Palumbo Wealth Management LLC

13F filer · CIK 0001846310

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$478MU.S. long equity reported on 13F

Positions19925 new · 13 closed

Net flow last quarter+$10.5MBuys minus sells

Top 10 positions weight37.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026199 positions
SPYSPDR S&P 500 ETF Trust	$36M	7.54%	Not reported	-0.4%	Q1 2021
GOOGLAlphabet Inc.	$26.5M	5.56%	0.00%	0.0%	Q1 2023
AAPLApple Inc.	$20.1M	4.21%	0.00%	+0.3%	Q1 2021
AMZNAmazon Com Inc	$19.4M	4.05%	0.00%	-0.6%	Q1 2021
GLDSPDR Gold Trust	$15.6M	3.27%	0.01%	-1.6%	Q1 2021
NVDANvidia Corp	$13.1M	2.74%	0.00%	-0.4%	Q1 2021
DBCInvesco DB Commodity Index Tracking Fund	$12.7M	2.66%	0.80%	-2.0%	Q4 2021
MSFTMicrosoft Corp	$12.4M	2.60%	0.00%	+42.4%	Q1 2021
MRVLMarvell Technology, Inc.	$11.2M	2.35%	0.00%	-0.1%	Q3 2025
JPMJPMorgan Chase & Co	$10M	2.10%	0.00%	-0.1%	Q1 2021
AMDAdvanced Micro Devices Inc	$9.48M	1.98%	0.00%	+0.4%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$8.19M	1.71%	Not reported	+2.2%	Q1 2021
WMWaste Management Inc	$8.01M	1.68%	0.01%	-3.7%	Q1 2021
BRK.BBerkshire Hathaway Inc	$7.42M	1.55%	Not reported	+0.4%	Q1 2023
COSTCostco Wholesale Corp	$6.35M	1.33%	0.00%	-1.7%	Q1 2021
PHYSSprott Physical Gold Trust	$6.08M	1.27%	0.04%	-1.2%	Q1 2021
ETREntergy Corp	$5.8M	1.21%	0.01%	-1.0%	Q2 2024
VVisa Inc.	$5.48M	1.15%	0.00%	-1.6%	Q1 2021
BXBlackstone Inc.	$5.34M	1.12%	0.00%	+4.0%	Q1 2021
BEBloom Energy Corp	$5.34M	1.12%	0.01%	-18.9%	Q4 2024
JNJJohnson & Johnson	$5.09M	1.07%	0.00%	-1.3%	Q2 2023
DGXQuest Diagnostics Inc	$5.03M	1.05%	0.02%	-2.4%	Q2 2023
