Palacios Wealth Management, LLC holds a focused book of 76 stocks worth $169.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed Broadcom Inc. Their largest long position is Nvidia Corp at 28% of the equity book. Cloning the disclosed picks since 2025 would be +32% (+20.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Palacios Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 8.3 points over this window.
Growth of $10,000 cloning Palacios Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Palacios Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 79 / 76 | $155.3B |
| MORGAN STANLEY | 78 / 76 | $561.6B |
| WELLS FARGO & COMPANY/MN | 78 / 76 | $140.7B |
| Cetera Investment Advisers | 78 / 76 | $17.1B |
| OSAIC HOLDINGS, INC. | 78 / 76 | $14.9B |
| Steward Partners Investment Advisory, LLC | 78 / 76 | $6.0B |
| Allworth Financial LP | 78 / 76 | $2.9B |
| Farther Finance Advisors, LLC | 78 / 76 | $2.0B |
Ranked by how many of Palacios Wealth Management, LLC's top 76 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $47.0M | 235.1K | 27.8% | ▲~0% Added · +72 sh | |
| 2 | NEOS ETF Trust NASDAQ 100 HIGH | $9.1M | 159.8K | 5.4% | ▲+14% Added · +19K sh | |
| 3 | Broadcom Inc COM | $9.0M | 23.9K | 5.3% | ▼−2.1% Reduced · −527 sh | |
| 4 | Apple Inc COM | $8.5M | 29.2K | 5.0% | ▼~0% Reduced · −1 sh | |
| 5 | Crowdstrike Hldgs Inc CL A | $6.7M | 8.7K | 3.9% | ▼−2.0% Reduced · −177 sh | |
| 6 | Amazon Com Inc COM | $6.6M | 27.5K | 3.9% | ▲+0.1% Added · +16 sh | |
| 7 | NEOS ETF Trust NEOS S&P 500 HI | $6.5M | 121.7K | 3.8% | ▲+12% Added · +13K sh | |
| 8 | Advanced Micro Devices Inc COM | $6.3M | 10.9K | 3.7% | ▼−8.4% Reduced · −1K sh | |
| 9 | Alphabet Inc CAP STK CL A | $4.7M | 13.1K | 2.8% | ▼−1.6% Reduced · −207 sh | |
| 10 | Meta Platforms Inc CL A | $4.4M | 7.8K | 2.6% | ▼−1.8% Reduced · −142 sh | |
| 11 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $4.0M | 64.8K | 2.4% | ▼−3.8% Reduced · −3K sh | |
| 12 | Alphabet Inc CAP STK CL C | $3.6M | 10.1K | 2.1% | ▲+1.3% Added · +132 sh | |
| 13 | NEOS ETF Trust RUSS 2000 HI ETF | $3.3M | 62.1K | 2.0% | ▲+6.2% Added · +4K sh | |
| 14 | JPMorgan Chase & Co COM | $2.5M | 7.8K | 1.5% | ▼−0.2% Reduced · −15 sh | |
| 15 | Tesla Inc COM | $2.5M | 6.0K | 1.5% | ▼−0.8% Reduced · −46 sh | |
| 16 | Microsoft Corp COM | $2.2M | 6.0K | 1.3% | ▲+2.9% Added · +168 sh | |
| 17 | Global X FDS RUSSELL 2000 | $2.2M | 137.8K | 1.3% | ▼−15% Reduced · −24K sh | |
| 18 | Uber Technologies Inc COM | $2.1M | 29.4K | 1.3% | ▼−1.4% Reduced · −406 sh | |
| 19 | Amgen Inc COM | $1.9M | 5.2K | 1.1% | ▼−1.0% Reduced · −52 sh | |
| 20 | Calamos ETF TR AUTOC INCOM ETF | $1.7M | 64.0K | 1.0% | ▲+71% Added · +27K sh | |
| 21 | Fidelity Covington Trust MSCI INFO TECH I | $1.7M | 6.1K | 1.0% | ▲+8.4% Added · +471 sh | |
