Palumbo Wealth Management LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$405.3B
Holdings
218
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (218 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $32.6M |
GOOGLALPHABET INC | $22.7M |
AMZNAMAZON COM INC | $18.8M |
AAPLAPPLE INC | $17.8M |
GQ9SPDR GOLD TR | $17.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $15.7M |
DBCINVESCO DB COMMDY INDX TRCK | $10.9M |
MSFTMICROSOFT CORP | $10.8M |
NVDANVIDIA CORPORATION | $10.6M |
WMWASTE MGMT INC DEL | $8.2M |
NDQINVESCO QQQ TR | $7.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.0M |
PHYS/USPROTT ASSET MANAGEMENT LP | $6.7M |
IJRISHARES TR | $6.7M |
VVISA INC | $6.1M |
COSTCOSTCO WHSL CORP NEW | $5.8M |
HELOJ P MORGAN EXCHANGE TRADED F | $5.6M |
MINTPIMCO ETF TR | $5.4M |
WSMWILLIAMS SONOMA INC | $4.7M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $4.6M |
ETRENTERGY CORP NEW | $4.6M |
DGXQUEST DIAGNOSTICS INC | $4.5M |
JPMJPMORGAN CHASE & CO. | $4.1M |
GOOGALPHABET INC | $4.0M |
JNJJOHNSON & JOHNSON | $4.0M |
NKENIKE INC | $3.6M |
AMDADVANCED MICRO DEVICES INC | $3.4M |
MCDMCDONALDS CORP | $3.4M |
CRMSALESFORCE INC | $3.3M |
NPCENEUROPACE INC | $3.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.2M |
MRVLMARVELL TECHNOLOGY INC | $3.2M |
IBMINTERNATIONAL BUSINESS MACHS | $3.1M |
XHBSPDR SERIES TRUST | $2.9M |
BACBANK AMERICA CORP | $2.8M |
METAMETA PLATFORMS INC | $2.8M |
TSCOTRACTOR SUPPLY CO | $2.8M |
ITWILLINOIS TOOL WKS INC | $2.6M |
MSCIMSCI INC | $2.5M |
IBITISHARES BITCOIN TRUST ETF | $2.5M |
BSXBOSTON SCIENTIFIC CORP | $2.4M |
OEFISHARES TR | $2.2M |
ACNACCENTURE PLC IRELAND | $2.2M |
BWBABCOCK & WILCOX ENTERPRISES | $1.9M |
MSTBETF SER SOLUTIONS | $1.9M |
BEBLOOM ENERGY CORP | $1.9M |
XLVSELECT SECTOR SPDR TR | $1.9M |
CRWDCROWDSTRIKE HLDGS INC | $1.7M |
AWNADVANCE AUTO PARTS INC | $1.6M |
BFLYBUTTERFLY NETWORK INC | $1.6M |
CATCATERPILLAR INC | $1.5M |
NOWSERVICENOW INC | $1.5M |
PGPROCTER AND GAMBLE CO | $1.5M |
NUVBNUVATION BIO INC | $1.5M |
EBSEMERGENT BIOSOLUTIONS INC | $1.4M |
DDTOINNOVATOR ETFS TRUST | $1.4M |
JMOMJ P MORGAN EXCHANGE TRADED F | $1.4M |
LENLENNAR CORP | $1.3M |
SPGIS&P GLOBAL INC | $1.3M |
MNDYMONDAY COM LTD | $1.3M |
ASMBASSEMBLY BIOSCIENCES INC | $1.3M |
APHAMPHENOL CORP NEW | $1.2M |
JOETVIRTUS ETF TR II | $1.2M |
EFAISHARES TR | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |
PALCPACER FDS TR | $1.2M |
PDBCINVESCO ACTVELY MNGD ETC FD | $1.1M |
TSLATESLA INC | $1.1M |
URAGLOBAL X FDS | $1.1M |
VOOVANGUARD INDEX FDS | $1.1M |
LLYELI LILLY & CO | $1.1M |
WCNWASTE CONNECTIONS INC | $1.1M |
SNDXSYNDAX PHARMACEUTICALS INC | $1.1M |
OXYOCCIDENTAL PETE CORP | $1.1M |
HLTHILTON WORLDWIDE HLDGS INC | $1.0M |
IYWISHARES TR | $1.0M |
AVGOBROADCOM INC | $1.0M |
ETNEATON CORP PLC | $1.0M |
TSHATAYSHA GENE THERAPIES INC | $979K |
IDYAIDEAYA BIOSCIENCES INC | $968K |
XMTRXOMETRY INC | $958K |
ACHRARCHER AVIATION INC | $889K |
ABTABBOTT LABS | $866K |
CDNACAREDX INC | $862K |
SIBNSI-BONE INC | $827K |
RECSCOLUMBIA ETF TR I | $821K |
WMTWALMART INC | $817K |
LMTLOCKHEED MARTIN CORP | $815K |
NETCLOUDFLARE INC | $766K |
SSOPROSHARES TR | $765K |
VTIVANGUARD INDEX FDS | $740K |
PMAYINNOVATOR ETFS TRUST | $726K |
CDTXCIDARA THERAPEUTICS INC | $725K |
MTUMISHARES TR | $713K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $684K |
HDHOME DEPOT INC | $679K |
SNOWSNOWFLAKE INC | $669K |
IMNMIMMUNOME INC | $665K |
XLYSELECT SECTOR SPDR TR | $660K |
XOMEXXON MOBIL CORP | $653K |
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