BFLYButterfly Network, Inc.	$4.52M	0.95%	Not reported	+48.9%	Q3 2024
GOOGAlphabet Inc.	$4.52M	0.95%	Not reported	+0.9%	Q1 2021
IBITiShares Bitcoin Trust ETF	$4.14M	0.87%	0.01%	-1.3%	Q4 2024
NPCENeuroPace Inc	$3.32M	0.70%	0.61%	-0.6%	Q4 2024
AMATApplied Materials Inc	$3.16M	0.66%	0.00%	-1.2%	Q1 2021
UBERUber Technologies, Inc	$3.11M	0.65%	0.00%	+20.6%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$3.1M	0.65%	0.00%	-0.2%	Q4 2023
METAMeta Platforms, Inc.	$2.9M	0.61%	Not reported	-3.1%	Q1 2021
CATCaterpillar Inc	$2.88M	0.60%	0.00%	+1.4%	Q1 2021
IBMInternational Business Machines Corp	$2.82M	0.59%	0.00%	-1.1%	Q1 2021
CARLCarlsmed, Inc.	$2.77M	0.58%	0.98%	New	Q2 2026
BACBank of America Corp	$2.75M	0.58%	0.00%	-2.9%	Q1 2021
MCDMcdonalds Corp	$2.55M	0.53%	0.00%	-3.8%	Q1 2021
ITWIllinois Tool Works Inc	$2.51M	0.53%	0.00%	-1.6%	Q2 2023
CDNACareDx, Inc.	$2.36M	0.49%	0.16%	+127.8%	Q3 2025
TMOThermo Fisher Scientific Inc.	$2.29M	0.48%	0.00%	-1.6%	Q2 2023
AAPAdvance Auto Parts Inc	$2.23M	0.47%	0.06%	-0.9%	Q4 2025
CRMSalesforce, Inc.	$2.15M	0.45%	0.00%	-4.8%	Q4 2023
ABSIAbsci Corp	$2.12M	0.44%	0.12%	New	Q2 2026
MSCIMSCI Inc.	$1.96M	0.41%	0.00%	-2.8%	Q2 2023
BWBabcock & Wilcox Enterprises, Inc.	$1.89M	0.40%	0.09%	-63.3%	Q3 2025
XMTRXometry, Inc.	$1.75M	0.37%	0.04%	+1.6%	Q3 2024
APHAmphenol Corp	$1.63M	0.34%	0.00%	+0.3%	Q2 2022
QSQuantumScape Corp	$1.56M	0.33%	0.22%	+345.6%	Q1 2025
LLYELI LILLY & Co	$1.43M	0.30%	0.00%	+8.8%	Q1 2025
ETNEaton Corp plc	$1.39M	0.29%	0.00%	+0.2%	Q1 2021
PGPROCTER & GAMBLE Co	$1.39M	0.29%	0.00%	+0.3%	Q1 2021
DFTXDefinium Therapeutics, Inc.	$1.38M	0.29%	0.02%	-22.9%	Q1 2026

