DOSSIER · 13F-HR · Q2 2026

Palacios Wealth Management, LLC

$169M in tracked AUM across 76 positions as of Q2 2026.

PW
CIK 0002053829 · last filed Jun 30, 2026
Total AUM
$169M
as of Q2 2026
Holdings
76
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Palacios Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$47M235K27.8%
02
QQQI
NEOS ETF TRUST
$9M160K5.4%
03
AVGO
BROADCOM INC
$9M24K5.3%
04
AAPL
APPLE INC
$8M29K5.0%
05
CRWD
CROWDSTRIKE HLDGS INC
$7M9K3.9%
06
AMZN
AMAZON COM INC
$7M28K3.9%
07
SPYI
NEOS ETF TRUST
$6M122K3.8%
08
AMD
ADVANCED MICRO DEVICES INC
$6M11K3.7%
09
GOOGL
ALPHABET INC
$5M13K2.8%
10
META
META PLATFORMS INC
$4M8K2.6%

Filing history

2026Q2Jun 30
$169M 5.9%
76 positionsView →
2026Q1Mar 31
$160M 22.4%
75 positionsView →
2025Q4Dec 31
$131M 14.0%
68 positionsView →
2025Q3Sep 30
$152M 24.7%
74 positionsView →
2025Q2Jun 30
$122M 9.6%
71 positionsLocked
2025Q1Mar 31
$135M 45.4%
64 positionsLocked
2024Q4Dec 31
$93M
63 positionsLocked