Palacios Wealth Management
Palacios Wealth Management reported 76 stocks worth $169M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are NVDA (27.8%), QQQI (5.4%) and AVGO (5.3%). Compared with Q1 2026, the fund opened new positions in VGT, CAIQ and MRVL, added to QQQI, SPYI and GOOG, trimmed AVGO, CRWD and AMD and sold out of SPY and DOW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $47M | 27.8% | 235K | No change | 7 of 7 | |
| 2 |  QQQI Neos ETF Trust | $9.1M | 5.4% | 160K | +19K (+14%) | 7 of 7 | |
| 3 |  AVGO Broadcom Inc | $9M | 5.3% | 24K | −527 (−2%) | 7 of 7 | |
| 4 |  AAPL Apple Inc | $8.5M | 5.0% | 29K | No change | 7 of 7 | |
| 5 |  CRWD Crowdstrike Hldgs Inc | $6.7M | 3.9% | 8,725 | −177 (−2%) | 7 of 7 | |
| 6 |  AMZN Amazon Com Inc | $6.6M | 3.9% | 28K | No change | 7 of 7 | |
| 7 |  SPYI Neos ETF Trust | $6.5M | 3.8% | 122K | +13K (+12%) | 7 of 7 | |
| 8 |  AMD Advanced Micro Devices Inc | $6.3M | 3.7% | 11K | −1,007 (−8%) | 7 of 7 | |
| 9 |  GOOGL Alphabet Inc | $4.7M | 2.8% | 13K | −207 (−2%) | 7 of 7 | |
| 10 |  META Meta Platforms Inc | $4.4M | 2.6% | 7,810 | −142 (−2%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 23, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palacios Wealth Management 13F FAQ
What does Palacios Wealth Management own?
Palacios Wealth Management reported 76 stocks worth $169M in its 13F filing for Q2 2026, filed Jul 23, 2026. Its largest holdings are NVDA (27.8%), QQQI (5.4%) and AVGO (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Palacios Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 19 added to, 40 trimmed and 2 sold out. New positions include VGT, CAIQ and MRVL. It sold all of SPY and DOW.
When will Palacios Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palacios Wealth Management's portfolio worth?
The Q2 2026 filing reports $169M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.