Palumbo Wealth Management LLC
Top Portfolio Positions
179 positions ·
$328,410,850 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
48,380 | $31,463,449 | 9.58% |
| GOOGL |
Alphabet Inc.
Communication Services
|
74,283 | $21,360,819 | 6.50% |
| GLD |
Spdr Gold Trust
|
43,064 | $18,530,008 | 5.64% |
| AAPL |
Apple Inc.
Technology
|
69,259 | $17,577,241 | 5.35% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
81,716 | $17,018,991 | 5.18% |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
485,513 | $14,055,601 | 4.28% |
| NVDA |
Nvidia Corp
Technology
|
65,618 | $11,443,779 | 3.48% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,726 | $9,038,360 | 2.75% |
| MSFT |
Microsoft Corp
Technology
|
23,418 | $8,668,641 | 2.64% |
| WM |
Waste Management Inc
Industrials
|
37,289 | $8,568,639 | 2.61% |
Portfolio Trend
Holdings in PHVS
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $582,176 | 20,608 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $560,050 | 20,182 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $415,192 | 16,641 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $256,062 | 14,549 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $221,401 | 14,102 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $195,936 | 10,221 | Shares | Sole | 2025-01-30 | |
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