Palumbo Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Great Neck, NY
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
221
Total value ($000)
$409,804
Net value change ($000)
+4,515 (1.1%)
New positions
24
Sold out positions
21
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SHY 5,169 821.8%
JPM 4,942 120.7%
BW 3,480 184.4%
DBC 3,199 29.5%
IBIT 2,331 92.8%
UBER 2,327 953.7%
GLD 1,260 7.3%
RSP 1,191 NEW
ETR 1,172 25.7%
BE 1,086 58.4%
Top Reduces (Value $000, Stocks/ETFs)
GBTC -4,598 -100.0%
WSM -2,156 -46.4%
MSFT -2,130 -19.7%
AMZN -1,830 -9.7%
LEN -1,322 -100.0%
GOOGL -1,294 -5.7%
V -1,232 -20.1%
SPY -1,140 -3.5%
NUVB -1,034 -70.5%
QQQ -1,024 -14.0%
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