Palacios Wealth Management, LLC
CIK 2053829 · Holdings on Jun 30, 2026 · First reported Jul 23, 2026
Top ten holdings
Q2 2026- NVDA27.80%
- QQQI5.36%
- AVGO5.33%
- AAPL5.00%
- CRWD3.93%
- AMZN3.88%
- SPYI3.82%
- AMD3.74%
- GOOGL2.76%
- META2.60%
Share classes counted separately64.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight decreased · -1.55 pp29.35% → 27.80%Shares +72 (+0.03%)
- CRWDWeight increased · +1.45 pp2.48% → 3.93%Shares -177 (-1.99%)
- AMDWeight increased · +1.10 pp2.64% → 3.74%Shares -1.01K (-8.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORP View history and evidence | $47.05M | 27.80% | 235.12K shares | 29.35% → 27.80%-1.55 pp +72 (+0.03%) | Added | ▾ |
| 02 | QQQINEOS NASDAQ-100 HIGH INC ETFNASDAQ 100 HIGH View history and evidence | $9.07M | 5.36% | 159.76K shares | 4.75% → 5.36%+0.61 pp +19.43K (+13.84%) | Added | ▾ |
| 03 | AVGOBROADCOM INC View history and evidence | $9.03M | 5.33% | 23.90K shares | 6.38% → 5.33%-1.05 pp -527 (-2.16%) | Reduced | ▾ |
| 04 | AAPLAPPLE INC View history and evidence | $8.46M | 5.00% | 29.24K shares | 4.96% → 5.00%+0.04 pp -1 (-0.00%) | Reduced | ▾ |
| 05 | CRWDCROWDSTRIKE HOLDINGS INC - ACL A View history and evidence | $6.66M | 3.93% | 8.72K shares | 2.48% → 3.93%+1.45 pp -177 (-1.99%) | Reduced | ▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $6.57M | 3.88% | 27.55K shares | 4.57% → 3.88%-0.69 pp +16 (+0.06%) | Added | ▾ |
| 07 | SPYINEOS S&P 500 HIGH INCOME ETFNEOS S&P 500 HI View history and evidence | $6.46M | 3.82% | 121.70K shares | 3.58% → 3.82%+0.24 pp +12.61K (+11.56%) | Added | ▾ |
| 08 | AMDADVANCED MICRO DEVICES View history and evidence | $6.34M | 3.74% | 10.91K shares | 2.64% → 3.74%+1.10 pp -1.01K (-8.45%) | Reduced | ▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.68M | 2.76% | 13.09K shares | 3.20% → 2.76%-0.44 pp -207 (-1.56%) | Reduced | ▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $4.40M | 2.60% | 7.81K shares | 3.04% → 2.60%-0.44 pp -142 (-1.79%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | -523 | -$375.86K | SEC filing ↗ | SEC filing ↗ |
| DOW DOW INC | Non-derivative | -6,220 | -$251.85K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2053829 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 169234258
}Research all 76 reported holdings.
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