1y return+16.6%S&P 500 +20.9%
3y return+43.7%S&P 500 +68.5%
5y return+32.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $142 against $200 in the S&P 500.2
Palumbo Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $36.0M | 7.5% | |
| GOOGLAlphabet Inc | $26.5M | 5.6% | |
| JPSTJ P Morgan Exchange Traded F | $20.2M | 4.2% | +24.0% |
| AAPLApple Inc | $20.1M | 4.2% | |
| AMZNAmazon Com Inc | $19.4M | 4.1% | |
| GLDSpdr Gold Tr | $15.6M | 3.3% | −1.6% |
| NVDANvidia Corporation | $13.1M | 2.7% | |
| DBCInvesco Db Commdy Indx Trck | $12.7M | 2.7% | −2.0% |
| MSFTMicrosoft Corp | $12.4M | 2.6% | +42.3% |
| MRVLMarvell Technology Inc | $11.2M | 2.3% | |
| JPMJpmorgan Chase & Co | $10.0M | 2.1% | |
| AMDAdvanced Micro Devices Inc | $9.5M | 2.0% | |
| MINTPimco Etf Tr | $9.2M | 1.9% | +53.5% |
| QQQInvesco Qqq Tr | $8.2M | 1.7% | +2.2% |
| WMWaste Mgmt Inc Del | $8.0M | 1.7% | −3.7% |
| IJRIshares Tr | $7.8M | 1.6% | −1.2% |
| BRK/BBerkshire Hathaway Inc Del | $7.4M | 1.6% | |
| COSTCostco Wholesale Corporation | $6.3M | 1.3% | −1.7% |
| HELOJ P Morgan Exchange Traded F | $6.2M | 1.3% | +2.2% |
| PHYSSprott Asset Management LP | $6.1M | 1.3% | −1.1% |
| ETREntergy Corp New | $5.8M | 1.2% | |
| VVisa Inc | $5.5M | 1.1% | −1.6% |
| BXBlackstone Inc | $5.3M | 1.1% | +4.0% |
| BEBloom Energy Corp | $5.3M | 1.1% | −18.8% |
| JNJJohnson & Johnson | $5.1M | 1.1% | −1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $13.1M |
| CATCaterpillar Inc | December 31, 2020 | +485.1% | $2.9M |
| BFLYButterfly Network Inc | September 30, 2024 | +375.7% | $4.5M |
| AMATApplied Matls Inc | December 31, 2023 | +346.1% | $3.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $9.5M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $26.5M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2023 | +198.9% | $3.1M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $2.9M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $10.0M |
| COSTCostco Wholesale Corporation | December 31, 2020 | +148.3% | $6.3M |
Sold off last quarter
- WSMWilliams Sonoma Inc was $2.5M
- Honeywell Intl IncCUSIP 438516106 was $751K
- EVMNEvommune Inc was $688K
- IMMXImmix Biopharma Inc was $503K
- OFIXOrthofix Med Inc was $463K
- Oculis Holding AgCUSIP H5870P102 was $365K
- HRTXHeron Therapeutics Inc was $330K
- IWFIshares Tr was $239K
- BITBBitwise Bitcoin Etf Tr was $209K
- CORCencora Inc was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +6.4% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +4.9% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −11.6% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +2.7% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Palumbo Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1846310&type=13F-HR&dateb=&owner=include&count=40CIK 1846310
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1846310/000195175726001230/Filed August 12, 2026 · accession 0001951757-26-001230