Q1 2026Reported May 12, 2026185 positions
SPYSPDR S&P 500 ETF Trust	$31.5M	7.68%	Not reported	+1.2%	Q1 2021
GOOGLAlphabet Inc.	$21.4M	5.21%	0.00%	+2.6%	Q1 2023
GLDSPDR Gold Trust	$18.5M	4.52%	0.01%	-1.2%	Q1 2021
AAPLApple Inc.	$17.6M	4.29%	0.00%	+6.0%	Q1 2021
AMZNAmazon Com Inc	$17M	4.15%	0.00%	+0.1%	Q1 2021
DBCInvesco DB Commodity Index Tracking Fund	$14.1M	3.43%	0.83%	0.0%	Q4 2021
NVDANvidia Corp	$11.4M	2.79%	0.00%	+15.6%	Q1 2021
JPMJPMorgan Chase & Co	$9.04M	2.21%	0.00%	+141.7%	Q1 2021
MSFTMicrosoft Corp	$8.67M	2.12%	0.00%	+4.9%	Q1 2021
WMWaste Management Inc	$8.57M	2.09%	0.01%	+0.2%	Q1 2021
PHYSSprott Physical Gold Trust	$7.22M	1.76%	0.04%	-0.2%	Q1 2021
BRK.BBerkshire Hathaway Inc	$7.07M	1.73%	Not reported	+6.6%	Q1 2023
COSTCostco Wholesale Corp	$6.88M	1.68%	0.00%	+1.9%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$6.28M	1.53%	Not reported	-8.5%	Q1 2021
ETREntergy Corp	$5.73M	1.40%	0.01%	+3.4%	Q2 2024
BWBabcock & Wilcox Enterprises, Inc.	$5.37M	1.31%	0.27%	+22.7%	Q3 2025
JNJJohnson & Johnson	$4.96M	1.21%	0.00%	+5.0%	Q2 2023
VVisa Inc.	$4.91M	1.20%	0.00%	-7.2%	Q1 2021
IBITiShares Bitcoin Trust ETF	$4.84M	1.18%	0.01%	+149.1%	Q4 2024
DGXQuest Diagnostics Inc	$4.76M	1.16%	0.02%	-6.0%	Q2 2023
MRVLMarvell Technology, Inc.	$3.73M	0.91%	0.00%	+0.3%	Q3 2025
GOOGAlphabet Inc.	$3.63M	0.89%	Not reported	-1.7%	Q1 2021
AMDAdvanced Micro Devices Inc	$3.3M	0.81%	0.00%	+1.7%	Q2 2025
MCDMcdonalds Corp	$3.05M	0.74%	0.00%	-11.9%	Q1 2021
METAMeta Platforms, Inc.	$3.04M	0.74%	Not reported	+25.9%	Q1 2021
BEBloom Energy Corp	$2.95M	0.72%	0.01%	+1.6%	Q4 2024
NKENIKE, Inc.	$2.83M	0.69%	0.00%	-6.0%	Q1 2021
NPCENeuroPace Inc	$2.77M	0.68%	0.62%	-1.7%	Q4 2024
CRMSalesforce, Inc.	$2.69M	0.66%	0.00%	+14.2%	Q4 2023
UBERUber Technologies, Inc	$2.57M	0.63%	0.00%	+1098.8%	Q3 2023
WSMWilliams Sonoma Inc	$2.49M	0.61%	0.01%	-47.5%	Q3 2025
IBMInternational Business Machines Corp	$2.46M	0.60%	0.00%	-2.8%	Q1 2021
ITWIllinois Tool Works Inc	$2.46M	0.60%	0.00%	-10.5%	Q2 2023
BACBank of America Corp	$2.42M	0.59%	0.00%	-3.1%	Q1 2021
TMOThermo Fisher Scientific Inc.	$2.28M	0.56%	0.00%	-17.1%	Q2 2023
TSCOTractor Supply Co	$2.05M	0.50%	0.01%	-18.0%	Q2 2023
MSCIMSCI Inc.	$1.94M	0.47%	0.00%	-18.8%	Q2 2023
AAPAdvance Auto Parts Inc	$1.91M	0.47%	0.06%	-9.8%	Q4 2025
CATCaterpillar Inc	$1.89M	0.46%	0.00%	0.0%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$1.59M	0.39%	0.00%	+13.3%	Q4 2023
OXYOccidental Petroleum Corp	$1.57M	0.38%	0.00%	-5.9%	Q3 2023
AMATApplied Materials Inc	$1.51M	0.37%	0.00%	-3.8%	Q1 2021
BSXBoston Scientific Corp	$1.47M	0.36%	0.00%	-7.7%	Q3 2025
BFLYButterfly Network, Inc.	$1.46M	0.36%	Not reported	-12.8%	Q3 2024
PGPROCTER & GAMBLE Co	$1.37M	0.33%	0.00%	-8.6%	Q1 2021
ACNAccenture plc	$1.32M	0.32%	0.00%	-18.2%	Q3 2021
ETNEaton Corp plc	$1.17M	0.29%	0.00%	+1.9%	Q1 2021
APHAmphenol Corp	$1.16M	0.28%	0.00%	+0.3%	Q2 2022
PALCPacific Alliance Corp	$1.14M	0.28%	Not reported	Not reported	Q2 2023
NOWServiceNow, Inc.	$1.05M	0.26%	0.00%	+3.7%	Q4 2023

