Palumbo Wealth Management LLC Top Holdings and 13F Report (2026) About Palumbo Wealth Management LLCInvestment ActivityPalumbo Wealth Management LLC has $405.29 million in total holdings as of December 31, 2025.Palumbo Wealth Management LLC owns shares of 218 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 25.09% of the portfolio was purchased this quarter.About 11.74% of the portfolio was sold this quarter.This quarter, Palumbo Wealth Management LLC has purchased 179 new stocks and bought additional shares in 101 stocks.Palumbo Wealth Management LLC sold shares of 51 stocks and completely divested from 21 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $32,602,969Alphabet $22,655,338Amazon.com $18,848,531Apple $17,767,392SPDR Gold Shares $17,270,001 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $15,696,479 Holding464287804 - iShares Core S&P Small-Cap ETF $6,656,065 Holding46654Q724 - J P MORGAN EXCHANGE TRADED F $5,561,298 Holding389637109 - GRAYSCALE BITCOIN TRUST ETF $4,597,826 Holding02079K107 - Alphabet $4,041,758 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 310,268 shares (about $15.70M)Alphabet 26,957 shares (about $8.44M)iShares Core S&P Small-Cap ETF 55,384 shares (about $6.66M)Amazon.com 28,290 shares (about $6.53M)J P MORGAN EXCHANGE TRADED F 83,717 shares (about $5.56M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 114,656 shares (about $9.50M)ISHARES BITCOIN TRUST ETF 91,431 shares (about $4.54M)BLACKROCK INC 3,743 shares (about $4.00M)Defiance Next Gen Connectivity ETF 48,993 shares (about $3.13M)O'Reilly Automotive 31,499 shares (about $2.87M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalumbo Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$32,602,969$203,210 ▲0.6%47,8118.0%FinanceGOOGLAlphabet$22,655,338$8,437,573 ▲59.3%72,3815.6%Computer and TechnologyAMZNAmazon.com$18,848,531$6,529,898 ▲53.0%81,6594.7%Retail/WholesaleAAPLApple$17,767,392$89,170 ▲0.5%65,3554.4%Computer and TechnologyGLDSPDR Gold Shares$17,270,001$8,719 ▼-0.1%43,5774.3%FinanceJPSTJPMorgan Ultra-Short Income ETF$15,696,479$15,696,479 ▲New Holding310,2683.9%ETFDBCInvesco DB Commodity Index Tracking Fund$10,857,266$408,540 ▲3.9%485,5662.7%FinanceMSFTMicrosoft$10,799,043$42,558 ▲0.4%22,3302.7%Computer and TechnologyNVDANVIDIA$10,589,290$159,458 ▲1.5%56,7792.6%Computer and TechnologyWMWaste Management$8,176,385$48,117 ▼-0.6%37,2142.0%Business ServicesQQQInvesco QQQ$7,302,187$125,932 ▲1.8%11,8871.8%FinanceBRK.BBerkshire Hathaway$6,957,682$2,556,981 ▲58.1%13,8421.7%FinanceSPROTT ASSET MANAGEMENT LP$6,746,193$194,488 ▲3.0%204,3061.7%PHYSICAL GOLD TRIJRiShares Core S&P Small-Cap ETF$6,656,065$6,656,065 ▲New Holding55,3841.6%ETFVVisa$6,139,701$36,475 ▲0.6%17,5061.5%Business ServicesCOSTCostco Wholesale$5,843,117$39,667 ▼-0.7%6,7761.4%Retail/WholesaleJ P MORGAN EXCHANGE TRADED F$5,561,298$5,561,298 ▲New Holding83,7171.4%HEDGED EQUITY LAMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$5,382,001$705,084 ▲15.1%53,6381.3%ETFWSMWilliams-Sonoma$4,650,205$434,874 ▲10.3%26,0381.1%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$4,597,826$4,597,826 ▲New Holding67,2591.1%SHS REP COM UTETREntergy$4,557,097$10,352 ▲0.2%49,3031.1%UtilitiesDGXQuest Diagnostics$4,487,198$19,956 ▲0.4%25,8581.1%MedicalJPMJPMorgan Chase & Co.