Palumbo Wealth Management LLC

CIK

1846310

Location

GREAT NECK, NY

Portfolio Value

Small $336,054,560

Diversification

Diversified

Filing Date

Global Rank

#2,941 / 8,232 ▲ 156

Top Industry

Internet Content & Information 9.4%

3Y Alpha vs SPY

-4.2%

Period ended 2 months ago

Filed May 12, 2026 · 32d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.2%

SPY

+76.5%

Annualised alpha

-4.1%

Max drawdown

−15.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

181 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.4%

−0.3 pts

Top 5

31.5%

−0.9 pts

Top 10

46.9%

+0.3 pts

HHI

307

Diversified−2

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	22.6%	$75,837,131	7
Technology	20.1%	$67,394,611	35
Healthcare	11.9%	$40,142,653	54
Financial Services	10.8%	$36,357,181	15
Consumer Cyclical	10.3%	$34,684,605	17
Industrials	8.9%	$29,925,028	20
Communication Services	7.7%	$25,901,538	6
Consumer Defensive	2.9%	$9,842,994	5
Utilities	2.5%	$8,309,732	8
Energy	1.5%	$5,034,960	6
Basic Materials	0.5%	$1,780,110	5
Real Estate	0.3%	$844,017	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HRTX	Heron Therapeutics, Inc. /De/	+153,083	412,496	$329,996
IBIT	iShares Bitcoin Trust ETF	+75,452	126,068	$4,843,532
BW	Babcock & Wilcox Enterprises, Inc.	+67,650	365,331	$5,366,712
UBER	Uber Technologies, Inc	+32,756	35,737	$2,570,562
VYGR	Voyager Therapeutics, Inc.	+24,297	62,784	$242,346
NAUT	Nautilus Biotechnology, Inc.	+24,098	65,231	$253,096
ORGO	Organogenesis Holdings Inc.	+19,798	57,849	$137,102
JPM	Jpmorgan Chase & Co	+18,014	30,726	$9,038,360
XFOR	X4 Pharmaceuticals, Inc	+17,657	131,014	$541,087
PRME	Prime Medicine, Inc.	+16,707	102,246	$355,816
SGHT	Sight Sciences, Inc.	+12,841	49,930	$188,236
NVDA	Nvidia Corp	+8,839	65,618	$11,443,779
QS	QuantumScape Corp	+7,168	46,428	$296,210
AAPL	Apple Inc.	+3,904	69,259	$17,577,241
PATH	UiPath, Inc.	+3,321	23,032	$255,655
CRNX	Crinetics Pharmaceuticals, Inc.	+2,368	8,173	$296,843
GTLB	Gitlab Inc.	+2,287	12,657	$273,897
DSGN	Design Therapeutics, Inc.	+2,031	71,408	$759,781
GOOGL	Alphabet Inc.	+1,902	74,283	$21,360,819
CRM	Salesforce, Inc.	+1,789	14,406	$2,689,168
ETR	Entergy Corp /De/	+1,687	50,990	$5,729,236
XMTR	Xometry, Inc.	+1,683	17,800	$726,952
SYM	Symbotic Inc.	+1,170	6,846	$364,207
META	Meta Platforms, Inc.	+1,092	5,315	$3,040,870
MSFT	Microsoft Corp	+1,088	23,418	$8,668,641
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NUVB	Nuvation Bio Inc.	−62,793	100,963	$433,131
SANA	Sana Biotechnology, Inc.	−62,524	58,459	$168,361
BFLY	Butterfly Network, Inc.	−52,989	360,328	$1,455,725
IMRX	Immuneering Corp	−44,603	18,670	$98,390
EBS	Emergent BioSolutions Inc.	−36,857	80,264	$666,191
TSHA	Taysha Gene Therapies, Inc.	−31,298	146,709	$655,789
ASMB	Assembly Biosciences, Inc.	−17,662	19,643	$545,093
SNDX	Syndax Pharmaceuticals Inc	−14,185	37,183	$868,594
WSM	Williams Sonoma Inc	−12,362	13,676	$2,493,545
ORIC	Oric Pharmaceuticals, Inc.	−11,774	15,548	$196,993
TSCO	Tractor Supply Co /De/	−9,964	45,306	$2,052,361
CDNA	CareDx, Inc.	−9,349	36,410	$632,077
XNCR	Xencor Inc	−9,284	17,806	$214,740
XERS	Xeris Biopharma Holdings, Inc.	−6,561	17,788	$103,170
SIBN	SI-BONE, Inc.	−6,423	35,532	$448,769
