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Palumbo Wealth Management LLC

Portfolio Manager
Palumbo Wealth Management LLC
Performance
+1.23% (2025 Q4)
AUM (13F)
$409.80M
# of Holdings
221
Performance Rank
Allocation (Top 20)
56.48%

Palumbo Wealth Management LLC Holdings Map

Top 50 Palumbo Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
7.68%48.4K$31.5M
+1.19%(+569)
2025-Q1: 44.9K shares2025-Q2: 45.2K shares2025-Q3: 47.5K shares2025-Q4: 47.8K shares2026-Q1: 48.4K shares
$464.81(+60.96%)
2026-03-31
GOOGL
ALPHABET INC
5.21%74.3K$21.4M
+2.63%(+1.90K)
2025-Q1: 20.9K shares2025-Q2: 21.7K shares2025-Q3: 45.4K shares2025-Q4: 72.4K shares2026-Q1: 74.3K shares
$216.26(+85.46%)
2026-03-31
GLD
SPDR GOLD TR
4.52%43.1K$18.5M
-1.18%(-513)
2025-Q1: 53.8K shares2025-Q2: 52.6K shares2025-Q3: 43.6K shares2025-Q4: 43.6K shares2026-Q1: 43.1K shares
$175.93(+142.83%)
2026-03-31
AAPL
APPLE INC
4.29%69.3K$17.6M
+5.97%(+3.90K)
2025-Q1: 52.5K shares2025-Q2: 56.8K shares2025-Q3: 65.0K shares2025-Q4: 65.4K shares2026-Q1: 69.3K shares
$169.65(+75.78%)
2026-03-31
AMZN
AMAZON COM INC
4.15%81.7K$17.0M
+0.07%(+57)
2025-Q1: 35.6K shares2025-Q2: 46.6K shares2025-Q3: 53.4K shares2025-Q4: 81.7K shares2026-Q1: 81.7K shares
$184.99(+44.45%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
3.98%322.4K$16.3M
+3.90%(+12.11K)
2025-Q1: 390.1K shares2025-Q2: 388.3K shares2025-Q3: 0 shares2025-Q4: 310.3K shares2026-Q1: 322.4K shares
$50.56(-0.09%)
2026-03-31
DBC
INVESCO DB COMMDY INDX TRCK
3.43%485.5K$14.1M
-0.01%(-53)
2025-Q1: 483.7K shares2025-Q2: 470.5K shares2025-Q3: 467.3K shares2025-Q4: 485.6K shares2026-Q1: 485.5K shares
$23.24(+34.06%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.79%65.6K$11.4M
+15.57%(+8.84K)
2025-Q1: 41.6K shares2025-Q2: 49.3K shares2025-Q3: 55.9K shares2025-Q4: 56.8K shares2026-Q1: 65.6K shares
$96.49(+144.31%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.21%30.7K$9.0M
+141.71%(+18.01K)
2025-Q1: 11.6K shares2025-Q2: 12.0K shares2025-Q3: 12.4K shares2025-Q4: 12.7K shares2026-Q1: 30.7K shares
$242.82(+23.51%)
2026-03-31
MSFT
MICROSOFT CORP
2.12%23.4K$8.7M
+4.87%(+1.09K)
2025-Q1: 20.0K shares2025-Q2: 20.1K shares2025-Q3: 22.2K shares2025-Q4: 22.3K shares2026-Q1: 23.4K shares
$313.42(+30.63%)
2026-03-31

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