salesforce.com, Inc79466L302COM3,183$498,649dollars as filed
Charles Schwab Corp808513105COM5,404$498,627dollars as filed
Pfizer Inc.717081103COM20,078$483,478dollars as filed
VGT92204A702SHS3,808$455,132dollars as filed
PPL CORP COM69351T106Stock12,124$440,707dollars as filed
EXXON MOBIL CORP30231G102COM3,106$424,652dollars as filed
GLOBAL X FDS37954Y483NASDAQ 100 COVER22,045$406,289dollars as filed
AT&T Inc00206R102COM18,344$379,716dollars as filed
Altria Group Inc02209S103COM5,140$369,823dollars as filed
SOUTHSTATE BK CORP COM84472E102Stock3,507$350,349dollars as filed
IRON MTN INC DEL COM46284V101REIT2,755$347,984dollars as filed
Bristol-Myers Squibb Company110122108COM5,866$337,999dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,250$336,075dollars as filed
TJX Companies Inc872540109COM2,180$330,270dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS660$315,196dollars as filed
Lowes Companies,Inc.548661107COM1,393$307,143dollars as filed
Boeing Company097023105COM1,363$295,049dollars as filed
NEOS ETF TRUST78433H576NASDAQ 100 HDGD4,946$276,185dollars as filed
GE Vernova Inc.36828A101COM234$274,917dollars as filed
FORD MTR CO COM345370860Stock19,638$272,968dollars as filed
CLOVER HEALTH INVESTMENTS CO18914F103COMMON STOCK51,624$270,510dollars as filed
CSX Corporation126408103COM5,631$267,641dollars as filed
Walt Disney Co254687106COM2,586$248,903dollars as filed
CALAMOS ETF TR12811T530NASDAQ AUTOCALLL8,908$239,180dollars as filed
Berkshire Hathaway Inc084670702COM473$236,684dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock13,164$236,031dollars as filed
MARVELL TECHNOLOGY INC573874104COM750$223,418dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF1,180$221,946dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,020$218,019dollars as filed
iShares Russell 2000 ETF464287655SHS676$203,104dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,096$201,174dollars as filed
BLACKBERRY LTD COM09228F103Stock12,080$152,812dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001705819-26-000043this filing2026-07-23acceptance time not in the bulk data set