$4,095,986$99,886 ▲2.5%12,7121.0%FinanceGOOGAlphabet$4,041,758$4,041,758 ▲New Holding12,8801.0%Computer and TechnologyJNJJohnson & Johnson$4,001,520$82,986 ▲2.1%19,3361.0%MedicalNKENIKE$3,635,000$975,789 ▼-21.2%57,0550.9%Consumer DiscretionaryAMDAdvanced Micro Devices$3,420,350$46,044 ▲1.4%15,9710.8%Computer and TechnologyMCDMcDonald's$3,401,694$240,533 ▼-6.6%11,1300.8%Retail/WholesaleCRMSalesforce$3,342,483$1,804,628 ▲117.3%12,6170.8%Computer and TechnologyNPCENeuroPace$3,306,862$257,833 ▲8.5%214,1750.8%MedicalTMOThermo Fisher Scientific$3,238,221$24,339 ▲0.8%5,5880.8%MedicalMRVLMarvell Technology$3,191,509$42,575 ▲1.4%37,5560.8%Computer and TechnologyIBMInternational Business Machines$3,086,243$30,806 ▼-1.0%10,4190.8%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$2,850,654$2,850,654 ▲New Holding27,6870.7%ETFBACBank of America$2,820,076$5,555 ▲0.2%51,2740.7%FinanceMETAMeta Platforms$2,787,753$13,203 ▼-0.5%4,2230.7%Computer and TechnologyTSCOTractor Supply$2,764,068$25,955 ▲0.9%55,2700.7%Retail/WholesaleITWIllinois Tool Works$2,596,906$2,355,047 ▼-47.6%10,5440.6%IndustrialsMSCIMSCI$2,547,228$2,869 ▲0.1%4,4400.6%FinanceISHARES BITCOIN TRUST ETF$2,513,085$4,539,550 ▼-64.4%50,6160.6%SHS BEN INTBSXBoston Scientific$2,350,860$836 ▼0.0%25,3210.6%MedicalOEFiShares S&P 100 ETF$2,233,421$2,233,421 ▲New Holding6,5120.6%ETFACNAccenture$2,187,924$735,389 ▼-25.2%8,1550.5%Computer and TechnologyBWBabcock$1,887,298$520,628 ▲38.1%297,6810.5%Computer and TechnologyMSTBLHA Market State Tactical Beta ETF$1,864,145$1,864,145 ▲New Holding46,6970.5%ETFBEBloom Energy$1,860,924$176,126 ▼-8.6%21,4170.5%EnergyXLVHealth Care Select Sector SPDR Fund$1,853,328$1,853,328 ▲New Holding11,9720.5%ETFCRWDCrowdStrike$1,683,318$118,128 ▲7.5%3,5910.4%Computer and TechnologyAAPAdvance Auto Parts$1,576,713$1,576,713 ▲New Holding40,1200.4%Retail/WholesaleBFLYButterfly Network$1,570,605$1,015,505 ▲182.9%413,3170.4%MedicalCATCaterpillar$1,528,278$1,718 ▲0.1%2,6680.4%IndustrialsNOWServiceNow$1,487,782$1,356,192 ▲1,030.6%9,7120.4%Computer and TechnologyPGProcter & Gamble$1,484,841$45,859 ▼-3.0%10,3610.4%Consumer StaplesNUVBNuvation Bio$1,467,254$267,859 ▲22.3%163,7560.4%MedicalEBSEmergent Biosolutions$1,447,616$851,913 ▲143.0%117,1210.4%MedicalBALTInnovator Defined Wealth Shield ETF$1,393,614$740,705 ▼-34.7%41,5880.3%ETFJMOMJPMorgan U.S. Momentum Factor ETF$1,359,525$1,359,525 ▲New Holding19,9490.3%ETFLENLennar$1,322,143$809,673 ▼-38.0%12,8610.3%ConstructionSPGIS&P