Palumbo Wealth Management LLC 13F Holdings

CIK 0001846310 · GREAT NECK, NY

As of Sep 30, 2025, Palumbo Wealth Management LLC reported 179 positions worth $313.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TRUSTSPY—47,513$31.7M10.11%
SPDR GOLD TRUSTGQ9—43,599 5.5M4.95%
APPLE INCAAPLTechnology65,027 5.3M4.90%
AMAZON.COM INCAMZNEquity53,369 1.1M3.53%
INVESCO DB COMMODITY INDEX TRACKING FUNDDBC—467,295 0.5M3.36%
MICROSOFT CORPMSFTTechnology22,242 0.3M3.28%
ISHARES BITCOIN TRUST ETFIBIT—142,047$9.2M2.95%
NVIDIA CORPNVDATechnology55,924$9.0M2.87%
WASTE MANAGEMENT INCWMIndustrials37,433$8.2M2.63%
ALPHABET INCGOOGLEquity45,424$7.5M2.39%
INVESCO QQQ TRUST SERIES 1QQQ—11,682$7.0M2.24%
COSTCO WHOLESALE CORPCOSTConsumer Defensive6,822$6.3M2.00%
SPROTT PHYSICAL GOLD TRUSTPHYS—198,416$5.9M1.88%
VISA INC-CLASS A SHARESVFinancial Services17,402$5.7M1.84%
ILLINOIS TOOL WORKS INCITWIndustrials20,106$5.2M1.66%
NIKE INCNKEConsumer Cyclical72,371$5.0M1.61%
QUEST DIAGNOSTICS INCDGXHealthcare25,743$4.9M1.56%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINT—46,611$4.7M1.50%
WILLIAMS SONOMA INCWSMConsumer Cyclical23,603$4.6M1.47%
ENTERGY CORPETRUtilities49,191$4.6M1.46%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services8,755$4.1M1.32%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical35,853$3.8M1.23%
JPMORGAN CHASE & COJPMFinancial Services12,402$3.6M1.16%
MCDONALDS CORPMCDConsumer Cyclical11,917$3.5M1.13%
JOHNSON & JOHNSONJNJHealthcare18,935$3.3M1.07%