§ 13F · FUND PROFILE
Palumbo Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $313M (13F)Positions · 179Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 48K | $31M | 7.7% | +1% |
| 2 | GOOGL | ALPHABET INC | 74K | $21M | 5.2% | +3% |
| 3 | GLD | SPDR GOLD TR | 43K | $19M | 4.5% | −1% |
| 4 | AAPL | APPLE INC | 69K | $18M | 4.3% | +6% |
| 5 | AMZN | AMAZON COM INC | 82K | $17M | 4.2% | ±0% |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 322K | $16M | 4.0% | +4% |
| 7 | DBC | INVESCO DB COMMDY INDX TRCK | 486K | $14M | 3.4% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 66K | $11M | 2.8% | +16% |
| 9 | JPM | JPMORGAN CHASE & CO | 31K | $9M | 2.2% | +142% |
| 10 | MSFT | MICROSOFT CORP | 23K | $9M | 2.1% | +5% |
§ 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 $313 million in assets. The fund runs a portfolio of 179 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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