Palumbo Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Great Neck, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
231
Total value ($000)
$482,199
Net value change ($000)
+4,579 (1.0%)
New positions
20
Sold out positions
26
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SHY 4,967 451.5%
META 4,441 153.1%
MINT 4,338 46.9%
JMOM 4,015 234.4%
MSFT 3,901 31.4%
SPMO 3,775 877.9%
JPST 3,140 15.5%
DBC 2,026 16.0%
CDNA 1,845 78.0%
IBIT 1,410 34.0%
Top Reduces (Value $000, Stocks/ETFs)
BX -4,942 -92.5%
GOOGL -2,153 -8.1%
WM -2,131 -26.6%
BW -1,888 -100.0%
SPY -1,595 -4.4%
MRVL -1,277 -11.4%
AMAT -1,252 -39.6%
RSP -1,139 -100.0%
ETR -1,088 -18.8%
ABSI -1,055 -49.7%
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