Palumbo Wealth Management LLC holds a diversified book of 237 stocks worth $477.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Carlsmed Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 8% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +26.0%, a 2.1-point gap that is the cost of the ~43-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Palumbo Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
74% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Palumbo Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $568.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $514.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $15.5B |
| Arax Advisory Partners | 79 / 80 | $3.4B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $352.4B |
| ROYAL BANK OF CANADA | 78 / 80 | $153.3B |
| UBS Group AG | 78 / 80 | $142.3B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $141.7B |
Ranked by how many of Palumbo Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $36.0M | 48.2K | 7.5% | ▼−0.3% Reduced · −173 sh | |
| 2 | Alphabet Inc CAP STK CL A | $26.5M | 74.3K | 5.6% | ▲~0% Added · +5 sh | |
| 3 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $20.2M | 399.8K | 4.2% | ▲+24% Added · +77K sh | |
| 4 | Apple Inc COM | $20.1M | 69.4K | 4.2% | ▲+0.2% Added · +173 sh | |
| 5 | Amazon Com Inc COM | $19.4M | 81.2K | 4.1% | ▼−0.6% Reduced · −509 sh | |
| 6 | SPDR Gold TR GOLD SHS | $15.6M | 42.4K | 3.3% | ▼−1.6% Reduced · −684 sh | |
| 7 | Nvidia Corporation COM | $13.1M | 65.3K | 2.7% | ▼−0.4% Reduced · −278 sh | |
| 8 | Invesco DB Commdy Indx TRCK UNIT | $12.7M | 475.8K | 2.7% | ▼−2.0% Reduced · −10K sh | |
| 9 | Microsoft Corp COM | $12.4M | 33.3K | 2.6% | ▲+42% Added · +10K sh | |
| 10 | Marvell Technology Inc COM | $11.2M | 37.6K | 2.3% | ▼−0.1% Reduced · −30 sh | |
| 11 | JPMorgan Chase & Co COM | $10.0M | 30.7K | 2.1% | ▼−0.1% Reduced · −44 sh | |
| 12 | Advanced Micro Devices Inc COM | $9.5M | 16.3K | 2.0% | ▲+0.4% Added · +71 sh | |
| 13 | Pimco ETF TR ENHAN SHRT MA AC | $9.2M | 91.7K | 1.9% | ▲+53% Added · +32K sh | |
| 14 | Invesco QQQ TR UNIT SER 1 | $8.2M | 11.1K | 1.7% | ▲+2.2% Added · +240 sh | |
| 15 | Waste Mgmt Inc Del COM | $8.0M | 35.9K | 1.7% | ▼−3.6% Reduced · −1K sh | |
| 16 | Ishares TR CORE S&P SCP ETF | $7.8M | 52.7K | 1.6% | ▼−1.2% Reduced · −656 sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $7.4M | 14.8K | 1.6% | ▲+0.4% Added · +61 sh | |
| 18 | Costco Wholesale Corporation COM | $6.3M | 6.8K | 1.3% | ▼−1.7% Reduced · −118 sh | |
| 19 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $6.2M | 92.3K | 1.3% | ▲+2.1% Added · +2K sh | |
| 20 | Sprott Asset Management LP PHYSICAL GOLD TR | $6.1M | 201.5K | 1.3% | ▼−1.1% Reduced · −2K sh | |
| 21 | Entergy Corp New COM | $5.8M | 50.5K | 1.2% | ▼−0.9% Reduced · −483 sh | |
| 22 | Visa Inc COM CL A | $5.5M | 16.0K | 1.1% | ▼−1.6% Reduced · −260 sh | |
| 23 | Blackstone Inc COM | $5.3M | 3.9K | 1.1% | ▲+4.0% Added · +149 sh | |
