Palumbo Wealth Management LLC Portfolio Holdings

Palumbo Wealth Management LLC

  • $389 Million
  • Q4 2025

Palumbo Wealth Management LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $389 Million distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31.8M, Alphabet Inc. with a value of $20M, Amazon Com Inc with a value of $19.2M, Apple Inc. with a value of $17.5M, and Spdr Gold Trust with a value of $16.4M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $370M to 389M.

Palumbo Wealth Management LLC is based out at Great Neck, NY

Below you can find more details about Palumbo Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $389 Million
ETFs: $127 Million
Technology: $76.6 Million
Consumer Cyclical: $43 Million
Healthcare: $35.3 Million
Financial Services: $31.7 Million
Communication Services: $28.1 Million
Industrials: $23.8 Million
Consumer Defensive: $8.83 Million
Other: $11.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$204M
$749,000 0.19% of portfolio
178,007
Q4 2025 Added 13.13%
$299M
$641,000 0.16% of portfolio
42,910
Q4 2025 Reduced 0.1%
$208M
$530,000 0.14% of portfolio
30,978
Q4 2025 Added 41.81%
$147M
$392,000 0.1% of portfolio
43,345
Q4 2025 Added 15.2%
$169M
$404,000 0.1% of portfolio
63,273
Q4 2025 Added 28.99%
$269M
$299,000 0.08% of portfolio
30,789
Q4 2025 Added 28.46%
$262M
$258,000 0.07% of portfolio
16,320
Q4 2025 Added 37.87%
$131M
$285,000 0.07% of portfolio
259,413
Q4 2025 Added 19.82%
$155M
$153,000 0.04% of portfolio
38,487
Q4 2025 New
$117M
$135,000 0.03% of portfolio
67,647
Q4 2025 Reduced 47.55%
$227M
$74,000 0.02% of portfolio
41,133
Q4 2025 Reduced 2.34%

Summary

  • Portfolio
  • No. of Stocks 218
  • Current Value $389 Million
  • Prior Value $370 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 60 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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