Palumbo Wealth Management LLC
Sector Allocation
- Technology29.4%$140.5M
- Other24.8%$118.4M
- Financials16.6%$79.1M
- Healthcare11.3%$53.8M
- Consumer Discretionary6.7%$31.9M
- Utilities3.7%$17.8M
- Industrials3.6%$17.4M
- Consumer Staples1.9%$9.3M
- Energy0.9%$4.3M
- Materials0.7%$3.1M
AUM History
13fpro.ai/research/fund/palumbo-wealth-management-llc-1846310
Conviction and streaks
Diversifying · top 10 = 39.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$36.0MGOOGL
$26.5M- J$20.2M
AAPL
$20.1MAMZN
$19.4MGLD
$15.6MNVDA
$13.1MDBC
$12.7MMSFT
$12.4MMRVL
$11.2MJPM
$10.0MAMD
$9.5M- PIMCO$9.2M
QQQ
$8.2MWM
$8.0M- ISHARES$7.8M
BRK.B
$7.4MCOST
$6.3M- J$6.2M
PHYS
$6.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/palumbo-wealth-management-llc-1846310
Palumbo Wealth Management LLC 13F holdings — Q2 2026
$477.6M portfolio (+16.6% QoQ) · 237 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$36.0M
7.5% of stocks
-0.4%This quarter-0.9%Since filed3+ qtrsHeld$26.5M
5.6% of stocks
+0.0%This quarter-8.2%Since filed3+ qtrsHeld- 3
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$20.2M
4.2% of stocks
+24%This quarter—Since filed—HeldAIQuality—Est. buy— $20.1M
4.2% of stocks
+0.2%This quarter+13.8%Since filed3+ qtrsHeld$19.4M
4.0% of stocks
-0.6%This quarter-6.8%Since filed3+ qtrsHeld$15.6M
3.3% of stocks
-2%This quarter-9.2%Since filed3+ qtrsHeld$13.1M
2.7% of stocks
-0.4%This quarter-3.6%Since filed3+ qtrsHeld$12.7M
2.7% of stocks
-2%This quarter+12.2%Since filed3+ qtrsHeld$12.4M
2.6% of stocks
+42%This quarter+8.2%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$11.2M
2.4% of stocks
-0.1%This quarter+7.7%Since filed3+ qtrsHeld
All holdings — Palumbo Wealth Management LLC (Q2 2026)
237 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $10.0M | 2.1% | 31K | -0.1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $9.5M | 2.0% | 16K | +0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $9.2M | 1.9% | 92K | +53% | — | — | 13F |
| 14 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $8.2M | 1.7% | 11K | +2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | WASTE MANAGEMENT INC | Utilities | $8.0M | 1.7% | 36K | -4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $7.8M | 1.6% | 53K | -1% | — | — | 13F |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $7.4M | 1.6% | 15K | +0.4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.3M | 1.3% | 6,787 | -2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETFetf/fund | — | $6.2M | 1.3% | 92K | +2% | — | — | 13F |
| 20 | Sprott Physical Gold Trust | Financials | $6.1M | 1.3% | 202K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ENTERGY CORP /DE/ | Utilities | $5.8M | 1.2% | 51K | -0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $5.5M | 1.1% | 16K | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Bloom Energy Corp | Technology | $5.3M | 1.1% | 18K | -19% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Blackstone Inc. | Financials | $5.3M | 1.1% | 3,886 | +4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $5.1M | 1.1% | 20K | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $5.0M | 1.1% | 24K | -2% | |||
