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Palacios Wealth Management - Q1 2026 13F Filings

PA

Palacios Wealth Management, LLC

CIK: 0002053829
Address: Florida Ormond Beach 595 W. Granada Boulevard Suite K
$159.82 M
Portfolio Value
75
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. QQQI Neos Nasdaq 100 High Income Etf
+$3.74 M
2. SPYI Neos S&P 500 High Income Etf
+$2.94 M
3. NVDA Nvidia Corporation
+$2.49 M
4. IWMI Neos Russell 2000 High Income Etf
+$2.32 M
5. AMZN Amazoncom
+$1.27 M

Top Sells

Q1 2026
1. AXP American Express Company
−$328,516
2. AGG Ishares Core Us Aggregate Bond Etf
−$233,619
3. TWLO Twilio
−$186,999.85
4. CRM Salesforce
−$170,527.94
5. WMT Walmart
−$140,505.38

Asset Allocation

Stocks/ETFs
+22.36%
$159.82 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Palacios Wealth Management Q1 2026 Filing Summary

Palacios Wealth Management, LLC filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 159.82 M reflecting a +22.36% change from the prior quarter, spanning 75 assets. The top 10 holdings comprised 65.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 9 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Palacios Wealth Management’s Q1 2026 Filing

Palacios Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Palacios Wealth Management reported a managed portfolio value of 159.82 M, consisting of 75 individual positions.

This page displays the raw filing documents. To see which stocks Palacios Wealth Management bought or sold during Q1 2026, please visit Palacios Wealth Management's Portfolio Analysis page.