Palumbo Wealth Management LLC Top Holdings and 13F Report (2026)

About Palumbo Wealth Management LLC

Investment Activity

Palumbo Wealth Management LLC has $409.80 million in total holdings as of March 31, 2026.
Palumbo Wealth Management LLC owns shares of 221 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 9.06% of the portfolio was purchased this quarter.
About 6.01% of the portfolio was sold this quarter.
This quarter, Palumbo Wealth Management LLC has purchased 218 new stocks and bought additional shares in 104 stocks.
Palumbo Wealth Management LLC sold shares of 75 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $31,463,469
Alphabet: $21,360,809
SPDR Gold Shares: $18,530,009
Apple: $17,577,269
Amazon.com: $17,018,993

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF: $1,191,491 Holding
670002401 - Novavax: $749,784 Holding
24477V105 - DEFINIUM THERAPEUTICS INC: $717,558 Holding
30054Y107 - EVOMMUNE INC: $688,114 Holding
G65163100 - Joby Aviation: $641,885 Holding

Largest Purchases this Quarter

JPMorgan Chase & Co.: 18,014 shares (about $5.30M)
iShares 1-3 Year Treasury Bond ETF: 62,625 shares (about $5.17M)
ISHARES BITCOIN TRUST ETF: 75,452 shares (about $2.90M)
Uber Technologies: 32,756 shares (about $2.36M)
NVIDIA: 8,839 shares (about $1.54M)