Q4 2025Reported Jan 21, 2026183 positions
SPYSPDR S&P 500 ETF Trust	$32.6M	8.04%	Not reported	+0.6%	Q1 2021
GOOGLAlphabet Inc.	$22.7M	5.59%	0.00%	+59.4%	Q1 2023
AMZNAmazon Com Inc	$18.8M	4.65%	0.00%	+53.0%	Q1 2021
AAPLApple Inc.	$17.8M	4.38%	0.00%	+0.5%	Q1 2021
GLDSPDR Gold Trust	$17.3M	4.26%	0.01%	-0.1%	Q1 2021
DBCInvesco DB Commodity Index Tracking Fund	$10.9M	2.68%	0.85%	+3.9%	Q4 2021
MSFTMicrosoft Corp	$10.8M	2.66%	0.00%	+0.4%	Q1 2021
NVDANvidia Corp	$10.6M	2.61%	0.00%	+1.5%	Q1 2021
WMWaste Management Inc	$8.18M	2.02%	0.01%	-0.6%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$7.3M	1.80%	Not reported	+1.8%	Q1 2021
BRK.BBerkshire Hathaway Inc	$6.96M	1.72%	Not reported	+58.1%	Q1 2023
PHYSSprott Physical Gold Trust	$6.75M	1.66%	0.04%	+3.0%	Q1 2021
VVisa Inc.	$6.14M	1.51%	0.00%	+0.6%	Q1 2021
COSTCostco Wholesale Corp	$5.84M	1.44%	0.00%	-0.7%	Q1 2021
WSMWilliams Sonoma Inc	$4.65M	1.15%	0.02%	+10.3%	Q3 2025
GBTCGrayscale Bitcoin Trust ETF	$4.6M	1.13%	0.03%	New	Q4 2025
ETREntergy Corp	$4.56M	1.12%	0.01%	+0.2%	Q2 2024
DGXQuest Diagnostics Inc	$4.49M	1.11%	0.02%	+0.5%	Q2 2023
JPMJPMorgan Chase & Co	$4.1M	1.01%	0.00%	+2.5%	Q1 2021
GOOGAlphabet Inc.	$4.04M	1.00%	Not reported	Not reported	Q1 2021
JNJJohnson & Johnson	$4M	0.99%	0.00%	+2.1%	Q2 2023
NKENIKE, Inc.	$3.64M	0.90%	0.00%	-21.2%	Q1 2021
AMDAdvanced Micro Devices Inc	$3.42M	0.84%	0.00%	+1.4%	Q2 2025
MCDMcdonalds Corp	$3.4M	0.84%	0.00%	-6.6%	Q1 2021
CRMSalesforce, Inc.	$3.34M	0.82%	0.00%	+117.4%	Q4 2023
NPCENeuroPace Inc	$3.31M	0.82%	0.64%	+8.5%	Q4 2024
TMOThermo Fisher Scientific Inc.	$3.24M	0.80%	0.00%	+0.8%	Q2 2023
MRVLMarvell Technology, Inc.	$3.19M	0.79%	0.00%	+1.4%	Q3 2025
IBMInternational Business Machines Corp	$3.09M	0.76%	0.00%	-1.0%	Q1 2021
BACBank of America Corp	$2.82M	0.70%	0.00%	+0.2%	Q1 2021
METAMeta Platforms, Inc.	$2.79M	0.69%	Not reported	-0.5%	Q1 2021
TSCOTractor Supply Co	$2.76M	0.68%	0.01%	+1.0%	Q2 2023
ITWIllinois Tool Works Inc	$2.6M	0.64%	0.00%	-47.6%	Q2 2023
MSCIMSCI Inc.	$2.55M	0.63%	0.01%	+0.1%	Q2 2023
IBITiShares Bitcoin Trust ETF	$2.51M	0.62%	0.00%	-64.4%	Q4 2024
BSXBoston Scientific Corp	$2.35M	0.58%	0.00%	0.0%	Q3 2025
ACNAccenture plc	$2.19M	0.54%	0.00%	-25.2%	Q3 2021
BWBabcock & Wilcox Enterprises, Inc.	$1.89M	0.47%	0.23%	+38.1%	Q3 2025
BEBloom Energy Corp	$1.86M	0.46%	0.01%	-8.7%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.68M	0.42%	0.00%	+7.6%	Q4 2023
AAPAdvance Auto Parts Inc	$1.58M	0.39%	0.07%	New	Q4 2025
BFLYButterfly Network, Inc.	$1.57M	0.39%	Not reported	+182.9%	Q3 2024
CATCaterpillar Inc	$1.53M	0.38%	0.00%	+0.1%	Q1 2021
NOWServiceNow, Inc.	$1.49M	0.37%	0.00%	+126.1%	Q4 2023
PGPROCTER & GAMBLE Co	$1.48M	0.37%	0.00%	-3.0%	Q1 2021
NUVBNuvation Bio Inc.	$1.47M	0.36%	0.05%	+22.3%	Q1 2024
EBSEmergent BioSolutions Inc.	$1.45M	0.36%	0.22%	+143.0%	Q3 2025
BALTBaltic Trading Ltd	$1.39M	0.34%	Not reported	-34.7%	Q4 2024
LENLennar Corp	$1.32M	0.33%	Not reported	-38.0%	Q3 2025
SPGIS&P Global Inc.	$1.3M	0.32%	0.00%	-0.4%	Q1 2021