Global$1,297,153$5,226 ▼-0.4%2,4820.3%FinanceMNDYmonday.com$1,270,197$201,419 ▲18.8%8,6080.3%Computer and TechnologyASSEMBLY BIOSCIENCES INC$1,268,744$85,263 ▲7.2%37,3050.3%COM NEWAPHAmphenol$1,238,912$3,919 ▲0.3%9,1680.3%Computer and TechnologyVIRTUS ETF TR II$1,235,034$115,876 ▼-8.6%29,4060.3%VIRTUS US QLTYEFAiShares MSCI EAFE ETF$1,228,823$1,228,823 ▲New Holding12,7960.3%FinanceAMATApplied Materials$1,183,837$8,737 ▼-0.7%4,6070.3%Computer and TechnologyPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$1,153,773$1,153,773 ▲New Holding22,0860.3%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,145,471$41,830 ▼-3.5%86,4510.3%ManufacturingTSLATesla$1,136,444$528,422 ▲86.9%2,5270.3%Auto/Tires/TrucksURAGlobal X Uranium ETF$1,133,927$86,144 ▲8.2%26,5370.3%ETFVOOVanguard S&P 500 ETF$1,129,318$1,129,318 ▲New Holding1,8010.3%ETFLLYEli Lilly and Company$1,114,916$2,150 ▲0.2%1,0370.3%MedicalWCNWaste Connections$1,107,226$17,564 ▲1.6%6,3040.3%Business ServicesSNDXSyndax Pharmaceuticals$1,079,242$1,079,242 ▲New Holding51,3680.3%MedicalOXYOccidental Petroleum$1,054,505$474,065 ▼-31.0%25,6450.3%EnergyHLTHilton Worldwide$1,049,797$11,489 ▲1.1%3,6550.3%Consumer DiscretionaryIYWiShares U.S. Technology ETF$1,038,336$1,038,336 ▲New Holding5,2000.3%ManufacturingAVGOBroadcom$1,031,081$209,400 ▲25.5%2,9790.3%Computer and TechnologyETNEaton$1,020,806$637 ▼-0.1%3,2050.3%IndustrialsTSHATaysha Gene Therapies$979,039$113,597 ▲13.1%178,0070.2%MedicalIDYAIDEAYA Biosciences$968,790$365,474 ▲60.6%28,0240.2%MedicalXMTRXometry$958,478$138,387 ▲16.9%16,1170.2%IndustrialsACHRArcher Aviation$889,068$47,872 ▲5.7%118,2270.2%AerospaceABTAbbott Laboratories$866,163$32,953 ▼-3.7%6,9130.2%MedicalCDNACareDx$862,100$165,321 ▲23.7%45,7590.2%MedicalSIBNSiBone$827,353$403,669 ▲95.3%41,9550.2%MedicalRECSColumbia Research Enhanced Core ETF$821,048$10,087 ▲1.2%20,1040.2%ETFWALMART INC$817,015$122,112 ▲17.6%7,3330.2%COMLMTLockheed Martin$815,306$555,260 ▼-40.5%1,6460.2%AerospaceNETCloudflare$766,520$64,271 ▲9.2%3,8880.2%Computer and TechnologySSOProShares Ultra S&P500$765,899$765,899 ▲New Holding13,2230.2%ETFVTIVanguard Total Stock Market ETF$740,092$740,092 ▲New Holding2,2070.2%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$726,635$726,635 ▲New Holding18,3540.2%ETFCIDARA THERAPEUTICS INC$725,182$109,120 ▲17.7%3,2830.2%COM NEWMTUMiShares MSCI USA Momentum Factor ETF$713,874$713,874 ▲New Holding2,8520.2%ETFGRAYSCALE ETHEREUM TRUST ETF$684,676$684,676 ▲New Holding28,0950.2%SHSHDHome Depot$679,226$24,086 ▼-3.4%1,9740.2%Retail/WholesaleSNOWSnowflake$669,922$35,975 ▲5.7%3,0540.2%Computer and TechnologyIMNMImmunome$665,408$196,198 ▲41.8%30,9780.2%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$660,295$660,295 ▲New Holding5,5300.2%FinanceXOMExxonMobil$653,941$1,805 ▲0.3%5,4340.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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