StockDriftsStockDriftsTop 50 Palacios Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 27.8% | 235.1K | $47.0M | +0.03%(+72) | $132.84(+65.96%) | 2026-06-30 | |
| QQQI | NEOS ETF TRUST | 5.36% | 159.8K | $9.1M | +13.84%(+19.43K) | $51.72(+6.60%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.33% | 23.9K | $9.0M | -2.16%(-527) | $228.36(+84.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 5% | 29.2K | $8.5M | -0.00%(-1) | $224.51(+36.60%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 3.93% | 8.7K | $6.7M | -1.99%(-177) | $340.34(-35.31%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.88% | 27.5K | $6.6M | +0.06%(+16) | $207.47(+32.53%) | 2026-06-30 | |
| SPYI | NEOS ETF TRUST | 3.82% | 121.7K | $6.5M | +11.56%(+12.61K) | $50.89(+6.51%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.74% | 10.9K | $6.3M | -8.45%(-1.01K) | $144.03(+223.57%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.76% | 13.1K | $4.7M | -1.56%(-207) | $177.99(+97.46%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.6% | 7.8K | $4.4M | -1.79%(-142) | $611.19(-2.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.74% |
Palacios Wealth Management, LLC reports $169.23M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (27.8%), QQQI (5.4%) and AVGO (5.3%). The top 20 holdings account for 79.65% of reported assets. Its disclosed equity book has returned +21.06% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Palacios Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Palacios Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053829). View Palacios Wealth Management, LLC’s 13F filings on SEC