Palumbo Wealth Management LLC - Portfolio overview

Palumbo Wealth Management LLC has 251 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 7.37%
2. GOOGL - ALPHABET INC, 5.00%
3. GLD - SPDR GOLD TR, 4.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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