§ 13F · FUND PROFILE
Palumbo Wealth Management LLC.
AUM · $478M (13F)Positions · 237Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 48K | $36M | 7.5% | ±0% |
| 2 | GOOGL | ALPHABET INC | 74K | $27M | 5.6% | ±0% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 400K | $20M | 4.2% | +24% |
| 4 | AAPL | APPLE INC | 69K | $20M | 4.2% | ±0% |
| 5 | AMZN | AMAZON COM INC | 81K | $19M | 4.1% | −1% |
| 6 | GLD | SPDR GOLD TR | 42K | $16M | 3.3% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 65K | $13M | 2.7% | ±0% |
| 8 | DBC | INVESCO DB COMMDY INDX TRCK | 476K | $13M | 2.7% | −2% |
| 9 | MSFT | MICROSOFT CORP | 33K | $12M | 2.6% | +42% |
| 10 | MRVL | MARVELL TECHNOLOGY INC | 38K | $11M | 2.3% | ±0% |
§ 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 $478 million in assets. The fund runs a broad portfolio of 237 positions.
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