Largest Sales this Quarter

Williams-Sonoma: 12,362 shares (about $2.25M)
Innovator Defined Wealth Shield ETF: 18,110 shares (about $606.05K)
Invesco QQQ: 1,011 shares (about $583.54K)
ASSEMBLY BIOSCIENCES INC: 17,662 shares (about $490.12K)
Thermo Fisher Scientific: 956 shares (about $469.89K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$31,463,469	$370,044 â–²	1.2%	48,380	7.7%	Finance
GOOGL Alphabet	$21,360,809	$546,939 â–²	2.6%	74,283	5.2%	Computer and Technology
GLD SPDR Gold Shares	$18,530,009	$220,739 â–¼	-1.2%	43,064	4.5%	Finance
AAPL Apple	$17,577,269	$990,798 â–²	6.0%	69,259	4.3%	Computer and Technology
AMZN Amazon.com	$17,018,993	$11,871 â–²	0.1%	81,716	4.2%	Retail/Wholesale
JPST JPMorgan Ultra-Short Income ETF	$16,315,380	$612,735 â–²	3.9%	322,375	4.0%	ETF
DBC Invesco DB Commodity Index Tracking Fund	$14,055,597	$1,534 â–¼	0.0%	485,513	3.4%	Finance
NVDA NVIDIA	$11,443,718	$1,541,513 â–²	15.6%	65,618	2.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$9,038,242	$5,298,929 â–²	141.7%	30,726	2.2%	Finance
MSFT Microsoft	$8,668,796	$402,752 â–²	4.9%	23,418	2.1%	Computer and Technology
WM Waste Management	$8,568,545	$17,234 â–²	0.2%	37,289	2.1%	Business Services
SPROTT ASSET MANAGEMENT LP	$7,224,878	$15,735 â–¼	-0.2%	203,862	1.8%	PHYSICAL GOLD TR
BRK.B Berkshire Hathaway	$7,072,034	$438,947 â–²	6.6%	14,758	1.7%	Finance
COST Costco Wholesale	$6,880,645	$128,545 â–²	1.9%	6,905	1.7%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$6,635,642	$249,116 â–¼	-3.6%	53,380	1.6%	ETF
QQQ Invesco QQQ	$6,277,576	$583,544 â–¼	-8.5%	10,876	1.5%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$6,006,663	$612,272 â–²	11.4%	59,726	1.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$5,797,673	$5,170,964 â–²	825.1%	70,215	1.4%	Manufacturing
J P MORGAN EXCHANGE TRADED F	$5,773,034	$422,699 â–²	7.9%	90,331	1.4%	HEDGED EQUITY LA
ETR Entergy	$5,729,247	$189,552 â–²	3.4%	50,990	1.4%	Utilities
BW Babcock	$5,366,713	$993,779 â–²	22.7%	365,331	1.3%	Computer and Technology
JNJ Johnson & Johnson	$4,960,882	$234,417 â–²	5.0%	20,295	1.2%	Medical
V Visa	$4,908,442	$382,641 â–¼	-7.2%	16,240	1.2%	Business Services
ISHARES BITCOIN TRUST ETF	$4,843,533	$2,898,866 â–²	149.1%	126,068	1.2%	SHS BEN INT
DGX Quest Diagnostics	$4,762,721	$304,946 â–¼	-6.0%	24,302	1.2%	Medical
MRVL Marvell Technology	$3,730,457	$10,499 â–²	0.3%	37,662	0.9%	Computer and Technology
GOOG Alphabet	$3,632,991	$61,673 â–¼	-1.7%	12,665	0.9%	Computer and Technology
AMD Advanced Micro Devices	$3,304,518	$55,536 â–²	1.7%	16,244	0.8%	Computer and Technology
MCD McDonald's	$3,047,376	$411,808 â–¼	-11.9%	9,805	0.7%	Retail/Wholesale
META Meta Platforms	$3,041,119	$624,817 â–²	25.9%	5,315	0.7%	Computer and Technology
BE Bloom Energy	$2,946,637	$44,847 â–²	1.5%	21,748	0.7%	Energy
NKE NIKE	$2,834,033	$179,586 â–¼	-6.0%	53,655	0.7%	Consumer Discretionary
NPCE NeuroPace	$2,767,668	$48,734 â–¼	-1.7%	210,469	0.7%	Medical
XHB SPDR S&P Homebuilders ETF	$2,733,261		0.0%	27,687	0.7%	ETF
CRM Salesforce	$2,689,237	$333,961 â–²	14.2%	14,406	0.7%	Computer and Technology
UBER Uber Technologies	$2,570,564	$2,356,141 â–²	1,098.8%	35,737	0.6%	Computer and Technology
WSM Williams-Sonoma	$2,493,513	$2,253,934 â–¼	-47.5%	13,676	0.6%	Retail/Wholesale
IBM International Business Machines	$2,455,859	$69,565 â–¼	-2.8%	10,132	0.6%	Computer and Technology
ITW Illinois Tool Works	$2,455,422	$289,195 â–¼	-10.5%	9,433	0.6%	Industrials
BAC Bank of America	$2,423,224	$76,391 â–¼	-3.1%	49,707	0.6%	Finance
TMO Thermo Fisher Scientific	$2,276,710	$469,891 â–¼	-17.1%	4,632	0.6%	Medical
TSCO Tractor Supply	$2,052,349	$451,366 â–¼	-18.0%	45,306	0.5%	Retail/Wholesale
OEF iShares S&P 100 ETF	$2,039,465	$31,807 â–¼	-1.5%	6,412	0.5%	ETF
MSCI MSCI	$1,944,121	$448,975 â–¼	-18.8%	3,607	0.5%	Finance
AAP Advance Auto Parts	$1,909,216	$207,095 â–¼	-9.8%	36,194	0.5%	Retail/Wholesale
CAT Caterpillar	$1,890,590	$708 â–²	0.0%	2,669	0.5%	Industrials
MSTB LHA Market State Tactical Beta ETF	$1,764,745	$23,746 â–¼	-1.3%	46,077	0.4%	ETF
XLV Health Care Select Sector SPDR Fund	$1,683,226	$71,985 â–¼	-4.1%	11,481	0.4%	ETF
CRWD CrowdStrike	$1,588,189	$186,226 â–²	13.3%	4,068	0.4%	Computer and Technology