| 27 | $BFLY | Butterfly Network, Inc. | Healthcare | $4.5M | 0.9% | 536K | +49% | |||
| 28 | $GOOG | Alphabet Inc. | Technology | $4.5M | 0.9% | 13K | +0.9% | |||
| 29 | $IBIT | iShares Bitcoin Trust ETF | Financials | $4.1M | 0.9% | 124K | -1% | |||
| 30 | $NPCE | NeuroPace Inc | Healthcare | $3.3M | 0.7% | 209K | -0.6% | |||
| 31 | — | SPDR SERIES TRUST - ST STR SP HOME | — | $3.2M | 0.7% | 28K | — | |||
| 32 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.2M | 0.7% | 4,377 | -1% | |||
| 33 | $UBER | Uber Technologies, Inc | Technology | $3.1M | 0.7% | 43K | +21% | |||
| 34 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.1M | 0.7% | 4,060 | -0.2% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $2.9M | 0.6% | 5,151 | -3% | |||
| 36 | $CAT | CATERPILLAR INC | Industrials | $2.9M | 0.6% | 2,706 | +1% | |||
| 37 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.8M | 0.6% | 10K | -1% | |||
| 38 | $CARL | CARLSMED, INC. | Healthcare | $2.8M | 0.6% | 267K | New | |||
| 39 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.8M | 0.6% | 48K | -3% | |||
| 40 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.5M | 0.5% | 9,429 | -4% | |||
| 41 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.5M | 0.5% | 9,284 | -2% | |||
| 42 | $CDNA | CareDx, Inc. | Healthcare | $2.4M | 0.5% | 83K | +128% | |||
| 43 | — | ISHARES TR - S&P 100 ETF | — | $2.3M | 0.5% | 6,412 | — | |||
| 44 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.3M | 0.5% | 4,558 | -2% | |||
| 45 | $AAP | ADVANCE AUTO PARTS INC | Consumer Discretionary | $2.2M | 0.5% | 36K | -0.9% | |||
| 46 | $CRM | Salesforce, Inc. | Technology | $2.1M | 0.5% | 14K | -5% | |||
| 47 | $ABSI | Absci Corp | Healthcare | $2.1M | 0.4% | 183K | New | |||
| 48 | $MSCI | MSCI Inc. | Financials | $2.0M | 0.4% | 3,507 | -3% | |||
| 49 | — | ETF SER SOLUTIONS - LHA MKT ST TACTL | — | $2.0M | 0.4% | 46K | -1% | |||
| 50 | $BW | Babcock & Wilcox Enterprises, Inc. | Industrials | $1.9M | 0.4% | 134K | -63% | |||
| 51 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.9M | 0.4% | 2,700 | +54% | |||
| 52 | $XMTR | Xometry, Inc. | Industrials | $1.7M | 0.4% | 18K | +2% | |||
| 53 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | — | $1.7M | 0.4% | 20K | +0.5% | |||
| 54 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.7M | 0.4% | 11K | -6% | |||
| 55 | $APH | AMPHENOL CORP /DE/ | Technology | $1.6M | 0.3% | 9,222 | +0.3% | |||
| 56 | $QS | QuantumScape Corp | Technology | $1.6M | 0.3% | 207K | +346% | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $1.4M | 0.3% | 1,196 | +9% | |||
| 58 | $ETN | Eaton Corp plc | Industrials | $1.4M | 0.3% | 3,273 | +0.2% | |||
| 59 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.3% | 9,503 | +0.3% | |||
| 60 | $DFTX | Definium Therapeutics, Inc. | Healthcare | $1.4M | 0.3% | 29K | -23% | |||
| 61 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.3% | 86K | — | |||
| 62 | — | ISHARES TR - MSCI EAFE ETF | — | $1.3M | 0.3% | 13K | +1% | |||
| 63 | $PLTR | Palantir Technologies Inc. | Technology | $1.3M | 0.3% | 11K | +678% | |||
| 64 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $1.3M | 0.3% | 42K | -7% | |||
