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Palumbo Wealth Management LLC
hedge fundUpdated 31 days agoManaged by Palumbo Wealth Management Llc • Latest filing Q2 2026
Portfolio value
$477.6M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
43.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $150.4M |
| Q2 2023 | $163.5M |
| Q3 2023 | $181.8M |
| Q4 2023 | $195.7M |
| Q1 2024 | $223.3M |
| Q2 2024 | $236.7M |
| Q3 2024 | $257.2M |
| Q4 2024 | $267.8M |
| Q1 2025 | $299.2M |
| Q2 2025 | $322.9M |
| Q3 2025 | $313.1M |
| Q4 2025 | $405.3M |
| Q1 2026 | $409.8M |
| Q2 2026 | $477.6M |
Top holdings
237 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY STATE STR SPDR S&P 500 ETF T | $36M | 48.2K | 7.54% | — |
| 2 | G GOOGN ALPHABET INC | $26.5M | 74.3K | 5.56% | — |
| 3 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $20.2M | 399.8K | 4.23% | — |
| 4 | A AAPL APPLE INC | $20.1M | 69.4K | 4.21% | — |
| 5 | A AMZN AMAZON COM INC | $19.4M | 81.2K | 4.05% | — |
| 6 | G GLD SPDR GOLD TR | $15.6M | 42.4K | 3.27% | — |
| 7 | N NVDA NVIDIA CORPORATION | $13.1M | 65.3K | 2.74% | — |
| 8 | D DBC INVESCO DB COMMDY INDX TRCK | $12.7M | 475.8K | 2.66% | — |
| 9 | M MSFT MICROSOFT CORP | $12.4M | 33.3K | 2.60% | — |
| 10 | M MRVL MARVELL TECHNOLOGY INC | $11.2M | 37.6K | 2.35% | — |
| 11 | J JPM-PM JPMORGAN CHASE & CO | $10M | 30.7K | 2.10% | — |
| 12 | A AMD ADVANCED MICRO DEVICES INC | $9.5M | 16.3K | 1.98% | — |
| 13 | P PDI PIMCO ETF TR | $9.2M | 91.7K | 1.93% | — |
| 14 | Q QQQ INVESCO QQQ TR | $8.2M | 11.1K | 1.71% | — |
| 15 | W WM WASTE MGMT INC DEL | $8M | 35.9K | 1.68% | — |
| 16 | E ETHA ISHARES TR | $7.8M | 52.7K | 1.64% | — |
| 17 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $7.4M | 14.8K | 1.55% | — |
| 18 | C COST COSTCO WHOLESALE CORPORATION | $6.3M | 6.8K | 1.33% | — |
| 19 | ? N/A J P MORGAN EXCHANGE TRADED F | $6.2M | 92.3K | 1.31% | — |
| 20 | P PHYS SPROTT ASSET MANAGEMENT LP | $6.1M | 201.5K | 1.27% | — |