Q3 2025Reported Nov 10, 2025164 positions
SPYSPDR S&P 500 ETF Trust	$31.7M	10.11%	Not reported	+5.2%	Q1 2021
GLDSPDR Gold Trust	$15.5M	4.95%	0.01%	-17.1%	Q1 2021
AAPLApple Inc.	$15.3M	4.90%	0.00%	+14.5%	Q1 2021
AMZNAmazon Com Inc	$11.1M	3.53%	0.00%	+14.4%	Q1 2021
DBCInvesco DB Commodity Index Tracking Fund	$10.5M	3.36%	0.81%	-0.7%	Q4 2021
MSFTMicrosoft Corp	$10.3M	3.28%	0.00%	+10.8%	Q1 2021
IBITiShares Bitcoin Trust ETF	$9.23M	2.95%	0.01%	+191.3%	Q4 2024
NVDANvidia Corp	$8.98M	2.87%	0.00%	+13.4%	Q1 2021
WMWaste Management Inc	$8.24M	2.63%	0.01%	+0.9%	Q1 2021
GOOGLAlphabet Inc.	$7.47M	2.39%	0.00%	+109.1%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$7.01M	2.24%	Not reported	+4.2%	Q1 2021
COSTCostco Wholesale Corp	$6.27M	2.00%	0.00%	-1.5%	Q1 2021
PHYSSprott Physical Gold Trust	$5.88M	1.88%	0.05%	-14.5%	Q1 2021
VVisa Inc.	$5.75M	1.84%	0.00%	+0.2%	Q1 2021
ITWIllinois Tool Works Inc	$5.21M	1.66%	0.01%	+0.2%	Q2 2023
NKENIKE, Inc.	$5.04M	1.61%	0.00%	+389.8%	Q1 2021
DGXQuest Diagnostics Inc	$4.9M	1.56%	0.02%	+0.5%	Q2 2023
WSMWilliams Sonoma Inc	$4.61M	1.47%	0.02%	New	Q3 2025
ETREntergy Corp	$4.57M	1.46%	0.01%	+0.5%	Q2 2024
BRK.BBerkshire Hathaway Inc	$4.13M	1.32%	Not reported	-0.1%	Q1 2023
ORLYO Reilly Automotive Inc	$3.85M	1.23%	0.00%	-0.4%	Q2 2023
JPMJPMorgan Chase & Co	$3.63M	1.16%	0.00%	+3.4%	Q1 2021
MCDMcdonalds Corp	$3.53M	1.13%	0.00%	+1.0%	Q1 2021
JNJJohnson & Johnson	$3.35M	1.07%	0.00%	+3.7%	Q2 2023
MRVLMarvell Technology, Inc.	$3.12M	0.99%	0.00%	New	Q3 2025
TSCOTractor Supply Co	$3.1M	0.99%	0.01%	+0.5%	Q2 2023
SHWSherwin Williams Co	$3.02M	0.96%	0.00%	+0.1%	Q2 2023
IBMInternational Business Machines Corp	$2.87M	0.92%	0.00%	+0.8%	Q1 2021
ACNAccenture plc	$2.66M	0.85%	0.00%	+1.5%	Q3 2021
METAMeta Platforms, Inc.	$2.63M	0.84%	Not reported	+18.3%	Q1 2021
TMOThermo Fisher Scientific Inc.	$2.61M	0.83%	0.00%	+3.4%	Q2 2023
LENLennar Corp	$2.6M	0.83%	Not reported	New	Q3 2025
MSCIMSCI Inc.	$2.5M	0.80%	0.01%	+1.2%	Q2 2023
BACBank of America Corp	$2.5M	0.80%	0.00%	+1.0%	Q1 2021
AMDAdvanced Micro Devices Inc	$2.47M	0.79%	0.00%	+58.6%	Q2 2025
BSXBoston Scientific Corp	$2.4M	0.77%	0.00%	New	Q3 2025
NPCENeuroPace Inc	$2.04M	0.65%	0.59%	+16.2%	Q4 2024
BEBloom Energy Corp	$1.98M	0.63%	0.01%	+45.8%	Q4 2024
OXYOccidental Petroleum Corp	$1.76M	0.56%	0.00%	-2.2%	Q3 2023
DISWalt Disney Co	$1.69M	0.54%	0.00%	+0.7%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$1.58M	0.51%	0.00%	+17.3%	Q4 2023
PGPROCTER & GAMBLE Co	$1.49M	0.48%	0.00%	+6.4%	Q1 2021
NKTRNektar Therapeutics	$1.49M	0.48%	0.13%	+10.0%	Q2 2025
MNDYmonday.com Ltd.	$1.4M	0.45%	0.01%	+50.1%	Q1 2024
UNHUnitedhealth Group Inc	$1.39M	0.44%	0.00%	Not reported	Q2 2023
LMTLockheed Martin Corp	$1.35M	0.43%	0.00%	+2.3%	Q1 2021
CRMSalesforce, Inc.	$1.32M	0.42%	0.00%	+6.1%	Q4 2023
FDSFactset Research Systems Inc	$1.3M	0.42%	0.01%	+2.9%	Q2 2023
QUREuniQure N.V.	$1.27M	0.41%	0.04%	Not reported	Q4 2024
CATCaterpillar Inc	$1.23M	0.39%	0.00%	+1.8%	Q1 2021

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