Palumbo Wealth Management LLC — 13F holdings

Palumbo Wealth Management LLC reported 237 holdings worth $478M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $36.0M (7.5%)
2. GOOGL ALPHABET INC — $26.5M (5.6%)
3. JPST J P MORGAN EXCHANGE TRADED F — $20.2M (4.2%)
4. AAPL APPLE INC — $20.1M (4.2%)
5. AMZN AMAZON COM INC — $19.4M (4.1%)
6. GLD SPDR GOLD TR — $15.6M (3.3%)
7. NVDA NVIDIA CORPORATION — $13.1M (2.7%)
8. DBC INVESCO DB COMMDY INDX TRCK — $12.7M (2.7%)
9. MSFT MICROSOFT CORP — $12.4M (2.6%)
10. MRVL MARVELL TECHNOLOGY INC — $11.2M (2.3%)