Institutional Fund
Palumbo Wealth Management LLC
Great Neck, NYCIK 18463105 filings on record
Portfolio Value
$409.80M
Q1 2026
Holdings
221
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+1.1%
from $405.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr7.7%
- Alphabet Inc5.2%
- Spdr Gold Tr4.5%
- Apple Inc4.3%
- Amazon Com Inc4.2%
- J P Morgan Exchange Traded F4.0%
- Other70.2%
Portfolio Holdings
221 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 48.4K | $31.46M | 7.7% | +569 | Added |
| 2 | Alphabet Inc | 74.3K | $21.36M | 5.2% | +1.9K | Added |
| 3 | Spdr Gold Tr | 43.1K | $18.53M | 4.5% | −513 | Reduced |
| 4 | Apple Inc | 69.3K | $17.58M | 4.3% | +3.9K | Added |
| 5 | Amazon Com Inc | 81.7K | $17.02M | 4.2% | +57 | Added |
| 6 | J P Morgan Exchange Traded F | 322.4K | $16.32M | 4.0% | +12.1K | Added |
| 7 | Invesco Db Commdy Indx Trck | 485.5K | $14.06M | 3.4% | −53 | Reduced |
| 8 | Nvidia Corporation | 65.6K | $11.44M | 2.8% | +8.8K | Added |
| 9 | Jpmorgan Chase & Co. | 30.7K | $9.04M | 2.2% | +18.0K | Added |
| 10 | Microsoft Corp | 23.4K | $8.67M | 2.1% | +1.1K | Added |
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