ACHR	Archer Aviation Inc.	−6,147	112,080	$579,453
IDYA	IDEAYA Biosciences, Inc.	−5,136	22,888	$762,628
DNTH	Dianthus Therapeutics, Inc. /DE/	−4,607	10,360	$869,411
NKTR	Nektar Therapeutics	−4,541	10,173	$731,947
AAP	Advance Auto Parts Inc	−3,926	36,194	$1,909,233
NPCE	NeuroPace Inc	−3,706	210,469	$2,767,667
NKE	NIKE, Inc.	−3,400	53,655	$2,834,057
OFIX	Orthofix Medical Inc.	−2,537	40,373	$463,078
BSX	Boston Scientific Corp	−1,959	23,362	$1,465,965
BAC	Bank Of America Corp /De/	−1,567	49,707	$2,423,216
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
NVAX	Novavax Inc	92,111	$749,783
DFTX	Definium Therapeutics, Inc.	37,966	$717,557
EVMN	Evommune, Inc.	29,931	$688,113
JOBY	Joby Aviation, Inc.	77,710	$641,884
KOD	Kodiak Sciences Inc.	15,304	$583,388
ANIK	Anika Therapeutics, Inc.	39,426	$571,677
MLM	Martin Marietta Materials Inc	925	$544,529
IMMX	Immix Biopharma, Inc.	55,232	$503,163
ETHA	iShares Ethereum Trust ETF	28,945	$458,199
OCS	Oculis Holding AG	13,711	$364,575
GLW	Corning Inc /Ny	2,265	$307,972
TSM	Taiwan Semiconductor Manufacturing Co Ltd	669	$226,088
FIGR	Figure Technology Solutions, Inc.	6,503	$220,776
PLTR	Palantir Technologies Inc.	1,473	$215,470
BITB	Bitwise Bitcoin ETF	5,676	$208,933
FCX	Freeport-Mcmoran Inc	3,535	$207,787
ADI	Analog Devices Inc	648	$206,154
BTI	British American Tobacco p.l.c.	3,486	$203,826
TEM	Tempus AI, Inc.	4,436	$200,595
LNT	Alliant Energy Corp	2,795	$200,569
TRAW	Traws Pharma, Inc.	61,175	$111,950
AP	Ampco Pittsburgh Corp	15,233	$102,365
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	67,259	$4,597,825
LEN	Lennar Corp /New/	12,861	$1,322,110
ETHE	Grayscale Ethereum Staking ETF	28,095	$684,675
ERAS	Erasca, Inc.	139,385	$518,512
RXST	RxSight, Inc.	30,789	$320,821
TEAM	Atlassian Corp	1,941	$314,713
TECX	Tectonic Therapeutic, Inc.	13,046	$272,139
BBNX	Beta Bionics, Inc.	8,729	$265,972
XGN	Exagen Inc.	43,345	$263,537
SHOP	Shopify Inc.	1,600	$257,552
SYK	Stryker Corp	604	$212,287
MMM	3M Co	1,270	$203,327
CRVS	Corvus Pharmaceuticals, Inc.	26,255	$202,163
EXE	EXPAND ENERGY Corp	1,820	$200,855
WVE	Wave Life Sciences Ltd.	11,356	$193,052
BWAY	Brainsway Ltd.	16,320	$155,203
NOK	Nokia Corp	18,143	$117,385
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 positions · $336,054,560 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	48,380	+569	$31,463,449	−3.5%	9.36%
GOOGL	Alphabet Inc. Communication Services	Added	74,283	+1,902	$21,360,819	−5.7%	6.36%
GLD	Spdr Gold Trust	Reduced	43,064	-513	$18,530,008	+7.3%	5.51%
AAPL	Apple Inc. Technology	Added	69,259	+3,904	$17,577,241	−1.1%	5.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	81,716	+57	$17,018,991	−9.7%	5.06%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	485,513	-53	$14,055,601	+29.5%	4.18%
NVDA	Nvidia Corp Technology	Added	65,618	+8,839	$11,443,779	+8.1%	3.41%
JPM	Jpmorgan Chase & Co Financial Services	Added	30,726	+18,014	$9,038,360	+120.7%	2.69%
MSFT	Microsoft Corp Technology	Added	23,418	+1,088	$8,668,641	−19.7%	2.58%