| 65 | — | ISHARES TR - U.S. TECH ETF | — | $1.3M | 0.3% | 5,200 | — | |||
| 66 | $AVGO | Broadcom Inc. | Technology | $1.3M | 0.3% | 3,391 | +8% | |||
| 67 | — | PACER FDS TR - LUNT LRGCP MULTI | — | $1.3M | 0.3% | 21K | -4% | |||
| 68 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.2M | 0.3% | 30K | -44% | |||
| 69 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $1.2M | 0.2% | 24K | -0.7% | |||
| 70 | $NET | Cloudflare, Inc. | Technology | $1.1M | 0.2% | 4,675 | +1% | |||
| 71 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.2% | 5,354 | -14% | |||
| 72 | — | VIRTUS ETF TR II - VIRTUS US QLTY | — | $1.1M | 0.2% | 24K | -12% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.2% | 2,676 | -2% | |||
| 74 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.1M | 0.2% | 13K | -81% | |||
| 75 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.1M | 0.2% | 3,182 | -3% | |||
| 76 | $DSGN | Design Therapeutics, Inc. | Healthcare | $1.0M | 0.2% | 72K | +0.5% | |||
| 77 | $SIBN | SI-BONE, Inc. | Healthcare | $1.0M | 0.2% | 63K | +78% | |||
| 78 | $TSHA | Taysha Gene Therapies, Inc. | Healthcare | $1.0M | 0.2% | 149K | +2% | |||
| 79 | $WCN | Waste Connections, Inc. | Utilities | $997K | 0.2% | 5,983 | -2% | |||
| 80 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $988K | 0.2% | 23K | -0.9% | |||
| 81 | $SPGI | S&P Global Inc. | Financials | $973K | 0.2% | 2,389 | -3% | |||
| 82 | — | ISHARES TR - MSCI USA MMENTM | — | $966K | 0.2% | 2,819 | -1% | |||
| 83 | $NOW | ServiceNow, Inc. | Technology | $965K | 0.2% | 9,720 | -4% | |||
| 84 | $VLO | VALERO ENERGY CORP/TX | Energy | $917K | 0.2% | 3,522 | — | |||
| 85 | — | PROSHARES TR - PSHS ULT S&P 500 | — | $893K | 0.2% | 13K | +0.1% | |||
| 86 | — | COLUMBIA ETF TR I - RESH ENHNC COR | — | $885K | 0.2% | 20K | +2% | |||
| 87 | $NVAX | NOVAVAX INC | Healthcare | $876K | 0.2% | 93K | +0.9% | |||
| 88 | $IDYA | IDEAYA Biosciences, Inc. | Healthcare | $865K | 0.2% | 23K | +1% | |||
| 89 | $LMT | LOCKHEED MARTIN CORP | Industrials | $863K | 0.2% | 1,694 | -0.4% | |||
| 90 | $JOBY | Joby Aviation, Inc. | Industrials | $854K | 0.2% | 96K | +23% | |||
| 91 | $SNOW | Snowflake Inc. | Technology | $843K | 0.2% | 3,312 | -0.9% | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $839K | 0.2% | 7,407 | +0.2% | |||
| 93 | $ACN | Accenture plc | Technology | $829K | 0.2% | 6,663 | -0.1% | |||
| 94 | $SNDX | Syndax Pharmaceuticals Inc | Healthcare | $823K | 0.2% | 38K | +1% | |||
| 95 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $807K | 0.2% | 2,180 | +0.3% | |||
| 96 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $792K | 0.2% | 23K | -2% | |||
| 97 | $BEAM | Beam Therapeutics Inc. | Healthcare | $780K | 0.2% | 23K | +2% | |||
| 98 | $TEM | Tempus AI, Inc. | Technology | $766K | 0.2% | 13K | +198% | |||
| 99 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $764K | 0.2% | 5,588 | +2% | |||
| 100 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $758K | 0.2% | 18K | -20% | |||
| 101 | $C | CITIGROUP INC | Financials | $756K | 0.2% | 5,402 | New | |||
| 102 | $PHVS | Pharvaris N.V. | Healthcare | $726K | 0.1% | 21K | +2% | |||