| 24 | Bloom Energy Corp COM CL A | $5.3M | 17.6K | 1.1% | ▼−19% Reduced · −4K sh | |
| 25 | Johnson & Johnson COM | $5.1M | 20.0K | 1.1% | ▼−1.3% Reduced · −257 sh | |
| 26 | Quest Diagnostics Inc COM | $5.0M | 23.7K | 1.1% | ▼−2.4% Reduced · −575 sh | |
| 27 | Butterfly Network Inc COM CL A | $4.5M | 536.5K | 0.9% | ▲+49% Added · +176K sh | |
| 28 | Alphabet Inc CAP STK CL C | $4.5M | 12.8K | 0.9% | ▲+0.9% Added · +118 sh | |
| 29 | Ishares Bitcoin Trust ETF SHS BEN INT | $4.1M | 124.4K | 0.9% | ▼−1.3% Reduced · −2K sh | |
| 30 | Neuropace Inc COM | $3.3M | 209.2K | 0.7% | ▼−0.6% Reduced · −1K sh | |
| 31 | SPDR Series Trust ST STR SP HOME | $3.2M | 27.7K | 0.7% | —Held | |
| 32 | Applied Matls Inc COM | $3.2M | 4.4K | 0.7% | ▼−1.2% Reduced · −53 sh | |
| 33 | Uber Technologies Inc COM | $3.1M | 43.1K | 0.7% | ▲+21% Added · +7K sh | |
| 34 | Crowdstrike Hldgs Inc CL A | $3.1M | 4.1K | 0.6% | ▼−0.2% Reduced · −8 sh | |
| 35 | Meta Platforms Inc CL A | $2.9M | 5.2K | 0.6% | ▼−3.1% Reduced · −164 sh | |
| 36 | Caterpillar Inc COM | $2.9M | 2.7K | 0.6% | ▲+1.4% Added · +37 sh | |
| 37 | International Business Machs COM | $2.8M | 10.0K | 0.6% | ▼−1.1% Reduced · −108 sh | |
| 38 | Carlsmed Inc COM | $2.8M | 267.3K | 0.6% | ▲New New position | |
| 39 | Bank Of Amer Corp COM | $2.8M | 48.3K | 0.6% | ▼−2.9% Reduced · −1K sh | |
| 40 | McDonalds Corp COM | $2.5M | 9.4K | 0.5% | ▼−3.8% Reduced · −376 sh | |
| 41 | Illinois Tool WKS Inc COM | $2.5M | 9.3K | 0.5% | ▼−1.6% Reduced · −149 sh | |
| 42 | Caredx Inc COM | $2.4M | 82.9K | 0.5% | ▲+128% Added · +47K sh | |
| 43 | Ishares TR S&P 100 ETF | $2.3M | 6.4K | 0.5% | —Held | |
| 44 | Thermo Fisher Scientific Inc COM | $2.3M | 4.6K | 0.5% | ▼−1.6% Reduced · −74 sh | |
| 45 | Advance Auto Parts Inc COM | $2.2M | 35.9K | 0.5% | ▼−0.9% Reduced · −316 sh | |
| 46 | Salesforce Inc COM | $2.1M | 13.7K | 0.4% | ▼−4.8% Reduced · −688 sh | |
| 47 | Absci Corporation COM | $2.1M | 183.2K | 0.4% | ▲New New position | |
| 48 | Msci Inc COM | $2.0M | 3.5K | 0.4% | ▼−2.8% Reduced · −100 sh | |
| 49 | ETF Ser Solutions LHA MKT ST TACTL | $2.0M | 45.6K | 0.4% | ▼−1.1% Reduced · −499 sh | |
| 50 | Babcock & Wilcox Enterprises COM | $1.9M | 133.9K | 0.4% | ▼−63% Reduced · −231K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1846310/holdings"
Use Arkolith to show Palumbo Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 237 | $477.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 221 | $409.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 218 | $405.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 179 | $313.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 197 | $322.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 187 | $299.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 175 | $267.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 160 | $257.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.