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Palacios Wealth Management - Q2 2026 13F Filings

PA

Palacios Wealth Management, LLC

CIK: 0002053829
Address: Florida Ormond Beach 595 W. Granada Boulevard Suite K
$169.23 M
Portfolio Value
76
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. QQQI Neos Nasdaq 100 High Income Etf
+$1.1 M
2. CAIE Calamos Autocallable Income Etf
+$726,098.99
3. SPYI Neos S&P 500 High Income Etf
+$669,464.87
4. VGT Vanguard Information Technology Etf
+$455,132
5. ASTS Ast Spacemobile
+$343,445.07

Top Sells

Q2 2026
1. AMD Advanced Micro Devices
−$584,971.27
2. RYLD Global X Russell 2000 Covered Call Etf
−$382,272.9
3. SPY Spdr S&P 500 Etf Trust
−$375,859
4. NBIS Nebius Group Nv
−$298,263.53
5. DOW Dow
−$251,848

Asset Allocation

Stocks/ETFs
+5.89%
$169.23 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Palacios Wealth Management Q2 2026 Filing Summary

Palacios Wealth Management, LLC filed its 13F report for Q2 2026 on July 23, 2026. The portfolio totaled 169.23 M reflecting a +5.89% change from the prior quarter, spanning 76 assets. The top 10 holdings comprised 64.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Palacios Wealth Management’s Q2 2026 Filing

Palacios Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/23/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Palacios Wealth Management reported a managed portfolio value of 169.23 M, consisting of 76 individual positions.

This page displays the raw filing documents. To see which stocks Palacios Wealth Management bought or sold during Q2 2026, please visit Palacios Wealth Management's Portfolio Analysis page.