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Palumbo Wealth Management LLC

Q4 2025 13F Holdings

  • Location
    great neck, NY
  • Num holdings

    218

  • Value ($000)

    $405,289

  • Date Filed
    01/21/2026
  • Form type
    13F-HR
  • CIK
    0001846310
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$32.6M
8 %

47,811

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$22.66M
6 %

72,381

A
AMZN

AMAZON COM INC

COM
023135106
$18.85M
5 %

81,659

A
AAPL

APPLE INC

COM
037833100
$17.77M
4 %

65,355

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$17.27M
4 %

43,577

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$15.7M
4 %

310,268

D
DBC

INVESCO DB COMMDY INDX TRCK

UNIT
46138B103
$10.86M
3 %

485,566

M
MSFT

MICROSOFT CORP

COM
594918104
$10.8M
3 %

22,330

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.59M
3 %

56,779

W
WM

WASTE MGMT INC DEL

COM
94106L109
$8.18M
2 %

37,214

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