Palumbo Wealth Management LLC

CIK 0001846310 · GREAT NECK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Palumbo Wealth Management LLC reported 237 positions worth $477.6M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SPY (7.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$477.6M
2026 Q2
Positions
237
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.2%
Est. Net Flow (Q)
2026 Q2
10 / 237 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$36.0M7.54%48,207
2GOOGLALPHABET INCSH$26.5M5.56%74,288
3JPSTJ P MORGAN EXCHANGE TRADED FSH$20.2M4.23%399,763
4AAPLAPPLE INCSH$20.1M4.21%69,432
5AMZNAMAZON COM INCSH$19.4M4.05%81,207
6GLDSPDR GOLD TRSH$15.6M3.27%42,380
7NVDANVIDIA CORPORATIONSH$13.1M2.74%65,340
8DBCINVESCO DB COMMDY INDX TRCKSH$12.7M2.66%475,810
9MSFTMICROSOFT CORPSH$12.4M2.60%33,335
10MRVLMARVELL TECHNOLOGY INCSH$11.2M2.35%37,632

The free plan shows the top 10 positions. The remaining 227 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Palumbo Wealth Management LLC hold as of Q2 2026?

Palumbo Wealth Management LLC reported 237 positions worth $477.6M in its Q2 2026 13F filing. Largest positions: SPY (7.5%), GOOGL (5.6%), JPST (4.2%), AAPL (4.2%) and AMZN (4.1%).

What did Palumbo Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Palumbo Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.