Palumbo Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Great Neck, NY
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$477,620
Net value change ($000)
+67,816 (16.5%)
New positions
31
Sold out positions
15
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MRVL 7,480 200.5%
AMD 6,173 186.8%
GOOGL 5,187 24.3%
BX 4,912 1142.3%
SPY 4,537 14.4%
JPST 3,901 23.9%
MSFT 3,766 43.4%
MINT 3,234 53.8%
BFLY 3,061 210.2%
CARL 2,775 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHY -4,698 -81.0%
BW -3,479 -64.8%
GLD -2,918 -15.7%
WSM -2,494 -100.0%
NKE -1,595 -56.3%
DBC -1,371 -9.8%
PHYS -1,145 -15.8%
HON -751 -100.0%
TSCO -724 -35.3%
IBIT -703 -14.5%
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