Palumbo Wealth Management LLC - Portfolio Stock Holdings
Palumbo Wealth Management LLC disclosed 250 stock positions in a recent SEC 13F filing. $469,645,625 of stock holdings were filed, with the largest holdings including SPY, GOOGL, and JPST. This filing represented positions held on June 30, 2026, and was filed on Aug. 12, 2026.We estimate the fund has a total AUM of $543,384,640 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
250Est. Stock Holding Value:
$469,645,625Top Stock Holdings By Sector
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Portfolio Stock Holdings - Palumbo Wealth Management LLC
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