| 103 | $GEV | GE Vernova Inc. | Industrials | $726K | 0.1% | 618 | +3% | |||
| 104 | $NKTR | NEKTAR THERAPEUTICS | Healthcare | $720K | 0.1% | 10K | +1% | |||
| 105 | $SGHT | Sight Sciences, Inc. | Healthcare | $697K | 0.1% | 129K | +157% | |||
| 106 | $IMNM | Immunome Inc. | Healthcare | $692K | 0.1% | 33K | +2% | |||
| 107 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $689K | 0.1% | 1,954 | -1% | |||
| 108 | $AP | AMPCO PITTSBURGH CORP | Industrials | $685K | 0.1% | 79K | +420% | |||
| 109 | $CVX | CHEVRON CORP | Energy | $681K | 0.1% | 4,106 | +3% | |||
| 110 | $DDOG | Datadog, Inc. | Technology | $676K | 0.1% | 2,598 | +2% | |||
| 111 | $ACHR | Archer Aviation Inc. | Industrials | $670K | 0.1% | 142K | +26% | |||
| 112 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $669K | 0.1% | 9,082 | — | |||
| 113 | $SDGR | Schrodinger, Inc. | Healthcare | $662K | 0.1% | 41K | New | |||
| 114 | $AXP | AMERICAN EXPRESS CO | Financials | $660K | 0.1% | 1,951 | +2% | |||
| 115 | $BBOT | BridgeBio Oncology Therapeutics, Inc. | Healthcare | $652K | 0.1% | 86K | New | |||
| 116 | $MRK | Merck & Co., Inc. | Healthcare | $632K | 0.1% | 4,918 | +1% | |||
| 117 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $626K | 0.1% | 14K | -46% | |||
| 118 | $CCCC | C4 Therapeutics, Inc. | Healthcare | $618K | 0.1% | 132K | New | |||
| 119 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $609K | 0.1% | 1,056 | +14% | |||
| 120 | $KOD | Kodiak Sciences Inc. | Healthcare | $605K | 0.1% | 16K | +2% | |||
| 121 | $XNCR | Xencor Inc | Healthcare | $604K | 0.1% | 38K | +111% | |||
| 122 | $NEE | NEXTERA ENERGY INC | Utilities | $604K | 0.1% | 6,878 | -2% | |||
| 123 | $ABT | ABBOTT LABORATORIES | Healthcare | $594K | 0.1% | 6,550 | +6% | |||
| 124 | $GE | GENERAL ELECTRIC CO | Industrials | $593K | 0.1% | 1,586 | -0.3% | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $592K | 0.1% | 5,044 | -5% | |||
| 126 | $ANIK | Anika Therapeutics, Inc. | Healthcare | $586K | 0.1% | 40K | +2% | |||
| 127 | $NUVB | Nuvation Bio Inc. | Healthcare | $585K | 0.1% | 103K | +2% | |||
| 128 | $CHGG | CHEGG, INC | Consumer Discretionary | $582K | 0.1% | 577K | New | |||
| 129 | $GLW | CORNING INC /NY | Materials | $579K | 0.1% | 2,265 | — | |||
| 130 | $MNDY | monday.com Ltd. | Technology | $569K | 0.1% | 7,855 | +2% | |||
| 131 | $NTNX | Nutanix, Inc. | Technology | $566K | 0.1% | 11K | +1% | |||
| 132 | — | ISHARES TR - CORE US AGGBD ET | — | $565K | 0.1% | 5,710 | -0.4% | |||
| 133 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $563K | 0.1% | 15K | — | |||
| 134 | $LIN | LINDE PLC | Materials | $557K | 0.1% | 1,073 | -0.6% | |||
| 135 | $TWLO | TWILIO INC | Technology | $551K | 0.1% | 2,672 | +1% | |||
| 136 | $ASMB | ASSEMBLY BIOSCIENCES, INC. | Healthcare | $546K | 0.1% | 20K | +1% | |||
| 137 | $RTX | RTX Corp | Industrials | $542K | 0.1% | 2,855 | +4% | |||
| 138 | $LXEO | Lexeo Therapeutics, Inc. | Healthcare | $534K | 0.1% | 115K | New | |||
| 139 | $CBRS | Cerebras Systems Inc. | Technology | $532K | 0.1% | 2,409 | New | |||
| 140 | $AMGN | AMGEN INC | Healthcare | $527K | 0.1% | 1,456 | -2% | |||
