Palacios Wealth Management, LLC
Palacios Wealth Management, LLC reported 76 holdings worth US$169M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Palacios Wealth Management, LLC reported 76 holdings worth US$169M as of Jun 30, 2026. Largest: Nvidia Corporation, Broadcom Inc. and Apple Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 76
- Value as reported
- US$169M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 235K | US$47M | 27.8% |
| Broadcom Inc. | 23,901 | US$9.03M | 5.3% |
| Apple Inc | 29,237 | US$8.46M | 5.0% |
| Alphabet Inc (google) Class C | 23,048 | US$8.24M | 4.9% |
| Crowdstrike Holdings, Inc. | 8,725 | US$6.66M | 3.9% |
| Amazon.com, Inc. | 27,545 | US$6.57M | 3.9% |
| Advanced Micro Devices Inc | 10,908 | US$6.34M | 3.7% |
| Meta Platforms, Inc. | 7,810 | US$4.4M | 2.6% |
| Jp Morgan Chase & Co. | 7,754 | US$2.54M | 1.5% |
| Tesla, Inc. | 5,985 | US$2.52M | 1.5% |
| Microsoft Corp. | 6,030 | US$2.25M | 1.3% |
| Uber Technologies, Inc. | 29,399 | US$2.12M | 1.3% |
| Amgen Inc. | 5,219 | US$1.89M | 1.1% |
| Palantir Technologies Inc. | 14,382 | US$1.68M | 0.99% |
| Abbvie Inc. | 6,318 | US$1.59M | 0.94% |
| Micron Technology, Inc. | 1,318 | US$1.52M | 0.90% |
| Bank Of America Corporation | 23,858 | US$1.36M | 0.80% |
| Oracle Corporation | 8,752 | US$1.28M | 0.76% |
| Qualcomm Incorporated | 6,254 | US$1.16M | 0.68% |
| Ast Spacemobile, Inc. | 12,749 | US$1.13M | 0.67% |
| International Business Machines Corporation | 4,004 | US$1.13M | 0.67% |
| Eli Lilly And Company | 836 | US$1M | 0.59% |
| Morgan Stanley | 4,785 | US$1M | 0.59% |
| Mongodb, Inc. | 2,493 | US$837K | 0.49% |
| Palo Alto Networks, Inc. | 2,232 | US$761K | 0.45% |
| Citigroup, Inc. | 4,975 | US$696K | 0.41% |
| Twilio Inc. | 3,237 | US$668K | 0.39% |
| Goldman Sachs Group, Inc. (the) | 651 | US$659K | 0.39% |
| Cisco Systems, Inc. | 5,223 | US$614K | 0.36% |
| Walmart Inc. | 5,184 | US$587K | 0.35% |
| Ares Capital Corporation | 30,224 | US$560K | 0.33% |
| Verizon Communications Inc. | 13,166 | US$557K | 0.33% |
| Ge Aerospace | 1,438 | US$537K | 0.32% |
| Salesforce, Inc. | 3,183 | US$499K | 0.29% |
| Charles Schwab Corporation (the) | 5,404 | US$499K | 0.29% |
| Pfizer, Inc. | 20,078 | US$483K | 0.29% |
| Ppl Corporation | 12,124 | US$441K | 0.26% |
| Exxon Mobil Corporation | 3,106 | US$425K | 0.25% |
| At&t Inc. | 18,344 | US$380K | 0.22% |
| Altria Group, Inc. | 5,140 | US$370K | 0.22% |
| Southstate Bank Corporation | 3,507 | US$350K | 0.21% |
| Iron Mountain Incorporated (delaware) | 2,755 | US$348K | 0.21% |
| Bristol-myers Squibb Company | 5,866 | US$338K | 0.20% |
| Howmet Aerospace Inc. | 1,250 | US$336K | 0.20% |
| Tjx Companies, Inc. (the) | 2,180 | US$330K | 0.20% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 660 | US$315K | 0.19% |
| Lowe's Companies, Inc. | 1,393 | US$307K | 0.18% |
| Boeing Company (the) | 1,363 | US$295K | 0.17% |
| Ge Vernova Inc. | 234 | US$275K | 0.16% |
| Ford Mtr Co Del | 19,638 | US$273K | 0.16% |
| Clover Health Investments, Corp. | 51,624 | US$271K | 0.16% |
| Csx Corporation | 5,631 | US$268K | 0.16% |
| Walt Disney Company (the) | 2,586 | US$249K | 0.15% |
| Berkshire Hathaway Inc. | 473 | US$237K | 0.14% |
| Sofi Technologies, Inc. | 13,164 | US$236K | 0.14% |
| Marvell Technology, Inc. | 750 | US$223K | 0.13% |
| Prudential Financial, Inc. | 2,020 | US$218K | 0.13% |
| Blackberry Limited | 12,080 | US$153K | 0.09% |
| Dow Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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