Palumbo Wealth Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 12, 2026, Palumbo Wealth Management Llc disclosed 225 stock positions valued at approximately $477.62M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, ALPHABET INC, and J P MORGAN EXCHANGE TRADED F.

Report Period
June 30, 2026
No. of Stocks
225
Portfolio Value
$477.62M
Holdings by Sector
Palumbo Wealth Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
STATE STR SPDR S&P 500 ETF TSPYOther7.54%48,207-173-0.36%$35,999,641
ALPHABET INCGOOGLCommunication Services5.56%74,288+5+0.01%$26,548,477
J P MORGAN EXCHANGE TRADED FJPSTOther4.23%399,763+77,388+24.01%$20,216,000
APPLE INCAAPLTechnology4.21%69,432+173+0.25%$20,090,877
AMAZON COM INCAMZNConsumer Cyclical4.05%81,207-509-0.62%$19,354,877
SPDR GOLD TRGLDOther3.27%42,380-684-1.59%$15,611,945
NVIDIA CORPORATIONNVDATechnology2.74%65,340-278-0.42%$13,073,936
INVESCO DB COMMDY INDX TRCKDBCOther2.66%475,810-9,703-2.00%$12,685,087
MICROSOFT CORPMSFTTechnology2.60%33,335+9,917+42.35%$12,434,760
MARVELL TECHNOLOGY INCMRVLTechnology2.35%37,632-30-0.08%$11,210,063
JPMORGAN CHASE & COJPMFinancial Services2.10%30,682-44-0.14%$10,042,984
ADVANCED MICRO DEVICES INCAMDTechnology1.98%16,315+71+0.44%$9,477,548
PIMCO ETF TRMINTOther1.93%91,663+31,937+53.47%$9,240,533
INVESCO QQQ TRQQQOther1.71%11,116+240+2.21%$8,186,035
WASTE MGMT INC DELWMIndustrials1.68%35,926-1,363-3.66%$8,007,205
ISHARES TRIJROther1.64%52,724-656-1.23%$7,819,445
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.55%14,819+61+0.41%$7,415,280
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.33%6,787-118-1.71%$6,349,349
J P MORGAN EXCHANGE TRADED FHELOOther1.31%92,274+1,943+2.15%$6,235,848
SPROTT ASSET MANAGEMENT LPPHYSOther1.27%201,527-2,335-1.15%$6,080,077
ENTERGY CORP NEWETRUtilities1.21%50,507-483-0.95%$5,801,281
VISA INCVFinancial Services1.15%15,980-260-1.60%$5,482,667
BLOOM ENERGY CORPBEIndustrials1.12%17,649-4,099-18.85%$5,342,353
BLACKSTONE INCBXFinancial Services1.12%3,886+149+3.99%$5,342,353
JOHNSON & JOHNSONJNJHealthcare1.07%20,038-257-1.27%$5,089,171
QUEST DIAGNOSTICS INCDGXHealthcare1.05%23,727-575-2.37%$5,028,853
BUTTERFLY NETWORK INCBFLYHealthcare0.95%536,472+176,144+48.88%$4,517,095
ALPHABET INCGOOGCommunication Services0.95%12,783+118+0.93%$4,516,751
ISHARES BITCOIN TRUST ETFIBITOther0.87%124,405-1,663-1.32%$4,141,443
NEUROPACE INCNPCEHealthcare0.70%209,199-1,270-0.60%$3,324,173
Showing 30 of 225 holdings in the latest reporting period.