account_balance
Investment manager · 13F filer · SEC CIK 1846310
Palumbo Wealth Management LLC
Reported value$482Mas of Sep 30, 2026
Positions231 19 new, 25 sold out
Top 10 weight40.6%SPY alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
7.1%Trimmed −6%
GOOGLAlphabet Inc.
5.1%Trimmed −5%
JPSTJ P Morgan Exchange Traded F
4.8%Added +16%
AAPLApple Inc.
4.3%Trimmed −11%
AMZNAmazon.com Inc
3.9%Trimmed −6%
MSFTMicrosoft Corp
3.4%Trimmed −4%
GLDSPDR Gold Trust
3.3%Trimmed −3%
DBCInvesco DB Commodity Index Tracking Fund
3.1%Trimmed −4%
MINTPimco ETF Tr
2.8%Added +47%
NVDANVIDIA Corp
2.8%Trimmed −9%
JPMJPMorgan Chase & Co
2.1%−2%
MRVLMarvell Technology, Inc.
2.1%
SPYSPDR S&P 500 ETF Trust
7.1%Trimmed −6%
GOOGLAlphabet Inc.
5.1%Trimmed −5%
JPSTJ P Morgan Exchange Traded F
4.8%+16%
AAPLApple Inc.
4.3%−11%
AMZNAmazon.com Inc
3.9%−6%
MSFTMicrosoft Corp
3.4%
GLDSPDR Gold Trust
3.3%
DBCInvesco DB Commodity Index Tracking Fund
3.1%
MINTPimco ETF Tr
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 7.1% Trimmed −6%GOOGL Alphabet Inc. 5.1% Trimmed −5%
JPST J P Morgan Exchange Traded F 4.8% Added +16%
AAPL Apple Inc. 4.3% Trimmed −11%AMZN Amazon.com Inc 3.9% Trimmed −6%MSFT Microsoft Corp 3.4% Trimmed −4%GLD SPDR Gold Trust 3.3% Trimmed −3%DBC Invesco DB Commodity Index Tracking Fund 3.1% Trimmed −4%MINT Pimco ETF Tr 2.8% Added +47%
NVDA NVIDIA Corp 2.8% Trimmed −9%JPM JPMorgan Chase & Co 2.1% Trimmed −2%MRVL Marvell Technology, Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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