Palumbo Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Great Neck, NY
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
218
Total value ($000)
$405,289
Net value change ($000)
+92,196 (29.4%)
New positions
60
Sold out positions
21
Turnover %
20.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
JPST 15,696 NEW
GOOGL 15,183 203.2%
AMZN 7,784 70.3%
IJR 6,656 NEW
HELO 5,561 NEW
GBTC 4,598 NEW
GOOGL 4,042 NEW
XHB 2,851 NEW
BRK-B 2,829 68.5%
AAPL 2,423 15.8%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -6,720 -72.8%
ORLY -3,453 -89.7%
SHW -3,017 -100.0%
ITW -2,616 -50.2%
DIS -1,693 -100.0%
NKE -1,401 -27.8%
UNH -1,389 -100.0%
FDS -1,302 -100.0%
LEN -1,276 -49.1%
QURE -1,271 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type