§ 13F · FUND PROFILE
Palumbo Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $322.9T (13F)Positions · 197Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$69.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 48K | $32.6T | 8.0% | +1% |
| 2 | GOOGL | ALPHABET INC | 72K | $22.7T | 5.6% | +59% |
| 3 | AMZN | AMAZON COM INC | 82K | $18.8T | 4.7% | +53% |
| 4 | AAPL | APPLE INC | 65K | $17.8T | 4.4% | +1% |
| 5 | GLD | SPDR GOLD TR | 44K | $17.3T | 4.3% | ±0% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 310K | $15.7T | 3.9% | NEW |
| 7 | DBC | INVESCO DB COMMDY INDX TRCK | 486K | $10.9T | 2.7% | +4% |
| 8 | MSFT | MICROSOFT CORP | 22K | $10.8T | 2.7% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 57K | $10.6T | 2.6% | +2% |
| 10 | WM | WASTE MGMT INC DEL | 37K | $8.2T | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALUMBO SIGNAL
AC read
Palumbo Wealth Management LLC is a Other fund managing $322890.4 trillion in assets. The fund runs a portfolio of 197 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed