Palumbo Wealth Management LLC: 13F holdings
CIK 18463102026Q2
| Positions | 237 |
|---|
| Reported value | $477.6m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 237 (+16 vs prior quarter) |
|---|
| Reported value | $477.6m (+16.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 48,207 | $36.0m | 7.5% |
| GOOGL ALPHABET INC | 74,288 | $26.5m | 5.6% |
| JPST J P MORGAN EXCHANGE TRADED F | 399,763 | $20.2m | 4.2% |
| AAPL APPLE INC | 69,432 | $20.1m | 4.2% |
| AMZN AMAZON COM INC | 81,207 | $19.4m | 4.1% |
| GLD SPDR GOLD TR | 42,380 | $15.6m | 3.3% |
| NVDA NVIDIA CORPORATION | 65,340 | $13.1m | 2.7% |
| DBC INVESCO DB COMMDY INDX TRCK | 475,810 | $12.7m | 2.7% |
| MSFT MICROSOFT CORP | 33,335 | $12.4m | 2.6% |
| MRVL MARVELL TECHNOLOGY INC | 37,632 | $11.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846310")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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