Palacios Wealth Management, LLC
78 holdingsFiling period: 2026-06-30Current AUM: $175.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 235.1K | $47.0M | $49.9M | 28.48% | +72 | 2026-06-30 |
| 2 | QQQI | NEOS ETF TRUST | 159.8K | $9.1M | $8.6M | 4.92% | +19.4K | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 23.9K | $9.0M | $8.1M | 4.63% | -527 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 29.2K | $8.5M | $9.7M | 5.53% | -1 | 2026-06-30 |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | 8.7K | $6.7M | $8.5M | 4.83% | -177 | 2026-06-30 |
| 6 | AMZN | AMAZON COM INC | 27.5K | $6.6M | $6.8M | 3.91% | +16 | 2026-06-30 |
| 7 | SPYI | NEOS ETF TRUST | 121.7K | $6.5M | $6.5M | 3.70% | +12.6K | 2026-06-30 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 10.9K | $6.3M | $5.5M | 3.14% | -1,007 | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 13.1K | $4.7M | $4.5M | 2.58% | -207 | 2026-06-30 |
| 10 | META | META PLATFORMS INC | 7.8K | $4.4M | $5.2M | 2.99% | -142 | 2026-06-30 |
| 11 | JEPQ | J P MORGAN EXCHANGE TRADED F | 64.8K | $4.0M | $3.8M | 2.19% | -2,585 | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 10.1K | $3.6M | $3.4M | 1.96% | +132 | 2026-06-30 |
| 13 | IWMI | NEOS ETF TRUST | 62.1K | $3.3M | $3.2M | 1.80% | +3.6K | 2026-06-30 |
| 14 | JPM | JPMORGAN CHASE & CO | 7.8K | $2.5M | $2.7M | 1.56% | -15 | 2026-06-30 |
| 15 | TSLA | TESLA INC | 6.0K | $2.5M | $2.1M | 1.22% | -46 | 2026-06-30 |
| 16 | MSFT | MICROSOFT CORP | 6.0K | $2.2M | $3.0M | 1.71% | +168 | 2026-06-30 |
| 17 | RYLD | GLOBAL X FDS | 137.8K | $2.2M | $2.2M | 1.24% | -23,907 | 2026-06-30 |
| 18 | UBER | UBER TECHNOLOGIES INC | 29.4K | $2.1M | $2.1M | 1.20% | -406 | 2026-06-30 |
| 19 | AMGN | AMGEN INC | 5.2K | $1.9M | $2.0M | 1.12% | -52 | 2026-06-30 |
| 20 | CAIE | CALAMOS ETF TR | 64.0K | $1.7M | $1.7M | 0.97% | +26.7K | 2026-06-30 |
| 21 | FTEC | FIDELITY COVINGTON TRUST | 6.1K | $1.7M | $1.7M | 0.99% | +471 | 2026-06-30 |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | 14.4K | $1.7M | $2.5M | 1.42% | +1.3K | 2026-06-30 |
| 23 | ABBV | ABBVIE INC | 6.3K | $1.6M | $1.7M | 0.95% | -244 | 2026-06-30 |
| 24 | MU | MICRON TECHNOLOGY INC | 1.3K | $1.5M | $1.2M | 0.70% | +96 | 2026-06-30 |
| 25 | BAC | BANK OF AMER CORP | 23.9K | $1.4M | $1.4M | 0.81% | -70 | 2026-06-30 |
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