WM	Waste Management Inc Industrials	Added	37,289	+75	$8,568,639	+4.8%	2.55%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	203,862	-444	$7,224,869	+7.1%	2.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,758	+916	$7,072,033	+1.6%	2.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,905	+129	$6,880,349	+17.7%	2.05%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,876	-1,011	$6,277,409	−14.0%	1.87%
ETR	Entergy Corp /De/ Utilities	Added	50,990	+1,687	$5,729,236	+25.7%	1.70%
BW	Babcock & Wilcox Enterprises, Inc. Industrials	Added	365,331	+67,650	$5,366,712	+184.4%	1.60%
JNJ	Johnson & Johnson Healthcare	Added	20,295	+959	$4,960,909	+24.0%	1.48%
V	Visa Inc. Financial Services	Reduced	16,240	-1,266	$4,908,377	−20.1%	1.46%
IBIT	iShares Bitcoin Trust ETF	Added	126,068	+75,452	$4,843,532	+92.7%	1.44%
DGX	Quest Diagnostics Inc Healthcare	Reduced	24,302	-1,556	$4,762,705	+6.1%	1.42%
MRVL	Marvell Technology, Inc. Technology	Added	37,662	+106	$3,730,421	+16.9%	1.11%
AMD	Advanced Micro Devices Inc Technology	Added	16,244	+273	$3,304,516	−3.4%	0.98%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	9,805	-1,325	$3,047,295	−10.4%	0.91%
META	Meta Platforms, Inc. Communication Services	Added	5,315	+1,092	$3,040,870	+9.1%	0.90%
BE	Bloom Energy Corp Industrials	Added	21,748	+331	$2,946,636	+58.3%	0.88%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	53,655	-3,400	$2,834,057	−22.0%	0.84%
NPCE	NeuroPace Inc Healthcare	Reduced	210,469	-3,706	$2,767,667	−16.3%	0.82%
CRM	Salesforce, Inc. Technology	Added	14,406	+1,789	$2,689,168	−19.5%	0.80%
UBER	Uber Technologies, Inc Technology	Added	35,737	+32,756	$2,570,562	+955.3%	0.76%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	13,676	-12,362	$2,493,545	−46.4%	0.74%
IBM	International Business Machines Corp Technology	Reduced	10,132	-287	$2,455,895	−20.4%	0.73%
ITW	Illinois Tool Works Inc Industrials	Reduced	9,433	-1,111	$2,455,315	−5.5%	0.73%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	49,707	-1,567	$2,423,216	−14.1%	0.72%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,632	-956	$2,276,766	−29.7%	0.68%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	45,306	-9,964	$2,052,361	−25.7%	0.61%
MSCI	MSCI Inc. Financial Services	Reduced	3,607	-833	$1,944,209	−23.7%	0.58%
AAP	Advance Auto Parts Inc Consumer Cyclical	Reduced	36,194	-3,926	$1,909,233	+21.1%	0.57%
CAT	Caterpillar Inc Industrials	Added	2,669	+1	$1,890,879	+23.7%	0.56%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,068	+477	$1,588,187	−5.7%	0.47%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	24,125	-1,520	$1,568,125	+48.7%	0.47%
AMAT	Applied Materials Inc /De Technology	Reduced	4,430	-177	$1,514,129	+27.9%	0.45%
BSX	Boston Scientific Corp Healthcare	Reduced	23,362	-1,959	$1,465,965	−39.3%	0.44%
BFLY	Butterfly Network, Inc. Healthcare	Reduced	360,328	-52,989	$1,455,725	−7.3%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,474	-887	$1,368,424	−7.8%	0.41%
ACN	Accenture plc Technology	Reduced	6,670	-1,485	$1,322,594	−39.6%	0.39%
ETN	Eaton Corp plc Industrials	Added	3,267	+62	$1,168,507	+14.5%	0.35%
APH	Amphenol Corp /De/ Technology	Added	9,197	+29	$1,162,040	−6.2%	0.35%
NOW	ServiceNow, Inc. Technology	Added	10,075	+363	$1,053,341	−29.2%	0.31%
SPGI	S&P Global Inc. Financial Services	Reduced	2,456	-26	$1,044,635	−19.5%	0.31%
LMT	Lockheed Martin Corp Industrials	Added	1,700	+54	$1,027,463	+29.1%	0.31%