Palumbo Wealth Management LLC

Q2 2025 13F-HR Holdings

Location
Great Neck, NY
Holdings as of
6/30/2025
Date filed
7/15/2025
Form type
13F-HR
Num holdings
197
Total value ($000)
$322,890
Net value change ($000)
—
New positions
197
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/10/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 27,917 —
JPST 19,680 —
GLD 16,022 —
AAPL 11,653 —
DBC 10,261 —
AMZN 10,234 —
MSFT 9,989 —
WM 8,493 —
NVDA 7,789 —
COST 6,854 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type