13F Insight
DOSSIER · 13F-HR · Q1 2026

Palumbo Wealth Management LLC

$410M in tracked AUM across 221 positions as of Q1 2026.

PW
CIK 0001846310 · last filed Mar 31, 2026
Total AUM
$410M
as of Q1 2026
Holdings
221
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Palumbo Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$31M48K7.7%02
GOOGL
ALPHABET INC
$21M74K5.2%03
GLD
SPDR GOLD TR
$19M43K4.5%04
AAPL
APPLE INC
$18M69K4.3%05
AMZN
AMAZON COM INC
$17M82K4.2%06
JPST
J P MORGAN EXCHANGE TRADED F
$16M322K4.0%07
DBC
INVESCO DB COMMDY INDX TRCK
$14M486K3.4%08
NVDA
NVIDIA CORPORATION
$11M66K2.8%09
JPM
JPMORGAN CHASE & CO
$9M31K2.2%10
MSFT
MICROSOFT CORP
$9M23K2.1%

Filing history

2026Q1Mar 31
$410M▲ 1.1%
221 positionsView →2025Q4Dec 31
$405M▲ 29.4%
218 positionsView →2025Q3Sep 30
$313M▼ 3.0%
179 positionsView →2025Q2Jun 30
$323M▲ 7.9%
197 positionsLocked2025Q1Mar 31
$299M▲ 11.7%
187 positionsLocked2024Q4Dec 31
$268M▲ 4.1%
175 positionsLocked2024Q3Sep 30
$257M▲ 8.7%
160 positionsLocked2024Q2Jun 30
$237M▲ 6.0%
151 positionsLocked2024Q1Mar 31
$223M▲ 14.2%
140 positionsLocked2023Q4Dec 31
$196M▲ 7.6%
123 positionsLocked2023Q3Sep 30
$182M▲ 11.2%
116 positionsLocked2023Q2Jun 30
$163M▲ 8.7%
105 positionsLocked
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