Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palumbo Wealth Management LLC (CIK 1846310) reported $409.8M across 218 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($31.5M, 7.68%), GOOGL ($21.4M, 5.21%), GLD ($18.5M, 4.52%), AAPL ($17.6M, 4.29%), AMZN ($17.0M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $31.5M | 7.68% | 48,380 | Added |
| 2 | GOOGL | ALPHABET INC | $21.4M | 5.21% | 74,283 | Added |
| 3 | GLD | SPDR GOLD TR | $18.5M | 4.52% | 43,064 | Trimmed |
| 4 | AAPL | APPLE INC | $17.6M | 4.29% | 69,259 | Added |
| 5 | AMZN | AMAZON COM INC | $17.0M | 4.15% | 81,716 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $16.3M | 3.98% | 322,375 | Added |
| 7 | DBC | INVESCO DB COMMDY INDX TRCK | $14.1M | 3.43% | 485,513 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $11.4M | 2.79% | 65,618 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $9.0M | 2.21% | 30,726 | Added |
| 10 | MSFT | MICROSOFT CORP | $8.7M | 2.12% | 23,418 | Added |
| 11 | WM | WASTE MGMT INC DEL | $8.6M | 2.09% | 37,289 | Added |
| 12 | PHYS | SPROTT ASSET MANAGEMENT LP | $7.2M | 1.76% | 203,862 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.1M | 1.73% | 14,758 | Added |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $6.9M | 1.68% | 6,905 | Added |
| 15 | IJR | ISHARES TR | $6.6M | 1.62% | 53,380 | Trimmed |
| 16 | QQQ | INVESCO QQQ TR | $6.3M | 1.53% | 10,876 | Trimmed |
| 17 | MINT | PIMCO ETF TR | $6.0M | 1.47% | 59,726 | Added |
| 18 | SHY | ISHARES TR | $5.8M | 1.41% | 70,215 | Added |
| 19 | HELO | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.41% | 90,331 | Added |
| 20 | ETR | ENTERGY CORP NEW | $5.7M | 1.40% | 50,990 | Added |
| 21 | BW | BABCOCK & WILCOX ENTERPRISES | $5.4M | 1.31% | 365,331 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $5.0M | 1.21% | 20,295 | Added |
| 23 | V | VISA INC | $4.9M | 1.20% | 16,240 | Trimmed |
| 24 | IBIT | ISHARES BITCOIN TRUST ETF | $4.8M | 1.18% | 126,068 | Added |
| 25 | DGX | QUEST DIAGNOSTICS INC | $4.8M | 1.16% | 24,302 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31