| 22 | Palantir Technologies Inc CL A | $1.7M | 14.4K | 1.0% | ▲+10% Added · +1K sh | |
| 23 | Abbvie Inc COM | $1.6M | 6.3K | 0.9% | ▼−3.7% Reduced · −244 sh | |
| 24 | Micron Technology Inc COM | $1.5M | 1.3K | 0.9% | ▲+7.8% Added · +96 sh | |
| 25 | Bank Of Amer Corp COM | $1.4M | 23.9K | 0.8% | ▼−0.3% Reduced · −70 sh | |
| 26 | Oracle Corp COM | $1.3M | 8.8K | 0.8% | ▲+0.5% Added · +47 sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $1.2M | 1.7K | 0.7% | ▲+0.7% Added · +11 sh | |
| 28 | Qualcomm Inc COM | $1.2M | 6.3K | 0.7% | ▲+3.4% Added · +206 sh | |
| 29 | Ast Spacemobile Inc COM CL A | $1.1M | 12.7K | 0.7% | ▲+44% Added · +4K sh | |
| 30 | International Business Machs COM | $1.1M | 4.0K | 0.7% | ▼−2.7% Reduced · −112 sh | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $1.0M | 1.5K | 0.6% | ▲+15% Added · +199 sh | |
| 32 | Eli Lilly & Co COM | $1.0M | 836 | 0.6% | ▲+1.8% Added · +15 sh | |
| 33 | Morgan Stanley COM NEW | $1.0M | 4.8K | 0.6% | ▼−0.2% Reduced · −9 sh | |
| 34 | Nebius Group N.V. SHS CLASS A | $930K | 3.4K | 0.5% | ▼−24% Reduced · −1K sh | |
| 35 | Mongodb Inc CL A | $837K | 2.5K | 0.5% | ▲+1.1% Added · +28 sh | |
| 36 | Palo Alto Networks Inc COM | $761K | 2.2K | 0.4% | ▲+4.0% Added · +85 sh | |
| 37 | Citigroup Inc COM NEW | $696K | 5.0K | 0.4% | ▼−0.4% Reduced · −18 sh | |
| 38 | Twilio Inc CL A | $668K | 3.2K | 0.4% | ▼−3.3% Reduced · −110 sh | |
| 39 | Goldman Sachs Group Inc COM | $659K | 651 | 0.4% | —Held | |
| 40 | Cisco Sys Inc COM | $614K | 5.2K | 0.4% | ▼−2.6% Reduced · −142 sh | |
| 41 | Walmart Inc COM | $587K | 5.2K | 0.3% | ▼−1.3% Reduced · −68 sh | |
| 42 | Ares Capital Corp COM | $560K | 30.2K | 0.3% | —Held | |
| 43 | Verizon Communications Inc COM | $557K | 13.2K | 0.3% | ▼−0.3% Reduced · −33 sh | |
| 44 | Ge Aerospace COM NEW | $537K | 1.4K | 0.3% | ▼−0.6% Reduced · −8 sh | |
| 45 | Salesforce Inc COM | $499K | 3.2K | 0.3% | ▼−2.2% Reduced · −72 sh | |
| 46 | Schwab Charles Corp COM | $499K | 5.4K | 0.3% | ▼−0.2% Reduced · −12 sh | |
| 47 | Pfizer Inc COM | $483K | 20.1K | 0.3% | ▼−2.4% Reduced · −484 sh | |
| 48 | Vanguard World FD INF TECH ETF | $455K | 3.8K | 0.3% | ▲New New position | |
| 49 | PPL Corp COM | $441K | 12.1K | 0.3% | ▼−4.8% Reduced · −619 sh | |
| 50 | Exxon Mobil Corp COM | $425K | 3.1K | 0.3% | ▼−1.1% Reduced · −34 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 76 | $169.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 75 | $159.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 68 | $130.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 74 | $151.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 71 | $121.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 64 | $134.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 63 | $92.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.