Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palumbo Wealth Management LLC (CIK 1846310) reported $477.6M across 237 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($36.0M, 7.54%), GOOGL ($26.5M, 5.56%), JPST ($20.2M, 4.23%), AAPL ($20.1M, 4.21%), AMZN ($19.4M, 4.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $36.0M | 7.54% | 48,207 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $26.5M | 5.56% | 74,288 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $20.2M | 4.23% | 399,763 | Added |
| 4 | AAPL | APPLE INC | $20.1M | 4.21% | 69,432 | Added |
| 5 | AMZN | AMAZON COM INC | $19.4M | 4.05% | 81,207 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $15.6M | 3.27% | 42,380 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $13.1M | 2.74% | 65,340 | Trimmed |
| 8 | DBC | INVESCO DB COMMDY INDX TRCK | $12.7M | 2.66% | 475,810 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $12.4M | 2.60% | 33,335 | Added |
| 10 | MRVL | MARVELL TECHNOLOGY INC | $11.2M | 2.35% | 37,632 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO | $10.0M | 2.10% | 30,682 | Trimmed |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $9.5M | 1.98% | 16,315 | Added |
| 13 | MINT | PIMCO ETF TR | $9.2M | 1.93% | 91,663 | Added |
| 14 | QQQ | INVESCO QQQ TR | $8.2M | 1.71% | 11,116 | Added |
| 15 | WM | WASTE MGMT INC DEL | $8.0M | 1.68% | 35,926 | Trimmed |
| 16 | IJR | ISHARES TR | $7.8M | 1.64% | 52,724 | Trimmed |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.4M | 1.55% | 14,819 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $6.3M | 1.33% | 6,787 | Trimmed |
| 19 | HELO | J P MORGAN EXCHANGE TRADED F | $6.2M | 1.31% | 92,274 | Added |
| 20 | PHYS | SPROTT ASSET MANAGEMENT LP | $6.1M | 1.27% | 201,527 | Trimmed |
| 21 | ETR | ENTERGY CORP NEW | $5.8M | 1.21% | 50,507 | Trimmed |
| 22 | V | VISA INC | $5.5M | 1.15% | 15,980 | Trimmed |
| 23 | BE | BLOOM ENERGY CORP | $5.3M | 1.12% | 17,649 | Trimmed |
| 24 | BX | BLACKSTONE INC | $5.3M | 1.12% | 3,886 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $5.1M | 1.07% | 20,038 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30