Institutions / Palumbo Wealth Management LLC
Palumbo Wealth Management LLC
CIK 1846310 · Institution · as of Dec 31, 2025
Portfolio value
$405.29M
Positions
218
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 218 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $32.60M | 8.0% |
| Alphabet Inc. | $22.66M | 5.6% |
| Amazon.com Inc | $18.85M | 4.7% |
| Apple Inc. | $17.77M | 4.4% |
| SPDR Gold Tr | $17.27M | 4.3% |
| J P Morgan Exchange Traded F | $15.70M | 3.9% |
| Invesco Db Commdy Indx Trck | $10.86M | 2.7% |
| Microsoft Corp | $10.80M | 2.7% |
| NVIDIA Corp | $10.59M | 2.6% |
| Waste Management Inc | $8.18M | 2.0% |
| Invesco Qqq Tr | $7.30M | 1.8% |
| Warren E. Buffett | $6.96M | 1.7% |
| Sprott Asset Management LP | $6.75M | 1.7% |
| iShares Tr | $6.66M | 1.6% |
| Visa Inc | $6.14M | 1.5% |
| Costco Wholesale Corp /New | $5.84M | 1.4% |
| J P Morgan Exchange Traded F | $5.56M | 1.4% |
| PIMCO ETF Tr | $5.38M | 1.3% |
| Williams Sonoma Inc | $4.65M | 1.1% |
| Grayscale Bitcoin Trust ETF | $4.60M | 1.1% |
| Entergy Corp /De | $4.56M | 1.1% |
| Quest Diagnostics Inc | $4.49M | 1.1% |
| JPMORGAN CHASE & CO | $4.10M | 1.0% |
| Alphabet Inc. | $4.04M | 1.0% |
| Johnson & Johnson | $4.00M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.