OXY Occidental Petroleum	$1,568,144	$98,801 â–¼	-5.9%	24,125	0.4%	Energy
AMAT Applied Materials	$1,514,208	$60,500 â–¼	-3.8%	4,430	0.4%	Computer and Technology
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$1,497,325		0.0%	86,451	0.4%	Manufacturing
BSX Boston Scientific	$1,465,967	$122,927 â–¼	-7.7%	23,362	0.4%	Medical
BFLY Butterfly Network	$1,455,726	$214,076 â–¼	-12.8%	360,328	0.4%	Medical
PG Procter & Gamble	$1,368,474	$128,123 â–¼	-8.6%	9,474	0.3%	Consumer Staples
JMOM JPMorgan U.S. Momentum Factor ETF	$1,354,937		0.0%	19,949	0.3%	ETF
ACN Accenture	$1,322,567	$294,455 â–¼	-18.2%	6,670	0.3%	Computer and Technology
URA Global X Uranium ETF	$1,285,187		0.0%	26,537	0.3%	ETF
EFA iShares MSCI EAFE ETF	$1,235,515	$7,382 â–¼	-0.6%	12,720	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,191,491	$1,191,491 â–²	New Holding	6,208	0.3%	ETF
ETN Eaton	$1,168,546	$22,176 â–²	1.9%	3,267	0.3%	Industrials
APH Amphenol	$1,162,060	$3,664 â–²	0.3%	9,197	0.3%	Computer and Technology
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF	$1,144,276		0.0%	22,086	0.3%	ETF
VIRTUS ETF TR II	$1,119,894	$57,244 â–¼	-4.9%	27,976	0.3%	VIRTUS US QLTY
NOW ServiceNow	$1,053,342	$37,952 â–²	3.7%	10,075	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,044,762	$31,678 â–¼	-2.9%	1,748	0.3%	ETF
SPGI S&P Global	$1,044,754	$11,060 â–¼	-1.0%	2,456	0.3%	Finance
LMT Lockheed Martin	$1,027,282	$32,631 â–²	3.3%	1,700	0.3%	Aerospace
TSLA Tesla	$1,011,532	$72,120 â–²	7.7%	2,721	0.2%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$1,010,703	$57,019 â–²	6.0%	1,099	0.2%	Medical
HLT Hilton Worldwide	$993,110	$118,285 â–¼	-10.6%	3,266	0.2%	Consumer Discretionary
WCN Waste Connections	$984,060	$37,095 â–¼	-3.6%	6,075	0.2%	Business Services
AVGO Broadcom	$972,833	$50,762 â–²	5.5%	3,143	0.2%	Computer and Technology
NET Cloudflare	$951,022	$148,771 â–²	18.5%	4,609	0.2%	Computer and Technology
IYW iShares U.S. Technology ETF	$943,384		0.0%	5,200	0.2%	Manufacturing
XOM ExxonMobil	$931,316	$9,332 â–²	1.0%	5,489	0.2%	Energy
WALMART INC	$918,433	$7,084 â–²	0.8%	7,390	0.2%	COM
PMAY Innovator U.S. Equity Power Buffer ETF - May	$914,552	$180,912 â–²	24.7%	22,880	0.2%	ETF
VLO Valero Energy	$870,217	$11,119 â–²	1.3%	3,522	0.2%	Energy
DIANTHUS THERAPEUTICS INC	$869,412	$386,620 â–¼	-30.8%	10,360	0.2%	COM
SNDX Syndax Pharmaceuticals	$868,595	$331,362 â–¼	-27.6%	37,183	0.2%	Medical
CVX Chevron	$828,568	$49,031 â–²	6.3%	4,005	0.2%	Energy
BALT Innovator Defined Wealth Shield ETF	$785,692	$606,052 â–¼	-43.5%	23,478	0.2%	ETF
RECS Columbia Research Enhanced Core ETF	$783,654		0.0%	20,104	0.2%	ETF
IDYA IDEAYA Biosciences	$762,629	$171,132 â–¼	-18.3%	22,888	0.2%	Medical
DSGN Design Therapeutics	$759,782	$21,610 â–²	2.9%	71,408	0.2%	Medical
HON Honeywell International	$751,441	$30,962 â–²	4.3%	3,325	0.2%	Multi-Sector Conglomerates
NVAX Novavax	$749,784	$749,784 â–²	New Holding	92,111	0.2%	Medical
NEKTAR THERAPEUTICS	$731,948	$326,725 â–¼	-30.9%	10,173	0.2%	COM NEW
XMTR Xometry	$726,952	$68,734 â–²	10.4%	17,800	0.2%	Industrials
DEFINIUM THERAPEUTICS INC	$717,558	$717,558 â–²	New Holding	37,966	0.2%	COM SHS
IMNM Immunome	$700,956	$23,467 â–²	3.5%	32,051	0.2%	Medical
VTI Vanguard Total Stock Market ETF	$697,223	$10,909 â–¼	-1.5%	2,173	0.2%	ETF
EVOMMUNE INC	$688,114	$688,114 â–²	New Holding	29,931	0.2%	COM SHS
SSO ProShares Ultra S&P500	$686,876	$882 â–²	0.1%	13,240	0.2%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$684,517		0.0%	2,852	0.2%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$671,524		0.0%	9,082	0.2%	ETF
EBS Emergent Biosolutions	$666,192	$305,913 â–¼	-31.5%	80,264	0.2%	Medical
TSHA Taysha Gene Therapies	$655,790	$139,902 â–¼	-17.6%	146,709	0.2%	Medical
NEE NextEra Energy	$654,666	$43,929 â–²	7.2%	7,049	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Palumbo Wealth Management LLC Top Holdings and 13F Report (2026)

About Palumbo Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Palumbo Wealth Management LLC Top Holdings and 13F Report (2026)

About Palumbo Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalumbo Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools