13F Insight
DOSSIER · 13F-HR · Q2 2026

Palumbo Wealth Management LLC

$478M in tracked AUM across 237 positions as of Q2 2026.

PW
CIK 0001846310 · last filed Jun 30, 2026
Total AUM
$478M
as of Q2 2026
Holdings
237
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Palumbo Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$36M48K7.5%02
GOOGL
ALPHABET INC
$27M74K5.6%03
JPST
J P MORGAN EXCHANGE TRADED F
$20M400K4.2%04
AAPL
APPLE INC
$20M69K4.2%05
AMZN
AMAZON COM INC
$19M81K4.1%06
GLD
SPDR GOLD TR
$16M42K3.3%07
NVDA
NVIDIA CORPORATION
$13M65K2.7%08
DBC
INVESCO DB COMMDY INDX TRCK
$13M476K2.7%09
MSFT
MICROSOFT CORP
$12M33K2.6%10
MRVL
MARVELL TECHNOLOGY INC
$11M38K2.3%

Filing history

2026Q2Jun 30
$478M▲ 16.5%
237 positionsView →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 positionsLocked
Showing 12 of 23