| 141 | $ROKU | ROKU, INC | Communication Services | $524K | 0.1% | 3,793 | +1% | |||
| 142 | $MU | MICRON TECHNOLOGY INC | Technology | $515K | 0.1% | 446 | New | |||
| 143 | $CI | Cigna Group | Healthcare | $514K | 0.1% | 1,864 | -2% | |||
| 144 | $KO | COCA COLA CO | Consumer Staples | $504K | 0.1% | 6,207 | +0.0% | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $503K | 0.1% | 9,470 | -4% | |||
| 146 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $498K | 0.1% | 759 | — | |||
| 147 | — | PACER FDS TR - US LRG CP CASH | — | $493K | 0.1% | 12K | -9% | |||
| 148 | $EBS | Emergent BioSolutions Inc. | Healthcare | $491K | 0.1% | 59K | -27% | |||
| 149 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $490K | 0.1% | 2,070 | +0.3% | |||
| 150 | $OKLO | Oklo Inc. | Utilities | $473K | 0.1% | 9,037 | +75% |
What changed in Q2 2026
Against the previous quarter's 13F: 29 new, 100 added to, 93 trimmed, 14 sold out. Share-count changes; largest moves by dollar size first.
New positions (29)
$CARLCARLSMED, INC.$2.8M
first bought this quarter
$ABSIAbsci Corp$2.1M
first bought this quarter
$CCITIGROUP INC$756K
first bought this quarter
$SDGRSchrodinger, Inc.$662K
first bought this quarter
$BBOTBridgeBio Oncology Therapeutics, Inc.$652K
first bought this quarter
$CCCCC4 Therapeutics, Inc.$618K
first bought this quarter
+23 more in the Excel export
Added to (100)
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+24%
now $20.2M
now $12.4M · held 3+ qtrs, 2 adds in a row
- PIMCO ETF TR - ENHAN SHRT MA AC+53%
now $9.2M
$BFLYButterfly Network, Inc.+49%
now $4.5M · held 3+ qtrs
$CDNACareDx, Inc.+128%
now $2.4M · held 3+ qtrs
$QSQuantumScape Corp+346%
now $1.6M · held 3+ qtrs, 2 adds in a row
+94 more in the Excel export
Trimmed (93)
- ISHARES TR - 1 3 YR TREAS BD-81%
now $1.1M
$BWBabcock & Wilcox Enterprises, Inc.-63%
now $1.9M · held 3+ qtrs
$BEBloom Energy Corp-19%
now $5.3M · held 3+ qtrs
$NKENIKE, Inc.-44%
now $1.2M · held 3+ qtrs, 2 trims in a row
$DNTHDianthus Therapeutics, Inc. /DE/-70%
now $302K
$YMMFull Truck Alliance Co. Ltd.-46%
now $626K · held 3+ qtrs
+87 more in the Excel export
Holdings by quarter
Every 13F Palumbo Wealth Management LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Palumbo Wealth Management?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Palumbo Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Palumbo Wealth Management LLC disclosed 237 positions worth $477.6M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 7.5% of the equity portfolio, followed by $GOOGL. During the quarter the fund opened 29 new positions and exited 14 — including a new stake in $CARL and a full exit from $WSM. The portfolio is most concentrated in Technology (29.4% of disclosed assets). All figures are sourced directly from Palumbo Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1846310.
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AI-Powered Hedge Fund Analysis: Palumbo Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Palumbo Wealth Management LLC (SEC CIK: 1846310), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Palumbo Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.