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Palumbo Wealth Management LLC

Q2 2026 13F filing

Updated 31 days ago

237 disclosed positions worth $477.6M

Portfolio value
$477.6M
Total holdings
237
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$36M
Shares
48.2K
% Port
7.54%
G

ALPHABET INC

Value
$26.5M
Shares
74.3K
% Port
5.56%
J

J P MORGAN EXCHANGE TRADED F

Value
$20.2M
Shares
399.8K
% Port
4.23%
A

APPLE INC

Value
$20.1M
Shares
69.4K
% Port
4.21%
A

AMAZON COM INC

Value
$19.4M
Shares
81.2K
% Port
4.05%
G
6.GLD

SPDR GOLD TR

Value
$15.6M
Shares
42.4K
% Port
3.27%
N

NVIDIA CORPORATION

Value
$13.1M
Shares
65.3K
% Port
2.74%
D
8.DBC

INVESCO DB COMMDY INDX TRCK

Value
$12.7M
Shares
475.8K
% Port
2.66%
M

MICROSOFT CORP

Value
$12.4M
Shares
33.3K
% Port
2.60%
M
10.MRVL

MARVELL TECHNOLOGY INC

Value
$11.2M
Shares
37.6K
% Port
2.35%
J

JPMORGAN CHASE & CO

Value
$10M
Shares
30.7K
% Port
2.10%
A
12.AMD

ADVANCED MICRO DEVICES INC

Value
$9.5M
Shares
16.3K
% Port
1.98%
P
13.PDI

PIMCO ETF TR

Value
$9.2M
Shares
91.7K
% Port
1.93%
Q
14.QQQ

INVESCO QQQ TR

Value
$8.2M
Shares
11.1K
% Port
1.71%
W
15.WM

WASTE MGMT INC DEL

Value
$8M
Shares
35.9K
% Port
1.68%
E
16.ETHA

ISHARES TR

Value
$7.8M
Shares
52.7K
% Port
1.64%
B

BERKSHIRE HATHAWAY INC DEL

Value
$7.4M
Shares
14.8K
% Port
1.55%
C
18.COST

COSTCO WHOLESALE CORPORATION

Value
$6.3M
Shares
6.8K
% Port
1.33%
?
19.N/A

J P MORGAN EXCHANGE TRADED F

Value
$6.2M
Shares
92.3K
% Port
1.31%
P
20.PHYS

SPROTT ASSET MANAGEMENT LP

Value
$6.1M
Shares
201.5K
% Port
1.27%
E
21.ETR

ENTERGY CORP NEW

Value
$5.8M
Shares
50.5K
% Port
1.21%
V
22.V

VISA INC

Value
$5.5M
Shares
16.0K
% Port
1.15%
B
23.BX

BLACKSTONE INC

Value
$5.3M
Shares
3.9K
% Port
1.12%
B
24.BE

BLOOM ENERGY CORP

Value
$5.3M
Shares
17.6K
% Port
1.12%
J
25.JNJ

JOHNSON & JOHNSON

Value
$5.1M
Shares
20.0K
% Port
1.07%
D
26.DGX

QUEST DIAGNOSTICS INC

Value
$5M
Shares
23.7K
% Port
1.05%
B
27.BFLY

BUTTERFLY NETWORK INC

Value
$4.5M
Shares
536.5K
% Port
0.95%
G

ALPHABET INC

Value
$4.5M
Shares
12.8K
% Port
0.95%
I
29.IBIT

ISHARES BITCOIN TRUST ETF

Value
$4.1M
Shares
124.4K
% Port
0.87%
N
30.NPCE

NEUROPACE INC

Value
$3.3M
Shares
209.2K
% Port
0.70%
S

SPDR SERIES TRUST

Value
$3.2M
Shares
27.7K
% Port
0.67%
A
32.AMAT

APPLIED MATLS INC

Value
$3.2M
Shares
4.4K
% Port
0.66%
U
33.UBER

UBER TECHNOLOGIES INC

Value
$3.1M
Shares
43.1K
% Port
0.65%
C
34.CRWD

CROWDSTRIKE HLDGS INC

Value
$3.1M
Shares
4.1K
% Port
0.65%
M
35.META

META PLATFORMS INC

Value
$2.9M
Shares
5.2K
% Port
0.61%
C
36.CAT

CATERPILLAR INC

Value
$2.9M
Shares
2.7K
% Port
0.60%
I
37.IBM

INTERNATIONAL BUSINESS MACHS

Value
$2.8M
Shares
10.0K
% Port
0.59%
C
38.CARL

CARLSMED INC

Value
$2.8M
Shares
267.3K
% Port
0.58%
B

BANK OF AMER CORP

Value
$2.8M
Shares
48.3K
% Port
0.58%
M
40.MCD

MCDONALDS CORP

Value
$2.5M
Shares
9.4K
% Port
0.53%
I
41.ITW

ILLINOIS TOOL WKS INC

Value
$2.5M
Shares
9.3K
% Port
0.53%
C
42.CDNA

CAREDX INC

Value
$2.4M
Shares
82.9K
% Port
0.49%
E
43.ETHA

ISHARES TR

Value
$2.3M
Shares
6.4K
% Port
0.49%
T
44.TMO

THERMO FISHER SCIENTIFIC INC

Value
$2.3M
Shares
4.6K
% Port
0.48%
A
45.AAP

ADVANCE AUTO PARTS INC

Value
$2.2M
Shares
35.9K
% Port
0.47%
C
46.CRM

SALESFORCE INC

Value
$2.1M
Shares
13.7K
% Port
0.45%
A
47.ABSI

ABSCI CORPORATION

Value
$2.1M
Shares
183.2K
% Port
0.44%
M
48.MSCI

MSCI INC

Value
$2M
Shares
3.5K
% Port
0.41%
?
49.N/A

ETF SER SOLUTIONS

Value
$2M
Shares
45.6K
% Port
0.41%
B

BABCOCK & WILCOX ENTERPRISES

Value
$1.9M
Shares
133.9K
% Port
0.40%