Palacios Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 2053829
ORMOND BEACH, FL
Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$761,156
+$416,949 QoQ
Shares Held
2,232
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,817
of 2,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Palacios Wealth Management, LLC holds $9,293,717 across 8 Software - Infrastructure names. PANW ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,030 | $2,249,310 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,382 | $1,677,947 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
34,900 | $1,664,599 | |
| 4 | ORCL |
Oracle Corp
|
8,752 | $1,282,605 | |
| 5 | MDB |
MongoDB, Inc.
|
2,493 | $837,398 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
2,232 | $761,156 | |
| 7 | TWLO |
Twilio Inc
|
3,237 | $667,890 | |
| 8 | BB |
BLACKBERRY Ltd
|
12,080 | $152,812 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,156 | 2,232 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $344,207 | 2,147 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $512,997 | 2,785 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $635,905 | 3,123 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $634,179 | 3,099 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $215,347 | 1,262 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $229,633 | 1,262 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||