Palacios Wealth Management, LLC: 13F holdings
CIK 20538292026Q2
| Positions | 76 |
|---|
| Reported value | $169.2m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 76 (+1 vs prior quarter) |
|---|
| Reported value | $169.2m (+5.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 235,123 | $47.0m | 27.8% |
| QQQI NEOS ETF TRUST | 159,762 | $9.1m | 5.4% |
| AVGO BROADCOM INC | 23,901 | $9.0m | 5.3% |
| AAPL APPLE INC | 29,237 | $8.5m | 5.0% |
| CRWD CROWDSTRIKE HLDGS INC | 8,725 | $6.7m | 3.9% |
| AMZN AMAZON COM INC | 27,545 | $6.6m | 3.9% |
| SPYI NEOS ETF TRUST | 121,703 | $6.5m | 3.8% |
| AMD ADVANCED MICRO DEVICES INC | 10,908 | $6.3m | 3.7% |
| GOOGL ALPHABET INC | 13,090 | $4.7m | 2.8% |
| META META PLATFORMS INC | 7,810 | $4.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053829")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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