Palumbo Wealth Management LLC
•CIK: 1846310•Filing: Q4 2025
**Palumbo Wealth Management LLC** manages $405M across a diversified portfolio of 218 positions. The strategy exhibits significant concentration in mega-cap technology names, notably holding $32.6M in SPY and $22.7M in GOOGL. Further top allocations include $18.8M in AMZN, $17.8M in AAPL, and $17.3M in GQ9. The firm maintains substantial exposure to core indices and leading technology growth vectors.
Total AUM
$405.3M
QoQ Performance
+29.4%
Positions
197
Top 10 Concentration
41.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
GOOGL
SPY8.0%
GOOGL5.6%
AMZN4.7%
AAPL4.4%
GQ94.3%
JPST3.9%
DBC2.7%
MSFT2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.8%
Technology20.7%
Consumer9.3%
ETF8.4%
Financial5.5%
Healthcare2.7%
Industrial1.1%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+22 more exited positions
Changes from Q3 2025
NEW48 new positions
↑99 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023