Palumbo Wealth Management
Palumbo Wealth Management reported 237 stocks worth $478M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPY (7.5%), GOOGL (5.6%) and JPST (4.2%). Compared with Q1 2026, the fund opened new positions in CARL and ABSI, added to JPST, AAPL and MSFT, trimmed SPY, AMZN and GLD and sold out of WSM, EVMN and IMMX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $36M | 7.5% | 48K | −173 (−0%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $26.5M | 5.6% | 74K | No change | 8 of 8 | |
| 3 |  JPST J P Morgan Exchange Traded F | $20.2M | 4.2% | 400K | +77K (+24%) | 6 of 8 | |
| 4 |  AAPL Apple Inc | $20.1M | 4.2% | 69K | +173 (+0%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $19.4M | 4.0% | 81K | −509 (−1%) | 8 of 8 | |
| 6 |  GLD Spdr Gold TR | $15.6M | 3.3% | 42K | −684 (−2%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $13.1M | 2.7% | 65K | −278 (−0%) | 8 of 8 | |
| 8 |  DBC Invsc DB Commodity Index | $12.7M | 2.7% | 476K | −9,703 (−2%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $12.4M | 2.6% | 33K | +9,917 (+42%) | 8 of 8 | |
| 10 |  MRVL Marvell Technology Inc | $11.2M | 2.4% | 38K | No change | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WSM Williams Sonoma Inc | $2.5M | 14K |
HONEYWELL INTL INC | $751K | 3,325 |
 EVMN Evommune Inc | $688K | 30K |
 IMMX Immix Biopharma Inc | $503K | 55K |
 OFIX Orthofix Med Inc | $463K | 40K |
🔒 Free account: see all 15.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palumbo Wealth Management 13F FAQ
What does Palumbo Wealth Management own?
Palumbo Wealth Management reported 237 stocks worth $478M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SPY (7.5%), GOOGL (5.6%) and JPST (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Palumbo Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 31 new positions, 96 added to, 91 trimmed and 15 sold out. New positions include CARL and ABSI. It sold all of WSM, EVMN and IMMX.
When will Palumbo Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palumbo Wealth Management's portfolio worth?
The Q2 2026 filing reports $478M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.