Palumbo Wealth Management LLC
CIK 1846310
13F filing for Q2 2026・No. 4,009
- Holdings
- US$477.62M
- Quarter change
- +US$67.82M
- Entries
- 237
- Net bought (estimate)
- +US$13.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 31
- Sold out 15
- Cut 92
- Added 100
- Corporate actions 2
- Unchanged 14
Largest holdings
237 stocks worth US$477.62M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 48,207 | US$36M | 7.54% |
| GOOGLAlphabetCAP STK CL A | Added | 74,288 | US$26.55M | 5.56% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 399,763 | US$20.22M | 4.23% |
| AAPLAppleCOM | Added | 69,432 | US$20.09M | 4.21% |
| AMZNAmazonCOM | Cut | 81,207 | US$19.35M | 4.05% |
| GLDSPDR GOLD TRGOLD SHS | Cut | 42,380 | US$15.61M | 3.27% |
| NVDANvidiaCOM | Cut | 65,340 | US$13.07M | 2.74% |
| INVESCO DB COMMDY INDX TRCKUNIT | Cut | 475,810 | US$12.69M | 2.66% |
| MSFTMicrosoftCOM | Added | 33,335 | US$12.43M | 2.60% |
| MRVLMARVELL TECHNOLOGY INCCOM | Cut | 37,632 | US$11.21M | 2.35% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.