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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.8 Million 8.18% of portfolio
47,811
Q4 2025 Added 0.63%
$1.65T
$20 Million 5.14% of portfolio
72,381
Q4 2025 Added 59.35%
$2.39T
$19.2 Million 4.92% of portfolio
81,659
Q4 2025 Added 53.01%
$4.3T
$17.5 Million 4.49% of portfolio
65,355
Q4 2025 Added 0.5%
$130B
$16.4 Million 4.21% of portfolio
43,577
Q4 2025 Reduced 0.05%
$0
$15.7 Million 4.04% of portfolio
310,268
Q4 2025 New
$3.78T
$11.3 Million 2.91% of portfolio
22,330
Q4 2025 Added 0.4%
$3.62B
$11.2 Million 2.87% of portfolio
485,566
Q4 2025 Added 3.91%
$465B
$10.6 Million 2.72% of portfolio
56,779
Q4 2025 Added 1.53%
$169B
$8.12 Million 2.09% of portfolio
9,712
Q4 2025 Added 1,030.62%
$85.9B
$7.78 Million 2.0% of portfolio
37,214
Q4 2025 Reduced 0.59%
$0
$7.18 Million 1.84% of portfolio
11,887
Q4 2025 Added 1.75%
$662B
$7.04 Million 1.81% of portfolio
13,842
Q4 2025 Added 58.1%
$0
$6.47 Million 1.66% of portfolio
55,384
Q4 2025 New
$0
$6.37 Million 1.64% of portfolio
204,306
Q4 2025 Added 2.97%
$404B
$6.18 Million 1.59% of portfolio
6,776
Q4 2025 Reduced 0.67%
$0
$5.39 Million 1.38% of portfolio
53,638
Q4 2025 Added 15.08%
$51.1B
$4.96 Million 1.27% of portfolio
67,259
Q4 2025 New
$12.2B
$4.75 Million 1.22% of portfolio
26,038
Q4 2025 Added 10.32%
$19.3B
$4.69 Million 1.2% of portfolio
49,303
Q4 2025 Added 0.23%
$388B
$3.84 Million 0.99% of portfolio
15,971
Q4 2025 Added 1.36%
$522B
$3.86 Million 0.99% of portfolio
19,336
Q4 2025 Added 2.12%
$881B
$3.82 Million 0.98% of portfolio
12,712
Q4 2025 Added 2.5%
$1.74T
$3.68 Million 0.95% of portfolio
12,880
Q4 2025 New
$79.2B
$3.59 Million 0.92% of portfolio
57,055
Q4 2025 Reduced 21.16%
$15.6B
$3.54 Million 0.91% of portfolio
25,858
Q4 2025 Added 0.45%
$224B
$3.39 Million 0.87% of portfolio
11,130
Q4 2025 Reduced 6.6%
$73.7B
$3.25 Million 0.83% of portfolio
37,556
Q4 2025 Added 1.35%
$222B
$3.17 Million 0.81% of portfolio
5,588
Q4 2025 Added 0.76%
$266B
$3.1 Million 0.8% of portfolio
10,419
Q4 2025 Reduced 0.99%
$6.15B
$3.06 Million 0.79% of portfolio
55,270
Q4 2025 Added 0.95%
$237B
$2.99 Million 0.77% of portfolio
12,617
Q4 2025 Added 117.35%
$0
$2.86 Million 0.73% of portfolio
27,687
Q4 2025 New
$319M
$2.75 Million 0.71% of portfolio
214,175
Q4 2025 Added 8.46%
$413B
$2.64 Million 0.68% of portfolio
51,274
Q4 2025 Added 0.2%
$147B
$2.6 Million 0.67% of portfolio
25,321
Q4 2025 Reduced 0.04%
$74.9B
$2.57 Million 0.66% of portfolio
10,544
Q4 2025 Reduced 47.56%
$1.37T
$2.57 Million 0.66% of portfolio
4,223
Q4 2025 Reduced 0.47%
$45.2B
$2.51 Million 0.64% of portfolio
4,440
Q4 2025 Added 0.11%
$20B
$2.4 Million 0.62% of portfolio
21,417
Q4 2025 Reduced 8.65%
$3.01B
$2.01 Million 0.52% of portfolio
40,120
Q4 2025 New
$152B
$1.97 Million 0.51% of portfolio
8,155
Q4 2025 Reduced 25.16%
$115B
$1.93 Million 0.5% of portfolio
3,591
Q4 2025 Added 7.55%
$565M
$1.91 Million 0.49% of portfolio
297,681
Q4 2025 Added 38.09%
$0
$1.86 Million 0.48% of portfolio
46,697
Q4 2025 New
$0
$1.82 Million 0.47% of portfolio
11,972
Q4 2025 New
$0
$1.73 Million 0.45% of portfolio
6,512
Q4 2025 New
$30.9B
$1.56 Million 0.4% of portfolio
12,861
Q4 2025 Reduced 37.98%
$346B
$1.51 Million 0.39% of portfolio
10,361
Q4 2025 Reduced 3.0%

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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