StockDriftsStockDriftsTop 50 Palumbo Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.54% | 48.2K | $36.0M | -0.36%(-173) | $464.81(+66.42%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.56% | 74.3K | $26.5M | +0.01%(+5) | $216.27(+62.51%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.23% | 399.8K | $20.2M | +24.01%(+77.39K) | $50.56(-0.20%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.21% | 69.4K | $20.1M | +0.25%(+173) | $169.90(+80.50%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.05% | 81.2K | $19.4M | -0.62%(-509) | $184.99(+48.63%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.27% | 42.4K | $15.6M | -1.59%(-684) | $175.93(+129.39%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.74% | 65.3K | $13.1M | -0.42%(-278) | $96.49(+128.48%) | 2026-06-30 | |
| DBC | INVESCO DB COMMDY INDX TRCK | 2.66% | 475.8K | $12.7M | -2.00%(-9.70K) | $23.24(+28.29%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.6% | 33.3K | $12.4M | +42.35%(+9.92K) | $329.06(+52.79%) | 2026-06-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.35% | 37.6K | $11.2M | -0.08%(-30) | $80.82(+158.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.80% | +43.52% | +4.92% | +27.14% |
| Top 20 Holdings Unweighted | +13.72% | +47.07% | +6.33% | +35.92% |
Palumbo Wealth Management LLC reports $477.62M in US-listed equity holdings across 237 positions in its most recent 13F filing. Its largest disclosed positions are SPY (7.5%), GOOGL (5.6%) and JPST (4.2%). The top 20 holdings account for 55.71% of reported assets. Its disclosed equity book has returned +43.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palumbo Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846310). View Palumbo Wealth Management LLC’s 13F filings on SEC